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Vista Notetaker

Turn conversations into actionable plans. Instantly.

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 Engage

Keep your CRM updated, without lifting a finger.

Create automated, yet controlled, workflows between your Vista Deal Rooms and your CRM. When Vistas AI detects a deal is cooling, it can draft an update for Salesforce and create a follow-up task, all pending your one-click approval. Its automation with you in the driver's seat.

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Intelligent Deal Revival

Never let a deal go cold again.

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.

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.

See Live Tracking in Action