Notes Stack for Sales Professionals
Every deal has a story — and the details matter. Notes Stack sits in your browser side panel so you can capture meeting takeaways, prospect insights, and follow-up actions right alongside the CRM pages, email threads, and LinkedIn profiles where your deals live.
Why Sales Teams Choose Notes Stack
Sales reps juggle dozens of accounts across multiple tools. Notes Stack bridges the gap between what you see on screen and what you need to remember.
- Deal notes on CRM pages — Open the side panel while viewing a Salesforce opportunity or HubSpot deal and add context that goes beyond standard CRM fields: the prospect's tone, objections raised, or competing vendors mentioned.
- Prospect research on LinkedIn — While reviewing a prospect's LinkedIn profile, capture talking points, mutual connections, and conversation starters. They'll be waiting for you next time you visit that profile.
- Follow-up reminders that fire on time — Set a reminder after every call or meeting. Get a browser notification at exactly the right moment so no deal slips through the cracks.
- Color-coded stacks for deal stages — Organize your notes into stacks like "Discovery", "Demo Scheduled", "Negotiation", and "Closed Won". See your pipeline at a glance.
Tips and Tricks
Mirror your sales pipeline with stacks. Create "Prospecting", "Qualified", "Proposal Sent", "Negotiation", and "Closed". Move notes between stacks as deals progress for a lightweight visual pipeline.
Before a sales call, create a note with a consistent template: Company overview, Key decision maker, Pain points, Competitors they use, Our value prop. Fill it in as you research, and you'll walk into every call prepared.
After the first touchpoint, set a reminder for 3 days. After the second, set one for a week. Use Notes Stack's reminder presets to build a consistent follow-up cadence without a separate tool.
Keep deal-specific pricing, discount approvals, and commission calculations locked behind a PIN. This ensures sensitive financial details stay private even if someone else uses your browser.
At the end of the week, export your notes to CSV and batch-update your CRM. The exported fields include URL, timestamp, and content — everything you need for clean data entry.
Platforms That Work Great With Notes Stack
- LinkedIn Sales Navigator — Add private prospect notes alongside Sales Navigator's insights. Build richer profiles without leaving the page.
- Salesforce — Supplement opportunity records with side-panel notes that capture the full context of every interaction.
- HubSpot — Keep detailed call notes attached to contact and deal pages in your CRM.
- Pipedrive — Add quick context notes while reviewing your deal pipeline.
- Gmail — Capture action items from email threads without switching to another app.
- Outreach — Annotate sequence performance pages with notes on what's working and what to tweak.
A Real-World Workflow
- Research the prospect — Open their LinkedIn profile and company website. Use Notes Stack to jot down key facts: company size, recent funding, technology stack, and a personalized opening line.
- Log it in a stack — Tag the note under your "Prospecting" stack with a blue color.
- First call — During the discovery call, open the side panel on your CRM page and add notes: pain points mentioned, budget timeline, decision-making process.
- Set a follow-up — Before hanging up, set a reminder for "Tomorrow at 9 AM" to send the recap email.
- Move the deal forward — Reassign the note to "Demo Scheduled" and add demo prep notes with a task list of features to highlight.
- Close and report — Export the entire "Closed Won" stack to CSV for your monthly pipeline review.
Stop losing deal context to scattered sticky notes and forgotten browser tabs. Notes Stack keeps your sales intelligence exactly where you need it.
Ready to get started?
Add Notes Stack to your browser and start capturing ideas right from the side panel.
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