The meeting tool built for customer success.
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Your meetings, fully captured
AI-Powered Summaries
Distill any meeting note into a crisp, shareable summary in seconds.
AI that knows your clients
Every meeting builds on the last. Crest Notes remembers the details.
Works Anywhere
Zoom, Teams, Google Meet, or in person. Crest Notes captures every conversation regardless of where it happens. No setup, no configuration, no switching tools.
Instant follow-up emails
Meeting ends. Draft appears. Send it before you even stand up.
No bots. No awkward intros
Crest Notes records locally on your device. Your clients never know it's there.
From call to client recap, automatically
Stop losing action items in the chaos of back-to-back calls. Crest Notes turns your meeting into a follow-up the moment it ends.
Record
Hit record and run your meeting as you normally would. Nothing joins the call, nothing interrupts the conversation. Your audio is captured quietly and stored locally on your device, completely private.
View transcript
Transcribe
As your meeting unfolds, Crest Notes is transcribing in real time. By the time you wrap up, your full conversation is already documented and ready to work with. No waiting, no processing delays.
Send
Crest Notes drafts a polished follow-up email covering everything discussed, action items included. Give it a quick review, make any edits, and send your "as discussed" email before you've even closed your laptop.