Extremely helpful notetaker
It’s nice how it integrates with SalesForce, I haven’t had to type a sales note in weeks
Free
About
This app helps sales representatives capture, organize, and summarize important details from customer visits. It transforms rough notes into clear summaries with key points and next steps, ensuring no deal-moving information is lost.
✓Capture visit notes
✓Organize customer visit details
✓Generate visit summaries
✓Review and edit notes
✓Send notes to CRM
✓Track account history
Show original description
+1
What's New in Halosight
1.18.0
November 5, 2026
- See your week at a glance, including visits, follow-ups, opportunities, and risks. - Share a weekly recap with the people you choose. - Review and correct the people on meeting notes, and see linked opportunities. - Optional account check-ins can capture visits when location access is enabled.
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FAQ
What is Halosight?
Halosight is a business app designed for field sales representatives to capture, organize, and summarize notes from customer visits. It helps ensure important details are not lost after meetings and facilitates better follow-through.
How does Halosight help sales reps?
Halosight allows sales reps to capture commitments while they are fresh, turn rough notes into clean summaries, and remember details across all accounts. This prepares them for pipeline reviews and follow-ups.
What are the benefits for sales leaders using Halosight?
Sales leaders benefit from more consistent visit documentation, better visibility into customer conversations, and fewer blind spots caused by missing or incomplete notes.
Can I sync Halosight notes to my CRM?
Yes, Halosight is designed to send clean notes to your CRM. You can take notes now and connect or sync to your CRM when available.
Is Halosight suitable for offline use?
The description implies notes can be taken now and synced later, suggesting offline note-taking capabilities are supported, allowing users to capture information even without immediate connectivity.
How often is Halosight updated?
The latest version is 1.18.0, last updated on 2026-11-05. This indicates a relatively active development cycle, with updates occurring approximately every few months.
What devices does Halosight support?
Halosight is currently supported on iPhone devices, as indicated by the 'supportedDevices' field.
What is the age rating for Halosight?
Halosight has an age rating of 4+, making it suitable for a wide range of users.
