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
