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Feature Core

Notes

Capture context where it matters — on customers, orders, projects, and tasks.

  • Private or shared notes
  • Mention teammates
  • Keep decisions close to the record

Mockups are indicative and may change after launch.

Notes

Q2 Planning Notes

★

Today, 10:24

Supplier call notes

Yesterday

Return policy draft

Apr 10

Warehouse layout

Apr 8

B I U H1 H2 • 1.

Q2 Planning Notes

Review warehouse capacity before peak season. Current utilization at 78% across NL locations.

Key items for next meeting:

• Confirm new supplier lead times

• Finalize packing SLA targets

• Assign inventory audit owners

@jan to share updated forecasts by Friday.

warehouse planning
“We replaced three separate tools with one. The clarity is what matters most. Everyone knows exactly what to do next.”
L

Lisa

Purchasing Manager

Features

Core capabilities

Designed to be reliable, flexible, and ready to grow with your business.

Pinned note

Internal

@ops Deliver after 16:00.

Linked to: Order #1042

Context

Keep important details attached to work.

Mentions

@sales @warehouse @support

Bring the right people into the record context.

Collaboration

Mention, assign, and follow up.

Note history
MV

Created note

Linked to Order #1042

09:12
LS

Edited content

Added delivery preference

09:18

Resolved

Marked as done by @ops

09:21

History

Track decisions and changes over time.

Templates

3 available
Delivery instructions
Return request
Quality check

Templates

Standardize notes for common scenarios.

Explore more

Related features

Other features that pair well with this one.

Document Editor

Write, edit, and version documents collaboratively, without leaving the platform.

Tasks

Turn work into clear, trackable tasks that move with your process.

CRM

A CRM that's connected to orders, support, projects, and the operational truth.

Frequently Asked Questions

Common questions about Notes

Yes, notes is included in every Twinstack plan at no extra cost.

Most teams are up and running within a day. There is no complex setup or migration required. Our onboarding team can help you import existing data if needed.

Yes. Every Twinstack plan comes with a free trial so you can explore all features before deciding. No credit card required.

Run your business from one place

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Start a free trial with your own data, or book a 30-minute demo and see how Twinstack brings your orders, inventory, and workflows together.