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Keep the promises you made at onboarding.

A renewal goes better when you can show you did what you said. qatip keeps every commitment from every customer call.

300 free minutes a month, no credit card needed.

qatip is an AI note taker for customer success teams: it records onboarding calls, QBRs and renewal meetings on Zoom, Google Meet, Teams or in person, without a bot. Each call becomes a transcript and a report with commitments, owners and dates, and you can ask what any customer said. It runs on Mac, Windows, iPhone, Android and the web.

Updated November 2026

Sound familiar?

The renewal call is next week. The customer's new VP says they were promised a custom report back during onboarding. Maybe they were. The colleague who ran onboarding left in the spring, and the CRM note says “kickoff went well.”

  • Onboarding promises live in one person's head
  • QBR prep means rereading a year of notes
  • Whoever takes over an account starts from zero

Where it hurts, and what qatip does about it.

The problem

“I need to know exactly what we told this customer at onboarding.”

In qatip Ask

Ask what was promised about reporting, and the answer comes back with the call and the moment it was said.

After: The renewal conversation starts from what was actually said.

Ask

The problem

“Every QBR ends with a few “we'll get back to you”s, and I lose track of them.”

In qatip To-dos

Each commitment comes out as a to-do with an owner and a date, in one list across all your accounts' meetings.

After: You get back to the customer before they have to chase you.

To-dos

The problem

“Writing the recap email after a QBR takes me an hour.”

In qatip Share

Email the report to everyone who was on the call in one click, or send a link they can open without an account.

After: The customer has the recap the same afternoon.

Share

The problem

“The account team asks me what happened after every single call.”

In qatip Integrations

On Pro, reports post to your team's Slack channel on their own, and you can send them to Salesforce or Notion too.

After: When an account changes hands, its history goes with it.

A report could come with these sections

  1. 01Customer's goals
  2. 02What's working
  3. 03Risks
  4. 04Commitments with dates

Every section comes from a template, and you can change it to fit your meetings.

You might be wondering

Can I record an onboarding call that runs in the customer's Teams?

Yes. The computer app records the call from your computer's sound, whatever app the customer uses, and no bot joins.

Can a colleague who takes over an account see its past calls?

On the Team plan, shared folders let you open the same meetings together. Anyone can also read a report you share by link without an account.

How many minutes do I get?

300 minutes a month on the free plan and 1,500 on Pro. The Team plan has unlimited minutes under fair use, at $24.99 per person a month.

In your next meeting, just talk.

Start on the free plan, or try Pro free for 7 days. Cancel anytime.

Start free