Telenotes Pricing, Features, Reviews & Comparison of Alternatives

Telenotes

Cloud-based CRM software for outside sales teams

4.83/5 (6 reviews)

Telenotes overview

What is Telenotes?

Telenotes is a cloud-based customer relationship management (CRM) software designed to help outside sales teams across manufacturing, distribution, rental, and transportation sectors transcribe call notes, manage appointments, and maintain customer details. Features include project management, route planning, analytics, customizable branding, and sales forecasting.

Telenotes enables sales reps to update contact information, schedule follow-up calls, set reminders, and add expenses automatically by recording a message for the virtual assistant. Using the mobile applications for iOS and Android devices, employees can receive alerts about nearby leads and view purchase history of clients along with previous calls. Managers can also use mobile apps to track activities of sales reps, review call notes, and add comments for assistance.

Telenotes’s mapping module helps representatives search and add details about new leads and create optimized routes to engage with prospects. On-field employees can use the software to track daily mileage and capture expenses by uploading receipt images. It offers integration with various third-party applications such as Google Maps, Apple Maps, and Waze.
telenotes.com

Pricing

Starting from
$40/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Telenotes screenshot: Telenotes daily task viewTelenotes Tutorial - Login & SyncTelenotes screenshot: Telenotes calendar syncTelenotes screenshot: Telenotes call notes

Telenotes reviews

Excellent
5

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  5.0
  5.0
Anonymous

The only CRM I found that also acts as a virtual assistant

Used weekly for 2+ years
Reviewed 2018-09-06
Review Source: Capterra

I needed a CRM that my reps would actually use. Before Telenotes, we never got meaningful call notes from the reps. It was like pulling teeth just to log that they made a sales call--getting any details about the call that we could act on or that I could coach on was a joke.

Pros
Every rep wants a personal assistant. I loved using Telenotes and giving it to my team because we could talk to the app and a virtual assistant would put all the info into the proper place in the CRM. It kept us selling AND gave us great data on accounts.

Cons
The web interface for the inside sales team needs an update (as of early 2018).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Renee Ozment

My experience using Telenotes .

Used daily for 2+ years
Reviewed 2019-12-13
Review Source: Capterra

The ability to track where I’ve been .The ability to follow up on what I’ve done .

Pros
What a valuable tool it is in my line of work . I am on the road all the time.Being able to have previous contacts and what we talked about available at my fingertips.

Cons
Previously I did not care for the feature of voice recording because you were not able to erase what you said but now you’ve added the feature of where you can play it back and be able to delete it and start over.

Response from Telenotes


Glad to hear that you're benefiting from Telenotes and that the update helped! Thanks for your continued use, feedback, and support!

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Lexie Kapeliela

Gets the job done.

Used daily for 6-12 months
Reviewed 2019-03-23
Review Source: Capterra

I am a graphic designer so it's hard not to analyze the look of the program that looks like it was designed in the early 2000s. That does not affect the capabilities of the program though. This program has every capability it needs to in order to get the job done with ease. If somehow the non-responsiveness and slowdowns could be fixed, it would make the workflow much quicker and more efficient. However, when there is a problem, it is quickly resolved by those in charge of maintaining the program.

Pros
This software gets the job done. All of its functions are designed to help make your workflow easier and as quick as possible. Having a foot pedal and knowing the keyboard shortcuts makes using the software a breeze.

Cons
Though it gets the job done, there are often major delays. I use the program every day and every day I have to exit and re-enter the program multiple times to get the flow going again or because it stopped responding. For some reason, this software is also much slower when other people in our house are on the wifi for reasons I do not understand because no other program I use is slower when other people access the wifi.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Michele Ferioli

Outstanding product and support!

Used daily for 2+ years
Reviewed 2019-12-13
Review Source: Capterra

The Telenotes team provide outstanding support! They are quick to answer questions by phone or email. Whether it is the app or the online portal; the functionality of the product is user friendly. The program is reliable and provides us with a great way for everyone to stay on the same page and I absolutely love the reminder emails with follow up tasks!

Pros
What I like most about the software is the ease of use, the features offered and the benefits we receive from it.

Cons
Honestly I don't have any complaints about the software. Every week we learn something new about it and how it can assist us with our day to day business.

Response from Telenotes


We're so glad you enjoy Telenotes. We built it for people like you and always hoped it would simplify the sales life and lead to more sales!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Josh G

Unmeasureable value

Used daily for 2+ years
Reviewed 2017-01-29
Review Source: Capterra

Any salespersons must have. Dictate an entire sales call and it's in text format to review on your next visit. Plus the follow up reminder and account notrs will make the world you sell to believe your the master of memory.

Pros
The app. Reviews of prior visits at your finger tips.

Cons
Can't think of a single con.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Telenotes pricing

Starting from
$40/month
Pricing options
Subscription
Free trial
View Pricing Plans

Telenotes offers a free trial for new users, after which the software is available for $40/month/user.

Telenotes features

API
Activity Dashboard
Activity Tracking
Calendar Management
Contact Management
Customer Database
Customizable Branding
Email Integration
Reminders
Reporting & Statistics
Third Party Integration

Automatic Notifications (239 other apps)
Custom Fields (165 other apps)
Customizable Reporting (188 other apps)
Customizable Templates (210 other apps)
Data Import/Export (224 other apps)
Electronic Payments (168 other apps)
Real Time Data (155 other apps)
Social Media Integration (200 other apps)
Surveys & Feedback (182 other apps)

Videos and tutorials

Additional information for Telenotes

Key features of Telenotes

  • Automatic Lead Entry
  • Bulk Actions
  • CRM Tools
  • Calendar/Reminder System
  • Contact Import/Export
  • Customer Portal
  • Customizable Fields
  • Interaction Tracking
  • Internal Chat Integration
  • Quotes/Proposals
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search
  • Search/Filter
  • Segmentation
View All Features