If you’ve ever scrambled during a call trying to remember the details of your last conversation with a client, you’re not alone.
As a salesperson, you might pride yourself on building relationships and remembering important client details — but when your CRM has years of notes on a contact, it’s just not realistic to scan everything in the moment.
That’s where Zoho CRM’s new Summarize Notes feature comes in.
Watch a Breakdown on Zoho CRM's AI feature
What Is “Summarize Notes” in Zoho CRM?
Summarize Notes is a new AI-powered feature that gives you a quick overview of all the notes logged on a record in Zoho CRM.
With one click, you’ll get:
- A summary of the most recent note
- A condensed overview of the full note history
This feature appears at the top of the Notes section in your CRM record. It’s easy to spot — and incredibly useful, especially when you're jumping into a call with little time to prep.
Why It Matters for Sales Teams
Here’s a common scenario:
You’ve been using Zoho CRM for a few years. You’ve had dozens of interactions with some contacts, and you’ve logged every detail in notes — as you should.
But then one of those contacts calls you out of the blue. You open their record and suddenly you’re faced with a wall of notes. You’re trying to scroll through it, mid-conversation, while trying to sound present and professional. It’s stressful — and it doesn’t help the relationship.
Now, with Summarize Notes, you can quickly:
- Catch up on the entire history at a glance
- Recall key details before or during a live call
- Stop wasting time digging through long records
And you can keep focusing on the actual conversation — not your scrolling speed.
How to Use It
- Open a record in Zoho CRM that has multiple Notes entries
- Scroll to the Notes section
- Look for the “Summarize Notes” option at the top
- Click to see both a summary of the last note and a summary of the full note history
No setup or configuration required. It’s just there — and it’s ready to work when you are.
When to Use This Feature
- Before a call or meeting with a long-time contact
- While reviewing past interactions during pipeline reviews
- When onboarding a new rep who needs to get up to speed on a customer quickly
- During handoffs between departments or roles
Bottom Line
Summarize Notes in Zoho CRM saves you time, reduces stress, and helps you show up better in sales conversations.
It’s one of those small but powerful updates that makes a big difference when you're juggling multiple clients, priorities, and meetings.
At TechnoMap, we help teams not only set up Zoho CRM but make sure they know how to take advantage of features like this. Want a better handle on your CRM workflows or AI tools like this one?
Let’s make your CRM smarter — and your job easier.
