Connect your calendar
Sign up for free and connect your Google or Outlook calendar in under two minutes. HappyScribe joins every scheduled client call on its own, so no CSM has to decide mid-call whether this one matters enough to document.
AI Client Call Notes Software. Built in Europe.
HappyScribe joins your Zoom, Teams, or Google Meet and delivers client call notes with decisions, action items, and owners on every account. Works in 150+ languages.
Trusted by 6m+ users and 41,000+ teams of all sizes
How to get client call notes with HappyScribe?
HappyScribe records the call
HappyScribe joins your Zoom, Microsoft Teams, or Google Meet as a participant and records audio and video. QBRs, renewals, check-ins, and escalations all captured the same way, with speaker labels even on six-stakeholder calls.
Your client call notes, ready in minutes
Structured client call notes land in your inbox minutes after the call ends. Every decision logged and every action item assigned to an owner on your team or theirs. Export to PDF, DOCX, or TXT, or route the output to HubSpot Service Hub, Notion, or Slack.
Do more with every client call.
Account-ready summaries
Decisions, topics, and next steps pulled into one document ready to send to the client or file in HubSpot Service Hub before the client has left the call.
Chat with a meeting
Ask a question about any past call with an account and jump straight to the exact timestamp where the commitment was made.
Chat across meetings
Search across every call with a client, going back years. Find when scope changed, when renewal terms were discussed, and whether a Q1 promise still stands in Q4.
Create from meetings
Turn any recording into a follow-up email, a client-facing recap in Google Docs, or a handoff doc in Notion with one click. Decisions and owners intact.
Meeting recording
Every client call stored with audio and video. Revisit the source when a dispute comes up or when an incoming CSM needs context on the account.
Integrations
Push notes to HubSpot Service Hub, Notion, Google Docs, Slack, or your customer success platform via Zapier, MCP server, or API. No copy-paste.
Custom templates
One template for QBRs, another for renewals, another for support escalations. Each call type gets a structure that slots straight into the account record.
Speaker identification
Every voice labeled automatically. See which stakeholder raised each concern and which account manager committed to what on multi-stakeholder calls.
The AI Notetaker is a real game-changer for us. There's no need to write everything during meetings anymore; now I can actually engage.
Darius Čenys
·
Performance Operations Coordinator
SINGLE SOURCE OF TRUTH
The client call ends. The client call notes arrive.
Decisions, commitments, and next steps, assigned to the right owners on both sides of the account. For pre-sale discovery and deal-stage calls, see the sales calls page; for internal team syncs and standups, see the meeting transcription page. One searchable record per account, attached to HubSpot and defensible in any renewal dispute.
MULTILINGUAL SUPPORT
Your team understands many languages. So does HappyScribe.
HappyScribe auto-detects the language being spoken and handles mid-call switching. Supports 150+ languages and dialects.
SECURITY
Your meeting records stay in Europe.
SOC 2 Type II-certified. GDPR-compliant. Headquartered in Barcelona with data stored in PCI DSS and ISO 27001-compliant EU data centers.
Data is encrypted in transit and at rest. Your content is never used to train AI models.
FLEXIBILITY
Works with or without a meeting bot.
HappyScribe joins your scheduled meetings as a participant, or you can use the browser-based recorder to go bot-free.
You control how your meetings are recorded.
One client call. Everything you need.
Every client call produces three outputs, shaped for how CSMs, account leads, and renewal teams actually work.
Structured client call notes
Topics, decisions, and action items organized into a clean document with speaker attribution and owners on both sides of the account. Export to PDF, DOCX, or TXT for the CRM. The format stays consistent across every account, so a VP can read any CSM's QBR notes and know where to look for the renewal signal.
Account summary
Commitments highlighted, open risks flagged, and next steps outlined. A concise recap delivered after every call, ready to paste into HubSpot Service Hub or your customer success platform. Health-score inputs like concerns raised, escalations, and scope changes sit at the top for fast triage.
Full transcript
Word-for-word record of the client call with speaker labels and timestamps. 95%+ accuracy across accents, 150+ languages supported, and searchable across the full history of the account. When a dispute surfaces six months later, the exact quote is one search away.
2 years
of account history searchable in one query
95%+
transcription accuracy
150+
languages and dialects supported
41,000+
teams already using HappyScribe
Manual vs AI Client Call Notes
|
|
CSM's handwritten notes |
AI client call notes |
|---|---|---|
|
Time to produce |
20-30 minutes after the call, often skipped when back-to-back |
Ready in a couple of minutes after the call ends |
|
Accuracy |
Depends on who was on the call and how distracted they were |
95%+ with full transcript backup |
|
Consistency |
Varies by CSM and by account |
Same structured format for every account |
|
Action items |
Often missed, or vague on who owns what |
Extracted with owners on both sides |
|
Speaker attribution |
Rarely tracked on multi-stakeholder calls |
Automatic speaker labels on every voice |
|
Account history |
Lives in one CSM's head |
Full-text search across every call with the client |
|
Handoff to new CSM |
Hours of tribal knowledge over Slack |
Searchable record from day one |
EVERY ACCOUNT, ON THE RECORD
Defend every renewal with timestamped proof of what was agreed.
Customer Reviews
Rated
★★★★★
4.6/5
on Trustpilot
Rated
Good first experience. I'm going to continue using and after that I will put an update about the software.
Rated
HappyScribe is a true time and money saver! I use it for interview transcripts and video subtitling for Premiere Pro.
Rated
Affordable, quick, intuitive. I love how HappyScribe makes subtitling easy.
Rated
Great software: Highly recommend. The software is quite amazing and worked very well: this is a first time experience.
Rated
The best digital transcription in English I have ever seen. Beautifully presented. One day I will have to see how they tackle Arabic.
Rated
I have tested several sites and software but this is by far the best. And the new interface makes subtitle editing easier and faster. Great.
Rated
Excellent service to transcribe recordings and saving me much time!
Rated
Very good and intuitive interface. Good accuracy in AI translation.
Rated
An essential tool in the researcher's toolbox.
Every question you're about to Google.
What are client call notes?
Client call notes are a structured record of what happened on a call with a customer or account. They capture decisions, commitments on both sides, action items with owners, and next steps. HappyScribe generates them automatically from the recording, with speaker labels and timestamps on every item.
How does HappyScribe capture client call notes?
HappyScribe joins your Zoom, Microsoft Teams, or Google Meet call as a participant. It records audio and video, generates a transcript with speaker labels, and produces structured notes with decisions and action items. Output lands in your inbox within minutes and can route to HubSpot Service Hub, Notion, or Slack via Zapier or the API.
Can I use HappyScribe for QBRs, renewals, and support escalations?
Yes. QBRs, renewals, account reviews, onboarding calls, check-ins, support escalations, and consulting sessions all work with the same workflow. You can set a different template for each call type. A QBR template captures strategic goals and health-score inputs. A renewal template captures pricing, terms, and commitment dates.
How does this help with CSM handoffs?
Every call with every account is stored and searchable. When a new CSM takes over, they can search for decisions, commitments, or specific topics across the full call history. No need to rebuild context from Slack messages or one-on-ones with the outgoing CSM. A new owner can be up to speed on a book of accounts in a fraction of the usual ramp time.
Can I search across every call with a specific client?
Yes. Chat across meetings lets you ask questions across the full recorded history of an account. Find when a feature was promised, when pricing was last discussed, what the client said about renewal three calls ago, or whether a concern raised last quarter was ever resolved. Every answer comes with a timestamp back to the exact moment in the source call.
Is there a free plan?
Yes. HappyScribe offers a free plan with unlimited meeting recordings. No credit card required.
How accurate is the transcription?
95%+ across all supported languages.
What languages are supported?
150+ languages and dialects, with automatic language detection.
Can I use HappyScribe without a bot joining the meeting?
Yes. HappyScribe offers a bot-free browser recorder that captures audio from your device.
Where is my meeting data stored?
All data is stored in an EU-based data center that is PCI DSS and ISO 27001-compliant.
AI Note Taker For Every Use-Case
AI note taker by platform
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