What is Dial-A-Note?

What is Dial-A-Note?

The premiere voice to CRM solution that combines technology and intelligence. This creates the most accurate solution on the market!

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How does it Work?

With one quick call your meeting notes, opportunities, expense items, and follow up action items are entered so you have time to focus on what's important — selling!

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Who is Dial-A-Note for?

Managers, sales teams and road warriors who are looking to increase CRM adoption and sales force effectiveness while reducing the administrative burden on those selling!

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Precise, detailed CRM entry.

Dial-A-Note works with all CRM systems, even proprietary ones, and adapts to any CRM entry process. No matter your sales strategy, Dial-A-Note will work for you!

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Secure. Confidential. Protected.

Dial-A-Note's experience, systems, and technology will meet your security, compliance and legal needs. Trusted by fortune 500 companies, we are here to serve!

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What is Dial-A-Note?
What is Dial-A-Note?

• Premiere Voice to CRM solution
• Speak your meeting notes
• Details are captured and organized
• Info is entered directly into your CRM
• Fully customized solution

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Why Dial-A-Note?
Why Dial-A-Note?


• Timely note entry
• Increase note accuracy
• More complete meeting details
• Greater sales force accountability
• Creates continuity for transitioning accts.
• Secure and industry compliant
• Increase internal coordination

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Who is Dial-A-Note for?
Who is Dial-A-Note for?

• Road warriors (external sales teams)
• Sales teams with 10+ people
• Mngrs. wishing to increase productivity
• Comp. looking to reduce admin burden
• Those seeking better CRM adoption

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Dial-A-Note Flow Chart

Welcome to Dial-A-Note™

Dial-A-Note is the first phone to CRM solution that combines technology and intelligence. Dial-A-Note is fully adapted to your company's systems and needs to ensure you get most out of your CRM and sales professionals.

No need to worry about misspelled client names or products, duplicate profiles or other misaligned information, as Dial-A-Note's combined technology with intelligence creates the most accurate solution on the market!

So — sales teams have an alternative to entering meeting notes at the end of a long tiring day or week when details have been forgotten; they can dial, speak their notes while they are fresh in memory, and move on to more important things — relationship building! Dial-A-Note has been proven to reduce the time sales professionals spend on administrative tasks from 3-hours per week down to 30 minutes! Thus, Dial-A-Note saves companies money, improves job satisfaction, improves the quality of customer information, and increase sales productivity.

Dial-A-Note Available on the App Store

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