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Smart Notes

Most voice note apps are a better way to leave yourself a recording. Smart Notes is a better way to leave yourself done work: say what happened, and it transcribes, figures out which contact, company, or deal you're talking about, and turns anything actionable into a one-click confirm — a task, a reminder, a new contact — right there on that record's own timeline. Nothing executes without you approving it, so speed never costs you control.

What you get

Hold a key, speak, done — works from the dedicated page, or app-wide with a customizable one-key shortcut that dictates directly into AI BDR's chat, an email you're composing, or any note field, while still saving the note
Identifies who or what the note is about: exact email/phone matches are flagged 100% confident, fuzzy name matches are suggested, and a name that matches nobody yet offers to create the contact — asking for their email first
No AI match? Search and map to any contact, company, or deal yourself, right from the note
Suggests tasks, standalone reminders (no contact required), and teammates to tag — every suggestion is confirm-or-dismiss, never applied automatically
Understands spoken structure, not just spoken words: say "point number one... point two..." and it becomes a real numbered list, "new paragraph" becomes an actual break
A personal dictionary of names, acronyms, and terms your team says often, so transcription stops mishearing them
Multi-language, every speaker labeled when more than one person is in the recording, filler words stripped
Lives directly on the contact, company, and deal activity timeline it's about — not a separate inbox to check — plus a searchable archive across everything you've ever dictated
A recording survives switching pages or apps mid-dictation instead of being lost
What it actually looks like

Say it once. It's already mapped by the time you're done talking.

One recording, dictated in the car after a call — here's exactly what Smart Notes does with it.

4:48 PM · 21s2 suggestions

Just got off the phone with Priya Nair from Maple Ridge Holdings. She wants to move forward on the Elm Street duplex, so I need to send over the revised offer by Friday.

Map this note

✦ What I picked up

Person Priya NairCompany Maple Ridge HoldingsDue Friday

Suggested matches

✓

Priya Nair 100% match

Contact · Maple Ridge Holdings

Link
○

Maple Ridge Holdings

Company

Link

Suggested actions

Create task: send revised offer

Due Friday · assigned to you

Add

Remind me · Mon, Nov 3, 9:00 AM

Personal reminder, not tied to any contact

Add

Every "Link" and "Add" above is one click — nothing on this screen happens on its own.

Not just another voice memo app

A recording isn't the finish line. Getting it into your CRM is.

Most note-taking apps stop at a transcript. Smart Notes treats the transcript as a starting point — identifying who it's about and proposing what to actually do with it.

A typical voice note app
Close180 Smart Notes
Transcribes your voice to text
Transcribes it, then figures out which contact, company, or deal you're talking about
Saves a flat list of recordings, in its own app
Lives on that contact, company, or deal's own timeline — plus a searchable archive across everything you've ever dictated
You copy the details into your CRM yourself, later
Suggests the actual CRM action — map it, create the contact, add a task or reminder — one click to confirm
A name it mishears stays wrong every time
A personal dictionary fixes names and terms it keeps mishearing
Says "point number one" back to you, literally
Understands spoken structure — turns it into a real numbered list or paragraph break
Only captures a note while you're in its app
Dictate from anywhere — it types directly into the field you're already in (a chat, an email, a note) and still saves the note
No record of who it was ever about
Exact email/phone matches are flagged 100% confident; an unmatched name offers to create the contact, asking for their email first

Built for how you actually work

Agency Owners

Dictate a decision walking out of a client call — it's mapped to that client's record and searchable months later, instead of living in a notes app no one else can find.

Salespeople

Leaving a prospect meeting, say what was discussed — the deal gets the note, a follow-up task gets suggested, and the next step is one tap away instead of a CRM update you do later (or don't).

Account Managers

After a client call, dictate the recap — it lands on that client's timeline with a reminder suggested for whatever they asked for, so nothing said on the call gets forgotten by Friday.

Managers

Delegate out loud: "tell Sarah to follow up with Acme by Friday" tags the teammate and proposes the task — handing off work takes the same ten seconds as saying it, not a typed message later.

Business Owners

Capture an operational decision the moment you make it — a pricing change, a vendor call, a hire — searchable later, instead of trusting it'll still be in your head when it matters.

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