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FIG 0.0 · NOTES

Team notes, without Notion.Built into your CRM.

A notes editor for you and your team: auto-saved, shareable, searchable. Ready-made templates, voice dictation, version history — plus Oracle that can write a note for you. Everything you like about Notion, built into your CRM.

No credit card required.

Notebooks
Meetings
Clients
Ideas
Notes
Recap — Monday
Call — Réno Bouchard
Q3 ideas
Call — Réno Bouchard
Budget $25k confirmed, deadline August. Wants a follow-up Tuesday.
Saved
toncrm.io notes: the three-pane editor with its colored notebooks, the note list, and a note being edited.
FIG 0.1 · THE EDITOR

Organized the way you think.

Notes gives you a clean editor: your notebooks on the side, your notes in the middle, your text on the right. You organize your notebooks with the mouse — reorder them, nest them, give them a color so you find your way at a glance.

In your notes, you go bold, highlight, color your text, and you paste or drag an image straight into the note — a screenshot, a photo, it drops right where you are. The ease of a good notes tool, with no complicated software to learn.

Drag-and-drop notebooks
Reorder, nest, color.
Highlight + text color
Make what matters stand out.
Pasted or dragged image
Straight into the note.
Search
Find a note by its content.
FIG 0.2 · ZERO STRESS

You close the tab — it's already saved.

You never lose a note. Notes saves on its own while you type, and it saves again the exact moment you switch tabs, close the window, or your phone goes to sleep. Four safety nets — no more “did I save?” stress, no work erased by accident.

While typing On tab switch On close On sleep
FIG 0.3 · GET GOING FAST

Six ready-made templates — and dictate by voice.

Instead of starting from a blank page, you pick one of six templates ready-made. The structure is already there — you just fill it in.

Meeting recap
Logbook
Client sheet
Call prep
Brainstorm
Blank
“Follow-up Tuesday, budget confirmed at 25 grand…”
Follow-up Tuesday, budget confirmed at $25,000
Text inserted at the cursor · auto-corrected
FIG 0.4 · HANDS FULL?

Talk, it writes itself.

You don't always feel like typing: you can dictate by voice, in Québec French. You talk, and your words show up right where your cursor is — handy between two clients or when your hands are full. Correction is applied automatically, so your notes stay clean.

FIG 0.5 · TEAM KNOWLEDGE

Shared, and everyone's in the loop.

Notes isn't just for you. You share a notebook with your team, and everyone sees its notes in one place. And when someone adds a new note to a shared notebook, the whole team is notified automatically — nobody misses an update.

Your team knowledge stops being scattered: it lives in a shared notebook everyone follows.

“Clients” notebook · sharedMBJLSP
Mélanie added “Call — Réno Bouchard”
The whole team is notified
Call ended · 6 min
Note written by Oracle
Réno Bouchard wants a roofing quote, budget $25k, follow-up set for Tuesday.
Linked to Réno Bouchard
FIG 0.6 · WITHOUT THE NOTE-TAKING

Oracle can write a note for you.

After a call, you don't have to sit down and retype everything: you ask Oracle to write the note — a summary, already linked to the right contact or deal. The recap exists without you lifting a finger, and it's filed in the right place. One more note in your file, without the note-taking.

FIG 0.7 · YOUR NOTES ARE YOURS

Go back, share, take it all with you.

Your notes keep their history: erased an important bit by mistake, or want to go back to yesterday's version? You restore in a few clicks. Need to show a note to someone outside? A read-only public link. And above all, nothing locks you in: you import your markdown files, you export one note or all your notes at once in an archive.

Version history
Restore yesterday's version in a few clicks.
Read-only public link
Show a note to someone outside.
Markdown import
Bring in your existing files.
Export one note or all
A full archive, whenever you want.
FIG 0.8 · THE FINAL NET

Nothing gets lost.

Delete a note? It goes to a 30-day trash where you can restore it — no permanent deletion on a stray click.

And you can link any note to a contact, a company, a project or a deal, so it shows up on their record. Your notes and your CRM talk to each other, instead of each living in its own corner.

Note deleted — Q1 ideas Restore
“Call — Réno Bouchard”→ contact record
FIG 0.9 · IN NUMBERS

Notes, in short.

Rich 3-pane editor (nested notebooks + colors, highlighting, text color)
Image pasted or dragged straight into the note
Auto-save + 4 nets (tab switch, close, sleep)
6 ready-made templates · FR-CA voice dictation · French correction
Notebooks shared with the team + automatic notification on new note
Oracle writes a contextual note (linked to the contact or deal)
Version history + restore · read-only public link · 30-day trash
No lock-in: markdown import, export one note or all · search
FIG 1.0 · FREQUENTLY ASKED

Everything about notes.

It's a Notion-light, built into your CRM: rich editor, notebooks, team sharing, search — without the complexity or the price of a separate tool.

Sharing works by notebook: everyone sees the notes in the shared notebook and is notified of new ones. (Live simultaneous editing by several people isn't offered.)

Yes — nothing locks you in: you import your markdown files, and you export one note or all your notes at once in an archive.

Yes — for example a summary after a call, already linked to the right contact or deal.

It goes to a 30-day trash where you can restore it; and every note keeps a version history.
L'entrepreneur d'aujourd'hui
FIG 1.1 · GET STARTED

Write your first note.

14 days free, no card. Or book a demo — we'll show you notes in action.

No credit card required.

Essai gratuit 14 joursAppeler Clodyne

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Book a 15-minute demo — or start your free trial right away.

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No credit card · Setup done for you · French-language support

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