Vextron

Vextron

Work smarter

Make the call, and skip the write-up

Click a number on any record to call. Afterwards the recording, transcript and summary are already on the record, and every text and WhatsApp message is filed in the same place.

CommunicationActivitiesContactsTelephonyClick to dial from any recordCaller matched before you answerRecording and transcript on the recordAI call summary and sentimentVoicemail transcribed as a callInbound numbers routed by desk and hoursCall templates (guided prompts)In-call coaching tipsCalls

What it fixes for your consultants

  1. The problem

    Every call ends with notes to type up, and the busiest consultants are the ones who never get round to it.

    How Vextron fixes it

    No call notes to write up

    Calls go out from the record with a click. Afterwards the recording, transcript, summary and sentiment land back on the record.

    What you gain

    More time on the phone and less on admin, and a full record of what was said when a colleague takes over.

  2. The problem

    The phone rings, and you have no idea who it is or what was said last time.

    How Vextron fixes it

    Know who is calling before you answer

    Inbound calls are matched to the right candidate, contact or company, and their record is on screen before you pick up.

    What you gain

    Every caller is greeted like you remember them, because the history is in front of you.

  3. The problem

    Calls ring the wrong desk, or go unanswered, and the voicemail sits on a phone that never gets checked.

    How Vextron fixes it

    Every call reaches the right desk

    Each line rings the right team, in the right order, during its own hours. If nobody answers, the voicemail is transcribed and filed as a call, in the same place as every other call.

    What you gain

    Fewer missed candidates and clients, and no message lost on a handset.

  4. The problem

    Texts and WhatsApp messages to candidates sit on personal phones, out of sight of the rest of the desk.

    How Vextron fixes it

    Texts and WhatsApp, on the record

    Messages go from your agency’s own number and WhatsApp Business number, are logged against the candidate or contact, and replies come back into the same conversation.

    What you gain

    The conversation stays with the agency, not on one consultant’s phone, and nothing is lost when someone leaves.

A day on the phones

  1. 09:15A caller, already known

    A candidate rings in. Their record is on screen before the consultant picks up.

  2. 11:00A call from the record

    The consultant clicks a number on a candidate’s record, and works through the agency’s pre-screen prompts on the call.

  3. 11:20Nothing to write up

    The recording, transcript, summary and sentiment are already on the candidate’s record.

  4. 13:00A missed call, not a lost one

    A client rings while the desk is at lunch. The voicemail is transcribed and filed as a call against their record.

  5. 15:00A quick text

    The consultant texts a candidate from the agency’s own number. The reply comes back into the same conversation, on the record.

the call writes itself up

Hang up. The notes are already done.

See who is ringing before you answer. When the call ends, the transcript, a summary and the mood of the call are already on the record. Texts and WhatsApp land in the same place.

Sample data

Incoming call

Alex R.

Candidate · last spoke 3 weeks ago

Matched to their record, open before you answer

Alex R.· on call

00:00

Live transcript

  1. Jo Hi Alex, it’s Jo from the agency. Have you got a minute?
  2. Alex Yes, of course. Is it about the analyst contract?
  3. Jo It is. They’d like you for six months, starting Monday.
  4. Alex Monday works. Could I work from home on Fridays?
  5. Jo I’ll ask them today and come back to you.
  6. Alex Great. Can you send me the office address too?

Text, from your agency’s number

  1. Hi Alex, it’s Jo. The client would like you for the six-month contract from Monday. Still free?
  2. Yes! Could I work from home on Fridays?
  3. I’ll check with them today. The office address is on its way by email.
  4. Perfect, thanks Jo.

WhatsApp, from your Business number

  1. Hi Alex, it’s Jo. The client would like you for the six-month contract from Monday. Still free?
  2. Yes! Could I work from home on Fridays?
  3. I’ll check with them today. The office address is on its way by email.
  4. Perfect, thanks Jo.

Alex R.

Candidate · Contract business analyst · Available

Timeline

Call · 2 min 41Positive

Recording and transcript saved

Summary

Alex is free to start the six-month contract on Monday. They asked to work from home on Fridays, and need the office address.

Next actions

  • Ask the client about Fridays from home
  • Send Alex the office address
Text conversation · 4 messagesLogged

“Yes! Could I work from home on Fridays?”

Opt-out checked before sending. Replies come back here.

WhatsApp · 4 messagesLogged

“Yes! Could I work from home on Fridays?”

Sent from your WhatsApp Business number. Replies come back here.

Email · Day rate and availability3 wks
Call · Registration chat3 wks

dial → logged

Every call on the record, without typing a word

Make and log calls from the CRM. Every call across the agency is in one place, subject to what each person is allowed to see.

  • Click to call from any record
  • Recording, transcript, summary and sentiment afterwards
  • A voicemail is a call, with its own transcript
  • Call templates: guided prompts for a pre-screen, a client take-on or a reference check
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ring → answered

Calls that find the right person

Each inbound line rings the right people, in the right order, during its own hours, and you can see who is calling before you pick up.

  • One line to one team, another line to another, each on its own hours
  • What happens when nobody answers, set by your agency
  • Call recording set by an admin, not by each consultant
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sent → replied

Text and WhatsApp candidates where they actually reply

Send and receive texts and WhatsApp messages from your agency’s own numbers, logged against the candidate or contact like any other conversation.

  • Replies come back into the same conversation
  • Opt-outs checked before every text is sent
  • SMS and WhatsApp templates set by your agency
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See it, and hear it from agencies like yours

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See calls and messages in two minutes

A short walk through a consultant’s calls: who is ringing before they answer, a call from the record, and the write-up already done.

Click to call from any recordSee who is ringing before you answerRecording, transcript and summary on the record

Calls, SMS and WhatsApp in detail

Every call is one record, whoever placed it and whichever phone account carried it, so the Calls screen looks the same however the agency is set up. The agency’s call settings decide how calls are handled, whether they are recorded and what happens to an unanswered call, and they are kept separate from the phone connection itself.

Texts go from the agency’s own number and WhatsApp messages from its own WhatsApp Business number. Both are logged against the candidate or contact, with replies coming back into the same conversation.

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Questions about calls, SMS and WhatsApp

Can we call, text and WhatsApp from Vextron?

Yes. Make and log calls from the CRM: click to call from any record, see who is ringing before you answer, and keep the recording, transcript and summary on the record. Texts and WhatsApp messages go from your agency’s own numbers and are logged in the same way.

Do we need our own accounts with phone and messaging providers?

Yes. Your agency connects its own account with each provider and deals with that provider directly. Vextron connects to it on your behalf.

Who decides whether calls are recorded?

An admin. Whether calls are recorded is an agency setting, not something each consultant switches on or off.

Can we use our existing WhatsApp templates?

WhatsApp approves message templates for each business account, so a template is used on the account it was approved for. That is a WhatsApp rule rather than a Vextron one.

See all questions

see it for yourself

Give us 30 minutes. We’ll show you a better week.

A demo built around the desks you run. Vextron is in early access.

  • Your desks, your way of working
  • Flynn finding candidates in your sort of database
  • How your data, team and clients come across

Book a demo

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