just make a note
notepadcrm
the CRM that does its own paperwork
just make a note
notepadcrm
lets you just write it down
No forms and no fields. Write what happened and we'll organise it.
One note. Four things organised. No manual data entry.
don't forget your next big ideaSpoke to Sarah at Acme today. She's interested in the website redesign, budget around £5k. Send her a proposal on Friday and check back next Tuesday.
notepadcrm
cleans up your mess
Jot it down and move on. You never need to come back and tidy up.
You don't have to decide if it's a note, task, deal or contact first.
don't forget Dave's renewal is up in March
Follow-up set for March, filed in @studio
Tom wants the logo in green
Added to the Brightside logo, filed in @brightside
ask Amy about the invoice
To-do added, filed in @studio
notepadcrm
works from anywhere
Share from your phone, send a WhatsApp or forward an email.
Mobile, Mac, WhatsApp, email and share-to. All one notepad.
A thread about ABC
Shared from X
Pick up the Acme samples from Dave at 4
Sent on WhatsApp
Fwd: Signed contract from Sarah
Forwarded by email
notepadcrm
knows where things go
No picking a team or workspace. It finds the right one. @tag one if you want to force it.
Personal, teams and workspaces. Tag a few if it belongs in more than one.
Just write it downAcme proposal is nearly done
Filed in @studio
Just write it downrenew the car insurance
Filed in @personal
Just write it down@brightside logo signed off
Filed in @brightside
notepadcrm
sorts it all out
One notepad becomes everything your team keeps track of.
Customer playbooks, FAQs and issues, to-dos, ideas and shared notes.
Just write it downrefunds need a signed contract
Customer playbooks
Just write it downdoes Acme get 10% off? yes
Customer FAQs
Just write it downHarlow's portal keeps failing
Customer issues
Just write it downsend Sarah the proposal Friday
To-dos and actions
Just write it downwe could add a client welcome pack
Notes and ideas
Just write it down@priya check the print specs
Shared with your team
notepadcrm
is multiplayer
Everyone writes in the same notepad. It doesn't have to be a conversation.
Drop things in together. They all find their own way.
Just write it downTom approved the green logo
Just write it downchase Acme for the deposit
Just write it downbook the van for Thursday
notepadcrm
can be told what to do
Instructions are notes too. They happen, then get out of the way.
The instruction stops being a note and becomes an effect.
Just write it downmove that link from twitter about ABC into personal
Done. That link is in @personal
notepadcrm
has a very good memory
Ask what was said, and who you promised what.
If it already knows the customer, conversation or deal, it won't ask again.
Just write it downwhat did I promise Sarah?
A proposal on Friday, and to check back next Tuesday.
notepadcrm
gets you started
Proposals and replies drafted as you go, in the app or from your own Claude or Grok bot.
We keep note, organise it and get you started. You pick it up from there.
Just write it downdraft her proposal
Hi Sarah, lovely to speak today. Here's a first pass at the website redesign, at around £5,000. Happy to talk it through.
notepadcrm
is your AI's operations hub
Claude, Grok and your own tools all work from the same notepad, through MCP and the API.
Everything lands in one place, whoever or whatever wrote it.
Just write it downclaude write_note("Sarah said yes, now £5,500")
Saved. Deal updated to £5,500.
Just write it downgrok list_follow_ups()
Dave, Tom and Amy are waiting on you.
Just write it downPOST /api/notes "New lead from the website"
Filed in @studio
notepadcrm
is shared context for any AI
Your team and customer knowledge, in one place any AI can use.
Claude, Grok or your own agents all start with what your team already knows.
Just write it downclaude "what do we know about Acme?"
Sarah wants the website redesign. Now £5,500.
Just write it downgrok "who is waiting on us?"
Amy needs the invoice resent.
Just write it downyour-agent recall("Brightside logo")
Two green alternatives, price held. Check print specs with Priya.
notepadcrm
connects in one line
Add it to Claude, a Grok bot or anything that speaks MCP.
Everything the app does, your own software can do too.
Just write it downnotepadcrm.com/mcp
Connected. Claude can now read and write your notepad.
notepadcrm
keeps a log of everything
Every note and change, by every person and every AI tool.
Easy to see what happened, and who did it.
- Claude drafted a proposal for Sarah
- Priya updated Website redesign to £5,500
- You moved A thread about ABC to Personal
- Grok bot chased Amy about the invoice
- You wrote a note
notepadcrm