Maximize efficiency, minimize mistakes, streamline your workflow with CallNote

Designed for the ag parts department

Function

CallNote keeps a running list of notes for every parts person at your store. When a customer calls, just start a new note and list the parts needed. Notes can be updated over time with pricing and availability. Finally, when the customer has been informed, the note can be marked Done and will move below the In Progress notes. To view another person's notes, just click their name in the sidebar.

Search

The wildcard search box instantly filters all notes. It can match anything in a note including name, part number, description, date, and more. If another user's notes contain a match, their name is highlighted in the sidebar.

Integration

CallNote integrates with select inventory management systems to streamline parts and contact input. When entering a customer name, matching contacts appear in a dropdown below. Select one to auto-fill the rest of the information. When a part number is added, matching inventory items also appear in a dropdown.

Collaborate

The Send button transfers the designated note to the selected user and removes it from the sender's list. The Share button displays the note in the selected user’s list while keeping it in the sender’s list. A note can be shared with any number of users, and changes made by any shared user will be reflected for all.

Live Sync

CallNote regularly checks for sent notes, sharing changes, and updates made by other users. Any changes are displayed everywhere in near real time.

About

Over the years of working behind the parts counter at Hill-T Farm in Ohio, Cyrus Hilty saw a clear need for a better way to keep track of customer phone calls. At the time, each parts person relied on a big notebook to jot everything down, which often led to missed follow-ups or trouble finding past conversations. As a software hobbyist, Cyrus began building CallNote in 2021 to solve the problem. Hill-T Farm started using it in 2022 and has relied on it every day since. After seeing the difference it made, Cyrus decided to make CallNote available to other salvage yards. The software is actively maintained and improved, with full product support included in every subscription.

For the real world of salvage yards - Simple, Reliable, Fast

Call today for more information

(937)670-9504

sales@callnotes.net

4295 Richmond Palestine Rd, New Madison, Ohio 45346