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.

4.6 on G2 4.7 on Trustpilot

  • SOC 2 Type II
  • GDPR compliant
Client and adviser shaking hands at a table, with call notes sent by email afterwards

Trusted by 6m+ users and 41,000+ teams of all sizes

How to get client call notes with HappyScribe?

  1. Connect your calendar

    Sign up for free and connect your Google or Outlook calendar to HappyScribe. From there, HappyScribe joins every scheduled client call on its own.

  2. HappyScribe records the call

    HappyScribe joins your Zoom, Teams, or Google Meet as a participant and records both audio and video. QBRs, renewals, check-ins. All escalations get captured the same way, with every speaker labeled automatically even on multi-stakeholder calls.

  3. Your client call notes, ready in minutes

    Structured notes land in your inbox minutes after the call ends, with decisions logged and action items captured for both sides of the account. Export to PDF, DOCX, or TXT, or push the notes to your tech stack through Zapier or the API.

Do more with every client call.

Account-ready summaries

Decisions, topics, and next steps pulled into one document, ready to send to the client.

Chat with a meeting

Ask HappyScribe AI Chat a question about a specific meeting with an account, and jump straight to the exact timestamp.

Chat across meetings

Search across your entire meeting library, for one or multiple clients. Find when scope changed, when renewal terms came up, and whether a Q1 promise still holds in Q4.

Summary templates

Set different templates for QBRs, renewals, or support escalations. Each call type comes back structured the same way and slots straight into the account record.

Mobile app

Review calls, read notes, and search account history from your phone. A CSM walking out of an on-site or between back-to-back renewals gets the same record they’d have at their desk.

Meeting recording

Every client call is stored with audio and video. Revisit the source when a dispute comes up or when an incoming CSM needs context on the account.

Speaker identification

Every voice labeled automatically. See which stakeholder raised which concern and which account manager committed to what on multi-stakeholder calls.

Integrations

Push notes to HubSpot Service Hub, Notion, Google Docs, Slack, or your CS platform through Zapier, MCP server, or API. No copy-paste.

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

Everything a client ever said, one search away.

Decisions, commitments, and next steps, each owned by someone on both sides and filed as one searchable record per client. Anyone can pick up the account and see exactly what was agreed, and when.

Hand sending a paper plane to a mailbox, showing meeting notes delivered as soon as the call ends

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.

Video call with four participants beside a transcript panel and speech bubbles in several languages

Your meeting records stay in Europe.

SOC 2 Type II-certified. GDPR-compliant. Headquartered in Barcelona with data stored in a PCI DSS and ISO 27001-compliant EU data center.

Data is encrypted in transit and at rest.

Folder of meeting notes locked with a padlock next to an EU-star shield, showing records stored in Europe

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.

Hand flipping a toggle between a meeting bot icon and a microphone icon, for recording with or without a bot
  • 2 years

    of account history searchable in one query

  • 95%+

    transcription accuracy

  • 150+

    languages and dialects supported

  • 41,000+

    teams already using HappyScribe

Globe, stopwatch and checkmark illustrating fast, accurate transcription in many languages

EVERY ACCOUNT, ON THE RECORD

Walk into any renewal with the exact quote and the moment it was said.

Customer Reviews

4.7/5 on Trustpilot

  • HappyScribe’s summaries are concise, accurate, and actionable.
    Laura Z. G2
  • The application is easy to use and offers great formatting options for meeting minutes and action items.
    Howard Humphrey Trustpilot
  • I can stay present in the conversation instead of worrying about taking detailed notes, knowing that I can go back to the transcript afterward.
    Desideria G. G2

Frequently asked questions

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 and commitments, action items with owners, and next steps. HappyScribe generates them automatically from the recording.

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. You can use HappyScribe’s browser-based recorder or mobile app to capture meetings bot-free.

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 summary 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 HappyScribe 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 and mobile app that capture meetings without a bot.

Where does HappyScribe store my meeting data?

All data is stored in an EU-based data center that is PCI DSS and ISO 27001-compliant.