🗒 Batch Notes Made Easy

Apply the same note to dozens of client records in seconds.

No more copying and pasting notes one contact at a time. This streamlined form is built to help you quickly add a shared note across multiple clients with just one submission.

✅ How It Works:

• Write your note once.

• Choose the tag that identifies the group of clients the note should apply to.

• Optionally assign a note-specific tag for easy filtering later.

Upon submission, our Zapier-powered automation pushes the note into your CRM—automatically attaching it to every contact with the selected tag.

🚀 QuickStart Package Includes:

• A ready-to-use batch notes form

• CRM tagging support for both clients and notes

• A Zapier template that handles the automation for you

Perfect for compliance reminders, policy updates, campaign tracking, and more.
Save time. Stay consistent. Keep your records clean.

📌 Click here to test the form

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