February 12, 2010

TimetoNote – Tracking Customer Communication

When you’re juggling dozens of phone calls from multiple customers on a daily basis, it can be nearly impossible to remember the details of what each person wants and needs. TimetoNote is a web-based collaboration application that makes it easier to keep the interactions you have with customers and suppliers organized, so you’ll never miss a scheduled meeting or fail to come through on a promised deadline again.

Keep on top of client interactions by adding potential customers and new suppliers to your TimetoNote database as each phone call and email comes in. For each contact, you can add both personal information—such as name, position, and phone number—as well as any notes based on your phone conversation or email interaction. If a potential project was discussed during the call, add a “Task” to the contact sheet—noting when the project is due and who is responsible for completing it. Each person in your company can view a list of the tasks that have been assigned to him or her from the TimetoNote dashboard, as well as due dates and any pertinent information that’s required to get the project done.

For anyone who deals with finicky customers on a regular basis, TimetoNote’s “Notes” feature makes it easy to see how your coworker’s last interaction with the client went, and whether there are any outstanding issues or complaints that need to be resolved before giving the client a call back. Although it might look like a simple contact management system at first glance, TimetoNote is actually much more than that. It is a complete collaboration application that companies of all sizes can utilize to make customer interactions more fluid and efficient.

Practical Uses:

  • Keep a record of communications with suppliers
  • Share the results of an important client call with coworkers
  • Store the contact information for past customers
  • For journalists, keep track of the sources you have interviewed

Insider Tips:

  • Assign projects and tasks to other members of your team
  • Edit notes at any time to better reflect the actual conversation that took place
  • Create company pages to link together business contacts from the same office
  • Use the Dashboard to search for any key phrase you’ve ever written in a note and find that client’s contact information

What we liked:

  • As a contact management system, TimetoNote is efficient and intuitive
  • Adding photos to a contact page makes it easier to recall certain clients
  • Notes feature is basic, but quick to use
  • Projects feature lets you group related notes and contacts together on one page

What we didn’t like:

  • The application might be too basic for users who require more features


Company Info:

  • Launched: August 2009
  • Privately Held
  • Headquarters: Cluj, Romania
  • Founded by: Lucian Baciu
  • Web site:


  • Free plan up to two users
  • Basic plan is $19 – $139/month for premium accounts


  1. is there a way to import contacts, and assign them to an individual user?

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