Speak naturally, file structurally
"Finished the Hendersons, compressor is on its last legs, quote them a replacement, and book the Miller follow-up Thursday" — becomes a job note, an opportunity, and a task.
Voice Notes to CRM · on the Vertiqa OS
Coming soon
Say it in the truck. It’s in the CRM before you park.
Vertiqa's Voice Notes to CRM agent will turn a spoken note — from the van, between meetings — into structured CRM updates, tasks, and follow-ups, confirmed with one tap.
The problem it removes
The best field notes happen right after the job — and die on the drive to the next one. Typing updates into a phone in a parking lot is where CRM discipline goes to die.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
One-tap confirmation
The agent shows what it understood — records, fields, dates — and applies it only when you confirm. Fixing a mis-hear is a tap, not a re-type.
Works where your team works
Designed for mobile and in-vehicle moments: short spoken notes, big confirmation buttons, no forms.
Builds on Vertiqa's shipped voice dictation and conversational actions, which already turn spoken input into CRM operations today.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Voice Notes to CRM will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never applies an update you haven't confirmed.
- Never messages a customer from a voice note — outbound remains a separate, approved step.
Built for
Frequently asked
Is the Voice Notes to CRM agent available today?
Builds on Vertiqa's shipped voice dictation and conversational actions, which already turn spoken input into CRM operations today.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Voice Notes to CRM agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
Trusted by
