Your client conversations shouldn’t live outside of Salesforce.

Capture every interaction securely, compliantly, and directly in Salesforce, with full context and auditability.

High quality service that has improved our business

“As a discretionary portfolio management firm, we need tools that keep our data secure and fit our workflow. Vinton is a total win. It meets rigorous compliance standards and makes our lives easier. With its smooth Salesforce integration, customizable insights, and ability to capture chats from video, phone, or in person meetings, it has been a game changer for our team.“

Dan Wilde, Portfolio Manager at Advantage Financial Services, operating through Aligned Capital Partners, Inc.

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Most AI notetakers create risk, not clarity

Where does the conversation data go?

You’ve probably already got an AI notetaker that your business is using, or otherwise you’re likely looking for the right one for you.

Client conversations are your most valuable and sensitive data. With AI notetakers, the challenge isn’t the quality of the notetaking, but where the data and media goes after your meeting is recorded, transcribed and summarised.

Most AI notetakers capture conversations outside of Salesforce which means:

  • Loose integration with minimal meeting/call data passed into Salesforce

  • Teams are forced to use multiple platforms to access important data

  • Limited visibility of customer conversations in context with other data

  • An incomplete picture of what’s happening with Opportunities, Accounts, Contacts etc.

Why Vinton is different

Keep every client interaction where it belongs

Vinton doesn’t push data into Salesforce. It works right inside it.

That means every conversation becomes Salesforce data, attached to the right Opportunity, Account, Contact or other object in your Org.

No syncing. No silos. No gaps.

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Native Salesforce experience

Keep all meeting data in Salesforce. No extra tools, no context switching. Meetings live alongside existing customer records for a seamless workflow.

Complete, structured meeting data

Everything captured by Vinton stays in Salesforce. Recordings, full transcripts, notes, follow-up emails, suggested next steps are all fully organised and easily accessible.

Highest security standards

Certified for ISO/IEC 27001:2022 and SOC 2 Type 2 (Security Trust Criteria), Vinton is committed to ensuring the security of data by meeting compliance requirements.

Recordings playable in Salesforce

Watch or listen to meetings directly in Salesforce, with no need to jump off to a different notetaker app. Also, Salesforce storage is not impacted by media recordings from Vinton.

Conversations in the right context

All meetings and calls are logged against the right records be they Opportunities, Accounts, Contacts or others, which gives leaders, teams and AI agents a complete customer view.

Coaching tips after every call or meeting

After every meeting, get AI-generated highlights, call scores, and coaching tips that give actionable areas for improvement every time.

Works across all meeting types

Video calls, phone calls (VoIP), in-person meetings or voice notes, Vinton captures, transcribes and summarises them all. There’s even our botless notetaker that transcribes meetings without joining as an attendee.

Enriches your Org with conversation data

Turn every conversation into structured, searchable data inside Salesforce. Orgs get a complete record of customer interactions that drive smarter insights and actionable intelligence.

Ask Vinton chatbot to query any meeting

Use “Ask Vinton” to query any meeting, call or note, or even generate text for proposals, documents or presentations. Upload documents and ask Vinton to answer questions using the meeting content and attachment(s).

Vinton works with

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IOS
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Data security is paramount

Your meetings are secure with Vinton

Vinton has been certified for ISO/IEC 27001:2022 by Insight Assurance, and successfully completed an independent SOC 2 Type 2 audit for the Security Trust Services criteria.

In short: your data’s safe with us.

Built with amazing technologies

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powered by AWS logo
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Turn every conversation into Salesforce intelligence

Book a demo

We’d love to show you Vinton and how it can transform your  productivity whilst enriching your Salesforce Org with rich conversation data.

Book time with us. 👇 Look forward to talking soon!

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