Task and request board
Track each customer request as a card with status, priority, channel, owner, and latest activity.
Task-first CRM for service teams
Keep every customer request moving, from first message to finished task.
Vola CRM is a simple operating workspace for small businesses: track customer conversations, assign tasks, add internal progress notes, create manual or automatic schedules with customers, and manage follow-up work in one clean board. Chatbot and contact form extensions can feed new work into the CRM automatically.
Task boardTrack requests, status, and owners
Team notesInternal progress stays private
ExtensionsChatbot and forms create tasks
CRM task workspacecustomer follow-up
Open tasks3 cards
Call back: dental cleaning
Owner assigned, preferred time captured, next step visible.
taskowner
Quote request: clinic website
Contact form created a CRM card with name, email, phone, and message.
extensionnew
Live chat handoff
Operator accepted the visitor conversation and logged progress.
chatin progress
Task detail
CRM first, automation secondExtensions create and enrich work, but the team keeps control.
CRM features for keeping work under control.
The core product is the CRM workspace: a shared place for customer requests, task status, team notes, ownership, and follow-up. Extensions only make it easier to create and enrich this work.
Customer conversation history
Keep customer-visible messages together so teams can see what happened before replying.
Internal progress notes
Separate private team updates from customer chat, so operators can coordinate without exposing notes.
Manual task management
Add follow-ups, move cards through stages, assign ownership, and keep work from disappearing after first contact.
Calendar-ready tasks
Link CRM conversations to reservations or blocked time when the business needs scheduling.
Tenant workspace
Each business has its own settings, users, sector instructions, usage limits, and embed codes.
Extensions create CRM work automatically.
Website tools are not the whole product. They are capture points that turn visitor intent into organized CRM tasks and conversations.
Guide visitors, then create follow-up work.
The chatbot can answer simple questions, collect missing details, hand off to a live person, and save the full conversation in the CRM.
- AI assistant and live-agent mode indicator
- Conversation history saved to the task board
- Human handoff when the visitor needs help
Make static websites operational.
The contact form captures name, email, phone, and message, then creates a CRM card with a clear response path for the team.
- Single script embed for existing websites
- Structured contact details stored in the board
- No AI token use unless the tenant enables it later
From request to finished follow-up.
Vola CRM starts as a task workspace, then adds automation where it reduces missed work.
Capture
Create tasks manually or from contact form and chatbot extensions.
Assign
Give the request an owner, priority, next step, and status.
Collaborate
Use internal notes to record progress while customer chat stays clean.
Follow up
Reply, schedule, close, or hand over to automation when tenant rules allow it.
Ready to test Vola CRM with a real tenant?
Create a workspace, invite the first operator, then add website extensions when the CRM flow is ready.