Ventos is an AI platform that connects a team's existing tools—CRM, Drive, calendar, email, and messaging apps—into a single intelligent system that understands how the organization works. It delivers automated daily pipeline digests, pre-meeting briefs, and auto-spins onboarding workflows, accessible via web, Slack, WhatsApp, Teams, or Zapier. The platform is tailored to each team's actual workflows and deployed on real data in days.
Funding
Funding not disclosed
Founders
Product
Problem
Relationship-driven teams often lose time and context switching between disconnected tools like CRM, email, calendars, and messaging apps. Critical information is scattered, meeting prep is manual, and follow-through on deals or partnerships depends on individuals remembering to act, leading to missed opportunities and slower execution.
Solution
Ventos builds an AI platform that connects a team's existing stack—CRM, Drive, calendar, note taker, email, messaging apps, docs, and sheets—into a single living layer that understands the business. It learns who's who, how the team works, and how systems interrelate, then acts proactively: sending daily pipeline digests, generating pre-meeting briefs with company and contact context, and automatically spinning up onboarding workflows when a partnership is signed. The platform is accessible from any interface, including web, Slack, WhatsApp, Microsoft Teams, and Zapier, so users can interact with their AI agents wherever they work. Ventos experts tailor each agent to the team's specific workflows and deploy it on real data, with live mapping sessions to ensure relevance from day one.
Target Audience
Primary customers are relationship-driven teams such as sales organizations, partnerships teams, and client-facing groups at mid-market companies and funds that rely on CRM, email, and messaging tools to manage deals and accounts.
Features
- Automated daily pipeline digests delivered to Slack, including total pipeline value, deal count changes, and at-risk alerts
- Pre-meeting briefs generated automatically, pulling company details, recent activity (e.g., pricing page views, email opens), key talking points, and contact information
- Automatic onboarding workflow creation upon signed partnerships, including shared Drive folder setup, kickoff call scheduling, and teammate notifications
- Multi-interface access via web, Slack, WhatsApp, Microsoft Teams, and Zapier, allowing users to forward email threads or record voice messages on the go
- Tailored agent configuration through live workflow mapping sessions with Ventos experts, deployed on the team's real data