# Every customer, company and deal in one place > Volty keeps every customer, company and deal in one place, fills in details from conversations, builds segments for you and shows which ad brought each customer. Volty keeps details, conversations and deals together, and fills in what customers tell you. Talk to Volty · Free trial Updated 2 Nov 2026 Serving customers globally across 10+ markets ## What it does ### The whole customer on one page Open a customer and see their details, their company, their deals and every conversation with them. No more scrolling back through WhatsApp to remember what they asked for last time. - Customers, companies and deals - Each one linked to the others - Every conversation on the customer's page ### See where every sale stands Move deals through the stages you sell in, from first enquiry to won. Every deal has an owner, so a sale that has gone quiet has someone to chase it. - Stages that match how you sell - Deals linked to the customer and company - An owner on every deal ### Details Volty fills in for you Add the details your business cares about, such as a child's level or a preferred outlet. When a customer mentions it in a chat, Volty fills it in, so nobody types it up later. - Your own fields on any record - Filled in from the conversation - Shown on every record ### Segments that fill themselves Describe a group in a sentence, such as customers interested in bridal packages. Volty adds people as their conversations show they fit, and you can send one broadcast to up to 20 segments. - Described in a sentence - Volty adds people, never removes them - Add someone by hand any time ### Bring your WhatsApp contacts with you When you connect your number and keep the WhatsApp Business app, Volty brings in the contacts saved there, and you add them to your records in one step. - Contacts brought in from the app - Added in one step - Ready for segments and broadcasts ### Know which ad brought them Volty records the pages a customer visited on your website and the ad or campaign that brought them, so you can see which ads bring the customers who message you. - Website visits on the customer's record - The campaign that brought them - Ad clicks kept with the lead ## How it works - 01 · Bring your contacts in · Bring them over from the WhatsApp Business app, or let Volty create them as customers message you. - 02 · Add what you track · Set up the details, sales stages and groups your business uses. Volty fills them in from conversations. - 03 · Follow up · Chase the deals that went quiet, and send a broadcast to the people who matter. ## By industry - Education Each child's level, subject and preferred days on the record - Clinics & Spas Treatments and last visit kept with the client - B2B Companies, buyers and open quotes in one pipeline - Ecommerce & Retail Know which ad each customer came from ## Frequently asked questions Customers, companies and deals, in one place, with your sales stages, your own fields and segments. Yes. Add fields to customers, companies and deals, and Volty fills them in from conversations as customers answer. Describe who belongs in a segment, and Volty adds customers to it as their conversations show they fit. It never removes anyone, and you can add people by hand. Yes. When you connect your number and keep using the app, you can add the contacts it brings in, all in one step. Seeing where customers came from. Volty records visits to your website and the campaign that brought each visitor, so you know which ads bring people who message you. Any system with an API or an MCP server. Volty can take any action that system allows, and your staff decide which actions happen on their own and which come to them for approval first. ## Start your free trial Talk to Volty · Start your free trial Sign up for our 7-day trial. No credit card needed. ## Not convinced? Hear more from our CEO and Volty The Leonard and Volty Show · 8 October 2026 ### Meta now charges for WhatsApp replies The Leonard and Volty Show · 1 October 2026 ### Too busy to hire? The Leonard and Volty Show · 21 September 2026 ### From $500 chatbot jobs to agentic AI The Leonard and Volty Show · 10 September 2026 ### Your AI is a new employee The Leonard and Volty Show · 4 September 2026 ### Trust in the AI world The Leonard and Volty Show · 29 August 2026 ### Does the AI model matter? The Leonard and Volty Show · 19 August 2026 ### What are AI agents? Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026 ## Links - [EducationEach child's level, subject and preferred days on the record](https://voltade.com/industries/education) - [Clinics & SpasTreatments and last visit kept with the client](https://voltade.com/industries/clinics-and-spas) - [B2BCompanies, buyers and open quotes in one pipeline](https://voltade.com/industries/b2b) - [Ecommerce & RetailKnow which ad each customer came from](https://voltade.com/industries/ecommerce)