use cases

sales calls, captured.

sales calls are full of information - needs, objections, next steps. jottie captures it all and makes it searchable. 'what objections came up last week?' - instant answer.

use cases

powered by jottie

1

capture call details

2

track objections

3

find follow-ups

try it yourself

drag notes around, search, and click to explore

why this works

built for this

1

capture call details

2

track objections

3

find follow-ups

4

draft responses

examples

sales workflows

see how others use jottie for use cases. try these prompts to get started.

try these

"summarize the call with acme"
"what objections came up last week?"
"draft a follow-up from my notes"

details

how it works

take notes during or after calls. jottie indexes everything - companies, people, needs, objections. search across all calls to find patterns or prep for follow-ups.

capture call notes

index key info

cross-call search

how it works

capture call notes
index key info
cross-call search

details

why jottie for sales

crms track deals, not conversations. jottie captures the nuance of what was said, making follow-ups better and patterns visible.

why jottie for sales

crms track deals, not conversations. jottie captures the nuance of what was said, making follow-ups better and patterns visible.

questions

frequently asked

?

does it integrate with salesforce?

not directly. jottie is for notes, crm is for pipeline. they complement.

?

can i paste call transcripts?

yes. transcripts are indexed and searchable like any note.

?

can it draft follow-up emails?

yes. 'draft a follow-up for the acme call' creates a starting point.

ready to try jottie?

start with a single note, then use search or chat to pull the context back instantly.