AI Analysis
Semantic Search New

Find the note even when you don’t remember the words.

Keyword search only finds the words you type. Ask about "budget concerns" and Semantic Search also finds the note that said "pricing worries" or "they want the ROI first" — and shows you where each answer came from.

JOAN answering who raised budget concerns, with clickable sources underneath
Sample screen — demo data The answer, and under it the notes it came from — one click opens the record.

What it does

Every note in your CRM is indexed by meaning. When you ask JOAN a question, the closest passages are found across every account, contact and deal, whatever words they used.

Answers list their sources. Click one and the account or deal opens, so you can read the note in full before you act on it.

How it works

  1. Ask JOANUse your own words: "Who is worried about implementation time?"
  2. Read the answerA short summary across all the notes that match the idea.
  3. Check the sourceClick a source to open the record it came from.

Why sales people love it

  • Nothing a customer told you gets lost because it was filed under a different word.
  • Every claim comes with the note behind it, so you can trust it.
  • Prepping for a call takes a question, not a scroll through months of notes.
← PreviousJOAN — AI Chat Next →Notes AI

See it on your own deals

Create a free account, or open the demo and try it on a sample book of business — no login.

Create Free Account Try Demo See Pricing

Ergentor Core always free · No credit card