What can the CRM and unified inbox in Votel do?

The CRM has customizable columns and saved views. You can group contacts, for example by pipeline stage, and run bulk actions on a group, such as sending an email or assigning the contacts to an AI agent. It includes a power dialer with voicemail drop and a built-in web phone, so you can call from inside the CRM.

The unified inbox brings every channel into one place: email, SMS, social media and more. Contacts are on the left and pipelines across the top, with saved view tabs. The right side of a contact can be customized with your own custom tabs, sections and fields.

Dashboards come with built-in templates and every common chart type, including pie, line and bar charts. You can build them yourself or ask the AI assistant to build one for you.

Task and project management is built in, with multiple projects, custom statuses and custom projects. You can use it for your own work and for client work, development, marketing and customer service. Votel's own team uses it for development and support.

Everything here can be done by hand or by telling the AI assistant to do it.