The problem with CRM notes
If you’ve worked in sales, you’ve done this before:
You get off a 43-minute call. You open the CRM. You dump every thought into the “notes” box. Later, someone asks what the next step was… and you scroll, skim, and curse past 12 paragraphs of unstructured ramble to find it.
The traditional notes field is:
A mess of context
A risk for forgotten follow-ups
A black hole for managers trying to get visibility
So we killed it.
What we replaced it with
Hexa doesn’t have a plain “notes” box.
Instead, every call summary is:
Auto-structured
Tagged with speaker attribution
Annotated with AI labels:
Objection,Next Step,Urgent, etc.Pushed directly into the deal timeline and contact activity view
You can still edit, add manual context, and drop insights — but the input is structured. Because structure is what makes the system smart.
Why it matters for AI (and teams)
AI can't reason with 3,000 characters of text blob. But it can reason with:
What was said
Who said it
What kind of signal it was
Where that deal is now
Structured data doesn’t just power summaries — it powers smart nudges, follow-up drafting, forecasting, and handoffs between reps.
How reps reacted
Some loved it. Others said, “What if I just want to jot something down?” We get it. So we made Hexa flexible:
You can add custom bullet points
You can type reactions or context
But it’s still parsed, tagged, and attached in a way that AI — and other teammates — can use
Final Thought
We didn’t remove notes to make life harder. We removed them because unstructured input slows everyone down. Sales is already chaotic — your tools shouldn’t be.
