Sending notes to the CRM and sharing notes are premium Aloe features (pricing details:  

There are two payment options: 1/ each individual can pay for their premium account or 2/ one person can purchase subscriptions for the team

Navigate to Settings / Subscriptions. This is where Subscriptions are purchased and can be assigned to other Aloe accounts:

These are the steps to get a Team up and running:

  1. Each person on the Team needs to create an Aloe Account ( )
  2. Then, they should connect their Aloe Account to Calendars, a CRM, Conferencing System, etc. (
  3. After the Team creates individual Aloe Accounts and you've purchased subscriptions you can Add Users to your subscription:

4. Now everyone on your Team has premium features!

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