Vereo + Salesforce
Every call Vereo answers becomes a clean record in Salesforce: the contact, what they wanted, the outcome and a full transcript, so your team picks up exactly where the call left off.
How Vereo works with Salesforce.
Creates and updates records
Logs the caller as a lead or contact in Salesforce with their details and the reason for the call.
Full call context
Attaches the transcript, summary, sentiment and outcome to the record.
Qualifies first
Asks your qualifying questions so only relevant leads land in Salesforce.
Salesforce, sorted.
Does Vereo log calls in Salesforce?
Yes. Vereo creates or updates the record and attaches the transcript, summary and outcome.
Can it qualify before creating a lead?
Vereo asks the questions you configure, so the leads that reach Salesforce are worth following up.
What does Vereo attach in Salesforce?
The call transcript, summary, sentiment and outcome, on the lead or contact record.
No per-seat fees. No surprises.
Just answered calls.
Starter
100 inbound minutes included. Everything a growing business needs.
- 100 inbound minutes per month
- 24/7/365 answering, 20 calls at once
- Natural voice, sub-second response
- Calendar booking and warm transfer
- CRM integration and call summaries
- Email, SMS and Teams/Slack alerts
- Knowledge base trained on your business
- Monthly reporting dashboard
- Call recording with consent management
Opens a short form. We respond within one business day.
$295+GST one-off fee for most setups · extra minutes $0.35+GST/min
Custom
High volume, complex call flows or bespoke integrations.
- Everything in Starter
- Volume minute discounts
- PMS, EHR and booking-system integrations
- Multi-number and multi-agent
- Outbound campaign management
- Multilingual agents (30-plus languages)
- Dedicated account manager and SLA
Tailored to your call volume
More complicated integrations are quoted separately during initial scoping. All prices exclude GST. Outbound calls are charged separately at $0.15+GST/min plus carrier termination and are not deducted from your 100 included minutes. Your phone provider may charge for forwarded calls. An integrated phone system may reduce this, see the FAQ.
Choose how your calls connect
Use your existing phone service
Keep your number and forward calls from your current provider to Vereo, for example when you're busy or after hours. Your provider may charge for forwarded calls, and transfers back to your team are charged as outbound calls.
Integrate your business phones
We set up your phone system and Vereo together through our partner Dynamite IT. Integration could reduce forwarding and transfer charges, and is quoted separately.
A quick note about call forwarding costs
- Forwarding a call to Vereo can create a separate chargeable call through your existing provider.
- Some phone plans include forwarding and others charge for it.
- Transfers to your team are charged at $0.15+GST/min plus carrier termination.
- We check your phone setup with you during scoping.
Want to see how forwarding works first? Our call forwarding guide lists the codes for Telstra, Optus, Vodafone and TPG.
Connect Vereo to Salesforce.
Setup is $295+GST for most setups. More complicated integrations are quoted separately during initial scoping.
Get started, $79/mo