Halosight

Halosight

About this app

Halosight — better notes after every customer visit

Customer visits are where deals move forward, but important details are easy to lose after a long day in the field. Halosight helps sales reps capture visit notes, organize what matters, and follow through with confidence.

How it works

- Pick an account
- Add notes from your visit
- Get a clear summary with key points, opportunities, and next steps
- Review and edit before saving
- Send clean notes to your CRM

Built for reps

- Capture commitments while they’re fresh
- Turn rough notes into clean, scannable summaries
- Remember what happened across every account
- Stay prepared for pipeline reviews and follow-ups
- Take notes now, connect or sync to CRM when available

Helpful for leaders

- More consistent visit documentation
- Better visibility into customer conversations
- Fewer blind spots from missing or incomplete notes

Designed for trust

Halosight is built to support sellers, not create more admin work. You control what gets captured, reviewed, and saved.

What’s new

Improved the Accounts screen with recent search history and a smoother search-focused layout.
Improved transcript editing by replacing the plain note field with a rich text editor that supports formatting like bold, italics, headings, and lists.
Improved transcript and account summary formatting so saved rich text displays correctly.
Improved transcript status refresh behavior with better polling while processing is in progress.