You can download the Mobile App for both Android and iOS. For instructions on installation, you can refer to this article.


The Freshsales mobile app enables you to swiftly add notes using various methods: voice with live transcription, image to text transcription, and uploading saved voice recordings. Follow the steps below to add notes quickly:


1. Access the "Add note" page:

You can access the option to add quick notes from:

  • The +Quick Add button on the homepage.


  • The landing/details page of a record.


  • The + button on the Notes list page of a record detail page.

2. Adding/Editing a text note


Creating the Note:

  • Start typing your text note.
  • If added via the +Quick Add button, associate the note with a record (as shown).
  • If added via a record detail page, no association is needed.
  • Saving the Note:
    • Save the note once completed.

Editing an Existing Text Note:

  • Accessing the Edit Option:
    • Go to the Notes list page on a record detail page.
    • Select the 3 dots next to the note.
    • Choose Edit.
  • Editing and Saving:
    • Make necessary changes to the note.
    • Save the updated note.



3. Adding a Note Using Voice and Live Transcription


Recording a Voice Note:

  • Starting the Recording:
    • On the Add Note page, select the Live voice recording option.
    • Press the record button to start.
    • The app displays a live transcription of your voice input.
    • You can choose to Pause/Play/Resume/Stop/Restart the voice recording.
  • Reviewing and Editing:
    • Review the transcription after finishing.
    • Edit the transcribed text if needed.
    • Save the note if the transcription is satisfactory.



Associating the Voice Note with a Record:

  • If added via the Quick Add button, associate the note with a record.
  • If added via a record detail page, the association is automatic.


4. Adding a Note Using Saved Voice recording and Transcription


Uploading a Saved Voice Recording:

  • Saving a voice recording on iPhone/iPad to Files app
    • On your iOS phone/tablet, use the "Voice Memos" app to record your voice notes. 
    • Save the recorded voice to Files using the "Save to Files" option.
    • Your voice recording is ready to be uploaded for taking notes on Freshsales.


  • Selecting the Saved Recording:
    • On the Add Note page, choose the saved voice recording option.
    • Select the desired voice recording from your phone’s storage.
    • The app will begin extracting text from the audio.
  • Reviewing and Editing:
    • Review the extracted transcription.
    • Edit the transcribed text if needed.
    • Save the note if the transcription is satisfactory or choose Reuplaod to start again.

Associating the Saved Voice Recording with a Record:

  • If accessed via the Quick Add button, associate the note with a record.
  • If accessed via a record detail page, the association is automatic.
Note: You can only record or upload a saved recording of up to 5 minutes in duration for taking notes.



5. Adding a Note Using Saved images or pictures taken from camera


Accessing the Photo capture/Saved image Note Feature:

  • Tap on the Quick Add button on the homepage, the landing/details page of a record, or the Notes list page of a record detail page.
  • Select the "Photo capture/Saved image" option.


5.1 Uploading an Image from Your Gallery:

  • Selecting the Image:
    • On the Add Note page, choose the "Photo capture/Saved image" option.
    • Browse and select the desired image from your phone’s gallery.
  • Transcription and Review:
    • The app will automatically extract and transcribe text from the selected image.
    • Review the extracted text.
    • You can add additional text or descriptions if needed.
  • Saving the Note:
    • Save the note once you are satisfied with the image and the accompanying text.
  • Associating the Image Note with a Record:
    • If accessed via the Quick Add button, associate the note with a record 
    • If accessed via a record detail page, the association is automatic.


5.2 Adding a note using the phone camera


Accessing the Camera:

  • Tap on the Quick Add button on the homepage, the landing/details page of a record, or the Notes list page of a record detail page.
  • Select the "Photo capture/Saved image" option.

Capturing a New Image:

  • Taking the Photo:
    • On the Add Note page, choose the "Photo capture/Saved image" option.
    • Use your phone camera to capture a new image.
  • Transcription and Review:
    • The app will automatically extract and transcribe text from the captured image.
    • Review the extracted text.
    • You can add additional text or descriptions if needed.
  • Saving the Note:
    • Save the note once you are satisfied with the image and the accompanying text.
  • Associating the Image Note with a Record:
    • If accessed via the Quick Add button, associate the note with a record.
    • If accessed via a record detail page, the association is automatic.

Note: You can use up to 3 images for taking notes in one go.