Vymo

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What Vymo is

Vymo is a mobile-first sales engagement platform for distributed sales organizations, particularly in banking, financial services, and insurance. It captures sales engagement activity automatically to reduce manual CRM reporting, then uses AI nudges and industry playbooks to suggest next actions and establish a sales cadence. Managers can allocate leads through rule-based or dynamic processes, optimize agent routes, and use recommendations informed by location and operational performance. Vymo integrates with Salesforce, Microsoft Dynamics, and other on-premise CRM systems, with CRM synchronization available.

For insurance businesses, EngageIQ brings together customer views, policy lookup, renewal and lapse management, claims visibility, and service ticket history. OnboardIQ supports producer recruitment, digital onboarding, background checks, e-signature contracts, and compliance workflows. Vymo Docs lets users send predefined personalized templates through SMS and WhatsApp from the mobile app. Sellers can use Vymo on Android, iOS, and web. The company says it protects communications with TLS 1.3 and PGP, encrypts sensitive personal information with AES-256, and meets EU-GDPR, SOC 2 Type II, and ISO/IEC 27001:2013 standards. Pricing is available on request, and there is no free plan.

Who it suits

Vymo suits distributed sales teams in banking, financial services, and insurance that need mobile access and reduced manual CRM reporting. Its insurance tools are aimed at carriers, agencies, and other distributors managing producers, policies, renewals, claims, and service history.

What it does well

Automatically captures sales engagement activity.
AI nudges and playbooks guide sales actions.
Supports rule-based and dynamic lead allocation.
EngageIQ includes policy, renewal, claims, and service visibility.
Integrates with Salesforce and Microsoft Dynamics.
Offers Android, iOS, and web access.

What to know first

There is no free plan.
Pricing is available only on request.
The web app lists specific operating system and browser requirements.

Limits

There is no free plan. The Vymo plan uses custom pricing available on request.

Plans

Plan	Billed and limits	Price
Vymo	Custom pricing; request a demo	On request

As vymo.com lists them, read 8 Oct 2026. The maker's own page has the final word.

Getting started

Visit https://vymo.com/.
Request a demo for the custom-priced Vymo plan.
Use Vymo on Android, iOS, or the web.
For web access, use Windows 7 or higher or OS X Yosemite or higher with Chrome 52 or above, Microsoft Edge, or Internet Explorer 11.

Verdict

Choose Vymo if a distributed financial-services or insurance sales organization needs activity capture, lead guidance, and CRM synchronization. Insurance teams may also value its onboarding and policy-service tools. Look elsewhere if you need a free plan or a published price.

Questions

How much does Vymo cost?

Vymo uses custom pricing, available on request.

Does Vymo have a free plan?

No, Vymo does not offer a free plan.

Which platforms does Vymo support?

Vymo is available on Android, iOS, and web.

Which CRM systems does Vymo integrate with?

Vymo says it integrates with Salesforce, Microsoft Dynamics, and other on-premise CRM systems. CRM synchronization is available.

What does Vymo offer insurance organizations?

EngageIQ provides customer views, policy lookup, renewal and lapse management, claims visibility, and service ticket history. OnboardIQ supports producer recruitment and onboarding workflows.

What security standards does Vymo state it meets?

Vymo states that it is EU-GDPR compliant, SOC 2 Type II compliant, and ISO/IEC 27001:2013 certified.

Facts from Vymo's own pages

Activity capture: Vymo says it automatically captures sales engagement activities and reduces manual reporting into CRM systems. · vymo.com, 8 Oct 2026
AI guidance: EngageIQ uses AI-generated notifications to suggest sales, cross-sell, upsell, and renewal actions to producers. · vymo.com, 8 Oct 2026
Audience: Vymo describes OnboardIQ and EngageIQ for insurance carriers, MGAs, FMOs, IMOs, agencies, and other insurance distributors. · vymo.com, 8 Oct 2026
Book of business: EngageIQ provides customer 360 views, policy lookup, renewal and lapse management, claims visibility, and service ticket history. · vymo.com, 8 Oct 2026
Browser requirements: Vymo lists Windows 7 or higher and OS X Yosemite or higher for its web app, with Chrome 52 or above, Microsoft Edge, or Internet Explorer 11. · vymo.com, 8 Oct 2026
Communication channels: Vymo Docs lets users share predefined personalized message templates through SMS and WhatsApp from the mobile app. · vymo.com, 8 Oct 2026
Compliance: Vymo states that it is EU-GDPR compliant, SOC 2 Type II compliant, and ISO/IEC 27001:2013 certified. · vymo.com, 8 Oct 2026
Data handling: Vymo says customers can leave with their data and that it will not use customer data for marketing or advertising. · vymo.com, 8 Oct 2026
Deployment and backup: Vymo says customer data is saved in two localized data centers and backups are taken daily. · vymo.com, 8 Oct 2026
Founded: 2013 · vymo.com, 28 Sept 2026
Headquarters: Sunnyvale, California, United States · vymo.com, 28 Sept 2026
Integrations: Vymo says it integrates with Salesforce, Microsoft Dynamics, and other on-premise CRM systems. · vymo.com, 8 Oct 2026
Lead allocation: Vymo describes rule-based and dynamic lead allocation, agent route optimization, and recommendations based on location and operational performance. · vymo.com, 8 Oct 2026
Mobile access: Vymo says sellers can access its sales tools on iOS and Android devices, as well as mobile or laptop platforms. · vymo.com, 8 Oct 2026
Onboarding: OnboardIQ supports producer recruitment, digital onboarding, background checks, e-signature contracts, and compliance workflows. · vymo.com, 8 Oct 2026
Product: Vymo describes itself as a mobile-first personal sales assistant that captures sales activity and suggests contextual next-best actions. · vymo.com, 8 Oct 2026
Purpose: Vymo is a mobile-first sales engagement platform for financial institutions, including insurance sellers and distributors. · vymo.com, 8 Oct 2026
Security: Vymo says it uses TLS 1.3 and PGP for communications and AES-256 to encrypt sensitive personal information. · vymo.com, 8 Oct 2026
Support: Vymo directs prospective customers to book a demo to get started. · vymo.com, 8 Oct 2026
Web requirements: The security page lists Windows 7 or higher and OS X Yosemite or higher, and supports Chrome 52 or above, Microsoft Edge, and Internet Explorer 11. · vymo.com, 8 Oct 2026
Who it serves: Vymo says it serves distributed sales organizations in banking, financial services, and insurance that need a remote-first experience. · vymo.com, 8 Oct 2026

Where Vymo stands on Freedom251

Sales Engagement Software#64 of 70
Sales Performance Management Software#23 of 24