Write the note. It files itself.
Jot a note and Ultragent links it to the right contact, account, and opportunity on its own — then makes it searchable across everything you've ever written.
Use sample data or connect your CRM — no credit card required.
Pragmatic operator who moves fast once finance signs off. Prefers concise, numbers-first email over calls.
How it works
From a quick note to a connected record.
Write it your way
Type the note however you think — no fields to fill, no record to open first.
It auto-links
Ultragent reads the note and ties it to the right contact, account, and opportunity for you.
Find it anywhere
Every note becomes searchable across your whole book — by deal, by person, by what you wrote.
Why it matters
Notes that connect themselves.
Automatic linking
Each note attaches to the right contact, account, and opportunity without you filing it.
Searchable across everything
Find any note by deal, person, or the words you wrote — across your entire book.
On the contact
Notes surface on the person they're about, so context travels with the relationship.
On the account
Everything written about a company gathers in one place, ready when you open it.
On the opportunity
Notes land on the deal they move, so the record reads like the real story.
No filing, no fields
Write the way you think — the structure happens after, not before.
I used to scribble notes in three different places and lose half of them. Now I just write, and they show up on the right deal without me thinking about it.
Stop filing notes. Start writing them.
No credit card required. Use sample data or connect your CRM, and upgrade only when you need more.