I spend my days on calls with customers.
I built SwitchDesk so what they ask for lands on my list, not in a recording nobody rewatches. It’s new, so instead of logos, here’s the changelog.
For customer success
Customer success call notes that turn into follow-ups
Record customer calls on your Mac with no bot, ask what an account wanted across every call, and add the follow-ups in one click.
14-day free trial
Before and after
Every account call, in one place you can ask.
- Without it: Account history scattered across recordingsWith SwitchDesk: Ask across every Marlow & Finch call
- Without it: Support requests retyped by handWith SwitchDesk: Your form sends them into Incoming
Plan: Pro
- Without it: The same how-to email againWith SwitchDesk: Record it once, send the link
- Without it: Renewal follow-ups slipWith SwitchDesk: Suggested to-dos after every call
Sam’s list in the Apricot theme after the renewal call: the support request checked off, the renewal quote and the SSO setup under Fernhill.
Shown in the Apricot theme
Fernhill after the renewal call: the support request checked off, the renewal quote and the SSO setup added.One renewal
Marlow & Finch’s renewal, from the support form to the follow-ups.
Leah Kim at Marlow & Finch wants to renew, but needs SSO first.
9:12 AM
9:12AM
Your support form sends in “Call Marlow & Finch back about the renewal”.
It lands in Incoming under Fernhill, marked “from Support form”. Press “Today” and it moves to Today’s Todo.
Plan: Pro
Sent with the to-do API, on Pro. Set it up in Settings → Incoming to-dos.
Wednesday, 9:12 AM: the to-do window with an Incoming request from the support form above Today’s Todo.UrgentBlocked
Call Marlow & Finch back about the renewal
Support form
Approve the contractor invoices
Bookkeeping
1.Reply to Daniel about the Q4 hiring planFernhill
2.Book Theo's dentist appointmentFamily
1.Call Marlow & Finch back about the renewalFernhill
Call Marlow & Finch back about the renewalFernhill
Call Marlow & Finch back about the renewalFernhill
Call Marlow & Finch back about the renewalPersonal
Call Marlow & Finch back about the renewalFamily
Call Marlow & Finch back about the renewalPottery Shop
Call Marlow & Finch back about the renewal
1.Approve the contractor invoicesFernhill
Approve the contractor invoicesFernhill
Approve the contractor invoicesFernhill
Approve the contractor invoicesPersonal
Approve the contractor invoicesFamily
Approve the contractor invoicesPottery Shop
Approve the contractor invoices
12:30 PM
12:30PM
The renewal call, with Leah’s asks on the record.
“We’d like to renew, but we need SSO before the new team starts.” It’s in the transcript under Leah’s name while you type “Renewal: 30 seats”.
Names come from Google Meet’s captions. On other call apps, transcript lines are labeled “Me” and “Them”.
Wednesday, 12:32 PM: a call window with two people, Leah Kim and Sam Rivera, the notepad with Leah’s line in the transcript, and the recording pill.A video call window with Leah Kim and Sam Rivera. No meeting bot in the participant list.
The SwitchDesk meeting notepad during the Marlow & Finch renewal call: your notes (Renewal: 30 seats; Needs SSO before the new team starts) above the live transcript, with Leah Kim’s lines.
The notepad's Ask panel during the call: "What did Joe say about seats?" — answered "Twelve seats to start, for the support team, starting next month — and all forty agents if the pilot goes well."
12:35 PM
12:35PM
→ Lands in your to-do list
The quote and the SSO setup, one click from your list.
Click “Add all” and the quote and the SSO setup land under Fernhill. Record the SSO how-to once; every customer who asks gets the same link.
The pointer and the rows landing: animation added for this page.
Wednesday, 12:35 PM: the end-of-call popup with two suggested to-dos, the share card for “SSO setup in 2 minutes”, and the to-do list where the follow-ups land under Fernhill.SwitchDesk’s end-of-call popup for “Marlow & Finch renewal call”: 2 suggested to-dos — Send Marlow & Finch the renewal quote for thirty seats, Set up SSO with Marlow & Finch's IT lead — each with an Add button, plus Not now and Add all. UrgentBlocked
All added
Recording Wednesday at 3:05 PMSSO setup in 2 minutes
Preparing upload…Uploading 62%Ready to share · transcript readyNo connection — uploads when you're back online
Send Marlow & Finch the renewal quote for thirty seatsFernhill
Set up SSO with Marlow & Finch's IT leadFernhill
The to-do list after Add all: the support request checked off, the renewal quote and the SSO setup under Fernhill.
Two weeks later
Two weeks later
Ask what Marlow & Finch wanted across all three calls.
After the SSO setup and the seat review, ask “What did Marlow & Finch ask for across our last three calls?” and click a source to jump to that moment.
Two weeks later: Ask me about any past meetings answers what Marlow & Finch asked for across three calls, with three sources.
Ask across all past meetings: "What did Marlow & Finch ask for across our last three calls?" — answered "SSO before their new team starts and a renewal quote for thirty seats. Since then, Leah said their IT lead will handle the SSO side and that they're adding five more seats next quarter." Sources: Marlow & Finch renewal call · 2 weeks ago · 0:41; Marlow & Finch SSO setup · Wed last week · 1:34; Marlow & Finch seat review · Today · 2:09.
SSO before their new team starts and a renewal quote for thirty seats Marlow & Finch renewal call · 2 weeks ago · 0:41. Since then, Leah said their IT lead will handle the SSO side and that they're adding five more seats next quarter Marlow & Finch SSO setup · Wed last week · 1:34 Marlow & Finch seat review · Today · 2:09.
↑ Pick a source
The tools
The three tools a CSM uses on every account
- Meeting NotesAsk one call or all of them. Each answer links to the moment it was said.Explore Meeting Notes →
- Create VideoRecord the SSO setup once. Every customer who asks gets the same link.Explore Create Video →
- To-Do List
Plan: Pro
Your support form sends requests into Incoming, filed under Fernhill, ready for Today.Explore the To-Do List →
The math
What a CSM’s three apps cost, next to SwitchDesk Pro.
Granola, Loom and Todoist come to $34 a month. Incoming and Assign need Pro.
What you’d payMonthly · per person
- Granola (meeting notes)$14.00 — replaced
- Loom (screen video)$15.00 — replaced
- Todoist (to-dos)$5.00 — replaced
- SwitchDesk Pro$18.00
Total
Monthly price, billed yearly where offered; Granola is monthly only.
Last checked
You keep $192 a year on Pro.
Shipped recently
- SwitchDesk 1.0.3 (build 265)Meeting Automations activity now shows your five latest sends, with paging for the rest.
- SwitchDesk 1.0.3 (build 264)Ask for an email and get two or three drafts to choose from.
- SwitchDesk 1.0.3 (build 263)Voice commands fold away in Settings until you want them.
Customer-success questions
More in Help →Does it work with helpdesk tools?
Yes, through the to-do API and webhooks on Pro. Your support form or helpdesk sends a to-do into Incoming, and SwitchDesk can send its status back. See integrations →
Can I hand off to a teammate?
Yes, with Assign. Open the to-do’s details, find “Assign to teammate” and pick a name from “Choose…”.
Is there an Ask quota?
Asking about one call is unlimited. Asking across all your meetings is 15 questions a month on Essential.
Do customers see the transcript?
Your choice, per video. Switch on “Show Transcript on Share Page” for that video, or set the default in
Settings → Videos.Do customers need an account to watch?
No. Share links are unlisted: anyone with the link can watch in their browser.