New: Vee on your dashboardRead →

For lean B2B sales teams

Most CRMs record the deal.Vesso moves it forward.

Meeting prep, live assistance, follow-up and the pipeline in one workspace, with Vee working inside it. Decisions, owners and next steps stop disappearing between tools.

Free for 7 days · No credit card required

Your day. Already connected.

Priorities, meeting prep, and the next move with Vee.

Explore the workspace
Vesso My day in light mode: plan your day with Vee, hear an audio walkthrough, and see daily priorities and meeting prep
The problem

The conversation ends. Then the work scatters.

Notes land in the notetaker. Tasks go to a to-do app, or nowhere. The customer record is updated a day late, if at all, and the pipeline review runs on memory. Every tool did its job, and the next step still got lost between them.

What each tool drops
  • Notetaker
    who owns each next step
  • Task app
    which deal the task belongs to
  • CRM
    what was actually said
  • Spreadsheet
    the current numbers

One sales conversation, start to finish.

Every tool in Vesso exists to move a deal through a real conversation. Scroll through what that looks like before, during and after the call.

01 · Before the call

Walk in knowing the room.

Prospect search finds net-new contacts and cites the page each one came from. Review-first import: confidence and duplicates surface before anything touches your CRM. A prep brief reads your pipeline and the last meeting: who is in the room, open items, what to push for.

How prospecting works →
Prospecting / Sources you can check
Vesso Prospect Search: contacts found from the web, each with a cited source and a review-first import button
Every contact comes with a source you can check.
Prospecting / Sources you can check
See the complete product view
Vesso Prospect Search: contacts found from the web, each with a cited source and a review-first import button

Every contact comes with a source you can check.

02 · During the call

Vee hears the room and sees the screen.

Live transcript with agenda tracking, so you know what is covered and what is left. Coaching nudges from talk time, rapport and open questions, while the call is still happening. Vee reads the slides and screens you share and steers on your instruction, mid-call.

Explore the AI Notetaker →
Live Assist / Read the room
A live Vesso meeting: Live Assist coaching on talk time, agenda tracking and the live transcript
Talk-time signals and coaching while the call is still happening.
Live Assist / Read the room
See the complete product view
A live Vesso meeting: Live Assist coaching on talk time, agenda tracking and the live transcript

Talk-time signals and coaching while the call is still happening.

03 · After the call

Follow-up drafted before you hang up.

Summary, scorecard and a drafted follow-up email are waiting when the call ends. Action items land as tasks. Accounts that go quiet get flagged with a suggested next touch. Pipeline, quota pacing and revenue trend update in the same workspace. No exports.

See analytics & reporting →
Follow-up / Ready for your review
A recorded Vesso meeting: the AI follow-up email drafted for review, with a suggested next meeting and agenda underneath
A follow-up draft to review, edit and send.
Follow-up / Ready for your review
See the complete product view
A recorded Vesso meeting: the AI follow-up email drafted for review, with a suggested next meeting and agenda underneath

A follow-up draft to review, edit and send.

Now click through it

See the workspace before you talk to anyone.

The same workflow, as four screens of the live product built to be clicked. Move a deal, open the account, sit in on the call, ask Vee.

Or talk to Vee live, no signup →
Sell/Sales Pipeline
Search accounts, deals, meetings…⌘K
Vee
JS
Pipeline

Sales Pipeline

PipelineAnalytics
New DealAll StagesFilters2MineTeam
Search deals
Qualified To Buy2
$126.5k · $42.2k weighted
Proposal2
$154k · $86.5k weighted
Negotiation1
$240k · $168k weighted
Contract Sent1
$96k · $86.4k weighted
1Days in stage and last touch on every card, so stalls are visible without a report.
2Click the Acme card. Vee has a suggestion for it.
3Weighted value per stage, updated as cards move.

An interactive rendering of the product with sample data. Every screen exists as shown in the live workspace.

Vee · included in every business plan

One copilot, on every call and in every record.

Vee works inside the workspace where the work already lives. No separate subscription, no per-seat AI add-on.

→Briefs you before meetings and coaches you during them
→Drafts follow-up emails, cadences and workflows from what was said
→Creates tasks, updates deals and enrolls contacts on your instruction
→Answers questions about pipeline, accounts and meetings in plain English
→Remembers the preferences, account knowledge and plays you choose to keep

Free for 7 days · No credit card required

Vee

Your sales thinking partner

A real conversation. Your starting point.

What are you working on?

Tell me what you’re working on. I can help shape a sales plan, draft from your notes, or explain how Vesso would fit your team.

Enter to send · Shift + Enter for a new linePrivacy
Live AI answers · No workspace connected

Try it here, or continue in the full demo . No signup needed.

The outcome

One invoice instead of six.

A typical 10-person team pays $1,500+ a month across CRM, outreach, prospecting data, call recording, chat and whiteboards. Vesso covers that motion in one workspace.

Included at that price: the CRM, unlimited meeting recording and AI notes, prep briefs, live assist, Vee, cadences, prospecting search, chat, projects and whiteboards.

Calculate it for your team size →
Legacy stack, 10 active users$1,500+
Vesso Professional, all-in$389/mo
Legacy estimate assumes a typical stack of CRM, outreach, prospecting data and call recording at ~$150/user/month. Vesso: Professional plan, $99 + $29 × 10 active users, billed monthly. Viewer seats are free.
Fit, stated plainly

Built for teams that sell in conversations.

A good fit if you

  • Run a B2B sales motion of 1 to 100 people and want meetings, follow-up and the pipeline in one place
  • Sell over Zoom, Google Meet or Microsoft Teams and want the notes to land on the customer record
  • Pay separately for a CRM, a notetaker and an outreach tool, and would rather pay one invoice
  • Keep Salesforce or HubSpot as the system of record while the team works day to day in Vesso
Read the comparisons, including where other tools win →

Connects to what you already run.

  • SalesforceLive
  • HubSpotLive
  • Outlook CalendarLive
  • Google CalendarBeta
  • CSV & spreadsheet importLive
  • AI Notetaker for Zoom, Meet & TeamsLive
  • Gmail & Outlook mailPrivate beta
  • Public API v1 & signed webhooksBeta

Salesforce and HubSpot import today, with optional two-way sync you control field by field. Gmail and Outlook mail, Slack alerts and ad platforms are built and enabled per workspace on request.

All integrations and their status →
Security, stated plainly

Your data stays yours.

  • Two-factor authentication and roles on every plan; granular permissions from Professional
  • Encrypted in transit and at rest on AWS-managed services
  • Export every record as a CSV and JSON archive from Admin Settings, anytime
  • OIDC single sign-on (Okta, Entra ID, Google Workspace) on Enterprise

SOC 2 is in progress and not yet complete. Ask, and we will share the controls in place today and the audit timeline.

Security docs →
A 7-day test plan

Give the trial one job.

You do not need to migrate anything to find out whether Vesso fits. One real meeting is enough.

  1. Put the notetaker on one real call

    Connect your calendar and invite it to a Zoom, Meet or Teams meeting, or record from your mic. No data import needed.

    Output · Transcript, AI notes, talk time by speaker

  2. Inspect what it produced

    Read the summary, the drafted follow-up and the action items against what was actually said. The transcript is one click away.

    Output · Follow-up draft, action items, scorecard

  3. Turn one item into work

    Accept one action item as a task and update the deal. If the next step is now visible to your team without an export, the test passed.

    Output · A task with an owner, an updated deal

Trials run on Professional features for 7 days with a small credit allowance. When a trial ends the workspace pauses; nothing is deleted.

Business pricing

One platform fee. One rate per active user. Viewers are free.

Every business plan includes Vee, unlimited meeting recording and the core CRM. Higher tiers add automation, administration and reporting depth. Viewer seats are unlimited on every team plan.

See full pricing
Solo
1 seat
$49/mo
Starter
up to 5 active
$49 + $19/active
Professional
up to 25 active
$99 + $29/active
Growth
up to 100 active
$199 + $29/active

Annual billing saves 2 months · Free migration support · Per-action credit costs published in the open

Studying, not selling? Vesso for Students starts free with 3 recording hours a month, no card, no expiry. See the student plans

Start with your next conversation.

Put the notetaker on one real call this week. 7 days free, no card, and nothing is deleted when the trial ends. Or talk to Vee first.