Your CRM updates while you are still shaking hands.
Snap a business card, leave a voice note, or just type. Vetta files it against the right record from inside the WhatsApp you already use, and answers questions about your pipeline in the same thread.
- Works inside WhatsApp
- No new app to install
People · Marta Ruiz
Clara Vidal
Where reps use it
Every moment of the field sales day.
Built for the people whose selling happens away from a desk.
At the stand
Photograph the card mid-conversation. Company, contact, email and address land in the CRM before you shake the next hand.
Walking out of a meeting
Leave a voice note in the corridor. It is transcribed word for word and attached to the right contact by the time you reach the car.
No card, no problem
Type the name and a line of context into the thread. Vetta creates the contact, enriches it and confirms in one message back.
Between sessions
Ask what happened on an account before you walk into the next conversation, without opening a laptop in a corridor.
On the road
Log a call, move a stage or add a task from the passenger seat. The same assistant, reachable from a thread you already have open.
End of the day
Nothing to catch up on. The evening admin session that used to follow every event simply is not there any more.
01Business cards
Photograph it, and it is already a record
Point your camera at the card inside the thread. Vetta reads the company, name, email and address, creates the record, enriches it, and replies to confirm. Nobody types anything into a CRM afterwards.
- Company and contact created together
- Enriched on the way in
- Confirmation back in the same thread
02Voice notes
Say what happened before you forget it
The context that decides a deal is whatever you remember on the walk out. Leave it as a voice note and it is transcribed verbatim, attached to the contact, and turned into tasks where you asked for them.
- Verbatim transcript, not a summary
- Attached to the right record automatically
- Follow-ups become real tasks
03Ask from the thread
The same assistant, without the laptop
It is Ask Vetta, reachable from your phone. Ask what happened on an account, what is due today, or which deals have gone quiet, and act on the answer without leaving the conversation.
- Answers drawn from your real records
- Log calls, move stages, add tasks
- Same permissions as in the app
04The field day
No evening spent catching the CRM up
The admin session after every event exists because capture and entry are separated by hours. Close that gap and the backlog never forms, so what you learned on the floor is in the CRM the same day.
- Captured while the context is fresh
- Nothing waiting for you that evening
- Field intel stops evaporating
- <60s
- from business card to enriched CRM contact
- 0
- extra apps to download or learn
- 3
- ways in: photo, voice note or text
On the route
Ask Vetta on WhatsApp works at every stop. From the first signal to the signed deal.
Questions
Ask Vetta on WhatsApp, explained
Do I need to install anything?
No. It works in the WhatsApp you already have. You message Vetta the way you would message a colleague, and it replies in the same thread.
What can I send it?
Photos of business cards, voice notes, and plain text. Cards are read and turned into records, voice notes are transcribed and attached to the right contact, and text can create or update anything you have permission to touch.
How fast does it reach the CRM?
Seconds. A photographed card is usually a complete, enriched record before the conversation you are having has finished.
Can it answer questions too?
Yes. It is the same assistant as Ask Vetta in the app, so you can ask what happened on an account, what is due today, or which deals have gone quiet, and act on the answer from the thread.
Is it safe to send client data over WhatsApp?
Messages are handled over WhatsApp’s encrypted transport and processed in the European Union. Vetta only writes to records you already have access to, and everything it does is logged against your user.
Does the whole team need it?
No. It is per user, so field reps can run their day from WhatsApp while everyone else stays in the app, and both are writing to the same CRM.
Ask Vetta on WhatsApp
Leave the event with a CRM that is already full.
Photos, voice notes and questions, handled in the app already in your pocket.
Works inside WhatsApp · No new app to install · Photo, voice note or text