Record up to 3 minutes anywhere in the CRM — in a lead panel, a rental unit, a task, or the dedicated Voice Notes page. OpenAI Whisper transcribes instantly. AI extracts action items, writes a summary, and suggests which lead to link the note to.
From speaking to transcript, summary, and action items — in under 10 seconds
Tap the microphone button on the Voice Notes page, inside a lead's detail panel, in a rental unit note, in the task form, or from the Quick Actions shortcut. No app switching, no separate device needed — your browser microphone handles everything.
Talk through what happened — a showing debrief, a client call summary, a property observation, a task you need to create. A live progress bar tracks your recording. When you stop, the audio is sent to OpenAI Whisper for transcription.
GPT-4 reads the full transcript and returns: a short summary of what the note is about, a list of extracted action items (tasks you mentioned), and a suggested lead to link the note to — matched by name from your CRM.
Confirm or change the lead suggestion, then save. The note appears in your Voice Notes library with full transcript, summary, and action items. If saved from a lead panel, it's also visible in that lead's notes timeline.
Full feature: up to 3 minutes, AI analysis, library with search and lead filter
Record a note directly on a client's profile — instantly becomes part of their history
Speak a task instead of typing — AI parses it into title, priority, type, and deadline
Landlord observations, tenant conversations, maintenance follow-ups — all by voice
One-tap shortcut from the CRM header — takes you straight to the recorder
Word-for-word text from OpenAI Whisper — searchable, editable, stored permanently
A 1–2 sentence summary of what the note is about — written by GPT-4, human-readable
Tasks extracted from the recording — "call back Thursday", "send contract", "schedule showing" — ready to add to your task list
AI suggests which lead to link the note to based on names mentioned — you confirm or change before saving
After a showing, you're standing in the driveway. You're not going to open a laptop to type notes. But you will press a button and speak for 60 seconds. Those observations — the client's reaction, the concerns they mentioned, the price they hinted at — make it into your CRM instead of disappearing.
The AI extracts every action item from what you said. "I need to send the HOA docs by Friday" becomes a task. "They want to see the unit on the 14th" becomes a showing. You spoke it once. The CRM captured it.
Voice notes link to leads. When you open a client's profile, their voice note history is right there — alongside their emails, inquiry, and follow-up timeline. Everything about them in one place.