Call notes that write themselves.

You hang up, and you've still got to write it all up. CallNote does that for you. It takes the transcript your phone or meeting system already made and turns it into a finished file note in about two minutes, so you get roughly ten minutes back on every call.

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14-day free trialNo credit card requiredAustralian data residency

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Active

Good morning, Sarah.

You have 3 drafts waiting and 2 consent scripts to capture today.

TodayWeekMonth

Notes today

↑ 2 vs yesterday

Drafts

Oldest 2d

Ready to lodge

↑ 4 this week

Missing

Action needed

Today's calls

Jamie SmithFirst home buyer · NSW

NCCP10:15● Draft

Michael NguyenRefinance · VIC

Refinance11:30✓ Ready

Sophie BennettInvestment · NSW

Investment1:00✓ Lodged

Daniel ShahConstruction · QLD

Construction2:30⚠ Consent

Olivia ThompsonBusiness loan · NSW

Business3:42● Draft

Notes by status 30d

Lodged87

Ready14

Drafts8

Missing consent2

Time saved · month

38h 24m

≈ 4 work days back

Note ready in ~3 minutes

From transcript to first draft

Integrates with

Zoom

Microsoft Teams

Aircall

Google Calendar

HubSpot

Salesforce

Pipedrive

Zapier

Make

Slack

Notion

Zoom

Microsoft Teams

Aircall

Google Calendar

HubSpot

Salesforce

Pipedrive

Zapier

Make

Slack

Notion

and moreDon't see your system?Request an integration

ROI Calculator

See exactly what it saves you.

Drag to match your team. Around 10 minutes saved a call at $60 an hour, with the write-up done for you.

Number of people5

1 person100 people

Calls per person per day5

1 call100 calls

Hours saved / month

92h

550 calls × 10 min

Value saved / month

$5,500

at $60/hr value of your time

Net gain / month

$5,005

after $495/mo for CallNote

That's

$60,060 back per year

for 5 people on 5 calls a day

An estimate, not a guarantee. Based on roughly 10 minutes saved a call and a $60 an hour value of your time.

Live Demo

Try it now. No account needed.

Pick a sample below and hit Generate.

Call Transcript

Broker: James, thanks for calling. You're trying to decide between fixing and staying variable?

James: Yeah. My rate review came up. I'm currently on 6.44% variable with Commonwealth Bank. My balance is $480,000. I'm trying to work out if I should fix.

Broker: Two-year fixed rates are sitting around 5.89% with a few lenders right now - about 55 basis points difference. On $480,000 that's roughly $220 a month.

James: What do you think will happen?

Call note

Your note will appear here

Hit Generate to see it write

How it works

Call to filed note, three steps.

Stop rewriting calls from memory. CallNote takes the transcript, writes the note in your words, then pushes it where it goes.

Receives the transcript

CallNote picks up the transcript automatically when the call ends - or upload a transcript file or paste one in afterwards.

Received · Aircall call ended

Jamie Smith · 24:18

Zoom

Teams

AircallPhone

AI writes it from your prompt

CallNote reads the transcript and writes the note using your saved prompt template - in your voice, your structure, every time.

Writing with your custom prompt

Reading the transcript

Review and lodge

Tweak any line, then lodge the note - it's timestamped, sealed and ready to push to your CRM. Need a change later? Amend it - every edit is recorded.

Call just endedJamie Smith · NCCP draft · 24:18

Ready

Note complete

Consent captured

Audit sealed

Your prompt, your structure

Build the note only you would write.

CallNote isn't a template library you fit yourself into. Write the prompt your business already uses every day - CallNote learns it, and produces the same note every time.

Build your own

Write a prompt the way you'd brief a junior. Save it once, run it forever.

Loan Suitability - house styleActive prompt

You are a compliance file-note writer for an Australian mortgage broker.

Read the call transcript and produce a structured NCCP note. Use these sections:
  1. Client details         - names, ages, employment
  2. Purpose of the meeting - one or two sentences
  3. Objectives discussed   - bullets, in the client's words
  4. NCCP suitability       - explicit statement with reasoning
  5. Risks and mitigants    - rate, income, hardship
  6. Action items           - assigned to broker, with due date

Plain professional English. Quote the client verbatim where possible.
If a section is not supported by the transcript, write "Not discussed" - never invent.

Tightens phrasing without inventing detail.

Sections you choose

Drag to reorder, rename, or hide.

Tone & required fields

Force the AI to capture what compliance needs.

Variables & policy refs

Drop in {{client_name}}, RG references, house rules.

Quick-pick templatesStart from one of ours, then make it yours.

Loan Suitability

Home, investment & refinance loans

Initial Discovery

First fact-find conversation

Refinance Review

Existing facility & rationale

Progress Update

Outstanding actions & next steps

Business & Commercial

Self-employed & company lending

Post-Settlement

Settlement confirmation & review

Compliance & audit

A record that holds up.

Every transcript, edit, draft and lock is captured and time-stamped. When the audit comes, the work is already done.

Immutable audit log

Every action - transcript received, AI generated, section edited, note lodged - sealed with a SHA-256 checksum and time stamped to AEST.

State-specific consent scripts

Recording consent scripts for NSW, VIC, QLD, WA, SA, TAS, ACT and NT. Track which clients gave verbal consent on which call.

Australian data residency

Hosted in AWS Sydney. AES-256 encrypted in transit and at rest. Your data is never used to train AI models.

Export-ready audit packs

Generate a complete audit pack for any teammate, client, or note in one click - ready for your aggregator or compliance partner.

callnote.com.au/audit-log

Audit Log

All events

Immutable - entries cannot be edited or deleted.

Time (AEST)	Event	Client	Outcome
19 May, 2:41:07 pm	Transcript received	James Carter	Success
19 May, 2:41:18 pm	AI note generated	James Carter	Success
19 May, 2:42:03 pm	Section edited	James Carter	Success
19 May, 2:43:22 pm	Note lodged	James Carter	Success
19 May, 2:43:45 pm	PDF exported	James Carter	Success
19 May, 3:02:11 pm	Admin viewed note	James Carter	Success

Verified & sealedSHA-256: b1e9d3f4a6c8e7b5…

Team mode

Visibility for owners. Focus for the team.

Switch into Team mode to see team activity, missing consents, draft backlog and compliance scores across the business - without slowing anyone down.

One house format, every note

Set one prompt for the whole team and every note comes out in the same structure. Open any file and read it in seconds, no deciphering five writing styles.

Flagged notes & risk view

High-risk drafts and missing consent calls surface to admins automatically. No more spreadsheet chasing.

Role-based permissions

Each person sees their own clients. Owners see the whole business. Aggregator partners get scoped audit access.

Daily team digest

One email each morning with consent gaps, overdue drafts, and a 30-day compliance trend - ready for your weekly review.

callnote.com.au/team

Team dashboard

Harbourview Brokerage Pty Ltd

12 May - 11 Jun 2025

Notes generated

1,243

+18%

Ready to lodge

312

+12%

Missing consent

+7%

Avg review time

18m

-3m

Team activity this month

MemberCallsLodgedScore

JTJames Turner221996%

SLSophie Lewis181692%

MCMichael Chen151285%

AWAdam Williams9774%

Pricing

Simple pricing for call notes.

Choose the plan that fits the way you work. Cancel anytime.

Best for individuals

Solo

For one person working solo.

$127/moAUDbilled yearly

Max 1 seat

All note types

Notes library

PDF export

CRM contact sync

Start free trial

14-day free trial. No credit card required.

Best for teams

Team

Built for growing teams.

$84/seat/moAUDbilled yearly

Everything in Solo

Per-seat pricing

Admin dashboard

Team visibility

Audit log export

Transcript sync from your call system

Start free trial

14-day free trial. No credit card required.

Compare plans	Solo	Team
Seats	1	Per seat
All note types (Call, Meeting, Email, File)
Notes library & search
PDF export
Admin dashboard	-
Team visibility & permissions	-
Audit log export	-
Transcript sync from your call system	-
CRM contact sync

Secure, compliant and Australian.

CallNote is built for the way Australian businesses work, with security and compliance at the core.

Your data is AES-256 encrypted in transit and at rest
Hosted in Australia (AWS Sydney)
No training on your data
You own your data, always
Export your data anytime

Proudly Australian

Built and supported in Australia, for Australian businesses.

You talk. CallNote writes.

You don't write the note. CallNote does it for you.

From transcript to first draft, in the exact format you want, then pushed where it needs to go. The after-call write-up is handled for you, and you get a cleaner, defensible record at the end of it.

Start free trial View pricing