About Telenotes

Telenotes is a cloud-based customer relationship management (CRM) solution, which helps on-field sales representatives centrally store meeting or contact details and maintain communication with clients. Features include lead management, secured data storage, opportunity tracking, calendar synchronization, sales forecasting and activity reporting.

Designed for industries such as manufacturing, distribution and transportation, it enables executives to capture and prioritize critical information, conduct regular follow-ups and handle upcoming deals. Its virtual assistant feature automatically creates call notes, schedules reminders, updates contact details and records expenses. Telenotes includes a map functionality, which helps representatives discover neighbor...


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Supported Operating System(s):

Web browser (OS agnostic)

6 Reviews of Telenotes

Average User Ratings

Overall

4.83 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(5)

5

4 stars

(1)

1

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 6 of 6 results

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September 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

The only CRM I found that also acts as a virtual assistant

I needed a CRM that my reps would actually use. Before Telenotes, we never got meaningful call notes from the reps. It was like pulling teeth just to log that they made a sales call--getting any details about the call that we could act on or that I could coach on was a joke.

Pros

Every rep wants a personal assistant. I loved using Telenotes and giving it to my team because we could talk to the app and a virtual assistant would put all the info into the proper place in the CRM. It kept us selling AND gave us great data on accounts.

Cons

The web interface for the inside sales team needs an update (as of early 2018).

December 2019

Renee from Maudlin International

Company Size: 51-200 employees

Industry: Transportation/Trucking/Railroad

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

December 2019

My experience using Telenotes .

The ability to track where I’ve been .The ability to follow up on what I’ve done .

Pros

What a valuable tool it is in my line of work . I am on the road all the time.Being able to have previous contacts and what we talked about available at my fingertips.

Cons

Previously I did not care for the feature of voice recording because you were not able to erase what you said but now you’ve added the feature of where you can play it back and be able to delete it and start over.

Response from Telenotes

Replied December 2019

Glad to hear that you're benefiting from Telenotes and that the update helped! Thanks for your continued use, feedback, and support!

March 2019

Lexie from Artist

Verified Reviewer

Company Size: 51-200 employees

Industry: Telecommunications

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

March 2019

Gets the job done.

I am a graphic designer so it's hard not to analyze the look of the program that looks like it was designed in the early 2000s. That does not affect the capabilities of the program though. This program has every capability it needs to in order to get the job done with ease. If somehow the non-responsiveness and slowdowns could be fixed, it would make the workflow much quicker and more efficient. However, when there is a problem, it is quickly resolved by those in charge of maintaining the program.

Pros

This software gets the job done. All of its functions are designed to help make your workflow easier and as quick as possible. Having a foot pedal and knowing the keyboard shortcuts makes using the software a breeze.

Cons

Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.

December 2019

Michele from Maudlin International Truck & Trailer

Company Size: 51-200 employees

Industry: Transportation/Trucking/Railroad

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Outstanding product and support!

The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!

Pros

What I like most about the software is the ease of use, the features offered and the benefits we receive from it.

Cons

Honestly I don't have any complaints about the software. Every week we learn something new about it and how it can assist us with our day to day business.

Reasons for Choosing Telenotes

We recently changed from Telenotes (which we used for years) to Dealer Socket. It only took us a short time to know that it was not what we needed and that Telenotes was the CRM for us. We also realized we were not using Telenotes to the full potential and with the recent training program we really have started to use the tool more fully and reap the benefits.

Response from Telenotes

Replied December 2019

We're so glad you enjoy Telenotes. We built it for people like you and always hoped it would simplify the sales life and lead to more sales!

January 2017

Josh from K&m tire

Company Size: 501-1,000 employees

Industry: Automotive

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Unmeasureable value

Any salespersons must have. Dictate an entire sales call and it's in text format to review on your next visit. Plus the follow up reminder and account notrs will make the world you sell to believe your the master of memory.

Pros

The app. Reviews of prior visits at your finger tips.

Cons

Can't think of a single con.

December 2019

milena from Rich Tomkins co

Company Size: 11-50 employees

Industry: Wholesale

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2019

Great System to use

Telenotes keeps me organized and on track Literally. I am able to type my customers location and visit others nearby just by the click of a botton shows me other customers nearby.

Pros

I lIke most about telenotes is how much it reminds me daily. little things that slip my mind telenotes notifies me what i have to follow up on.

Cons

no complaints, system s easy to use and helps me stay organized

Response from Telenotes

Replied December 2019

Thanks Rich! We worked to simplify your life. Glad it's working!