Sales call notes, the way they should read.
Record every discovery and demo call, then get an AI summary built around what closes deals: goals, objections, commercial terms, and next steps. Record quietly in your browser, or send the Notabium Notetaker when you can't make the call. Either way, the notes read like a senior rep took them.
What sales reps actually need from a meeting tool
- A clean summary of what the prospect actually said, not paraphrased into manager language
- Objections captured verbatim so you can answer them properly in the follow up
- Commercial terms (price, timeline, contract) flagged separately
- Next steps with explicit owners and dates, ready to paste into the CRM
- The choice to record quietly in your browser, or send the Notabium Notetaker to a call you can't attend
Notabium ships a Sales Discovery Call template that produces exactly this structure. The output reads like a senior rep took the notes, and the action items drop straight into your CRM.
Record your way: browser or notetaker
Enterprise prospects notice an extra participant, and some hold back. With Notabium you choose, per meeting. Hit record in the web app or Chrome extension to capture the call quietly in your browser, or schedule the Notabium Notetaker, which joins, identifies itself, never speaks, and drops the recording in your library.
Whether you disclose recording is up to you. We recommend disclosure, and the notetaker always identifies itself when you use it. The decision stays yours, not your tool's.
The Sales Call template
What you get back, every time:
- Meeting metadata: date, attendees, modality, account
- Client goals (verbatim) and success criteria
- Decision making process: who decides, who influences, what their timeline looks like
- Objections raised, severity, and how you responded
- Competitive mentions: any other vendor named or implied
- Commercial terms: pricing discussed, contract length, billing preference
- Next steps: action items with owners and dates
- Deal health signal: a 1 to 5 rating with one sentence justification
CRM workflow
After the call, click Send to Linear (or Notion or Obsidian) and the action items become tickets owned by you. We are building a HubSpot connector for v1.1 that pushes the structured summary into deal notes. For now, the PDF export is the cleanest way to attach a summary to a CRM record manually.
Pricing for sales teams
Solo reps: Pro is €19.99/mo and includes everything - record in your browser or send the Notabium Notetaker to Zoom, Meet, and Teams, with transcripts, AI summaries, action items, chat, auto-join, and unlimited usage. Starts with a 7-day free trial, card required.
Sales teams of 3+: Team at €15.99/mo base plus €8 per seat, minimum 3 seats, so from €39.99/mo for 3. Everyone gets Pro inside one shared workspace with shared recordings and centralized billing.
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