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Your Team's Shared Brain

Write together in real-time, start from templates, and keep notes connected to the records they belong to. Meeting notes, project docs, knowledge bases—everything your team writes, organized and searchable.

Bundles

Notes is included in these bundles

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Install your first plugin in 30 seconds. No credit card required.

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Plugins / Productivity

Notes

Collaborative documents with templates, real-time editing, and record linking

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  • Start Fast with TemplatesDon't start from scratch. Pick a template and get writing:
    • Meeting Notes — Structured format for agendas and action items
    • Call Summary — Quick capture for client conversations
    • Decision Record — Document choices and reasoning
    • Retrospective — Team reflection format
    • Checklist — Interactive task lists
    Love a format you've created? Save it as a custom template and reuse it anytime.
  • Connect Notes to RecordsAttach notes to any record in your workspace—clients, projects, deals, or any custom entity. Open a contact and see all related meeting notes right there. No more hunting through folders to find "that note about the Johnson account."
  • Write Together in Real-TimeSee your teammates' cursors as they type. Avatars show who's in the document, and changes appear instantly. No more emailing versions back and forth—everyone works in the same place.
  • Rich Editing Made SimpleEverything you need for beautiful documents:
    • Formatting — Headings, bold, italic, lists, quotes
    • Tables — Build and edit tables directly
    • Code blocks — Syntax highlighting for technical docs
    • Task lists — Interactive checkboxes
    • Media — Images, videos, GIFs, and links
    • @Mentions — Tag teammates to get their attention
    Type slash commands like `/template meeting` for quick access to templates and formatting.
  • Share with ControlShare notes with anyone on your team:
    • Read-only — They can view but not edit
    • Editor — They can make changes
    • Admin — They can manage sharing and delete
    Set expiration dates on share links when you need temporary access.
  • Find Anything InstantlyFull-text search across all your notes. Filter by who created it, when it was edited, or which record it's linked to.
  • Export Your WayTake your content anywhere:
    • PDF — For polished documents
    • Word — For editing in Microsoft Office
    • Markdown — For developers and portability
    • Plain text — For simplicity
  • Always Know Where You StandThe footer shows word count, reading time, and save status. See exactly when a note was created and last edited with relative timestamps.

Integrations

Notes works great with

Document Center

Browse all notes in the unified document hub

Tasks

Convert note items into actionable tasks

Threads

Enable discussion threads on notes

  • Starter Pack5 plugins includedEssential apps to get your team up and running.
  • Business Bundle7 plugins includedComplete business management toolkit.
  • Student Pack5 plugins includedStay organized and visualize complex concepts for your studies.

Productivity

More Productivity plugins

Tasks

Smart task management with AI-powered creation, multiple views, and complete customization

Calendar

One calendar to see everything—tasks, meetings, time-off, and any date field from your workspace

Flows

Visual diagrams with freehand drawing, smart connectors, and real-time collaboration

Slides

Professional presentations with AI authoring, real-time collaboration, and presenter mode

Browse all plugins
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