10x your CRM quality. Zero typing.
Your reps focus on selling. LogicNotes catches the small details — the budget number, the promised follow-up, the objection — and turns them into 10x better notes and tasks on your CRM record. No typing, no separate recorder to carry, just the iPhone already in their pocket.
Every rep's meetings become structured notes on the right record — automatically.
Stop forecasting on guesswork.
Same meeting. Two very different CRM records.
Acme is opening a fourth location in Q3 — budget approved for payroll tooling. Maria raised onboarding time as the main concern and asked for two customer references before signing.
Action items- Send the revised quote by Thursday
- Share two customer references with Maria
- Confirm rollout date before the next visit
Put every meeting on the record.
Snaps into your stack. Even the custom parts.
Five CRM destinations work day one. Anything else — internal tools, custom objects, your field structure — we scope and build with you.
Keep your data where your policy says.
Enterprise teams have data policies. We build to them, not around them — where meeting data lives and how long it's kept is agreed before a single rep hits record.
Give your agents the context they've never had.
One customer called in-person meeting context “the final frontier” for their agent stack — everything else, they already had.
Go live in three steps, not three quarters.
Your stack, your privacy requirements, your team's workflow. You leave knowing what's standard and what we'd build custom.
Real reps, real customer meetings, standard integrations. We use the pilot to finalize formats and any custom work.
Onboarding for the full team, custom integrations shipped, data residency configured to your policy.
LogicNotes in one paragraph.
LogicNotes is an iOS app for in-person meeting notes. It helps teams record customer conversations on iPhone, generate AI summaries and action items, and sync meeting notes to Salesforce, HubSpot, Zoho CRM, Dynamics 365, or Google Sheets.
For teams, the setup is built around your stack. Custom CRM destinations, note formats that match your records, data storage aligned to your privacy policy, and read-only MCP access for your AI agents.
Team and integration questions.
Can LogicNotes integrate with our CRM or internal tools?
Yes. Salesforce, HubSpot, Zoho CRM, Dynamics 365, and Google Sheets work out of the box. Other CRMs and internal systems are scoped and built together with your team, including how notes and tasks are formatted for your records.
Can data storage follow our company privacy policy?
Yes. For team rollouts, where meeting data is stored and how long it is retained can be tailored to your company's privacy and data policies. This is scoped together before rollout.
Is our data used to train AI models?
No. Recordings and notes are processed to provide the product and are never used to train AI models. There is no human review, and data is encrypted in transit and at rest.
How fast can a team get started?
A pilot with two or three reps can start within days using the standard integrations. Timelines for custom integration or data-residency work are scoped on the first call.