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One platform. One intelligent operating layer.

The AI Business
Operating System

Run your CRM, AI, communications, workflows, analytics, and business operations from one intelligent platform.

  • Enterprise security
  • Human-governed AI
  • One intelligent system
Voltx
AI Chief of Staff

Overview

Connected

All systems live

Monday, 9:42 AM

Your business, in focus.

Pipeline is ahead of plan. Two strategic deals need an executive decision today.

priorities ready

3

AI recommendations

View all
Review Meridian proposal
Approve renewal exception
Launch customer follow-up

Trusted by ambitious businesses building with AI

One source of truth

Customer context, operational data, and decisions stay connected.

AI with accountability

Every recommendation, action, and approval is visible to your team.

Built to scale with you

Start with a focused workflow and extend across the business.

AI

Agents with governed tool access

CRM

Connected customer context

Workflow

Automation with approvals

Knowledge

Grounded answers from your data

Platform

Everything your team needs, working as one

Voltx unifies the tools your business already depends on into a single, intelligent operating layer.

AI Agents

Deploy autonomous agents that reason, plan, call tools, and collaborate with each other to get real work done — not just answer questions.

CRM

A modern CRM built for the AI era. Companies, contacts, opportunities, and activities stay perfectly in sync with every conversation.

Automation

Compose multi-step automations with approvals, conditions, retries, and AI reasoning steps — visually, without writing a line of code.

Knowledge Hub

A living knowledge graph that connects your documents, conversations, and records — so every answer is grounded in your real business data.

Communications

Email, SMS, WhatsApp, and a unified inbox keep every customer conversation connected to the work that follows.

Executive Analytics

Revenue, pipeline, business health, and AI insights stay current because they are powered by the same operational data.

Security

Multi-tenancy, MFA, granular RBAC, encryption, and auditable approvals give teams a safe path to AI adoption.

Integrations

Bring in the systems your team already trusts through native integrations, webhooks, and a developer-ready API.

Your AI team

Expert help, connected to the work that matters.

Give every functional leader an AI counterpart that can understand your business context, prepare work, and bring decisions to the right person.

AI specialist

CEO Assistant

Surfaces the priorities that need executive attention.

Prepare this week’s executive brief
Product walkthrough

One platform, one loop:
capture, automate, act, measure

Watch how a single lead moves through Voltx — from first touch to closed revenue — with AI doing the busywork at every step.

AI Automation

Agents that finish the work, not just the sentence

Voltx agents plan, call tools, and act inside your CRM, inbox, and workflows — with every step visible and every capability allow-listed.

  1. 1

    Ask in plain language

    “Follow up with Meridian Labs about the proposal” is a complete instruction.

  2. 2

    Watch the agent work

    It searches your CRM, reads meeting notes, and drafts the email — each tool call shown live.

  3. 3

    Approve and send

    You stay in the loop exactly where it matters; everything lands in the audit log.

CRM

A pipeline that moves itself forward

Companies, contacts, leads, and opportunities stay in sync with every conversation and agent action — no end-of-week data entry.

  1. 1

    Capture automatically

    Leads from forms, email, and integrations land enriched and deduplicated.

  2. 2

    Advance with context

    Activities, notes, and AI summaries follow the deal through every stage.

  3. 3

    Close with confidence

    Stage history and next steps are always current — for reps and for agents.

Workflows

Automation with approvals built in

Compose triggers, AI steps, conditions, and human approvals on a visual canvas — then let it run with retries, audit trails, and full observability.

  1. 1

    Build visually

    Drag triggers, agents, conditions, and actions onto the canvas.

  2. 2

    Govern the risky steps

    Route high-stakes actions through approval steps with full context.

  3. 3

    Ship and observe

    Every run is traced step by step, with timings and outcomes.

Analytics

Numbers that update themselves

Pipeline value, win rates, and cycle times refresh live as your team and your agents work — the dashboard is a consequence, not a chore.

  1. 1

    See the whole funnel

    Revenue, conversion, and velocity in one place, scoped to your org.

  2. 2

    Trust the trend

    Charts draw from the same records agents act on — one source of truth.

  3. 3

    Act on the outlier

    Spot the stalled deal and hand it to an agent from the same screen.

Mobile App

The whole platform, in your pocket

Native iOS and Android apps with the dashboard, CRM, AI conversations, and approvals — plus deep links, so a Slack ping opens the exact deal it's about.

  1. 1

    Stay notified

    Deal movements, approvals, and agent results arrive as push notifications.

  2. 2

    Act from anywhere

    Approve a workflow step or answer an agent from the train platform.

  3. 3

    Pick up where you left off

    Deep links land you on the exact record, on every platform.

How it works

From intent to outcome, autonomously

Voltx agents don't just respond — they reason, delegate, and execute across your entire business context.

Ask, in plain language

Tell Voltx what you need — qualify a lead, summarize a quarter, draft a follow-up. No dashboards to learn, no fields to configure.

Agents reason and act

Your AI agents plan the steps, call the right tools, pull context from your knowledge graph, and delegate to specialists when needed.

Workflows keep it consistent

Every action runs through governed workflows with approvals and audit trails — so autonomy never means losing control.

Multi-agent coordination is built in, not bolted on
Pricing

Start free. Scale when it works.

Transparent monthly and annual plan rates, with a 14-day trial on paid plans. Full details on the pricing page.

Every paid plan includes a 14-day trial. Annual rates are shown on each plan; enterprise commercial terms are scoped with your team.

Starter

For small teams getting real work done with AI and automation.

$29

$290/year when billed annually

Start Free Trial
  • Up to 5 team members
  • 10 GB storage and 3 active integrations
  • 500 AI requests and 100 workflow executions each month
  • CRM, communications, calendar, and API access
Most popular

Professional

Full-featured for growing teams that live in Voltx daily.

$99

$990/year when billed annually

Start Free Trial
  • Up to 20 team members
  • 50 GB storage and 10 active integrations
  • 2,500 AI requests and 1,000 workflow executions each month
  • Higher CRM, communications, and API limits

Business

Higher limits and priority support for scaling organizations.

$299

$2990/year when billed annually

Contact Sales
  • Up to 100 team members
  • 250 GB storage and 25 active integrations
  • 10,000 AI requests and 10,000 workflow executions each month
  • Higher communications, API, and CRM capacity

Enterprise

For organizations that need scale, control, and dedicated support.

Custom

Custom pricing and terms

Contact Sales
  • Unlimited usage across the platform
  • Custom security and data-retention requirements
  • Dedicated support and commercial terms
  • Contact us to scope your rollout
Enterprise

Autonomy your security team can sign off on

Voltx was built multi-tenant and auditable from the first commit — not retrofitted for the enterprise checklist later.

Tenant isolation, enforced in the ORM

Row-level isolation is baked into the data layer itself — every query is scoped to your organization before it ever reaches the database.

SSO & SCIM

SAML/OIDC single sign-on with just-in-time provisioning, and SCIM sync to keep seats matched to your directory automatically.

Granular RBAC

Per-organization roles with resource-level permissions — including custom roles — govern every action agents and people take.

Tamper-evident audit

Every core action lands in a hash-chained audit log; exports verify the chain so gaps and edits are mathematically detectable.

Compliance Center

GDPR export and erasure, legal holds, and consent history — operable from the product, not a support ticket.

Governed AI autonomy

Agent tool access is allow-listed per agent, and sensitive operations route through human approval steps in workflows.

FAQ

Questions, answered plainly

If something isn't covered here, ask us directly.

See all frequently asked questions

Ready to run your business on Voltx?

Start free in minutes, or talk to our team about your rollout.