Worried about taking notes rather than being present with the client
Forget important details that clients have referred to
Notes of client meetings are scattered everywhere
Actively listen to your clients and focus on the conversation
Keep an accurate meeting record that can be referred to at anytime
Maintain a history of client interactions in one centralized workspace
No more distraction of having to constantly take notes. With this AI notetaker, you can remain actively present in the consulting session and better understand the needs and concerns of clients.
Leverage AI to generate a concise summary that highlights critical information, allowing you to promptly follow up with clients. More time is spent on strategic thinking and less on administrative tasks.
Organize and maintain a detailed history of client interactions in one centralized workspace, so you better understand your clients' preferences and needs, gain valuable insights, and provide more effective and personalized consulting.
Notta integrates with video conferencing tools, calendars, CRM, and a hundred more apps via Zapier, keeping your systems in sync.
Ryan P.
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“I used to take handwritten notes during my meetings, enter them into my client portal and then assign tasks. With Notta it's like having an assistant doing the work for me. It literally saves me at least an hour per day while making me more effective as a consultant.”