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Livenotes

Automates note-taking for customer-facing teams, improves team productivity for sales leaders, and maintains clean and accurate Salesforce data for revenue teams.

Made by Paul Berloty

  • Productivity

  • Sales

  • Notes

What is Livenotes?

Real-time note-taking application that automates administrative work for customer-facing teams, increases productivity for sales leaders, and maintains accurate Salesforce data for revenue teams with less effort. The app integrates with leading sales and customer relationship management platforms, enabling users to capture and organize notes, action items, and key customer details seamlessly during meetings or demos. With features like voice-to-text transcription, automated meeting summaries, and customizable templates, Livenotes streamlines note-taking, enhances team collaboration, and ensures critical data is securely synced to centralized systems of record

Highlights

  • Real-time note capture and transcription during meetings or demos
  • Automated meeting summaries and action items
  • Customizable note templates for consistent data capture
  • Seamless integration with CRM and other sales tools
  • Centralized data sync to maintain accurate Salesforce records

Platforms

  • Web