CRM hygiene is foundational to how PE firms track relationships, manage pipelines, and maintain institutional knowledge. But between the call ending and the notes making it into your CRM, a lot can get lost: context, details, or simply time.

Deal teams take notes in whatever format works in the moment: shorthand, bullet points, free-form observations.

Then comes the manual work:

1. Creating activity and interaction records

2. Tagging the right companies and contacts

3. Reformatting everything into structured fields. 

It's repetitive, time-consuming, and pulls your team away from higher-value work.

Note Mapper removes the tradeoff between speed and data quality. Your team captures insights in real time, and Metal handles the translation into structured CRM records. It’s designed to support a more complete, more current pipeline without the administrative burden.

How It Works

Step 1: Upload Your Notes

Paste your meeting notes into Metal. Write in your natural voice. Note Mapper is designed to work how deal teams actually take notes, not how CRMs expect data to be formatted.

Step 2: Automatic Structuring

Metal reads your notes and automatically:

• Maps companies and deals mentioned to existing CRM records

• Identifies attendees including both internal team members and external contacts

• Structures note content into clean, CRM-ready fields

• Interprets your shorthand: Metal can be customized to recognize your team's specific abbreviations and terminology

Step 3: Review and Confirm

Before anything is submitted, you see exactly what Note Mapper has structured. Review every mapped field  and make adjustments as needed. Nothing hits your CRM without your sign-off.

Step 4: Sync to Your CRM

Once confirmed, Metal pushes the structured records directly into DealCloud. Activity notes, contact associations, and deal linkages are all updated in a single step.

Get Started Today

Note Mapper integrates with DealCloud today, with Salesforce support coming soon. If your firm uses another CRM, we'd welcome the opportunity to discuss building this for you.

Ready to see Note Mapper in action? Request a demo