Glossary
What is an internal note?
An internal note is something your team writes on somebody’s record that the person never sees: the context behind a decision, a conversation worth remembering, a reason to check back later. The knowledge sits on the record rather than in the head of whoever took the call.
Still deciding
See the terms as features
The glossary explains the vocabulary. The features page shows what each of these looks like in a portal you run yourself, and the pricing page shows what it costs.