The most expensive customer you lose
is the one you just won.

The context your CS team needs is scattered across tools, trapped in people's heads, and some of it was never shared at all. Vutal changes that with onboarding intelligence briefs.

AC
Onboarding Intelligence Brief
Acme Corp
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www.acmecorp.com

is transitioning from a competitive sales cycle to active implementation. The engagement—championed by VP of Operations and Director of IT —is focused on centralizing their fragmented data workflows.

Critical onboarding risk: The engineering team expects API integration in 4-6 weeks, but the AE verbally committed to 2 weeks on the final call. The technical readiness score is consequently flagged.

The problem

Revenue knowledge is scattered, trapped, and missing.

The context that determines whether a customer succeeds or churns lives in places no single person can reach alone. And it costs the most at the moment that matters most.

?
Video Calls
Internal Threads
Email Chains
Handover Docs
Meeting Notes
Customer Calls

The Solution

A customer intelligence system for post-sale execution.

Vutal connects your tools, composes evidence-linked briefs automatically, and keeps teams aligned from handoff to renewal.

Step 01

Deal closes. Brief generates.

A deal moves to Closed-Won. Vutal assembles the Intelligence Brief from every connected source: calls, emails, Slack, notes, tickets.

Takes seconds, not hours.

Step 02

AE reviews and enrich

The AE adds what no system captured: unspoken concerns, real buying dynamics, promises made off-record. A conversation with Vutal, not a form to fill.

Tribal knowledge, finally captured.

Step 03

CSM starts fully briefed

The Intelligence Brief arrives before the first meeting. Seven layers of verified, enriched context. The CSM walks in prepared, not guessing.

Complete intelligence, day one.

Customer lifecycle intelligence

One intelligence system for every customer moment.

Onboarding

Live now

Start with full context before day one.

Quarterly Business Review

Run QBRs with evidence-backed narrative.

Renewals

Surface expansion and risk signals early.

Simply connect your tool stack and get going

Salesforce
Salesforce
HubSpot
HubSpot
Slack
Slack
Gong
Gong
Notion
Notion
Intercom
Intercom
Zendesk
Zendesk
Jira
Jira
Linear
Linear
Confluence
Confluence
Pipedrive
Pipedrive
Google Drive
Google Drive
Salesforce
Salesforce
HubSpot
HubSpot
Slack
Slack
Gong
Gong
Notion
Notion
Intercom
Intercom
Zendesk
Zendesk
Jira
Jira
Linear
Linear
Confluence
Confluence
Pipedrive
Pipedrive
Google Drive
Google Drive

Security

Built with your security and privacy in mind

GDPR
Encrypted
EU Data
SOC 2*

Complete Data Isolation

Dedicated, isolated environments. Row Level Security enforced on every table, guaranteeing separation at the database layer.

Your Data, Your Control

We never use your data to train models. Full control over how your data is used, processed, and retained.

Secure Data Lifecycle

Strict security protocols from ingestion to deletion. Immutable source history ensures full traceability.

Access Control

Permission-based access that mirrors your org

Access follows your team boundaries. Domain and record-level permissions ensure every query respects ownership rules.

  • Row Level Security on all database tables
  • Multi-tenant architecture with strict isolation
  • Credentials stored in environment variables, never in code

AI Governance

Explainable AI with full source traceability

Every insight links back to its source. Confidence scores distinguish verified facts from inferred knowledge.

  • Every answer cites its source documents
  • Field-level confidence scoring on all extracted data
  • Read-only integrations. Vutal never writes to your tools.

*SOC 2 Type II certification in progress