I have seen people use apps like Word, OneNote, Excel and other note taking apps for taking notes outside of the CRM. What's your use case and why aren't you doing it inside the CRM? Is the CRM software lacking a notes section?

If you're making a call to a regular phone number in the US, how is the call getting recorded, transcribed and summarized back into the CRM? Is a VOIP system or a dialer being used?
Is Whatsapp being used?

I am asking about the recording part in particular when making a regular phone call. I know once a recording has been captured, voice to text and AI can do the transcribing and summarization. Does the CRM have like an api to receive the text including the metadata, so it knows where to place it?