Every call documented, nobody typing
The AI Note Taker listens to your recorded business calls and writes the record: a clean summary, action items, sentiment, and key details, posted to email, PDF, or straight into your CRM. Your team just talks.
How it works
From first call to fully handled
No rip-and-replace projects. We meet your stack where it is.
Turn it on
Rides on your Voipcom voice service, no new dialer, no behavior change, no rip-and-replace.
Calls process themselves
Minutes after hangup: transcript, structured summary, action items, and sentiment, formatted the way your industry needs.
Notes land where you work
Email, formatted PDF, or straight into the CRM record, your choice per team.
Why it matters
Notes are the first thing busy teams drop
After a good call, the details scatter: half a sticky note, a from-memory CRM entry hours later, a promise nobody wrote down. Multiply by every rep and every day, and the business runs on folklore.
Automatic notes change the default. Minutes after hangup, the structured summary exists: who called, why, what was agreed, what happens next. Managers search and review without listening to recordings, and the CRM fills itself.
$15
per user/month add-on
Minutes
from hangup to finished summary
CRM-synced
notes land on the right record
Searchable
every conversation, findable
What we offer
What every call produces
Configurable per team, consistent across the company.
Full Transcription
Accurate speech-to-text on every recorded call, short or hour-long.
Structured Summaries
Reason for call, outcome, decisions, and next steps in a consistent format.
Action Items
Commitments extracted with owners, ready to become tasks.
Sentiment & Quality Signals
How the call went, flagged for coaching or follow-up.
Email & PDF Delivery
Summaries delivered where your team reads, including formatted PDF reports.
Custom Prompts
Industry-specific fields: case details for law, policy numbers for insurance, your call.
The difference
Memory and sticky notes vs AI notes
Why partner with Voipcom
Notes that fit your stack
- Part of the Voipcom AI platform, not a third-party bolt-on
- Syncs to 15+ CRMs including Zoho, Clio, Jobber, and AgencyBloc
- HIPAA-aware handling available for healthcare teams
- Upgrade path to full coaching, leaderboards, and alerts
FAQ
Common questions
How is this different from the full Voipcom AI platform? +
Note Taker is the lighter tier: transcripts, summaries, action items, and sentiment for $15/user. The full platform (from $30/seat) adds scoring, coaching, leaderboards, and content alerts, and it’s a clean upgrade path.
Can the summaries match our industry? +
Yes, custom prompts shape the output: case details for law, policy numbers for insurance, appointment context for healthcare. You decide the fields.
Where do the notes go? +
Email and PDF delivery are standard; CRM sync posts them to the right record in Zoho, Clio, Jobber, AgencyBloc, Salesforce, HubSpot, and more.
What about privacy and recording consent? +
Notes ride on your existing call recording, with the same retention controls, and we help configure recording notices appropriate to your state and industry.
From the blog
Related reading
Deeper dives from the Voipcom team on this topic.
Hear a call become a note
Bring a real recording to the demo and watch the summary write itself.