• Centralise your thinking

    One searchable home for event, training and visit notes.

  • 24/7 access

    Create, update and view notes anywhere.

  • Supports issue management

    Set reminders so priorities don't slip.

  • Categorise

    Link notes to an agent, event, training or your custom categories.

Watch how Easy Notes works
Learn how Easy Notes keeps you organised and up to date
Centralise your thinking

Keep all your notes in one place, online. Makes maintaining reports or notes for education fairs, agent training or visits or for any other purpose easy.

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Categorise

Link notes to an agent, event, training or any other category that you wish to create. Retrieve later based on category.

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24 x 7 Access

Create, update or view your notes 24 x 7 from anywhere.

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Supports issue management

Don't lose track of issues in the rush. Easy Notes let you set reminders to look at specific notes.

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Additional benefits
Part of your ecosystem - Keep private notes private; share what matters with your team.
  • Flexible input

    Type, paste or attach files; timestamps and users are auto-recorded.

  • Easily share your notes

    Share with teams or individuals; @tag teammates for follow-up.

  • Trip reports, simplified

    Organise by location, agency, contact or staff.

  • Find faster

    No more digging through drives and emails.

  • Secure access

    Permission-based visibility keeps data safe.

  • One shareable platform

    Maintain notes in a single simplified platform, then share them with your team or specific people.

  • Calendarise next actions

    Turn notes into follow-ups.

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It's a total management solution

Discover how Easy Notes connects with admissions, agent management and marketing to keep everyone aligned.
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