use cases
crms track stages. notes capture context. 'what are the top risks?' - jottie finds the nuance crm fields can't hold.
use cases
powered by jottie
capture deal context
find risks
track blockers
drag notes around, search, and click to explore
why this works
capture deal context
find risks
track blockers
draft updates
examples
see how others use jottie for use cases. try these prompts to get started.
try these
details
note deal context after calls - concerns, champions, blockers. jottie indexes everything. search across deals to find patterns or prep for reviews.
capture context
index details
cross-deal search
how it works
details
crm fields can't capture why a deal is stuck. notes can. searchable pipeline context reveals what's really happening.
why notes for pipeline
crm fields can't capture why a deal is stuck. notes can. searchable pipeline context reveals what's really happening.
questions
does it replace crm?
no. crm for tracking, jottie for context. they complement.
can i organize by deal?
tags or deal names work.
can it forecast?
no. jottie captures notes, doesn't model forecasts.
start with a single note, then use search or chat to pull the context back instantly.