AI notes from calls and meetings
VXT takes notes in calls and meetings, saving everything 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.
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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
Practice law, not paperwork
VXT works on the device you're using. It’s free to get started.
