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Notivo

Built for seamless sales handoffs

Every feature designed to eliminate knowledge loss and keep your team aligned.

Auto-Detection

Knows where you are

Notivo automatically detects client companies on any website by extracting the domain. It also recognizes CRM records in Salesforce, HubSpot, Pipedrive, and Dynamics by parsing URL patterns.

  • Domain extraction from any website
  • Salesforce record detection (Account, Contact, Lead)
  • HubSpot company/contact page recognition
  • Pipedrive organization detection
  • Microsoft Dynamics record parsing
ikea.com
app.salesforce.com
app.hubspot.com

Client Identity Linking

Notes follow the client, not the source

This is our core differentiator. A client can have multiple aliases: their website domain, Salesforce ID, HubSpot ID, etc. All aliases point to the same notes. Write on ikea.com, see it in Salesforce.

  • One client, multiple sources
  • Automatic alias creation
  • Cross-source note synchronization
  • Manual alias linking option
  • Prevents duplicate client records
ikea.com
Domain alias
Salesforce
Record ID alias

Same client, same notes

Shared Notes Overlay

Clean UI, instant access

A draggable, collapsible sidebar appears on detected pages. See all team notes, add new ones, reply to threads, and organize with tags. No context switching required.

  • Floating sidebar overlay
  • Threaded replies
  • Rich text formatting
  • User avatars and timestamps
  • Keyboard shortcuts
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Notivo Overlay
Note preview...
Note preview...

Real-Time Sync

Changes appear instantly

Built on Supabase Realtime. When a teammate adds a note, it appears on your screen within milliseconds. No refresh needed. Everyone stays aligned.

  • Sub-second updates
  • WebSocket-based sync
  • Offline queue for lost connections
  • Presence indicators (who is viewing)
  • Conflict-free updates

Real-time updates

Additional Features

Team Workspaces

Company-level sharing. Admins can invite/remove users. Notes stay private to your org.

Tags & Mentions

Organize notes with tags (pricing, objection, budget, next-step). @mention teammates for visibility.

Security & Privacy

GDPR compliant. End-to-end encryption. Your data never leaves your org. No training on your notes.

Lightning Fast

Overlay loads in under 800ms. Cached notes work offline. Zero impact on browser performance.

SSO Authentication

Sign in with Google Workspace or Microsoft 365. Magic link email fallback for flexibility.

CRM Integrations

Salesforce, HubSpot, Pipedrive, Dynamics. More CRMs coming: LinkedIn, Zendesk, Intercom.