TimetoNote – Tracking Customer Communication

When you’re juggling dozens of phone calls from multiple customers on a daily basis, it can be nearly impossible to remember the details of what each person wants and needs. TimetoNote is a web-based collaboration application that makes it easier to keep the interactions you have with customers and suppliers organized, so you’ll never miss a scheduled meeting or fail to come through on a promised deadline again.

Keep on top of client interactions by adding potential customers and new suppliers to your TimetoNote database as each phone call and email comes in. For each contact, you can add both personal information—such as name, position, and phone number—as well as any notes based on your phone conversation or email interaction. If a potential project was discussed during the call, add a “Task” to the contact sheet—noting when the project is due and who is responsible for completing it. Each person in your company can view a list of the tasks that have been assigned to him or her from the TimetoNote dashboard, as well as due dates and any pertinent information that’s required to get the project done.

For anyone who deals with finicky customers on a regular basis, TimetoNote’s “Notes” feature makes it easy to see how your coworker’s last interaction with the client went, and whether there are any outstanding issues or complaints that need to be resolved before giving the client a call back. Although it might look like a simple contact management system at first glance, TimetoNote is actually much more than that. It is a complete collaboration application that companies of all sizes can utilize to make customer interactions more fluid and efficient.