Every conversation logged

No more discussion about whether certain things are mentioned or not? Meet SalesNote to have your customer conversations logged automatically.

Insight - SalesNote

More structure in your conversation

Not only provide more structure in your report, but also in your conversation

Insurance products are legion. Even as a broker it is not always easy to keep an overview of the products that have already been discussed and which have not. SalesNote is your assistant for F2F conversations.

Notes - SalesNote