For investment advisors

The phone call notetaker that works on your own number.

Connect VoxNote once and every call is transcribed and summarized on its own. You never press record.

Try for free
5.0 60+ reviews on App Store
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It isn't the annual review that goes missing.

A client calls you on a Tuesday at 4:40, nervous about the markets and thinking about retiring early. You get back to the office, your inbox has piled up, and that conversation is never written down.

Be in the conversation, not in your notes.

When you write while your client is talking, part of your head is on the page. Stop taking notes and the call still gets written.

The part that pays off is the next call.

The summary lands in your inbox seconds after you hang up, short and editable. Before your next call, you search his name and it all comes back.

Same number

VoxNote works on your existing phone number, no hardware. You make and receive calls like you always do.

Smart summary

VoxNote detects the type of call and generates the right summary format. No templates to pick.

Email ready

One click and VoxNote drafts a follow-up email with call context and next steps. Review, send.

In your inbox

Every summary lands in your email seconds after you hang up. Nothing to copy, nothing to forget.

Real reviews from real users.

Real reviews on App Store from people using VoxNote everyday. Read all reviews on the App Store.

⭐⭐⭐⭐⭐
2025-05-23

Excellent app for taking call notes.

Simple, effective, and practical.
⭐⭐⭐⭐⭐
2026-04-23

Incredible customer service.

I've rarely experienced customer service this fast and efficient. The app works great, no major issues. A really nice find!
⭐⭐⭐⭐⭐
2026-05-03

I couldn't go without this app anymore.

VoxNote lets me stop wasting time taking notes manually, so I can focus on the conversations with my clients and actually be present. I love this app!
⭐⭐⭐⭐⭐
2026-04-22

Incredible tool!

I've been using the app for a few weeks and I couldn't go without it. It saves me a huge amount of time every day. Super easy to install, with clear instructions that guide you through the whole setup. I recommend it to everyone without hesitation!
⭐⭐⭐⭐⭐
2026-04-22

Really nice app.

It's so pleasant to have an app that gives you a summary of your conversations. Thank you!
⭐⭐⭐⭐⭐
2026-04-17

Wooooow ✨

This app is really, really great. I don't have to rack my brain to take notes after my calls anymore, especially when I'm on the road. The founder even reached out personally to make sure everything was working — I really felt heard.
⭐⭐⭐⭐⭐
2026-04-14

Very effective.

Summarizes the conversation really well, and a summary is automatically sent by email. Saves a ton of time.
⭐⭐⭐⭐⭐
2026-04-08

Great work tool!

I've been using VoxNote for over 3 months now and it's become an essential tool for summarizing all my client calls. No more writing summaries by hand — it all happens automatically, and the quality is excellent. Thank you so much!
⭐⭐⭐⭐⭐
2026-06-02

Life saver for sales

What a life saver especially when getting sales calls and on the road. A life saver.

Got questions? We've got answers.

The most common questions about how VoxNote works, who it's for, and how we keep your calls private

Are my data and conversations actually private?
How is my data encrypted?
Are the phone calls themselves secure?
Does it work for incoming calls, outgoing calls, or both?
Is VoxNote available on Android?
Does VoxNote work with AirPods and Bluetooth devices?
Do I need new hardware or a new phone number?
Does my client need to install anything to be on a VoxNote call?
What languages does VoxNote work in?
Can I try VoxNote before paying?

Try it on your real calls, free. Install the iPhone app, turn on forwarding, and the next client who reaches you on a walk leaves something in writing.