AI sales intelligence and CRM

Sell more. Remember everything. Type nothing.

VOLO puts every call, email and deal in one place, logs the notes for you and drafts your follow ups. Your team stops jumping between five platforms and spends its time with customers.

  • Less admin, more selling
  • One place for every customer detail
  • Works with your CRM or replaces it
Search accounts, calls, playbooks
Northstar FreightDiscovery call with Taylor Kim · 32 min
Proposal stage
  1. 1
    Conversation captured"Can you get me the revised numbers by Thursday?"
    Transcript 24:10
  2. 2
    Deal updated2 contacts linked, 1 new contact suggested
    CRM
  3. 3
    Next step: revised proposal due ThursdayAssigned to Alex R.
    Task
  4. 4
    Follow up draftedReady for your review. Nothing sends until you approve it.
    Draft
  5. 5
    Playbook updatedPrice objection and the response used, linked to 14:22
    Playbook
Illustrative product view with sample data

The problem

Stop losing deals to forgotten details.

01

A client tells you what really matters to them, and it never gets written down.

02

A follow up gets promised on Tuesday and forgotten by Thursday.

03

The same objection comes up in ten calls, and nobody saves the answer that worked.

04

Your best rep leaves, and years of customer context walk out the door with them.

VOLO closes the leaks.

How it works

The call ends. The follow through begins.

01

Capture

Keep the customer context.

Record calls in your browser or upload them, and bring in email, calendar and your connected tools.

02

Act

Move the deal forward.

VOLO updates the deal, sets the next step, creates tasks and drafts the follow up for your review.

03

Learn

Build knowledge the team reuses.

Objections, customer insights and what worked become playbooks the whole team can use.

Your CRM, your choice

One connected view of your sales business.

Stop toggling between five platforms to understand what's happening. Pick the setup that fits your team.

Contacts+ Add contact
NF
Northstar FreightTaylor Kim
5 calls · 1 open deal
HL
Harbor LendingJordan Lee
3 calls · 2 open deals
RR
Ridgeline RealtyCasey Thomas
2 calls · 1 open deal
MI
Maple Insurance GroupAlex Rivera
4 calls · 1 open deal

For sales leaders

Walk into every 1:1 already briefed.

Daily, weekly or monthly reports show what each rep is working on, the opportunities they uncovered and where they could use help. Spend less of the meeting collecting updates and more of it moving deals forward.

Team briefingThis week
Recent activity18 calls logged7 deals updated5 new contacts suggested
New opportunitiesNorthstar: second locationHarbor: refinance referralMaple: renewal plus add-on
Deals needing attention3 stale deals2 missing next steps
Suggested 1:1 topicsHandling price objectionsGoing deeper in discovery
Sample data

Why VOLO

Knowledge that compounds.

Most tools store your data. VOLO learns from it. Every conversation sharpens your playbooks, every new hire starts with the team's experience, and every entry links back to the call it came from, so you can check it.

Your company's knowledge. Your team's access.Your workspace is private to your company. Its content is never available to other VOLO customers and never used to train anything for anyone else.
Playbook exampleSample data
Customer objection"Your price is higher than our current vendor’s."
Question that worked"What does it cost you when your current vendor gets it wrong?"
SourceNorthstar Freight discovery call, 14:22. Plus 6 more calls.

Solutions

Built around the way your team sells.

Your terminology, your stages and your customers, in a workspace set up for your business.

Mortgage and Lending

Borrower conversations, promised documents and rate discussions. No pre approval goes cold.

Real Estate

Buyer must haves, seller timelines, showings and referrals, all remembered and followed up.

Freight, Logistics and Parcel

Shippers, lanes, loads and quotes. Know which accounts are growing and which are slipping.

Financial Services and Insurance

Client reviews, open questions and policy conversations that pick up where the last one ended.

Technology and Professional Services

Long, multi stakeholder deals. Map who decides and keep every proposal moving.

Wholesale and Ecommerce Sales

Retailer, distributor and partner accounts. Every reorder and pricing conversation on track.

Don't see your industry? If your team sells by talking to people, VOLO fits. Let's look at your workflow.

Connections

Bring your tools into the conversation.

If it has an API, VOLO can usually connect to it. If it doesn't, talk to us. We'll review your stack on the demo and confirm what connects.

Ready connections

Your email, your calendar and your CRM. Connect them during setup.

Custom connections

Other platforms your team relies on. If it has an API, we can usually connect it.

Uploads and imports

Recordings, transcripts, notes and documents from any tool or device.

Nothing sends on its ownFollow ups are drafts until you approve them.
People stay in chargeNew contacts are suggested, not added. Duplicates merge with one click, by a person.
Private by designA private workspace for every company, with individual logins and permission levels.

Who built it

Built by two sellers, for sellers.

VOLO was built by two founders with more than 20 years of combined sales experience, from SMB to enterprise, across logistics, financial services and payments. The problem was the same everywhere: the best sales knowledge lived in people's heads and in calls nobody reviewed.

They built VOLO to fix it, starting with their own pipelines.

Read our story

Questions

What buyers ask first.

Does VOLO replace my CRM?

Either way works. VOLO can be your CRM, one place where every conversation, contact and deal lives. Or keep the CRM you have and VOLO pushes every meeting, contact and next step into it.

What happens in the demo?

We take one conversation end to end: the recording, the deal update, the drafted follow up and the playbook entry it creates. Then we look at your setup and walk through pricing.

Do I have to share confidential deals?

No. Sample data works fine. A live deal just makes it more real.

Is our data used for anyone else?

No. Your workspace is private to your company and never available to other VOLO customers.

How long does setup take?

It depends on your team and the tools you connect. We will map out your setup and give you a clear timeline on the demo.

Spend your time selling. VOLO keeps track of everything else.

30 minutes with a founder. See the workflow, talk through your setup and get clear pricing. Bring one live deal or use sample data.

Schedule a Demo