Every conversation in GigRadar CRM has two message modes: Message (sent to the client) and Note (internal only). Notes are the right place to log calls, capture preferences, record decisions, and build a running history of your relationship — all without the client ever seeing it.
How Notes Work
Notes appear in the conversation timeline alongside client messages, clearly marked as internal. They are visible to all team members who have access to the room. The client never sees them.
To leave a note: open the conversation, switch the composer toggle from Message to Note, write your entry, and send.
What to Log and When
After a discovery call or video meeting
Log key takeaways immediately while they're fresh:
"Call with Sarah 14 Jun. She wants a 3-page website, budget $1,500–$2,000, needs live by end of July. Prefers async communication. Mentioned she had a bad experience with a previous agency that disappeared mid-project — reassurance about communication is key."
When a client mentions a preference
"Prefers Loom videos over written updates. Wants weekly check-ins on Fridays."
When a client raises an objection
"Hesitant about hourly pricing — said she prefers fixed. Consider packaging the next proposal as a fixed-price milestone."
When a contract ends
"Project closed successfully. Client mentioned potentially needing a Phase 2 in Q1. Mark for follow-up in January."
Using Laziza to Summarize History
When you return to a long conversation, you don't need to read through every message. Use the built-in preset:
Type @ and select "Summarise the conversation" — Laziza reads the full thread (including previous notes) and posts a 3–5 bullet summary covering current status, what the client wants, and the recommended next step.
You can also ask Laziza for a custom summary — type @, select Laziza, and write:
what are the three most important things this client has told us so far?
Best Practices
Write notes in the third person so any teammate can read them cold and understand the context immediately.
Date your notes manually for important entries — it makes the timeline easier to scan.
Don't use notes to vent about a difficult client. Assume any teammate might read it at any time.
If you're handing a conversation to a colleague, leave a handoff note: who the client is, where things stand, and what the next action is.