CallNote.com.au
Client call notes, written for you. Built for Australia.
Client call notes, written for you. Built for Australia.
This page is designed to help you find out whether CallNote.com.au is good and if it is the right choice for you.
CallNote is Australian software that writes the file note after every client call or meeting, in your firm's own format.
It works from the transcript your systems already make. Connect Aircall, Dialpad or Microsoft Teams and the note is waiting after each call. You can also paste or upload a transcript (Zoom, Google Meet), forward it by email, or dictate a voice memo after an in-person meeting. CallNote never records calls, never joins meetings as a bot and never stores call audio.
Paste one of your own past notes and CallNote builds a template with your headings, your order and your shorthand. Nothing about the client is kept. Improve with AI sharpens the wording.
Every note is reviewed before it is published. Publishing seals the note with a timestamp and checksum, locks it, and sends it to the client's record in HubSpot, Clio or Microsoft Dynamics 365. Amendments are append-only and every action is in the audit log. Notes can also go to Slack, Notion or Zapier, or be exported as PDF.
Built for mortgage brokers, financial advisers and law firms who have to keep file notes. Data is hosted in Sydney and never used to train AI.
Pricing: Solo $149 AUD a month, Team $99 AUD per seat a month. 14-day free trial, no card required.
Not affiliated with Callnote by Kanda Software.
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AI-Powered Call Transcription
CallNote.com.au offers automated transcription of phone calls using AI, which can save significant time compared to manual note-taking during or after calls.
Focus on Client Conversations
By handling note-taking automatically, the service allows professionals to be more present and engaged during calls with clients rather than splitting attention between listening and writing.
Industry-Specific Use Cases
The tool appears tailored for professionals such as consultants, coaches, or service providers who need accurate records of client interactions for follow-up and compliance purposes.
Improved Record Keeping
Automated call summaries and notes can create a more consistent and searchable record of client interactions compared to manual notes, which may be inconsistent or incomplete.
Time Efficiency
Reducing the manual effort required to summarize calls can free up time for other business tasks, potentially increasing overall productivity.
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