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Vista Notetaker

Turn conversations into actionable plans. Instantly.

Mutual Action Plan
Goal
Finalize contract and implementation timeline by end of Q2
Tasks
Schedule technical review meeting
Share security documentation with IT team
Finalize pricing proposal

Stop letting valuable insights from sales calls fade into memory. Vista's AI Notetaker transcribes your conversations, identifies key topics, and automatically drafts Mutual Action Plan items. Go from call-to-plan in seconds, not hours.

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Vista Resource Hub

All your deal content. One shared hub.

Q2 Sales Proposal.pdf

PDF2.4 MB

Product Deck.pptx

Presentation8.7 MB

Pricing Calculator

Web LinkExternal

Upload files or paste links.

Easily upload slides, PDFs, and links directly into your Vista Deal Room. Every file is instantly organized into a clean, shareable hub so your prospect always has the right context, without hunting through emails or chat threads.

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Intelligent Deal Revival

Never let a deal go cold again.

Deal engagement declining
Acme Corp activity has dropped 40% this week

Vista's AI doesn't just track engagement—it acts on it. Receive proactive alerts for cooling deals and get a context-aware follow-up email drafted for you instantly. Review, edit, and re-engage at-risk opportunities in a single click.

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Live Engagement Tracking

Share instantly. Know who's engaged.

AK
MG
CS
+3 active viewers

Share your deal room with a clean, professional link. The moment you do, see who's actively viewing with a live display of layered avatars. Hover to see details and gain real-time insight into prospect engagement without ever leaving the room.

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