10 Best AI Note-taking Apps for Busy Sales Reps (2024)
Sales Conference Call Transcription

10 Best AI Note-taking Apps for Busy Sales Reps (2024)

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Sales reps who turn to AI note-taking software do so out of frustration. It's tedious and time-consuming to use digital note-taking apps.

You have to record, replay, and, in the worst case, transcribe each call to organize your meetings in the CRM. The result: a massive delay in following up with prospects.

High-quality AI note-taking software can solve this problem by automatically recording and transcribing video meetings. Additionally, these tools can perform several tasks, such as:

  • Providing meeting summaries.
  • Transcribing recorded video and audio files.
  • Searching and filtering keywords to quickly find important information in your notes.

But while all AI note-taking apps are designed to perform these tasks, some fall short in terms of:

  • transcription accuracy,
  • conversation analytics,
  • auto-recording,
  • speaker identification,
  • and integration with other apps.

This post lists the 10 best AI note-taking apps to help you take notes and unpack intelligent insights buried in sales calls.

Best AI note-taking apps for busy sales reps:

  1. Fireflies.ai
  2. Otter.ai
  3. Sembly.ai
  4. Gong.io
  5. Avoma
  6. Chorus.ai
  7. Reflect
  8. Mem
  9. ClickUp
  10. Writesonic

1. Fireflies.ai

Fireflies AI notetaker
Source: Fireflies.ai

In our talks with sales reps, we hear time and again about instances where note-taking and analysis were almost impossible because the AI note-taking app:

  • could not auto-join a scheduled meeting (so they have to set it up for each meeting);
  • could not provide intelligent feedback on their sales call performance;
  • and required that they speak slowly (almost in a robotic manner) to ensure transcription accuracy.

Given the fact that common virtual meeting platforms like Google, Microsoft Teams, and Zoom have free transcription features, they begin to wonder: "Why should I subscribe to an AI note-taking app?", "What does it do better?"

Here's why:

  1. Joining preference: Fireflies allows you to choose when and in which meetings the bot joins. It lets you decide with whom you'd like to share the transcript. Learn how to invite Fireflies to your meetings.
  2. Multi-language transcription: Fireflies supports 60+ languages, and its transcripts are over 90% accurate. You can select your preferred language, and Fireflies will transcribe your meetings in any of these languages.
  3. Chrome extension: Record your meetings directly from the Fireflies Chrome extension.
  4. AskFred: Leverage the GPT-4 powered bot, AskFred, for custom notes, answering questions, generating emails, and other content types from the meeting transcript.
  5. Smart Search: Use system-generated AI filters like date and time, questions, metrics, etc., or type in the phrases in the transcription search bar to quickly find critical information and review meetings in minutes.
  6. Add custom vocabulary based on your industry to improve transcription accuracy.
  7. Conversation intelligence: Understand your conversation better and increase your chances of closing a deal. Get insights into the call's sentiment, your talk-to-listen ratio, silence duration, longest monologue, talking speed, and more. Fireflies helps sales reps tailor their approach based on customer feedback.
  8. Track topics: Easily track key phrases or words essential for you to close deals. Fireflies will flag and filter parts of the transcripts where these are mentioned so you can review meetings in minutes.
  9. Collaborate: Use features like Soundbite to share parts of the call you feel can help coach others on the team. Sales managers can use Threads to annotate the transcript for sharing feedback and use the interactive buttons on the meeting markers to pin a part of the call or leave a thumbs up or down.
  10. Integrate: Integrate this AI note-taking app with 40+ business tools, including popular CRM, project management solutions, and dialers, to eliminate the hassle of entering meeting notes manually.
  11. Notebook ChannelsBuild a real-time knowledge base for your sales team and categorize meetings using Channels to create data-backed sales playbooks based on comprehensive call recordings.
  12. Meeting compliance and security: Fireflies is secure and ensures meeting compliance with various call recording laws. It is SOC-2 Type II and GDPR compliant. You can also request a HIPAA-compliant version and private storage for added security.

Fireflies Pricing: $10 per user per month when billed annually| Free version and free trial available.

💡 Ditch the pen & paper. Let Fireflies take notes for you instead.

Fireflies.ai transcribes your meetings, fuels insights, and ignites sales teamwork.

2. Otter.ai

Source: Otter

Otter is a leading AI note-taking app that allows you to capture and share insights from your meetings.

Otter.ai offers standard note-taking and is mainly known for its automatic dictation technology. It allows users to create detailed notes from meetings, interviews, or brainstorming sessions without manual input, making it especially beneficial for individual users, journalists, or students.

Otter.ai provides transcription only in English and has limited integration. Some other features include:

  • Basic note-taking and storage capabilities
  • Real-time speech-to-text transcription
  • Basic keyword and summary analytics
  • Calendar, video conferencing, and Cloud software integration
  • File sharing and collaboration features like comment, highlight, and revision

Otter Pricing: $8.33 per month per user when billed annually | Free version available

3. Sembly.ai

Source: Sembly

With Sembly, you can turn your meetings into searchable text and highlight key discussion moments easily. It is an AI note-taker that records, analyzes, and transcribes your conversations to offer meeting summaries and take actionable insights.

You can quickly join calls or meetings without installing or downloading any applications. Some notable features include:

  • Meeting recording, transcription, and summaries
  • Leverage AI to identify key topics and action items within calls automatically
  • Search and filter using keywords, speakers, or topics
  • Offers conversation analytics, including sentiment analysis
  • Integration with web conferencing platforms like Google Meet, Zoom, Webex, and Microsoft Teams
  • Meeting sharing and workspace collaboration
  • Sembly integrates with HubSpot, Pipedrive, Zoho, MS Dynamics, and Salesforce.

Sembly.ai Pricing: $10 monthly per user | Free version and free trial available.

4. Gong.io

Source: Gong.io

Gong is a sales coaching and enablement platform that analyzes sales calls and meetings to identify patterns and provide actionable insights. The platform also includes features such as training and coaching tools and analytics and reporting tools to help teams track progress and measure success. It also integrates with Zoom, MS Teams, and other web conferencing services.

This AI note-taking app offers complete visibility into deals, team performance, and market changes. In addition to customer data, teams can also enhance performance with Gong's:

  • Deal forecasting
  • Market insights
  • Sales coaching

One biggest downside? Gong can be expensive for small- to medium-sized companies with a limited budget.

Gong.io Pricing: On request

5. Avoma

Source: Avoma

Avoma empowers sales teams to organize every touchpoint involved in holding a successful meeting. While the AI note-taking feature kicks in during the call, Avoma ensures you join the meeting with a clear agenda and generate insights you can share after the call.

With features such as a collaborative note editor, Agenda templates, and Meeting intelligence, Avoma's meeting lifecycle management empowers sales reps to have more productive meetings and generate better customer insights from automated meeting notes.

Avoma has limited integrations, as it only integrates with dialers, CRM, and video conferencing tools. Also, Avoma only supports calls in the English language.

Avoma Pricing: $65/month/user when billed annually | Free trial available

6. Chorus.ai

Source: Chorus

Chorus is one of the best AI note-taking apps for sales reps. It analyzes calls and meetings to provide teams actionable insights for improving performance. Based on the calls, the platform offers insights such as identifying critical topics discussed, understanding customer sentiment, and highlighting areas where sales reps can improve.

Chorus also includes features such as training and coaching tools and analytics and reporting tools to help teams track progress and measure success. The platform is designed to help sales teams increase productivity, improve communication, and close more deals.

Chorus.ai Pricing: On request 

7. Reflect

Source: Reflect

For streamlined personal note-taking, Reflect shines. It transcribes audio in real-time, highlighting key points and offering different note-taking formats to match your thinking style. Reflect then analyzes your notes, automatically tagging and connecting them to reveal hidden patterns and insights.

This intuitive note-taking app syncs across devices, keeping your ideas organized and accessible. Reflect even leverages AI assistants like GPT-4 and Whisper to summarize text, rephrase segments, and spark creative thought.

Reflect is a great AI note-taking app for capturing insights and key takeaways from your sales meetings, calls, or presentations. Its features cater to the needs of busy sales reps:

  • Generates concise summaries of sales conversations or meetings, with key points and action items
  • Organize notes with customizable tags, making it easy to categorize and retrieve information based on clients, products, or sales stages
  • Convert your notes into visual mind maps
  • Syncs with your calendar to automatically create notes for scheduled meetings or events
  • Supports voice, text, and image capture for note-taking
  • Receive personalized insights and recommendations based on your note-taking habits
  • Sensitive sales data is protected with Reflect's robust encryption and privacy settings

Reflect Pricing: $15/month | Free trial available

8. Mem

Source: Mem

Mem stands out for its innovative approach to note-taking, leveraging AI to enhance memory retention and learning. Mem uses spaced repetition techniques to optimize the review process, ensuring that important information is reinforced over time.

Additionally, Mem caters to visual learners by automatically capturing spoken words and web content, then using AI to create visually rich notes with images, mind maps, and even video snippets. This multi-sensory approach enhances recall and understanding, making learning and remembering information effortless. While originally designed for educational purposes, its features are equally beneficial for sales reps:

  • Transforms sales pitches, product features, or objection-handling strategies into interactive flashcards for recall and retention
  • Monitor your learning progress and sales performance over time with progress tracking
  • Query past notes with ease using natural language
  • Integration with sales training platforms like SalesHood or Brainshark
  • Generate new content from existing notes with its AI feature - Mem X
  • Automatically categorizes and organizes notes based on context, speakers, and topics
  • Creates an accessible central repository of accumulated knowledge

Mem Pricing: $10/month | Free plan available

9. ClickUp

Source: Clickup

Next on the list of the best AI note-taking app is ClickUp

ClickUp is a comprehensive productivity platform designed to streamline workflows and collaboration. It integrates notes with tasks, calendars, and chats, creating a connected workspace for your ideas. For sales reps, ClickUp offers a range of features to enhance note-taking and task management:

  • Convert voice recordings from client meetings or calls into text notes effortlessly
  • Leverages AI to understand the context of your notes, enabling pinpoint search capabilities, even across vast sets of data
  • Automatically identifies key takeaways and tasks within your notes
  • Offers robust task management features embedded within your notes; you can link notes to specific tasks or projects to track action items and follow-ups
  • ClickUp integrates with popular CRM platforms like Salesforce or HubSpot, syncing client information and notes
  • Customize dashboards to track sales metrics, pipeline progress, and client interactions alongside your notes
  • It has cross-platform accessibility, letting you access your notes and tasks from any device

ClickUp Pricing: Available on all paid plans for $5 per workspace member/month | Free plan available

10. Writesonic

Source: Writesonic

Struggling to capture every detail? Writesonic's AI assistant listens with you, filling in the gaps in your notes with summaries, quotes, and key takeaways. It even offers intelligent suggestions for structuring notes and adding relevant links and references.

Its AI-powered content generation capabilities can be invaluable for busy sales reps tasked with creating sales collateral or presentations:

  • Generate outlines, summaries, or drafts for sales presentations, proposals, or follow-up emails based on your notes or research
  • Its advanced editing and proofreading features ensure your content is clear, concise, and compelling
  • Optimize sales content for search engines with Writesonic's SEO tools
  • Sync Writesonic with your content calendar to schedule and publish sales content
  • Conduct research and gather competitive intelligence for sales pitches or presentations with Writesonic's AI-powered research tools
  • Translates your notes into multiple languages
  • Automatically generates citations for sources referenced in your notes

Writesonic Pricing: $49/month | Free plan with 2,000 words/month


1. How do you take notes in sales?

Effective note-taking is a cornerstone of successful sales. Focus on capturing key information like:

  • Action items: Commitments made, next steps, and deadlines for both parties.
  • Pain points: Customer challenges and frustrations that your solution addresses.
  • Decision-making: Budgetary constraints, timeline, and key stakeholders involved.
  • Rapport builders: Personal details, interests, and conversation highlights.

Prioritize conciseness and clarity, using abbreviations and symbols for efficiency.

2. What is the best routing app for sales reps?

A robust routing app optimizes your travel time and maximizes customer interactions. Popular choices include:

  • Waze: Real-time traffic updates and alternate route suggestions.
  • MapQuest Route Planner: Multi-stop optimization for efficient scheduling.
  • Google Maps: Familiar interface with integrated traffic data and business listings.

Evaluate features like offline functionality, geofencing, and integration with your CRM system for a seamless sales experience.

3. What is a good app to keep track of sales?

Staying organized and data-driven is crucial for sales success. Consider these top apps:

  • Salesforce: Industry leader with comprehensive features for lead management, forecasting, and reporting.
  • Pipedrive: User-friendly interface ideal for smaller teams, focusing on visual pipelines and deal management.
  • Zoho CRM: Free and paid options with customizable features and integrations for various business needs.

Choose an app that aligns with your team size, budget, and desired functionalities to maximize the app's value.

Did you find your preferred AI note-taking app?

In conclusion, taking notes in sales meetings has never been easier, thanks to the rise of AI-powered note-taking apps. These 10 apps are the cream of the crop for capturing every word spoken, every pitch made, and every objection raised without lifting a pen.

Whether you prefer a complete transcription of your sales calls or a light and easy-to-digest summary, you can customize them based on your sales needs. So, whether you're closing deals or building relationships, there's an AI-note-taking app for you. Cheers to the future of sales note-taking!

This is a guest post by Lateef Maleek

Lateef Maleek is a marketing content writer and strategist for SaaS and tech brands. He values first-hand product experience, detailed user research, and expert brand knowledge in both writing and strategy.

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