Time to ditch the
pen and paper

Dealnotes is a new way to take meeting notes and track action items, designed specifically for account executives.

Easy setup, no credit card required for free accounts

Built to empower account executives

CRMs are databases, not designed to help sales people be the best they can be.
Dealnotes helps you stay on top of your ongoing deals by organizing meeting notes and action items.

One solution for notes and action items

Remember everything to keep your deals moving forward using Dealnotes.

Automate your note creation

Connect your calendar to have a meeting note template created for you and assigned to a prospect.

Track to-dos across all deals

Set action items at the end of each meeting that are pulled into your master action items list across all prospects.

Build repeatable sales processes

Create customizable templates that reflect your sales process and help you better qualify deals, using frameworks like MEDDIC or BANT.

Quickly search notes to find details

Dealnotes saves you time by allowing you to search across all notes, instead of flipping through a notebook or searching multiple Google docs.

Get started in a few simple steps

Connect your work calendar

Meetings and notes will automatically populate, grouped by prospect

Take notes

Start taking notes and add action items to complete after the meeting

Complete action items

Review action items due this week across all your prospects

Crush your quota

Run all your sales processes flawlessly

Pricing Plans

Start taking notes for free, then add a team plan to collaborate or integrate. Team plans unlock additional features.



All the basics for running successful sales meetings for individuals

  • Unlimited note-taking

  • Unlimited templates

  • Search notes

  • Google Calendar integration


Coming soon
$19/ user / month

Collaboration features and integrations essential for successful teams

  • Everything in Personal plan

  • MS Outlook integration

  • Internal team communication

  • Admin control & settings

  • Salesforce Integration

  • Slack Integration

  • Asana Integration

Recent blog posts

Top 5 Ways to Negotiate Without Dropping Price

The deal is so close to closing that you can almost taste your victory glass of champagne (or herbal tea, whatever floats your boat), but the prospect just won't budge on their demands for pricing. What other levers can you pull while negotiating to still win the deal without dropping the price?

How to: Use The First 5 Minutes to Set Up a Call for Success

First impressions matter, right? With back-to-back meetings and Zoom Fatigue, people generally make a subconscious (or conscious) decision about how engaged they will be in a call during the first five minutes of a meeting. How can you set your calls up for success right from the beginning?

3 Reasons Why Introverts Can Be Top Sellers

If you close your eyes and describe the attributes of an ideal salesperson, would the word "introvert" come to mind? Probably not. But as sales evolves from a form of art form to a scientific method, the strengths of introverts might prove to be a competitive advantage.

Get us a MEDDIC in here (your sales process)!

No, not that type of medic (thankfully!). We're talking MEDDIC - the qualification sales methodology for enterprise B2B sales. We'll get into what MEDDIC means, what questions you should be asking yourself, and how to get the MEDDIC framework set up in your sales process.

Interested in trying Dealnotes?

Create notes templates to use for all of your standard meetings and track your action items automatically from the action items in your notes.