Call Notes in Bitrix24 — Capture Context During Live Calls
Add notes while you talk. Everything is saved directly to the CRM activity — no post-call data entry needed.
Notes That Live Where Your CRM Data Lives
In-call notes become part of the CRM record automatically.
In-Call Note Taking
When a call starts through SIMtrix, the Bitrix24 telephony window opens with a notes field. Type while you talk — meeting outcomes, action items, pricing discussed. Notes are saved to the CRM activity automatically when the call ends.
Notes Visible on Timeline
After the call, your notes appear on the contact timeline alongside call duration, outcome, and recording. Anyone on your team who opens the contact card sees the full picture — not just that a call happened, but what was discussed.
Search & Filter by Notes
Call notes are indexed by Bitrix24 search. Looking for the call where you discussed Q2 pricing? Search for it. Notes become a searchable knowledge base of every customer conversation.
How It Works
From conversation to CRM record — without any extra steps.
Call Starts via SIMtrix
When you make or receive a call through SIMtrix, the Bitrix24 call window opens with the notes field ready.
Type Notes During the Call
Capture key points, decisions, and follow-ups while the conversation is happening. No need to remember later.
Call Ends, Notes Saved
When you hang up, the notes are automatically attached to the CRM activity along with duration and outcome.
Who Is This For?
In-call notes benefit anyone who needs to capture conversation details.
Sales Reps
Capture pricing, objections, and next steps during discovery calls. Your manager sees the notes on the deal timeline without asking.
Account Managers
Document renewal discussions, feature requests, and escalation details during client calls. Everything is searchable later.
Support Agents
Log troubleshooting steps and resolution details during support calls. Next agent who picks up the case has full context.
Related Features
Explore more SIMtrix capabilities that work seamlessly together.
Frequently Asked Questions
Notes are saved in real time as you type. Even if the call drops, whatever you typed before disconnection is preserved on the CRM activity.
Notes are added by the user who handles the call in Bitrix24. If you want to add notes from another device, you can edit the CRM activity after the call.
Notes and recordings are both attached to the same CRM activity, but they are not timestamped together. The recording is a separate audio file; notes are text on the activity.
Never lose call context again
Notes captured during the call, saved to the CRM automatically.
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