Private notes CRM feature: only you and admins can read them

Only you, plus admins. Your teammates cannot see your private notes on any record. Admins can read everyone's private notes for oversight, but they cannot edit them, so what you wrote always stays in your own words. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

No. Admins have read access to private notes but cannot edit them. That lets the business keep an eye on important details, for example when someone leaves, without anyone rewriting a note that another person wrote. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Private notes are on every record in CIPHER CRM, including leads, customers, projects, tasks and sales documents. You can also keep private notes with every staff member, which is useful for your own notes on check-ins and working together. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.

Record chat is shared with your team and shows activity updates on the record. Private notes are yours alone. Keeping the two apart means you always know whether something you write will be seen by colleagues or kept for yourself.

Use them for anything personal but useful: how a client likes to be contacted, what you want to bring up next time, a first impression, or your own record of a conversation with a colleague. If the team needs it, post it in the record chat instead.

Yes. Private notes come with CIPHER CRM for every user, on every record and every staff member. We put every feature in every plan, so there is nothing to switch on or pay extra for. 192+ businesses run CIPHER CRM across 31 industries, with a 4.8/5 average rating.