Maximize efficiency, minimize mistakes,
streamline your workflow with CallNote
Designed for the ag parts department
Function
CallNote maintains a list of notes for every parts
person in your company. When a customer calls, the user
will create a new note with as many parts as needed.
The note can be updated and marked as Done when the
customer is given price and availabilty. Notes are
prioritized with In Progress notes at the top
and Done notes on the bottom. Other user's notes
can be accessed by selecting their tab along the side.
Search
The wildcard search box filters all notes.
The search-term can match anything in the note including
name, part number, description, date, and any other field.
Other user's names will become highlighted if their list
contains any matches.
Integration
CallNote can integrate with select inventory management software.
Matched parts in inventory will appear in a dropdown when a
part number is added to a note. Select an item from the dropdown
to auto-fill the rest of the part information.
Collaborate
Send will transfer the designated note to the
selected user. The note will be removed from the sending
user's list. Share will display the note in the selected
user's list while also keeping it in the sharing user's list.
A note can be shared with any number of users.
Changes by any shared user will be reflected under all users.
Live Sync
CallNote will regularly check for sent notes, sharing changes,
and note updates made by other users. Any updates will be
displayed in near real time.
About
Over the years of working behind the parts counter at
Hill-T Farm in Ohio, Cyrus Hilty saw a need for a computerized
way to keep track of customer phone calls. Previously each
parts person used a big note book to write everything down. This
resulted in sometimes not being able to find record of speaking to
a customer, or even worse, forgetting to follow up with their need.
As a software hobbyist, Cyrus began work on CallNote in 2021 to
fill the need. Hill-T Farm began using CallNote mid 2022 and has
been using it all day every day since. Seeing the difference that
CallNote made at Hill-T Farm, Cyrus decided to release the software
to the public for other salvage yards to benefit from. CallNote is
being actively maintained and improved. Full product support
is provided with the subscription.
