All Your Customer Notes. One Place. Total Clarity.

From real-time note capture to insight dashboards, GetActionNotes helps you stay aligned and make faster, smarter decisions.

Smart Note Capture

Write once, understand always.

Capture meeting notes with structure and context—across sales, product, and customer teams.

Simple interface built for speed and clarity

No complex setup. Start capturing insights immediately.

Smart tagging by customer, topic, region

Organize automatically with AI-powered suggestions.

Integrates with Google Calendar, Zoom, CRM

Works with your existing workflow seamlessly.

Bonus Feature

Auto-suggests tags based on conversation context.

Customer Discovery Call
Live

"We need better export functionality for our enterprise clients..."

Enterprise
Export
Feature Request

"The current dashboard is good but we need more granular filtering..."

Dashboard
Filtering
Enhancement
Auto-tagged

Weekly Insight Summary

High Priority
Export Functionality Requests

7 out of 10 enterprise customers in Europe requested custom export tools last month.

📍 4 regions affected📊 Impact: 8.5/10👥 Enterprise segment
Dashboard Performance

Positive feedback on new dashboard across 3 customer segments.

📍 Global📊 Satisfaction: 9.2/10👥 All segments
AI-Powered Pattern Detection

Find the signal across every conversation.

Let AI surface trends across multiple teams, segments, and products—automatically.

Pattern recognition for common requests or concerns

Spot trends before they become critical issues.

Regional, segment, and industry insights

Understand how different markets respond to your product.

Weekly "Insight Summary" auto-generated for your team

Never miss important patterns with automated reports.

"GetActionNotes spotted a pattern we completely missed. Three different regions were asking for the same feature, but we didn't connect the dots until the AI summary showed us."

JM

Jessica Martinez

VP Product, TechFlow

Cross-Team Collaboration

Align your teams around what customers really want.

Built for hybrid teams who don't always sit in the same meetings.

Share Notes & Insights
Keep everyone in the loop across departments with seamless note sharing and context.
Assign & Track Follow-ups
Assign owners to insights and track progress on customer requests and feedback.
Slack & Notion Integration
Get insights delivered where your team already works and collaborates.

Real-time Collaboration

See how teams stay aligned on customer feedback across different departments and time zones.

SM

Sarah (Product) assigned you to follow up on export feature request

2 minutes ago

MK

Mike (CS) added context: "Customer willing to pay 20% premium for this"

5 minutes ago

AL

Alex (Engineering) estimated 2 sprint effort

12 minutes ago

Export Feature Request

In Progress
Priority:High
Assigned to:Engineering Team
Customer Impact:7 enterprise accounts
Revenue Impact:$50K+ ARR
Insight Dashboards

Zoom out and spot the trends.

Slice and dice your customer input by product, persona, deal stage, or territory.

Dynamic charts + filters

Interactive visualizations that adapt to your questions.

Track mentions of key topics over time

See how customer sentiment evolves with your product.

Export visuals for leadership decks

One-click exports for executive presentations.

"It used to take 4 hours to prep our QBR. Now I export one dashboard from GetActionNotes and I'm done."

RK

Rachel Kim

Head of Customer Success, DataCorp

Customer Insights Dashboard

Last 30 days
Feature Requests47 mentions
Bug Reports23 mentions
Positive Feedback89 mentions

47

Total Insights

12

Action Items

Built for Trust

Security and privacy, by default.

Enterprise-grade security that scales with your business needs.

SOC2-Ready Infrastructure
Built on enterprise-grade infrastructure with comprehensive security controls
End-to-End Encryption
Your customer data is encrypted in transit and at rest, ensuring complete privacy and security.
Role-Based Access Controls
Granular permissions ensure team members only see what they need to see.

Ready to surface insights your team can act on?

Start a 14-day free trial or schedule a live demo with our team.

14-day free trial • No credit card required • Cancel anytime