Notes and History

Your business memory, all in one place

Relationships move fast.

Conversations happen. Details change. Promises are made. Context builds up, and months later… most of it is forgotten.

Officaid’s Notes & History becomes your long-term relationship memory.

It keeps everything your team has written and done with a contact or company in one continuously evolving timeline, so no interaction ever loses its context.

Capture what matters

Not everything fits into a task or a CRM field.

That’s where Notes come in.

Use open text notes to capture:

Personal preferences
Sensitive updates
Internal team context
Strategic risks
Decision rationales
Relationship dynamics

Notes are lightweight, friction-free, and editable, designed for capturing human insights the moment they happen.

No forms. No labels. Just memory, preserved.

Notes are attached to contacts and companies

Never lose the story.

You can add notes to your contacts and companies. This means context follows the relationship, giving your team continuity.

Activity history

The relationship timeline

Beyond free-text memory, Officaid automatically builds a clean, structured activity history alongside your notes. Your timeline shows:

Calls
Emails
Meetings
Tasks
Quotations
Invoices
Payments
Item history

Every entry includes:

Who did it
When it happened
Why it was important
What the outcome was

This creates a full chronological view of interactions, perfect for refreshing context before any communication.

Never ask “what happened last time?”

No digging. No guesswork.

Before any meeting or call, users can instantly answer:

Who contacted the client
When the last call was made
What was discussed
Any follow-up actions

Everything sits in one scrollable memory stream.

Don’t start conversations cold

Your contacts deserve continuity.

Every call should feel like:
“Nice to speak again, let’s pick up where we left off.”

With Notes & History, memory becomes your silent sales superpower.

Get started

No credit card required
14-Day free trial