Use case · Sales on the go

Your CRM lives where you do. On WhatsApp.

Update deals, create contacts, attach notes and ask questions, all from a chat on your phone. Workflows handle the rest. Open the web app to make decisions, not to type.

Book a demo See pricing

0
forms to fill: 15 sec
per CRM update: 24/7
from your phone: 100%
synced to the team

The two promises

Two reasons sales teams pick Vetta for the road.

The CRM follows you. The automations think for you. The web app is for the part that actually needs you.

Promise 1

WhatsApp is the keyboard for your CRM.

No app to open, no fields to fill. Talk to Vetta the way you talk to your team and every word becomes structured CRM activity. Voice notes get transcribed, photos get read, and the deal moves while you walk to your next meeting.

Text and voice, in the languages Vetta understands
Send a business card, get a complete contact record
Ask questions: which deals have had no activity in ten days?
Every action confirmed before it commits to your CRM

Promise 2

Workflows do the second thing for you.

Move a deal to a new stage and a workflow sends the proposal, updates the close date, alerts your manager and creates the next task. You said one thing, several things happened, and none of them were typed by you.

Triggers fire on every record change, no setup per deal
Chain messages, updates, notifications and external calls
See exactly what ran in the workflow run history
No second tool, no n8n, no glue code to maintain

1 of 1

A climber sends a voice note on the move, the Matterhorn ahead

The flow

A day on the road, with Vetta running the back office.

Three steps that happen every time you talk to Vetta. The first one is yours. The other two run themselves.

1
01 · Step 1 · Talk
Talk to your CRM the way you talk to your team.
Open WhatsApp and tell Vetta what happened. Type, photograph or send a voice note. Anything you would fill into a CRM form, you say in plain language and Vetta files it, with notes attached and the next task already on the list.
- Text, voice, photos, business cards and screenshots
- Voice notes transcribed into searchable contact notes
- Tasks created with due dates and owners from the chat
- Every action confirmed back to you before it commits
Powered byAsk Vetta on WhatsApp
9:41
3Vettaonline
Today
Filed on Tessera: the note from your voice message, and a follow up for Thursday.08:41
Message
Vetta on WhatsAppAccount Settings / Core Integrations
Talk to Vetta via simple WhatsApp messages
On WhatsApp you can use
Text messagesSend direct instructions. Vetta executes immediately.
ImagesSend a photo or a screenshot, and Vetta reads it.
Voice notesRecord a message, and Vetta acts on what you say.
5 Simple promptsClick on a prompt to test it out
1Create a person for Elise Moreau with her email
2Move Sales OS x Neobridge to Follow up at $24,000
3Which deals have no activity in ten days?
4Create a task to call Kallisto tomorrow 10:00
5Summarize my last 10 days with Elise Moreau
Before it executes
If everything is correct, reply yes. If something needs adjustment, reply with the correction and Vetta will update it before executing.
2
02 · Step 2 · Sync
Records update before you finish your sentence.
The board moves, the deal value changes, the note attaches to the right contact. Your manager and your team see it the moment you say it. Nothing waits for you to log in tonight.
- Stages, values, notes and tasks sync in real time
- The whole team sees the same fresh view as you
- An audit trail of what changed, when and from where
Powered byLead & Deal Management Workflows
Sales OS x Lumen LabsCreated on Sep 22, 2026
HighlightsVettaConversationsNotesTasksCalendarFilesActivity
Activities All Activities All Time
October
You've received an email “Pricing and seats” from @Elise MoreauReceived email9 oct
You've sent an email “Recap and next steps” to @Elise MoreauSent email8 oct
You've updated the task “Prepare the demo for Lumen Labs”Task updated6 oct
Record details
StageMeeting held
Value$ 12,000
Close dateOct 31, 2026
Owner Clara Vidal
Company Lumen Labs
Point of contact Elise Moreau
Last update3 days ago
Notes1
Elise needs the proposal before her board meets on the 24th.
Voice note · Clara Vidal · now
Oct 3 · Intro call: 14 sellers, spreadsheets.
3
03 · Step 3 · Automate
Workflows fire in the background.
You said one thing. Vetta moves the deal, sends a follow-up, updates the close date and creates a task for the rest of your team. The automations you set up once keep running every time you talk.
- Triggers like a stage change or a new reply, set once
- Chain actions: messages, record updates, notifications, tasks
- Your manual work disappears, your team stays in sync
Powered byWorkflows Integrations & APIs
Follow up handoffWorkflows · edited by Clara Vidal v2 · ActiveEditorRuns41
Last 24 hours All statuses 41 runs
RecordPath takenStatusStarted
Sales OS x Vellum AI$ 31,0004 of 4 actions Done10:02
Sales OS x Tessera$ 12,0004 of 4 actions Done09:41
Sales OS x Mercado Labs$ 16,0004 of 4 actions Done09:20
Sales OS x Fieldline$ 7,4004 of 4 actions Done08:55
Sales OS x Northwind$ 21,0004 of 4 actions Done08:31
Run #214 Waiting
Sales OS x Lumen Labs
Stage changed to Follow upWaiting for a stage change
Send the proposal emailTo Elise Moreau, Proposal.pdf
Update the close dateClose date set to Oct 31
Notify the managerJonas Weber, Slack and email
Create a taskFollow up on the proposal, Mon 09:00
Listening for deals that move to Follow up

What it unlocks

The result, not the feature list.

5×

Faster CRM hygiene

A voice note replaces three minutes of clicking. Reps keep records up to date because the cost of doing it dropped to almost nothing.

0 missed

Updates, ever again

No waiting until Sunday night to clean the pipeline. Every meeting, call and handshake is logged in the moment.

Decide

Instead of type

The web app becomes a cockpit: read briefs, approve next steps, check how each deal is going. The data entry is already done.

Features used

The features that make this work.

The road flow runs on these Vetta capabilities. One product, one phone, one chat.

Move your CRM to your phone

Stop typing into a CRM. Start talking to one.

Connect WhatsApp in two minutes, send your first message to Vetta, and watch the pipeline move while you are still on the road.