Question 1

Can TaliCRM take notes on my meetings?

Accepted Answer

Yes. Add the free browser extension and it records your Google Meet, Zoom, or Teams calls, labels each speaker, and writes a clean summary with action items, all saved on the right contact. You can also record an in-person meeting from your phone.

Question 2

How do I add the people I meet?

Accepted Answer

Scan a business card, paste a LinkedIn URL, or just type a name. AI fills in the title, company, email, and phone, and you save with one tap. No manual data entry.

Question 3

Can I keep notes and photos on each person?

Accepted Answer

Yes. Every contact has notes, voice memos that AI writes up, photos, and tags, so you remember where you met and what was said.

Question 4

How is this different from a regular CRM?

Accepted Answer

Traditional CRMs are built for sales teams with pipelines and deals. TaliCRM is built for individuals who network, founders, consultants, and recruiters, with no sales stages and no busywork.

Question 5

Is my data private?

Accepted Answer

Every account's data is fully isolated, encrypted, and never sold or used for ads. Export or delete everything any time.