Proven in the Field
See how a collaboration with a Carrier Enterprise manager turned a frustration into an operational breakthrough.
"I didn't build BranchNote in a boardroom. I built it because an operational genius asked for help."
BranchNote didn't start as a "startup idea." It started as a collaboration. A friend of mine—a Branch Manager at Carrier Enterprise—was struggling.
They are an operational genius, but they were struggling to keep the counter flowing. They just wanted a fast way to reference customer account numbers and context without digging through the ERP or searching for a lost post-it note.
I used to be a tradesman. I remember calling supply houses from hot attics or crawlspaces. When I called to order equipment or get help, I just wanted to feel like I mattered.
If I had to repeat myself to three different reps, I wasn't just annoyed—I was losing time. And in the trades, time is money.
So, I sat down and built a simple tool in a week to help them out. That started our beta journey just before Q4.
"I'm confident when we have several customers, or when the phones won't stop ringing, that any of my employees can help any customer... We don't know what we would do without BranchNote."
Andari - Branch Manager
Carrier Enterprise
"The BranchNote is a game changer for incoming calls... having their history at our fingertips lets us personalize the conversation and actually remember details about them—it really helps build that relationship."
Josh - Lead Counter Sales Rep
Carrier Enterprise
Join the managers who are stopping the chaos. Setup takes days not weeks. No ERP integration required.
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