Sales teams lose deal context when call notes live outside the CRM. Zoho Notebook for Zoho CRM is a free AI note taker that keeps every note, call transcript, and follow-up inside Zoho CRM, attached to the right Lead, Contact, Deal, Account, or Call record. Record or upload a customer call and Smart AI Transcription turns it into a clean, searchable transcript, structured by the template you choose. Start with the default templates, or create your own custom templates from scratch and set them as your team's default template. Notebook AI then summarizes long discussions, structures rough notes, and polishes tone in seconds. Teammates see shared notes on each record's related list, track them on a Kanban-style CRM Board, and work across notes and records at once in the new multi-pane view. Built for sales, presales, and customer success teams running on Zoho CRM. Free to install on Standard, Professional, Enterprise, CRM Plus, Zoho One, and Ultimate editions. Notes stay inside the Zoho ecosystem under your organization's own privacy and access controls.
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I would recommend you to try Zoho Notebook For Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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