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Notivo

About Notivo

Building the standard for client context in sales teams.

The Problem

Revenue teams lose critical client knowledge every day. Notes live in silos: CRM comments, Slack channels, Notion docs, and individual memories.

When an SDR hands off a prospect to an AE, context is lost. When an AE transitions a client to CS, details slip through. This leads to:

  • Repeated questions to buyers (frustrating both sides)
  • Wasted time searching for information
  • Lower win rates due to incomplete context
  • Higher churn from poor onboarding

Our Solution

Notivo provides shared, contextual notes that follow every client across all sources. The core innovation: Client Identity Linking.

A client exists in multiple places: their website (ikea.com), their Salesforce record, their HubSpot company page. Notivo links these aliases to a single client profile. Notes written anywhere appear everywhere.

Example flow:

  1. 1. SDR visits ikea.com, writes note: "Interested in enterprise"
  2. 2. AE opens IKEA in Salesforce, sees the same note
  3. 3. AE adds: "Demo scheduled Tuesday"
  4. 4. CS opens IKEA in HubSpot, sees both notes

Our Vision

We want Notivo to become the standard for client context in B2B sales. Every team should have instant access to everything known about every client.

Future phases will include:

  • Local AI for note summaries and suggestions
  • LinkedIn company page integration
  • AI-powered email and LinkedIn draft generation
  • Advanced analytics and search
  • More CRM and tool integrations

Built for Sales Teams

Notivo is designed specifically for:

  • SDRs/BDRs capturing first-touch insights
  • Account Executives managing the sales cycle
  • Customer Success maintaining long-term relationships
  • RevOps ensuring process consistency

We focus on companies with 10+ employees who use at least one major CRM and conduct web research on prospects.

Ready to try Notivo?

Start free. See how shared notes transform your handoffs.