Vymo offers a specialized customer relationship management (CRM) platform that streamlines sales processes for financial institutions through mobile-first tools and intelligent automation. While it lacks traditional marketing features found in broader CRMs, Vymo’s activity capture, AI-powered nudges, and workflow automation make it ideal for field-based banking and insurance teams.
Vymo Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Vymo?
Vymo is a comprehensive, mobile-first sales assistant designed for large enterprise field teams, particularly in the financial sector. It goes beyond traditional customer relationship management systems by proactively guiding sellers through their day. The platform features automated activity capture to eliminate manual reporting and uses AI to deliver contextual nudges or suggestions for the next best action, helping organizations address key pain points such as sales force inefficiency, lack of real-time guidance, and low CRM adoption.
Vymo Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Vymo Integrations
The software supports integration with multiple systems and platforms, such as:
- Zoom
- Microsoft Teams
- Salesforce
- DocuSign Software
- Digilocker
- Microsoft Dynamics
Who Is Vymo For?
Vymo is designed to support a variety of roles and sectors within the financial services landscape, including:
- Sales managers
- Field agents
- Insurance teams
- Banking professionals
- Relationship managers
- Lending institutions
- Wealth advisors
Is Vymo Right For You?
Vymo is ideal for large financial institutions that have outgrown generic CRM tools and need a specialized platform to manage distributed sales and service teams. Its AI-driven engine tackles the critical challenge of user adoption while boosting sales effectiveness. The platform’s value is reinforced by industry accolades, including recognition as a Strong Performer by Forrester and a Cool Vendor in CRM by Gartner.
Still unsure about Vymo? Connect with our customer support staff at (661) 384-7070 for further guidance.
Vymo Features
Vymo helps financial institutions streamline lead flow by collecting data from all sources and assigning leads through rule-based logic. The platform delivers contextual nudges to guide seller actions, reduce response delays, and improve conversion rates across every stage of the sales funnel.
See How It WorksThe platform improves sales visibility by automatically capturing all seller activities, including calls, meetings, and emails. This data gives managers a complete view of team performance, enabling them to monitor targets, manage incentives, and deploy playbooks that drive consistent, data-backed engagement strategies.
See How It WorksVymo tracks partner performance and engagement to boost revenue from third-party channels. The platform monitors activities, analyzes business pipelines, and uses customizable playbooks to guide partner actions, helping distributors close more leads and maintain high productivity across extended sales networks.
See How It WorksThe software strengthens traditional CRM systems by adding intelligent automation and mobility. Vymo auto-logs engagements and uses AI-based nudges to recommend next steps, helping sellers stay proactive, improve outreach quality, and drive stronger customer relationships with minimal manual input.
See How It WorksTop Recommended Software
