100% Money-Back Guarantee
Tired of digging for details, chasing missing info, or piecing together conversations from scattered notes?
You’re not alone. Disorganized CRM notes slow your team down, cause mistakes, and make follow-ups harder than they should be.
EZ Notes is your simple solution for fast, organized, and reliable note-taking, right inside CRM in a Can.
EZ Notes is designed to fit the way you actually work, so you spend less time searching and more time getting things done in your CRM.
Thread conversations: Keep related updates, follow-ups, and details grouped together under each customer, so you always have the full story at a glance.
Quick-find search: Instantly pull up any note with a simple keyword to remove scrolling or second-guessing.
Effortless organization: Add, update, or close notes in just a few clicks, right where you’re already working.
No more scattered information or lost details.
Capture Every Detail, Instantly:
Add notes in seconds, right from the customer record, so nothing important gets missed.
Stay Organized, Your Way:
Threaded child notes and tags keep follow-ups, updates, and key info layered and easy to track.
Find What Matters, Fast:
The built-in search bar brings up the note you need in moments, so you’re never stuck hunting for details.
Keep Your Team Aligned:
Everyone sees the complete picture so handoffs are smooth, and nothing slips through the cracks.
Get Structured, Threaded Notes Without Breaking the Bank!
Backed by our 100% Money-Back Guarantee.
Open the account you want to add an EZ Note to, scroll down, and click + New EZ Note in the EZ Notes section.
Enter your note details, set the Status Reason to Open, Closed, or Pending, then click Save and Close.
To add a Child Note, click Add Note next to the timestamp in your EZ Note.
Just like a regular EZ Note, fill in the details in the Quick Create screen, set the Status Reason, and click Save and Close.
Your EZ Note and Child Notes are now saved. You can edit, update the status, add more Child Notes, or close them at any time.
They will always sit in your Account for easy access.
If you want to see all of your EZ Notes, go to the EZ Notes section on the left-hand menu.
Once you click in there, you can see all of your Active EZ Notes in one view.
You can also add a new EZ Note with the + New button.
1. Threaded Child Notes
2. Instant Search
3. Auto-Populated Fields
4. Tagging & Categorization
5. Professional Formatting
6. Accurate Timestamps
7. Export Options
8. Works Anywhere in CRM
With threaded child notes, you can keep conversations and updates neatly organized under a main note in an Account record.
With the Built-In Search Bar, you can locate any note in seconds using a keyword, without leaving your Account record.
Key fields automatically populate when you’re creating a note and pull from the contact data in your CRM.
Each EZ Note is logged with a timestamp every time a new note is created, and it gives you an accurate history of each interaction.
Taking notes in different places runs the risk of them getting lost or accidentally deleted. With EZ Notes, your notes sit in your customers Account record where you can find them easily.
Your notes will stay connected and everyone on your team will be able to see them any time.
Even if you rarely go back to your old notes, EZ Notes gives you a central location to find them so you’re not digging through your computer to find a note.
And you can find a note even faster with the search bar feature.
No, EZ Notes can help you pull up details in an instant. You can find notes before, during, and right after a meeting if you need them.
Yes, we offer a free demo and if you’d like to request one, you can fill out the contact form on the right.
Your satisfaction is our top priority. We’re so confident in the power and ease of CRM In A Can that we offer the most generous 100% Money-Back Guarantee in the industry:
If, for any reason, you’re not completely satisfied with our product within the first 45 days, we’ll refund 100% of your money—no questions asked.
