Pre-call Planning: Proactive recommendations and insights, including suggested actions, with one-click execution, and content to streamline tasks and enhance productivity.
AI-powered Voice Control: Control Vault CRM with your voice and record, transcribe, and transpose interactions.
AI Validation for Compliant Free Text: Easily capture free text call notes through voice or text with real-time AI-enabled compliance validation.
AI for Vault CRM is available late 2025
Delivers Critical Local Capabilities: Supports all critical region-specific capabilities and regulatory needs – from Brazil to Japan, Germany and beyond.
Hundreds of Compliance Features: Compliant at its core, Vault CRM stays up-to-date with evolving regulatory and compliance needs.
Full Offline Support: Data, configuration, and content are seamlessly synchronized across mobile devices, giving the field team instant access to the information they need online and offline.
Announced 2022 | Status Mature | Customers 51 – 100
