01
Speaker-labeled transcript
Every word captured and attributed. Searchable, timestamped, and exportable for CRM logging or compliance reference.
AI note taker for sales calls
Captures every sales conversation. No bot, no subscription seat, no setup.
Plaud Note Pro is the physical AI note taker for sales calls that records prospect calls, demo sessions, and account reviews from one device. Walk out of every call with a full transcript, structured summary, and CRM-ready recap. No bot joins the call and no platform account is required. Inform prospects and clients that you are recording the call before you start.
Trusted by 2M+ users globally since 2023
What a physical AI note taker for sales calls does differently
Every sales conversation captured. No bot. No platform required.
Plaud Note Pro is a physical AI note taker that records prospect calls, demo sessions, and account reviews without a bot in the attendee list. Software tools like Fireflies.ai and Otter.ai handle Zoom and Google Meet well, but they stop working the moment the conversation moves to a phone call, an in-person site visit with a prospect, or a sensitive deal negotiation where a visible bot creates friction. Plaud Note Pro sits on the desk or in a pocket, captures everything, and delivers structured sales notes in under 60 seconds.
3 artifacts, ready when the call ends
02
AI sales call summary
Objections, commitments, next steps, and owners extracted automatically from the conversation.
03
CRM-ready recap
Paste directly into Salesforce, HubSpot, Notion, or Slack. No reformatting, no manual entry.
Works wherever sales conversations happen
Prospect discovery calls (phone)Demo calls (Zoom and Google Meet)Microsoft Teams and WebexIn-person site visits and office meetingsAccount review callsFollow-up calls and check-insAny format, no plugin needed
Plaud Note Pro sits on the desk or attaches to your phone. No bot joins the call and no platform account is required.
Workflow fit
Is Plaud Note Pro the AI note taker for sales calls that fits your workflow?
Most AI note takers for sales calls are software bots built for video meetings. Plaud Note Pro is a physical device that covers phone calls, in-person meetings, and video sessions from one device. Inform prospects and clients that you are recording before you start. Check whether the difference fits your workflow.
What you need
Plaud handles it
Why it works
You run back-to-back prospect calls and need CRM entries ready before the next call starts
Plaud Note Pro produces a structured call summary from the full audio automatically. Paste into your CRM without re-listening to the recording.
You take sales calls on your phone where a bot cannot join and a phone screen recorder misses the other side
Plaud Note Pro uses Smart Dual-Mode to detect phone calls automatically. Both sides of the conversation are captured without any manual switching.
You meet prospects in person where placing a phone on the table or joining with a bot would look unprofessional
Plaud Note Pro sits flat on the table at 2.99mm thin. No bot name in the attendee list and no visible recording device.
You handle sensitive deal negotiations where cloud-based tools uploading audio mid-call is a compliance concern
Audio stays on device until you choose to process it. No background uploads and no audio sent to third-party servers mid-call.
You need multilingual support for international sales calls
Plaud Note Pro transcribes in 112 languages with speaker identification. Summaries are produced in the language of the recording.
Your team needs consistent call notes regardless of who took the call or what platform was used
Plaud Note Pro captures every session the same way. Output format is consistent across phone calls, video meetings, and in-person discussions.
Built for your role
Built for sales professionals who capture conversations all day
Pick the role closest to yours.
Account executive
Pain
Post-call CRM entry takes time after every deal, and note quality depends on who was paying attention during the conversation.
How Plaud helps
Plaud Note Pro records the full call and produces a structured summary with objections, commitments, and follow-up actions. Ready for CRM entry before the next call starts.
Best output
Call summarySDR and sales development rep
Pain
Discovery calls happen on the phone, not on Zoom. Software bots cannot join phone calls, so the transcript is lost unless the rep types notes from memory after each call.
How Plaud helps
Plaud Note Pro captures both sides of every phone call automatically via Smart Dual-Mode. No manual switching and no post-call typing from memory.
Best output
Full transcriptVP of Sales and sales engineer
Pain
Back-to-back calls across the pipeline mean objections and commitments get lost between sessions. Coaching from incomplete notes misses the nuance that closes deals.
How Plaud helps
Plaud Note Pro creates one canonical record per call with objections and next steps identified automatically. Coaching and pipeline reviews start from the full picture.
Best output
Decision logHow it works as your AI note taker for sales calls
How Plaud Note Pro captures your sales conversations
Stage
What you do
What Plaud delivers
Before
Inform prospects and clients that you are recording the call for note-taking purposes. For phone calls, check state recording consent laws. Place Plaud Note Pro on the desk or next to your phone and tap once.
Starts immediately. 50hr battery covers a full week of sales calls without charging. No bot to invite, no platform login required.
During
Run the prospect call, demo session, or account review, whether it is a phone call, video conference, or in-person meeting.
Captures both sides of the conversation with 4 MEMS microphones and AI beamforming. Speaker ID labels each participant automatically.
After
Tap stop.
Your AI note taker for sales calls delivers the result: full transcript, structured summary, and action items. Ready before the next call starts.
Share
Hit export.
Notes pushed to your CRM, Slack, Notion, or email in one tap. Full audio kept on-device for compliance or reference.
Compliance & trust
Record sales calls, safely and legally
Recording sales calls
Call recording laws vary by state. Many US states require only one-party consent. Others (California, Florida, etc.) require all-party consent. Always inform the other party before recording. Plaud's built-in disclosure beep plays at the start of each recording to help cover the notification step automatically.
Privacy by design
Recordings stay on-device until you choose to process them. No background uploads and no audio sent to third-party servers mid-call.
Encrypted storage
AES-256 encryption in transit and at rest. Your sales call audio is never used to train AI models.
CRM data handling
Structured summaries and transcripts export only when you initiate the action. No automatic pushes to CRM without your approval. Full verbatim transcript available for any downstream compliance or audit workflow.
Why sales teams switch
Why sales reps searching for an AI note taker for sales calls choose Plaud instead
Based on buyer reviews and sales community posts about AI note takers, these are the three setups sales professionals came from and the specific reasons they switched.
Switched from
Switched from
Fireflies.ai and Otter.ai
Top AI note takers for sales calls in 2026
""Googled 'best AI note taker' and got Otter, Fireflies, Fathom, Read AI. All good at what they do. None of them solve my actual problem, which is documenting phone calls with clients where the output needs compliance formatting and has to live in our management system.""
Why they left
- Work only on video call platforms. Phone calls have no coverage
- Bot joins as a visible attendee, which creates friction with prospects
- Per-seat subscription cost compounds fast across a full sales team
What Plaud does instead
- One device covers phone calls, video calls, and in-person meetings
- No bot, no attendee list entry, no prospect friction
- One-time hardware purchase, no per-seat recurring fee
Switched from
Switched from
Google Meet AI note-taker
Common starting point for video-call-only sales teams
""Google Meet's AI note-taker works inside Meet. The moment the call moves to a phone call or an in-person visit, it stops working. Half my pipeline lives outside video calls.""
Why they left
- Works only inside Google Meet. Phone calls and in-person meetings have no coverage
- English-only in most markets. No multilingual support for international deals
- No CRM integration. Notes stay inside Google Workspace, not where the pipeline lives
What Plaud does instead
- Covers phone calls, Zoom, Google Meet, and in-person meetings from one device
- 112 languages with speaker identification for international sales calls
- One-tap export to Salesforce, HubSpot, Slack, or Notion
Switched from
Switched from
Phone's built-in recorder
Most common fallback for phone-based sales reps
""Recording on my phone works in a pinch. But I still have to write the follow-up email myself from memory. Nothing is captured automatically and the CRM entry waits until I find time.""
Why they left
- Audio only. No AI processing, no transcript, no follow-up draft
- Captures only one side of the call on most devices
- No CRM or workflow integration
What Plaud does instead
- Full transcript and structured sales summary from both sides of the call
- Follow-up actions identified and exportable directly to your CRM
- Dedicated device runs independently. Phone stays free during the call.
Stop writing up call notes. Start closing the next deal.
Get Plaud Note Pro built for sales calls.
Customer stories
What sales professionals say about Plaud
IT Sales
“"I paid $300 a year, and I make probably an extra couple thousand dollars a month in things I would have forgotten."”
Read story →
Sales Leadership
“"It allows us to focus, speed up follow-up, close deals faster, and keep everybody aligned."”
Read story →
Founder
“"This is my administrative assistant. This is what takes my notes, gives me my to-do list, tasks, and management."”
Read story →Real Plaud customers. Full stories at plaud.ai/blogs/user-story.
Recommended devices
Choose the right AI note taker for sales calls
Pick the form factor that fits how you run your pipeline.
If you...
Run phone calls, video calls, and in-person meetings throughout the day
→ PickPlaud Note Pro
If you...
Need a wearable device for field sales, site visits, and hands-free capture
→ PickPlaud NotePin S
If you...
Primarily take phone calls and want a lightweight recorder that attaches to your phone
→ PickPlaud Note
physical AI note taker
Plaud Note Pro
Best for all-day sales call capture
- 50hr battery for a full week of sales calls
- 4 MEMS microphones, picks up voices up to 5 meters
- Covers phone calls, video calls, and in-person meetings
wearable physical AI note taker
Plaud NotePin S
Best for field sales and hands-free capture
- 17.4g wearable design, worn as lanyard, wristband, or clip
- 20hr continuous recording
- Nothing on the table. Records hands-free at any location.
AI voice recorder
Plaud Note
Best for phone calls and lightweight sales recording
- Pocket-sized, attaches to your phone for call recording
- 20hr battery
- One-tap recording, no app on call
30-day money-back
1-year warranty
Lifetime support
Frequently asked questions
Is there an AI note taker for phone calls?
Yes. Plaud Note Pro uses Smart Dual-Mode to detect phone calls automatically and capture both sides of the conversation. Software tools like Otter.ai and Fireflies.ai work only on video call platforms and cannot join a phone call. Plaud Note Pro is a physical device that covers phone calls, video meetings, and in-person discussions from one device.
Which is the best AI note taker?
The right choice depends on your sales workflow. For video calls only, software tools like Fireflies.ai or Otter.ai are straightforward. For phone calls, in-person prospect meetings, and situations where a bot is not welcome, Plaud Note Pro covers all three from one physical device with no per-seat subscription.
Which is the best AI note taker device?
For sales professionals who need coverage beyond the video call window, Plaud Note Pro is the strongest option. It records phone calls, in-person meetings, and video sessions from one device. The one-time purchase includes AI transcription and summarization. A Plaud Pro Plan ($99.99/year) unlocks unlimited AI minutes for high-volume users.
Is it legal to record sales calls without telling the customer?
No. Always inform the other party before recording a sales call. Call recording laws vary by state. Many US states require only one-party consent. Others (California, Florida, and more) require all-party consent. Check your state's laws and your company policy before recording any call. Plaud's built-in disclosure beep plays at the start of each recording to help cover the notification step.
How does Plaud Note Pro integrate with CRM systems?
The Plaud App exports structured summaries and transcripts to connected tools including Salesforce, HubSpot, Notion, Slack, and Google Docs in one tap. Notes export only when you initiate the action. No automatic pushes occur without your approval.
Does Plaud Note Pro work for in-person sales meetings, not just calls?
Yes. Smart Dual-Mode detects whether you are on a phone call or in an in-person meeting and adjusts automatically. No manual switching is needed. The device sits flat on the table at 2.99mm thin with no bot name in the attendee list.
How much does Plaud Note Pro cost?
Plaud Note Pro is $189 as a one-time purchase. The Plaud Pro Plan ($99.99/year) unlocks unlimited AI minutes and advanced features. No mandatory subscription for basic use.
Can I use it in noisy environments like open-plan offices?
Yes. Plaud Note Pro uses 4 MEMS microphones with AI beamforming to focus on speech and reduce background noise. It works in environments where a phone mic would capture mostly ambient sound.
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Type less, close more: one sales call to CRM updates, follow-ups, and handoffs in 30 seconds
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Sales call recording: how to record, analyze, and coach
Learn how to record, analyze, and coach from sales calls with the right tools, consent practices, and structured note-taking workflow.
Read more →Before you record: let everyone in the conversation know and get their consent. Recording laws vary by state. Many US states require only one-party consent for calls; others (California, Florida, etc.) require all-party consent. Check your local laws and company policy before recording any sales call. Plaud's built-in disclosure beep plays at the start of each recording to help cover the notification step automatically.
