✏️ Powerful call insights

Call notes

After a call ends, the details start to fade. What did the customer ask? What did you promise to follow up on? Was there a deadline? Without a note, this information is lost — or scattered across sticky notes, emails, and chat messages.

Call notes fix this. Under each call in your dashboard, you can type a note — a follow-up action, a customer request, a deal status, or anything else worth remembering. The note stays linked to that call permanently, visible to your whole team.

Add notes to any call in your dashboard
Notes are visible to your whole team
Search and filter by note content
Works with all call types

Benefits of call notes

See how call notes help your team stay organized and act faster.

📝

Write notes per call

Write notes directly under any call. Capture follow-ups, action points, or customer details while the conversation is still fresh.

👥

Team sharing

Everyone sees the same notes, so handovers stay clear and consistent. When a colleague picks up the next call from the same customer, the context is already there.

💡

Turn calls into insights

Over time, your call notes become a valuable source of customer data. Spot recurring issues, track deal progress, and identify patterns across your call history.

📂

One place for all call context

No more scattered notes across sticky notes, emails, and chat messages. Everything related to a call lives in one central, searchable place.

⚡

Move faster with clarity

When you call a customer back, the note tells you exactly where you left off. Less searching, fewer repeated questions, quicker follow-ups.

See it in action

See how call notes work inside your dashboard. After any call, simply add a typed note — your insight stays connected to that specific call permanently.

Keep all insights connected to the right call
Write follow-ups or customer requests
Add notes instantly after each call

Incoming call - John Doe

+31 20 123 4567 • 3 min 24 sec

Caller:

"I'd like to check my contract renewal."

📝 Note

Customer wants renewal options. Follow up tomorrow to solve this issue.

Customer support

Store customer questions, issues, and resolutions directly under the call. When the customer calls back, any team member can see what was discussed and what actions were promised.

Sales teams

Note down customer interests, objections, and next steps. When it is time to follow up, the note tells you exactly what to say — turning calls into a consistent pipeline of warm leads.

Operations & logistics

Document delivery updates, status checks, or verification details. Keep everything clear and traceable so internal teams can act on the information without asking again.

Account & billing

Capture payment reminders, billing questions, or contract details. Notes stay linked to the right call for fast reference during follow-up conversations.

How call notes work

In your call overview, every call has a notes field. Click it, type your note, and it is saved — linked to that specific call permanently. You can add a note during the call, immediately after, or hours later when you remember something important.

Notes are plain text. They are designed for quick documentation — a sentence or two is usually enough. “Customer wants renewal options — follow up Friday.” “Complaint about delivery #4521 — escalate to logistics.” Short, clear, and actionable.

Visible to your whole team

Call notes are not private. Everyone on your team who has access to the call overview can read and add notes. This makes handovers seamless — when a colleague picks up the next call from the same customer, they see exactly what was discussed before.

For sales teams, this means no more asking “did anyone speak to this lead already?” For support teams, it means no more customers repeating their issue to every new agent. The context travels with the call.

Combine with starring, recording, and insights

Call notes work best alongside other features. Star a call to mark it as important, then add a note explaining why. Listen back to the call recording to verify details before writing the note. Use call insights to find calls that need attention, then document them with notes.

Together, these features turn your call history from a simple log into a complete customer interaction record.

From call history to customer knowledge

Over weeks and months, call notes build up into a valuable knowledge base. You can look up any customer, see every call they made, and read the notes attached to each one. This gives you a timeline of the relationship — what was discussed, what was promised, and what still needs action.

For businesses without a CRM, call notes serve as a lightweight alternative. For businesses with a CRM, call notes complement it — capturing the details that never make it into the formal system.

Included free with every number

Call notes are included at no extra cost with every CallFactory number. There is no limit on the number of notes you can add.

This feature is included free with every business number or international number.

Star a call

Star a call helps you focus on the conversations that truly matter. With one click, important calls stand out.

Call recording

Automatically record incoming business calls. Listen back via the dashboard, download recordings, and use them for training, quality monitoring, and compliance.

Call insights

Track call performance with clear data. See who called, when, how long, and where calls were routed — all from your dashboard.

Under each call in your dashboard, there is a notes field. Type your note and it is saved — linked to that specific call permanently. You can add notes during or after the call.

Yes. Multiple team members can add notes to the same call. This makes it easy to share insights, follow-ups, or internal comments and keep everyone aligned.

No. Call notes are written comments you type under a call. Call recordings are audio recordings of the conversation itself. Both features can be used together.

Yes. You can add notes to incoming, outgoing, and missed calls. Notes are stored alongside the call regardless of type.

Yes. Notes are searchable within your call overview, making it easy to find specific conversations or customer details.

Everyone on your team who has access to the call overview in the dashboard can read and add notes.

No. You can write as much as you need per call, though short and actionable notes work best in practice.

No. Call notes are included free with every CallFactory number.