Skip to content
Product capabilities

Everything Your Business Needs.
One Intelligent Platform.

Voltx combines CRM, AI, communications, automation, analytics, knowledge, and executive intelligence into one AI Business Operating System.

Explore the platform
AI Chief of Staff

See the signal. Decide the next move.

Your AI Chief of Staff monitors business health, surfaces risks and opportunities, and prepares the context behind each recommendation. You decide what moves forward.

  1. 1

    Start with the morning brief

    Revenue, pipeline, priorities, and operating risks arrive in one executive view.

  2. 2

    Understand what changed

    Recommendations connect to the deals, conversations, and workflows that created the signal.

  3. 3

    Keep control of every action

    Quick actions and approvals turn insight into accountable progress.

CRM

A CRM that turns every interaction into momentum.

Companies, contacts, leads, opportunities, activities, and timelines live together. AI brings the next best action forward so your team can spend less time maintaining records and more time building relationships.

  1. 1

    See every relationship in context

    Customer history, activity, ownership, and opportunity status stay connected.

  2. 2

    Move opportunities with confidence

    Pipeline views show where attention is needed before revenue stalls.

  3. 3

    Let AI handle the preparation

    Bring the right account context into follow-ups, qualification, and deal reviews.

Communications

Every customer conversation, one searchable story.

Email, SMS, WhatsApp, and conversations stay in a unified inbox with the customer history and AI assistance needed to respond clearly and consistently.

  1. 1

    Work from one inbox

    See conversations across channels without rebuilding customer context.

  2. 2

    Get a useful reply, not an empty suggestion

    AI drafts use the thread and connected business history as their working context.

  3. 3

    Keep the thread tied to the record

    Conversation summaries and follow-ups become part of the operating system.

Workflow automation

Automate repetitive work without giving up governance.

Build with visual triggers, conditions, AI actions, notifications, schedules, and approvals. Every run leaves an execution history so automation stays explainable.

  1. 1

    Build the flow visually

    Compose triggers, conditions, actions, and AI steps into a clear operating process.

  2. 2

    Route sensitive decisions to people

    Approvals keep high-impact actions in the right hands.

  3. 3

    Inspect every outcome

    Execution history and audit trails make exceptions visible instead of mysterious.

Executive analytics

Understand performance at a glance, with context behind every metric.

Revenue, pipeline, business health, forecasts, and performance trends share the same operational data your teams act on. No hand-built reporting layer required.

  1. 1

    Read the business in seconds

    Executive KPIs bring the current operating picture into focus.

  2. 2

    Follow the trend to its cause

    Metrics connect back to the opportunities, activity, and workflow signals underneath.

  3. 3

    Use insight to prioritize

    AI helps identify the most meaningful next action without treating the metric as a black box.

Knowledge hub

Make company knowledge available when work is happening.

Bring policies, documents, customer context, and internal expertise into a searchable knowledge hub. Semantic search and grounded AI answers help teams find and use the right information.

  1. 1

    Connect the knowledge your business already has

    Documents, policies, records, and conversation context become discoverable.

  2. 2

    Search by meaning, not only keywords

    Find relevant information even when the question and source use different language.

  3. 3

    Answer with sources in view

    AI responses can stay grounded in the records your team can inspect.

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
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.

Integrations

Connect Voltx to the tools your business already uses.

Bring calendars, communications, payments, and external systems into the operating layer your team works from.

Google Workspace
Microsoft 365
Slack
Stripe
Zoom
Zapier
REST API
Webhooks
Why Voltx

One operating system beats a pile of disconnected products.

Traditional software

A handoff between tools.

CRMEmailAutomationAnalyticsKnowledge baseAI tools

Context fragments, reporting trails behind, and your team spends time keeping systems aligned.

Voltx

One AI Business Operating System.

Shared customer and operating context
AI that can prepare work across functions
Governed automation with approvals and audit trails
Executive intelligence that points to the next action

Less coordination overhead. Better decisions. A business that can operate as one system.

Ready to Run Your Business with AI?

Bring your CRM, communications, automation, analytics, and executive intelligence into one operating system.