Built for Sales Teams
AI Note Taking for Sales Teams
Auto-capture every call with AI summaries, action items, and follow-up drafts ready when the meeting ends.
Why Sales Teams choose Chatlo Notes
Sales professionals face a common problem: Losing deal context between calls and writing CRM notes manually after every meeting. Chatlo Notes solves this by letting you auto-capture every call with ai summaries, action items, and follow-up drafts ready when the meeting ends.
- ✓Automatic meeting transcription and summary
- ✓AI-extracted action items and next steps
- ✓One-click follow-up email drafts from meeting notes
How to get started as a sales
- 1
Create a free account
Sign up at notes.chatlo.io — no credit card required. The core AI features are free.
- 2
Capture your first note
Record a voice note, paste a YouTube URL, upload a document, or type directly into the editor.
- 3
Let AI do the work
Chatlo Notes automatically transcribes, summarizes, and structures your content within seconds.
- 4
Chat and query
Use Knowledge Chat to ask questions across all your notes and surface any insight instantly.
Frequently asked questions
Does it work with Zoom and Google Meet?
Yes — the Chatlo Notes bot joins your calls and captures everything in real time.
Can it identify action items automatically?
Yes. After each call the AI extracts action items, decisions, and follow-ups from the transcript.
Can I push notes to my CRM?
CRM integrations are on the roadmap. Currently you can copy or export meeting summaries manually.
Is there a mobile app for reps in the field?
Yes — the iOS and Android app supports voice notes and meeting summaries on the go.