Changing CRM? Keep your evidence trail independent.
Your audit history should not depend on the system you bill through.
NoteGate holds the assessment and evidence trail in its own record, separate from your billing and rostering. It works standalone today.
An independent check, not the system paid for the shift.
NoteGate keeps the assessment and evidence trail in a record you control, separate from your billing and rostering. The assessment, corrections, version history and standards mapping are retained.
Where integrations stand.
No CRM integration is available yet. CRM integrations are in development for ten platforms, the launch partner program is open, and NoteGate works standalone today. See integrations for the current status.
Bringing existing data across.
Existing data can be imported with help from NoteGate staff. Imports are assisted, not self-serve, and are scoped with the team before they begin. See migration.
See how quality and compliance managers use it.
Plan the change
Talk to us before you migrate.
Talk to us before you migrate