Your Complete Sales Operating System in Notion

Unify your CRM, pipeline, and Facebook engagement in one intelligent workspace. Replace fragmented tools with a scalable system that automates follow-ups, captures notes, and turns social conversations into qualified leads without manual data entry.

PROBLEM

Your Sales Data Lives Everywhere Except Where You Need It

Contacts scattered across CRM, Trello, spreadsheets, and inboxes mean missed follow-ups, inconsistent notes, and hours lost to manual admin. Facebook comments disappear into noise. New hires struggle without clear processes. Your team can't scale without tribal knowledge and Saturday overtime.

SOLUTION

How It Works

Unified Contact & Pipeline Management

Consolidate 3,000+ contacts into one searchable database with clear nurture stages and automatic follow-up visibility. See what's due, overdue, and completed at a glance, eliminating missed opportunities across longer sales cycles. Role-based dashboards show each team member only what they need to act on, reducing cognitive load and keeping everyone aligned.

AI-Powered Facebook Engagement & Lead Routing

Automatically classify Facebook comments, filter spam, and draft on-brand replies in seconds while maintaining complete control with human approval. Genuine enquiries flow directly into your Notion pipeline with ownership and nurture stage assigned, turning social conversations into tracked sales opportunities. No more lost leads or manual data entry from social platforms.

Voice-to-CRM Notes Capture & Automation

Capture notes in Notion via text or voice transcription, structured and standardized automatically, then log them into Vault CRM without manual retyping. Maintain a complete transcript repository for compliance and integrity while eliminating hours of administrative work. New hires onboard with embedded SOPs and plug-and-play workflows that survive staff turnover.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.