PriyaEvery conversation on the record
The form they filled out, every call, every text, and the notes that came out of them, in order, on one record your whole team can see.
CRM
A CRM that fills itself in.
Every contact and lead keeps its calls, texts, and notes on one record. Follow-up plans keep things moving, and details come straight from the conversations.
Every call fills in the record.
A lead arrives, someone calls, and the details they mention land on the record by themselves. Your team just has the conversation.
A CRM nobody updates is just an old list.
Vocal’s CRM is part of the phone, so every call and text updates it on its own.
Follow-up plans that keep leads moving
Set the steps once — call within the hour, text if there’s no answer, try again on day two — and every rep sees what’s due today.
Every lead, from first touch
Everything in the CRM
Contacts
- Full history: Calls, texts, voicemails, and notes on every contact.
- Personal or shared: Keep a contact private, share it, or pick who sees it.
- Details from conversations: Fields fill in from calls; your team’s edits always win.
- AI contact note: A short, current note of where things stand.
- Tags and notes: Organize contacts your way.
- CSV import: Bring contacts in from a CSV.
Leads
- Lists and a shared pool: Organize leads and keep a pool for the team.
- Hand out with undo: Give leads to reps, and take it back in a click.
- Lead owners: Everyone knows who is following up.
- Follow-up plans: Calls and texts on a schedule you set.
- Wrap-up and next step: Close every call with what happens next.
- Call or text from the list: Work through leads without copying numbers.
Lead capture
- Meta Lead Ads: Facebook and Instagram form leads arrive instantly.
- Hosted lead forms: Hosted lead forms you build in Vocal.
- Callback widget: A “request a callback” button for your website.
- Google Sheets: Import leads from a sheet.
- Webhooks and API: Send leads from any tool.
Campaigns
- Calling campaigns: Give the team a list to work through.
- Every attempt and outcome tracked: Calls, outcomes, and follow-ups in one report.