The agentic CRM for deal origination
Votega's agent tracks every lead, drafts every follow-up, and keeps every “call me next quarter” on time. Your team approves what matters and closes.
Built for M&A boutiques, capital advisors, and business brokers.
The Problem
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.
Interest fades without contact. Every week of silence lowers the odds the owner picks up when you finally reach out.
It depends on who had a good week, not on a system that touches every lead on time.
Calls, email, and notes live in different places. Nobody can see who is hot, cooling, or due today.
How It Works
Bring leads in from a spreadsheet or export. Votega groups them into companies automatically.
Every lead is always fresh, parked until a promised date, or due for a touch.
Each morning the agent drafts the next touch for every due lead, using the full conversation history and your firm's brief.
Warm and hot drafts wait in your Review Queue. Cold outreach can send on its own above the confidence bar you set.
Approved touches go out through your Gmail or as calls. Replies sync back automatically.
Reply to an owner yourself and the agent steps back, marks the lead hot, and keeps assisting.
Every Lead Has a Temperature
The agent drafts fast, including meeting logistics. Every touch waits for your approval.
Follow-up timed to what the owner actually said. Every touch waits for your approval.
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.
You Stay in Control
Every draft shows its reasoning and a confidence score. Approve, edit, or reject — one at a time or in bulk.
Cold can auto-send above your threshold. Warm and hot always wait for a person.
Mark any lead as yours and the agent goes silent on it entirely.
When you reply yourself, the agent withdraws its drafts and keeps assisting.
Channels
| Channel | Status | What It Does |
|---|---|---|
| Live | Sent through your own Gmail. Replies, timing, and manual responses captured automatically. | |
| Voice | Live | AI voice campaigns, with approved touches flowing straight into calling. |
| Messaging | Coming soon | Text follow-ups, coordinated with the rest of the sequence. |
| Coming soon | Connection and message touches alongside email and calls. |
Built For
Long, relationship-driven sourcing cycles where the follow-up is the deal.
Owners who are “not ready yet” — until they are.
A person approves every material touch, with a full record behind it.
High lead volume, thin teams. Nothing slips.
Pricing
Votega becomes your CRM. Pipeline, companies, smart views, review queue.
Votega's agent works on top of your current CRM.
25+ seats, admin controls, custom integrations, priority support.
Voice calling metered separately. Design partners: 60-day pilot at seat price, founding rate locked for year one.
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