Calling built for Salesforce
Sync contacts and save call notes, SMS, and voicemails to Salesforce.
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Record, transcribe, and summarize every call
VXT records, transcribes, and summarizes every call, then saves it to the right contact or lead in Salesforce. AI prompts are customizable so notes match your team's style.
Save call notes to leads and contacts
Whether a call's with a new lead or an existing contact, VXT saves the note to the right record in Salesforce — so your pipeline and account history stay accurate.
Always know who's calling
VXT syncs contacts with Salesforce so you always know who's calling. Greet every call personally and pick up where you left off.
Salesforce is the world's leading CRM — sales, service, marketing, and analytics on one platform, configurable to almost any business.
Our Salesforce integration includes:
- Automated contact and lead notes for every call
- Call recording, transcription, and AI summaries
- SMS and voicemail saved to Salesforce
- Create new contacts in Salesforce from VXT
- Contact syncing with caller ID
- Click-to-call from Salesforce
- Available on mobile and desktop
Certus Accounting & Tax Services
Certus Accounting & Tax Services, a 30-person firm in Orem, Utah, adopted VXT's cloud-based phone system to replace outdated hardware and manual note-taking. VXT's mobile and desktop apps keep staff reachable from anywhere on the firm's main number, while calls, transcripts, and notes save automatically into Karbon, resulting in a more flexible, organized firm with stronger client relationships.
Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
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