Record Notes
Write notes on Notesally and it'll be auto-added to your notes on Salesforce.
Update Fields
Notesally's AI will analyze your notes and suggest many field changes on Salesforce with 1 click.
Add Contacts
Notesally will identify a new person and add a contact for that opportunity based on your activity.
Create Automated Follow-up Tasks
As soon as you analyze a note, an automated follow-up task will be created basesd on the date you choose.
Notesally will identify a new person and add a contact for that opportunity based on your activity.
As soon as you analyze a note, an automated follow-up task will be created basesd on the date you choose.