The agentic CRM for deal origination

Deals aren't lost to competitors.They're lost to silence.

Every morning Votega's agent proposes the next touch for every lead, sends what you approve, and hands you the rest. Nothing goes quiet.

See How It Works

Built for M&A boutiques, capital advisors, and business brokers.

EmailVoiceLinkedInAction QueueTwo-clock trackingMorning digest

The Problem

Your best future deals are already in your pipeline.

Most firms don't have a lead problem. They have a follow-through problem. The owner who said “talk to me in Q3” is worth more than ten new names — if someone actually reaches out in Q3.

Leads go stale

Interest fades without contact. Every week of silence lowers the odds the owner picks up when you finally reach out.

Follow-up is inconsistent

It depends on who had a good week, not on a system that touches every lead on time.

Context is scattered

Calls, email, and notes live in different places. Nobody can see who is hot, cooling, or due today.

The Morning Briefing

Your pipeline, worked every morning.

Every morning, your agent reports for work. One email tells you what it drafted, what only you can do, what went out on its own, and who is going quiet. One click takes you into the queue.

  • 01
    Waiting for your approval. Every warm and hot action, with reasoning and a confidence score.
  • 02
    Yours to do. LinkedIn notes to send and asks the agent caught in replies, turned into tasks.
  • 03
    Went out on its own. Cold email that cleared your confidence bar overnight.
  • 04
    Going quiet. Leads whose clocks are running down before anyone has noticed.

How It Works

One pipeline. Two workers. The agent drafts. You decide.

  1. Import

    Bring leads in from a spreadsheet or export. Votega groups them into companies automatically.

  2. Watch

    Every lead is always fresh, parked until a promised date, or due for a touch.

  3. Propose

    Each morning the agent proposes the best next action for every due lead — an email, a call, a LinkedIn note, or a task — using the full conversation history and your firm's brief.

  4. Approve

    It emails you a briefing. Warm and hot actions wait in your Action Queue. Cold email can send on its own above the confidence bar you set.

  5. Engage

    Approved emails go out through your Gmail. Calls run through the voice agent, or you take them with talking points. LinkedIn notes you send yourself in one click. Replies sync back automatically.

  6. Hand Off

    Reply to an owner yourself and the agent steps back, marks the lead hot, and keeps assisting.

Every Lead Has a Temperature

Votega keeps it from dropping.

Hotstale after 2 days

The agent drafts fast, including meeting logistics. Every touch waits for your approval.

Warmstale after 3 days

Follow-up timed to what the owner actually said. Every touch waits for your approval.

Coldstale after 7 days

Fresh-angle outreach. Email can send on its own when the agent is confident.

Promises kept automatically.

“Reach out next quarter” parks the lead and wakes it on time. “Let's meet” drafts the logistics immediately. Three unanswered touches send a graceful close, and the lead resurfaces 75 days later with a fresh angle. Asks in replies, like “send me the deck,” become tasks in your queue automatically.

You Stay in Control

The agent does the legwork. Your team owns every relationship.

Action Queue

Every action shows its reasoning and a confidence score. Approve, edit, take over, or dismiss — one at a time or in bulk.

Two kinds of hands

Emails the agent can send. Calls it can make, or hand you with talking points. LinkedIn notes and deliverables are yours by design.

Autonomy by tier

Cold email can auto-send above your confidence bar. Warm and hot always wait for a person.

Steps back on its own

Reply yourself and the agent withdraws its drafts. Mark a lead as yours and it goes silent on it entirely.

Built for the Shape of Deal Work

One mandate. Two hundred counterparties. One tracker.

Generic CRMs model one buyer per deal. Deal work is the opposite: one process, a whole universe of counterparties, each on its own stage.

Votega's process tracker is the weekly partner view. Every buyer, every stage, last touch and next promise, with the agent working the quiet ones underneath.

Sell-side, buy-side origination, fundraises, and a classic board for winning the engagement itself.

M&A boutiques

Long, relationship-driven sourcing cycles where the follow-up is the deal.

Capital advisors

Owners who are “not ready yet” — until they are.

FINRA 7/79 firms

A person approves every material touch, with a full record behind it.

Business brokers

High lead volume, thin teams. Nothing slips.

Not in M&A? The same engine runs any pipeline where relationships, not tickets, are the unit of work.

An Agent That Shows Its Scorecard

Trust is measured, not promised.

Votega tracks the fate of every draft — approved untouched, edited, rejected — and shows you the rate. Reply rates per channel. Commitments and asks it caught in your inbox.

When the approval rate earns it, you raise the autonomy. Until then, nothing changes without you.

The agent grades itself in front of you.

Numbers shown are illustrative sample data. Your scorecard reports your own agent's record.

Also in the Box

Everything else a working pipeline needs.

Email
Sent through your own Gmail. Replies thread in your own sent mail and sync back automatically.
Voice
An AI voice agent for the calls you delegate. Approved touches flow straight into calling.
LinkedIn
Drafted from your CRM history, sent by you in one click. Accepts and replies flow back through your inbox. Nothing automates your account.
Channel guidelines
Each channel has its own agent guidelines, on top of a firm-wide brief that grounds every draft.
Import
CSV import with smart column mapping and dedupe. Leads group into companies automatically.
Companies
Every contact rolls up to an account, so the agent sees the whole relationship, not one inbox.
Lists and saved views
Slice the pipeline for whoever needs it: by tier, by mandate, by who is due this week.
One timeline
Every email, call transcript, LinkedIn touch, and note on a single record per lead.

Pricing

Simple pricing. Pilot first.

Standalone Design partner
$199 / seat / month
Billed annually · $229 monthly

Votega becomes your CRM. Pipeline, companies, mandates, smart views, action queue.

60-day pilot at seat price. Founding rate locked for year one. Onboarding and migration, normally $3,500, waived.

Connect Early access
Pricing at launch
Per seat, per month

Votega's agent on top of the CRM you already run.

Live sync is in early access. Import your export today and move to Connect when it ships.

Firm
Custom
 

10+ seats, admin controls, custom integrations, priority support.

 

Voice calling metered separately.

There's an owner in your pipeline waiting on a follow-up.

We're working with a small number of design partners. Let Votega's agent work your pipeline for 60 days.

Or reach us directly: pilot@votega.ai·(646) 917-6533