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Vistrial

The acquisition record for high-ticket sales teams.

Vistrial pulls the calls, touches, and outcomes scattered across your CRM, phone, and calendar into one case file for every lead, and alerts you before a high-value lead slips.

Request private accessSee how it works

Works with the CRM you already use. Nothing sends without a person's approval. Each customer's data is kept separate.

Example with sample data

Jordan Hale

Northline Aesthetics

Case file

  • CRM record
  • Recorded call
  • Calendar booking
  • Follow-up note

Asked for a consultation, raised price and timing on the call, and booked Thursday. The follow-up draft is waiting for a person.

  1. SentrySentry, Pipeline Manager, noticed this lead waiting past the team's standard.
  2. ScribeScribe, Sales Analyst, updated the case file from the call.
  3. RelayRelay, Sales Development Rep, prepared a draft. It waits for approval.

Draft for Jordan Hale

Hi Jordan, following up on the consultation. We can hold the Thursday time we discussed if you still want it.

Waiting for a person to approve. Nothing has been sent.

Connect your CRM, phone, calendar, and call recordings.

  • GoHighLevel
  • Google Calendar
  • Fathom
  • Fireflies
  • Case file
  • Approval before send

A slipped lead is real money.

When a single closed deal is worth thousands, a lead that waits too long or a call nobody wrote up properly is real money.

The CRM has one version. The dialer has another. The calendar has a third. The call recordings sit there because nobody has time to replay them. A manager cannot see what is happening without asking. Follow-up depends on who remembers.

  • I cannot see what is happening with a lead without listening to the call or asking the rep.
  • Notes live in five places and none of them agree.
  • Leads wait too long, and I only find out afterward.
  • Follow-up depends on who remembers.

Centralize. Watch. Act.

  1. 01

    Centralize

    Connect your CRM, phone, calendar, and call recordings. Vistrial reads them and builds one case file per lead, kept up to date automatically. It does not change anything in your CRM unless you turn that on.

  2. 02

    Watch

    It tracks how fast each lead gets answered against the standard your team sets, flags leads that are slipping, and shows why deals stall: objections, readiness, and next steps pulled from calls and notes.

  3. 03

    Act

    Follow-ups are drafted for you, and a person approves each one. Ask questions about your sales operation in plain language and get answers from your own data, with sources.

One file per lead. Everything known, in one place.

Example with sample data

Northline Aesthetics

  • Scribe
  • Sentry
  • Relay
  • Compass
  • Assay

Jordan Hale

Asked for a consultation, raised price and timing on the call, and booked Thursday. The follow-up draft is waiting for a person.

  • How ready they are

    how close they are to buying, from the conversation.

  • Contact history

    every message, call, and reply, with who and when.

  • Call transcripts, structured

    what they said, put where the closer will see it.

  • Open objections

    carried across calls, so nobody handles the same one twice.

  • The pre-call brief

    one screen before the call.

  • Follow-up drafts

    written from what was said. A person approves before anything sends.

  • 01

    How ready they are

  • 02

    Contact history

  • 03

    Call transcripts, structured

  • 04

    Open objections

  • 05

    The pre-call brief

  • 06

    Follow-up drafts

Meet the agents

Four agents work the record. A person still approves anything that would reach a lead.

  • Scribe

    Sales Analyst

    Scribe never contacts a lead and never changes your CRM.

  • Sentry

    Pipeline Manager

    Sentry only alerts your team. It never sends anything to a lead.

  • Relay

    Sales Development Rep

    Relay never sends anything. You approve each draft and send it from your CRM.

  • Compass

    Sales Director

    Compass only reads. It never sends a message, and nothing changes until you confirm a suggestion.

  • Assay

    Lead Qualifier

    Assay only scores and orders your leads. It never contacts a lead, and past leads are scored quietly.

For teams that sell considered purchases.

The current setup templates match these sales motions. Other high-ticket businesses can request access.

Aesthetic and medical spa

Consultation requests and treatment plans, handled by a small team.

  • Consultation requests
  • Treatment plan follow-up
  • No-shows and reschedules
  • Objections about price and timing

If you sell a considered purchase through real conversations, and your industry is not listed, request access and tell us what you sell.

Safe by design

These are product behaviors, not badges.

  • Nothing is sent without a person's approval, and the same checks run again at the moment it is sent.

  • Quiet hours are enforced: no messages between 8 pm and 8 am in the lead's local time.

  • Opt-outs and do-not-contact markers are respected.

  • Each customer's data is separate from every other customer's.

  • Your CRM stays the source of truth. Vistrial reads from it and does not write to it unless you choose.

  • Every important action is recorded.

Security overview

Example with sample data

Draft for Jordan Hale

Hi Jordan, following up on the consultation. We can hold the Thursday time we discussed if you still want it.

Waiting for a person to approve. Nothing has been sent.

Pricing

Private Access

Starting at $97 per month.

  • Your own private workspace
  • Sentry, Scribe, Relay, and Compass
  • Setup for your industry
  • Team member and monthly lead limits, shared when your team is approved.

We bring on a limited number of teams at a time so each one is set up properly. Request access and a person on our team will review it.

Nothing is charged on this site. Billing details are shared when your team is approved.

Request private access

Custom

Let us talk.

For a larger team or a setup that needs more than Private Access, such as more people or more leads. Custom is for larger sales teams, agencies and operators running follow-up for several businesses, and high-ticket sellers who need more room. It can include more team members and leads, more connected sources, API and webhook access, CRM updates from Vistrial when you turn them on, and higher transcript and Compass usage. It can also include hands-on setup by our team, a named contact, a security review, and longer history and retention.

Contact us

Frequently asked questions

Request access. We review each team.

Private Access is for a limited number of teams at a time, so each one is set up properly.

Request private accessContact us about Custom