Note Taking Ai Assistant to Document Each Customer & Prospect Interaction Effortlessly

Aloe gathers content and context from each interaction and organizes it automatically, and you can take notes by texting, dictating, emailing, handwriting, meeting recording, or with a camera.
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To provide you with perfect recall, Aloe connects everything to your contacts and their companies, events in your calendar, opportunities from Salesforce.com or Hubspot, places you've been, and your hashtags.

The Most Notes with the Least Effort
Auto-Syncing with Salesforce.com or Hubspot

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Photos of Whiteboards &
Paper Notes

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Call Recording &
Transcriptions

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Rich Text Editor &
Stylus Support

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Documents
Discussed

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Dictated Notes

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Video

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Send Email

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Text Messages for
Notes & Reminders

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Event Details & Location

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Bookmarks

Here's how Aloe makes each day more effective:

  1. Aloe starts your day with an email detailing the day's agenda, showing you everything organized by your hashtags, meetings, contacts, and CRM opportunities
  2. Aloe gathers content and context from each interaction and organizes it automatically, and you can take notes by texting, calling, emailing, or using the Aloe App
  3. Aloe can call or text message you at the end of each meeting to take meeting notes via voice dictation and texting

The Repository For All Meeting Details

Aloe organizes everything you send to it, and you can unlock more capabilities if you connect Aloe to your Calendar, Address Book, or CRM

Send Text Messages or Email

Instead of texting or emailing yourself and using paper, send or forward messages to Aloe. 

Photos, Documents, Bookmarks, and Videos

Send everything you want organized to Aloe and never forget anything again.

Daily Briefing

Each morning Aloe will send you a recap of the previous day and an agenda for the day with BIO's, news, previous notes, reminders and meeting .

Call Recording, Dictation, and Transcription

Conference Aloe in to your calls or dictate a note by calling Aloe, then Aloe will transcribe the recording and make it available to playback.

Handwriting Notes and Drawings

Use the Aloe App to handwrite and draw with a stylus, like the Apple Pencil, Microsoft Surface Pen or Samsung S-Pen. Aloe converts your handwriting to text, so you can easily find your notes.

Salesforce.com and Hubspot CRM Integration

If you use Salesforce.com or Hubspot CRM, Aloe will learn the Leads, Contacts, Companies and Deals you're working on an keep the CRM updated automatically.

Use Aloe in the Morning

Aloe starts your day with an email detailing the day's agenda, showing you everything organized by your hashtags, meetings, contacts, and CRM opportunities

Aloe's Job is to Help You Attain Perfect Recall

Aloe automatically organizes each note according to your contacts, events, location, and hashtags, then Aloe reminds you about commitments and delivers the info when you need it.

Aloe Calls to Wrap-up Each Meeting

Aloe can call or text you at the end of each meeting and offers to take meeting notes via voice dictation and text messaging.

“The company is breaking new ground in providing contextually aware AI-powered assistance to support productivity before, during, and after meetings.”

- Dan Woods

Read the full article on Forbes.com

“If you are prone to a ton of meetings and calls, you need Aloe.”

- Helen Irias

Read the full article on TAG.com

Testimonials

Aloe has already improved the effectiveness of many professionals.

Global Tech Company CEO

"Aloe makes my Moleskin obsolete, helps my meeting prep, and keeps me on schedule without rudely checking the time."

Entertainment Lawyer / Agent

"Aloe is my new legal pad. I've been waiting a long time for Aloe, I just didn't know it."

Globetrotting Sales Rep

"Goodbye pen & paper, and hello Aloe. I use Aloe on an iPad Pro & Apple Pencil and save tons of time keeping Salesforce.com updated."