Track each customer's requests in one place
Capture notes from meetings, emails, and calls so requests stop disappearing into personal documents or team chat that are impossible to find.
Use case
For Customer Success
It is hard as a CSM to track every customer request. Let alone automatically let Product know about it. Customer success teams hear critical signal every day, but too much of it lives in meeting notes, inboxes, spreadsheets, or memory. That makes follow-up slower and internal escalation weaker.
When you are juggling multiple accounts, it is hard to maintain a clean record of what each customer has asked for and its importance.
CS and Product are often disconnected from customer requests with CS trackers living in separate silos like spreadsheets and Notion databases.
When renewal, expansion, or risk conversations come up, teams waste time piecing together feedback and request history for an account.
Capture notes from meetings, emails, and calls so requests stop disappearing into personal documents or team chat that are impossible to find.
Tie each note to an organization and/or user so you can quickly review request history by customer before a renewal, escalation, or product review.
Send product, sales, or leadership straight to the exact feature request note so everyone can work from the same customer evidence.
Step 1
Create notes or bring them in automatically from Zoom customer calls, with them linked to the correct organization and user.
Step 2
Use organization, user, and tag filters to understand what a customer has requested and how often it comes up.
Step 3
Share the note itself with internal teams so requests keep their nuance instead of getting reduced to a vague summary.