Field CRM

Capture now.
Organize later.

Jot lets you voice or type a quick note about any lead, meeting, or follow-up — then move on. AI fills in the CRM in the background, ready for you to review when you're ready.


How it works

01

Capture in seconds

Speak or type a quick note right after a conversation. No forms, no fields — just the raw thought.

02

AI fills the gaps

Jot's AI parses your note and populates contact details, action items, and context in the background.

03

Review when ready

A clean queue waits for you. Confirm, edit, or discard — your relationship data stays sharp.

Example capture

Today · 2:14 PM · Voice note

"Met Sarah Chen from Meridian Partners at the fintech summit — she's evaluating new ops tools for Q3. Send her a deck. Follow up in two weeks."

Sarah Chen Meridian Partners Follow up · Jun 3 Send deck

AI populated · pending your review