automated sales notes software - AI tools

AutoNotes is a leading healthcare AI tool that streamlines the creation of SOAP Notes, DAP Notes, Treatment Plans, and clinical documentation for healthcare professionals, offering customizable templates and transcription features.

• Freemium
• From 25$

Kizunna is an AI sales co-pilot designed for revenue teams, automating note-taking during sales calls, providing recaps, coaching insights, and streamlining CRM updates.

• Contact for Pricing

Duo.Computer is an AI-powered assistant designed to streamline note-taking for meetings, automatically organizing information and integrating with CRMs like Salesforce and HubSpot.

• Freemium
• From 39$

Paragon AI automates the conversion of sales calls into detailed notes and structured CRM data, enabling sales teams to focus on selling rather than manual data entry.

• Free Trial
• From 100$

An AI-powered sales automation platform that helps sales teams scale their account management through automated call notes, CRM updates, and personalized follow-ups.

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WINN.AI streamlines sales processes with AI-powered summarization and follow-up features, improving CRM integration and efficiency.

• Free Trial
• From 59$

Fieldnotes.ai is an AI-powered sales assistant platform featuring Annette, an intelligent assistant that automates lead follow-ups with a 96% response rate. It combines digital marketing, CRM, and lead nurturing in one comprehensive solution for real estate professionals.

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Ergo automates CRM updates, follow-ups, and opportunity revival, helping sales teams streamline workflows, save time, and close deals faster.

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Gojiberry AI is an AI sales assistant that joins Google Meets to automatically take notes, generate personalized follow-up emails, and update CRM systems.

• Freemium
• From 29$

SalesDesk leverages AI to centralize CRM, automate workflows, and deliver actionable sales insights, empowering sales teams to collaborate and close deals efficiently.

• Freemium
• From 70$