CRM note section/tags: review and make suggestions
J
Jesse Snowden
Hey there! Love what you're working on!! I'd love to chat with you if you speak English. Happy to elaborate on this as I think this would be a huge feature for many different businesses. I'm in commercial real estate and calling roughly 200-300 people a day is a main function of my work. In doing that I usually have about 30-50conversations a day. I currently use the mojo dialer to make outbound marketing calls. I can take notes in that platform and have the whole conversation recorded and exported later too. What I'd really like to use a tool like yours for is keeping a running log of ALL the notes I've put into my entire CRM top to bottom. So when I talk to someone who says "I want to buy a 4-unit apartment building in Seattle" I can ask recall "who do I know that has a 4unit in Seattle I could call right now for this guy?" And it will look back to find anything in my database indicating a person owns a 4unit in Seattle. Could be as simple as exporting my entire database into a google sheet or CSV file periodically or using an API integration to grant access to a CRM like hubspot or whatever.
My full vision would be to have all my notes transcribed from call recordings and then logged for future reference. Becoming a perfect memory of every conversation I've ever had down to the last detail, not just the notes I typed. I have hundreds of 2-5minute conversations a month and typing out notes on notes and then updating those notes again and again is a lot and easy to miss something.
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Sankari Nair
Jesse, thank you so much for taking the time to leave this feedback. While I think this could be a great use case, I'm not sure that Recall will adapt into a CRM vs. our key focus being a personal knowledge management system. I would think other apps like ironically the Recall AI or Otter AI meeting notes would be better for your use case. Let me know what you think.