- Central lead records for the whole team
- Conversation history tied to every contact
- Archive-oriented structure for compliance workflows
VOOQIO
Sarah is Online
Lead tracking and archive
Keep every lead, conversation, and follow-up trail in VOOQIO Vault — built for service-business operations.
VOOQIO Vault gives the team a clean system for lead status, communication history, and compliance-minded record retention.
1
record layer
Clear
pipeline
Full
history
24/7
Always-on AI answering
30
Languages on chat & voice
Same day
Go live
PIPEDA
Canadian data residency
What Vault solves
Outcomes teams care about
Stops leads from disappearing between channels
Keeps intake notes and communication history together
Creates a usable archive instead of scattered screenshots and inboxes
Vault workflow
How VOOQIO Vault (CRM) fits your workflow
Lead Timeline
Track every interaction, note, and status change in a shared timeline.
Pipeline Visibility
See what is new, qualified, booked, or stalled without spreadsheet cleanup.
Archive Readiness
Preserve a cleaner historical trail for teams that care about retention and accountability.
Ownership Tracking
Assign follow-up clearly so handoffs do not disappear into shared inboxes.
Workflow
From first contact to follow-up
Step 1
A lead enters through voice, chat, or manual intake.
Step 2
Vault records the source, notes, and current status.
Step 3
The team updates progress, ownership, and next actions in VOOQIO.
Step 4
The account keeps a durable communication trail for review and reporting.
Works best with
Lead formsCall summariesSMS historyReporting dashboards
Recommended starting plan
Pro
For growing clinics, firms, and busy service teams. Your complete AI front office.
$249
/mo
600 / month
- Everything in Starter plus
- Up to 20 live calls at once
- VOOQIO web chat, WhatsApp, Instagram DMs, and Facebook Messenger
- Review Guard with owner approval before customer delivery
Ready when you are
Ready to stop losing customers to missed calls?
Book a live demo and hear how Sarah can support your business from the first call to the final follow-up.