CRM automation
A CRM that’s always up to date, with no manual entry.
VOKAI automates your CRM so every call, form, email or appointment updates the right record at the right time. Your team stops copying data and finally sees the true state of its pipeline.
- Custom-built
- With the tools you already use
- In French and English
What VOKAI automates for you
Records created automatically
Every new contact, wherever it comes from, is added to the CRM with the right details.
Up-to-date pipeline
Stages move on their own: meeting booked, quote sent, deal won.
Full history
Calls, summaries, emails and appointments are attached to the customer record.
Tasks and reminders
A task is created for the right person when a human action is needed.
Sync between tools
Your CRM, calendar, accounting and spreadsheets stay aligned.
Your current tools
HubSpot, Pipedrive, Zoho CRM, Airtable, Google Sheets and most software with an API.
How it works
- New enquiry or call
- Contact created or updated
- Pipeline stage moved
- Task assigned if needed
Who is it for? Sales and service teams that waste time copying information, or whose CRM is never really up to date.
Your questions, answered
Do I need to switch CRMs?
In most cases, no. We automate the CRM you already use and check compatibility on the first call.
What if I don’t have a CRM?
We can start with a simple tool, like a spreadsheet or Airtable, and move to a CRM when the need arises.
Does my data stay in my CRM?
Yes. Automations read and write to your tools; we limit access to the data that’s needed.
Let’s see what we can automate for you.
A free 30-minute call, with no commitment. You leave with a clear idea of what can be automated.
Based in Montréal · Meetings over Google Meet, anywhere in Québec