Execution OS / Real-Time Performance Intelligence For Execution

Everyone Moving.
Everyone Visible.

For Execution-Intensive, Pipeline-Driven Organizations. Even When They're Not In The Same Room.

Wadzo keeps activity, pipeline, appointments, recruiting, production, and outcomes visible in real time, so organizations can create accountability and improve performance while the day is still happening.

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The more your organization operates inside Wadzo, the more powerful its execution intelligence becomes.

Stop Conducting Autopsies.
Start Managing In Real Time.

Most management systems tell you what happened yesterday.
Wadzo tells you what is happening right now.

By the time most leaders realize the team is ahead, behind, or off pace, the day may already be over. Wadzo shows you what is happening while there is still time to act.

10:00 AM

Someone on the team hasn't gotten started.

You know immediately.

1:00 PM

Half the team is on pace.

Half the team is falling behind.

You know immediately.

3:00 PM

Results are falling behind target.

You know immediately.

The goal isn't just to see more. It's to act sooner. People adjust when they know where they stand. Teams hold each other accountable when everyone can see what's happening. Leaders can coach, recognize what's working, and step in before a small gap becomes a missed result.

Most systems help you conduct autopsies.

Wadzo helps you intervene while the day is still alive.

You Can't Coach Yesterday.

You cannot recover activity that never happened.

You cannot fix a missed opportunity after the opportunity is gone.

You cannot recognize what's working if you don't see it happening.

You cannot coach performance you cannot see.

Wadzo gives leaders visibility while there is still time to act.

What Is Wadzo?

A Connected Execution Ecosystem With Real-Time Business Intelligence Built In.

Wadzo brings the work, the people, the pipeline, and the performance of your organization together in one place. Calls, appointments, conversations, tasks, customer activity, field activity, production, and the signals that matter to your organization become part of the same live operating picture.

FOR OWNERS & EXECUTIVES

See What's Driving The Organization.

See where the organization is creating value, where work and opportunity are getting stuck, and where execution gaps are costing you time, money, and growth.

FOR MANAGERS

Manage The Work, Not A Collection Of Disconnected Tools.

See your team, pipeline, activity, pace, and results in one place. Know who needs help, what's working, and where to act without piecing the story together across spreadsheets, CRMs, reports, and separate apps.

FOR THE PEOPLE DOING THE WORK

Know Where You Stand. Know What To Do Next.

See your pipeline, your progress, your goals, and what needs attention. Spend less time figuring out where things are and more time doing the work, moving priorities forward, and reaching the goal.

One ecosystem. One live view of the organization. Everyone knows what to do next.

What's Inside Wadzo?

One Execution Ecosystem. Every Level Of The Organization Connected.

Wadzo brings the work, the people, the pipeline, and the performance of your organization together, then makes what is happening visible while there is still time to act.

The Wadzo Scoreboard

The Work. The Targets. The Pace. The Pipeline. The Results. Visible While They're Happening.

As work happens across Wadzo, the people doing it, the managers leading it, and the executives running the organization get the visibility they need at their level.

Individual Visibility

See assigned work, what remains, who owns the next action, and whether work is ahead, on target, behind, or stuck.

Shared Goal Visibility

See where the organization stands against the goal, how teams or workstreams contribute, and what work still has to happen.

Shared-Screen Execution The War Room, Without The Room.

Put the Wadzo Scoreboard on a shared screen in the office, or let everyone follow the same live Scoreboard from their own computer, tablet, or phone, wherever they're working. During a Focus Session, Power Hour, campaign push, fundraising drive, recruiting sprint, or other coordinated execution window, everyone authorized to see it can watch the work move in real time.

Competition & Recognition

Add configurable rankings, recognition, badges, individual competition, and team competition to the same governed Scoreboard where that fits your operating model.

The work is visible. The standard is visible. The Scoreboard moves while the organization moves.

THE RIGHT VIEW FOR EVERY ROLE.

The same execution picture, presented around what each person needs to see and do.

Cockpit FOR THE PEOPLE DOING THE WORK

Know Where You Stand. Know What To Do Next.

Your view of the work. See what you need to do, where you stand, what's next, and what needs your attention.

Control Tower FOR MANAGERS

See The Team In Motion.

Your view of the team. See the people and work you're responsible for, what needs attention, what's working, and where to step in.

Command Center FOR OWNERS & EXECUTIVES

See What's Driving The Organization.

Your view of the organization. See across teams, locations, pipelines, performance, and the organization as a whole.

Same organization. Same execution ecosystem. The right level of visibility for every role.

The Operating Stack, Connected.

Explore the capabilities inside Wadzo. Open any area to see what your team can do without stitching together a collection of disconnected tools.

What It Does

Give the organization one live Scoreboard for work, targets, pace, pipeline movement, and results so people can see execution while it is still happening.

Why It Matters

For Owners & Executives

See whether the organization is moving toward the goals that matter without waiting for after-the-fact reports.

For Managers

See team pace, shared goals, live movement, and work in progress so managers can step in where attention is needed while there is still time to act.

For The People Doing The Work

See where you stand, what remains, what is moving, and what needs attention without waiting for someone else to interpret the day.

How It Connects To Wadzo

Use the Wadzo Scoreboard as the shared live view during coordinated execution, whether people are in one office, distributed, or hybrid. Competition and recognition can be added where configured, while the same Scoreboard also supports individual visibility, shared goals, Focus Sessions, Power Hours, and role-level views.

What's Included

Capabilities

Live Execution BoardScoreboardIndividual Work VisibilityShared Goal VisibilityGoverned Targets / StandardsPersonal Pace / Where I StandTeam / Shared PaceFocus SessionsPower HoursShared-Screen ExecutionShared-Screen ScoreboardLive Movement / Activity VisibilityWork-In-Process / Pipeline MovementCockpit PerspectiveControl Tower PerspectiveCommand Center PerspectiveCompetition / Recognition Where Configured

What It Does

Keep the organization's contacts, leads, relationships, opportunities, history, ownership, and next actions in one system.

Why It Matters

For Owners & Executives

Keep the organization's entire relationship inventory in one place. Contacts, leads, customers, opportunities, history, and ownership stay with the organization instead of being scattered across spreadsheets, personal phones, inboxes, and separate databases.

For Managers

Keep your team's contacts and opportunities in one system. Know who owns what, make clean handoffs, and manage follow-up without piecing together individual people's records.

For The People Doing The Work

Everything about the people you're working with is in one place. Contacts, notes, conversations, appointments, history, and next actions stay together so you don't have to reconstruct the relationship every time you return to it.

How It Connects To Wadzo

CRM activity does not stop at the customer record. Calls, appointments, follow-ups, pipeline movement, outcomes, and work stay connected to the same execution ecosystem that powers Wadzo's role-level visibility.

What's Included

Capabilities

ContactsLeadsOwnershipAssignmentPipelineStatusesSource & Referral ContextNotesActivity HistoryFollow-UpsRemindersNext ActionsTasksAppointment LinkageCommunication HistoryCalls & SMS HistoryOutcomesSearchFilteringSortingImportsBulk OperationsContact VisibilityRole-Based AccessImport Compatibility

What It Does

Give the organization a company-owned system for calls, messages, outcomes, recordings, follow-up, and communication history.

Why It Matters

For Owners & Executives

Communication stays with the organization. Calls and messages no longer disappear into personal cell phones and disconnected apps, and the organization keeps the history, outcomes, recordings where applicable, and communication context in one system.

For Managers

Manage team communication without guessing what happened. Calls, messages, outcomes, follow-up, and coaching context stay attached to the people and work they relate to.

For The People Doing The Work

Call, text, follow up, and record the outcome without switching systems or entering the same information twice. The conversation stays attached to the customer and the next action.

How It Connects To Wadzo

A call or message does not end as an isolated communication record. It can remain connected to the customer, pipeline, follow-up, coaching, activity, and performance context around the work.

What's Included

Calling

Click-To-CallSingle-Line DialingPower DialingMulti-Line / Parallel DialingDialing SessionsCall Queues / Next-Lead FlowInbound CallingOutbound CallingCallbacksTransfersDispositionsCall HistoryCall Recording

Answering & Productivity

Answering-Machine DetectionHuman-Answer DetectionVoicemail DropIVR Detection

Number & Identity

Caller IDLocal PresenceNumber PoolsNumber RotationNumber ReputationTenant / User NumbersInternational Number Support

Inbound Management

Inbound RoutingIVRRing GroupsQueues / ACDInbound Voicemail

Messaging

SMSShared ConversationsShared Communication HistoryOpt-Out / SuppressionSTOP / HELP Handling

Coaching

Live ListenWhisperBarge

Conversation Intelligence

TranscriptionSpeaker Separation / DiarizationCall SummariesSentimentKeyword DetectionCall ScoringCall Analytics

Automation & Connectivity

CadencesTriggersCRM LoggingCommunication AnalyticsAPIsWebhooksExternal API Keys

Compliance & Calling Policy

DNC ControlsFederal DNC SupportQuiet-Hours / Calling-Window Controls

What It Does

Manage availability, booking, appointment ownership, calendars, reminders, changes, and meeting logistics.

Why It Matters

For Owners & Executives

Own the scheduling process and appointment data in the same system as the customer relationship. Reduce separate booking software and keep booked opportunities connected to the source record they came from.

For Managers

Manage availability, assignment, ownership, and appointment flow across the team in one place instead of reconciling a separate scheduling system against CRM and pipeline.

For The People Doing The Work

Let people book you, schedule appointments, manage changes, and keep every meeting attached to the right contact and opportunity without the back-and-forth.

How It Connects To Wadzo

An appointment does not disappear into a separate booking application. It stays connected to the person, opportunity, owner, activity, follow-up, and eventual outcome inside the same operating system.

What's Included

Capabilities

Individual AvailabilityTeam AvailabilityWeekly HoursBlocked DatesDate OverridesAppointment TypesPublic BookingBooking Pages / LinksAvailable-Slot CalculationAppointment CreationAppointment StatusCalendar ViewsTeam CalendarMaster CalendarAppointment OwnershipAppointment AssignmentMeeting MethodsConfirmationsRemindersReschedule RequestsCancellations where canonicalTimezone HandlingScheduler PermissionsScheduling Windows where canonicalMinimum Notice where canonicalBuffers where canonicalRouting / Assignment where canonicalBooking AttributionMethod / Category Configuration

What It Does

Create and prepare documents, send them for signature, track their progress, and keep completed records connected to the people and work they belong to.

Why It Matters

For Owners & Executives

Keep documents, agreements, signatures, and their history inside the same operating system as the rest of the organization.

For Managers

See what is waiting for signature, what has been viewed, what has been completed, and where follow-up is needed.

For The People Doing The Work

Prepare documents, send them for signature, see where they stand, and keep completed records with the client and the work.

How It Connects To Wadzo

The document is part of the work. Wadzo keeps the document, the people, the signatures, the completed record, and what happens next connected.

What's Included

Documents

PDF DocumentsDocument UploadsDocument TemplatesDocument PreparationClient-Connected DocumentsCompleted Document Retention

Signing

Electronic SignaturesTyped SignaturesDrawn SignaturesMulti-Signer WorkflowsSignature & Initial FieldsDate & Text FieldsSecure External Signing

Delivery & Follow-Up

Email DeliverySMS DeliveryAutomated RemindersExpiration & CancellationReal-Time Signature Status

Security & Evidence

Signer ConsentIdentity VerificationDocument IntegritySigning HistoryAudit TrailSecure External Access

What It Does

Organize commitments, assigned work, follow-ups, goals, sessions, and next actions.

Why It Matters

For Owners & Executives

Keep the work required to run the organization in the same operating system as the customers, pipeline, and performance instead of adding separate task trackers, execution spreadsheets, and disconnected productivity tools.

For Managers

Assign work, manage commitments, and follow through without maintaining a separate management checklist. Team execution stays connected to the work it supports.

For The People Doing The Work

Your tasks, follow-ups, commitments, focus sessions, and next actions live together. You know what needs to be done without running your day from memory or multiple apps.

How It Connects To Wadzo

Tasks and commitments remain connected to the organizational context that created them, including customers, appointments, pipeline, coaching, and performance, instead of becoming another disconnected to-do list.

What's Included

Capabilities

TasksAssigned WorkFollow-UpsCommitmentsDue WorkOverdue WorkCompleted WorkDaily ProgressGoalsDaily StandardsPersonal Focus SessionsTeam Focus SessionsPower HoursSession ProgressSession SummariesSource / Cohort WorkflowsNext Moves / Next Actions

What It Does

Define and calculate the targets, actuals, pace, standards, and performance measures the organization uses.

Why It Matters

For Owners & Executives

Set the standards once and measure the organization against the same governed definitions instead of relying on manual scorekeeping, conflicting spreadsheets, or different versions of what success means.

For Managers

Stop calculating performance by hand. Targets, actuals, pace, and standards stay connected to the work your team is doing.

For The People Doing The Work

Know your targets and your progress without keeping your own tally. See where you stand against the standards your organization actually uses.

How It Connects To Wadzo

Performance & Pace supplies governed measurement to the Wadzo execution system. Those measures can then be presented at the appropriate level through the Cockpit, Control Tower, and Command Center.

What's Included

Capabilities

TargetsActual vs. ExpectedPaceAhead / On Pace / BehindDaily PerformanceHourly PerformanceProgressActivity ScorecardsLive StandingsLeaderboardsResultsGoal PaceTrend ViewsActivity CountsOutcome Counts

What It Does

Analyze the organizational data already being created across customers, activity, pipeline, appointments, sources, conversion, production, and performance.

Why It Matters

For Owners & Executives

Use the data your organization is already creating without exporting it into another reporting stack. Analyze customers, activity, conversion, pipeline, sources, production, and performance from one connected system.

For Managers

Answer management questions without assembling reports from multiple tools. Drill into team activity, conversion, sources, appointments, pipeline movement, and outcomes from the same underlying data.

For The People Doing The Work

Understand your own activity and results. See what is producing outcomes, where things are getting stuck, and where to focus without becoming a data analyst.

How It Connects To Wadzo

Business Intelligence analyzes the same connected organizational context used across Wadzo, so reporting does not begin with another export, another reconciliation, or another version of the data.

What's Included

Capabilities

ReportsSaved ReportsReport RunsPerformance ViewsDrilldownsExportsActivity ReportingAppointment ReportingPipeline MovementSource QualityCoaching ReportingHourly ProductionContact Status ReportingConversion ViewsTrendsExecutive VisibilityOperational Reporting

What It Does

Keep coaching, follow-through, recognition, manager obligations, and management history connected to the work being managed.

Why It Matters

For Owners & Executives

Put management itself inside the operating system. Coaching, follow-through, recognition, and manager obligations no longer have to live only in meetings, memory, texts, or separate notes that the organization cannot see.

For Managers

Manage from the same context the work happened in. Coach, recognize, follow up, document commitments, and keep track of what you owe your people without maintaining a separate management system.

For The People Doing The Work

Get feedback and recognition connected to the work you actually did. Know what is going well, what needs to improve, and what was agreed upon after coaching.

How It Connects To Wadzo

Management actions stay connected to the execution context that prompted them, so coaching, recognition, commitments, and follow-through are part of the operating record rather than a separate management conversation.

What's Included

Capabilities

Coaching VisibilityManager ViewsAccountabilityRecognitionInterventionAction ContextFollow-ThroughManager ObligationsManagement EvidenceReviewsCoaching ReportsRecovery / Escalation where canonicalLive Call Coaching connection where appropriate

What It Does

Run competitions, standings, badges, recognition, and achievement around the measures the organization chooses to reward.

Why It Matters

For Owners & Executives

Run performance programs from data already inside Wadzo instead of maintaining separate contest spreadsheets and manually updating standings.

For Managers

Create competition and recognition around the measures your team already uses without manually collecting results or updating leaderboards.

For The People Doing The Work

See your progress, compete, earn recognition, and celebrate wins without having to report your own numbers to get credit for them.

How It Connects To Wadzo

Competition and recognition can use the same governed activity and outcome measures already inside the execution ecosystem, reducing manual reporting and keeping recognition tied to the work.

What's Included

Capabilities

CompetitionsLeaderboardsStandingsBadgesRecognitionAchievementSession UnitsProgressTeam CompetitionIndividual Competition

What It Does

Organize, control, and deliver the video and content the organization uses.

Why It Matters

For Owners & Executives

Keep the organization's training, onboarding, demonstrations, customer education, marketing content, and institutional knowledge under company control instead of scattering them across separate content platforms.

For Managers

Put the right training, coaching, demonstrations, and resources in front of the right people without sending everyone hunting through drives, links, messages, and third-party platforms.

For The People Doing The Work

Get the training, demonstrations, instructions, and resources you need where you already work, without searching through old messages or figuring out which link is current.

How It Connects To Wadzo

Content can live inside the workflows it supports. Training can support onboarding, coaching can support performance, demonstrations can support pipeline, and customer content can support service or conversion without becoming a disconnected media island.

What's Included

Organizational Use

OnboardingTrainingCoachingProduct DemonstrationsTutorialsCustomer EducationInternal KnowledgeMarketing ContentRecruiting ContentThought LeadershipPromotional ContentPublic Engagement

Access & Delivery

Private ContentRestricted ContentGated ContentMember / Customer ContentPublic ContentControlled AccessPlaybackContent Delivery

Content Management

Video LibraryContent LibraryUploadsTitlesDescriptions / MetadataUpload DateDurationSortingCategorizationFolders / CollectionsContent OrganizationContent ManagementContent Ownership

What It Does

Control who can see, use, manage, and administer the different parts of the operating system.

Why It Matters

For Owners & Executives

Control the organization from one place. Decide who can see what, who can do what, which capabilities are available, and how different parts of the organization operate without administering a different permission system in every tool.

For Managers

Give people enough access to do their jobs while keeping responsibilities, visibility, and authority appropriate to their role.

For The People Doing The Work

See the tools and information relevant to your job without unnecessary clutter or access to parts of the organization you do not need.

How It Connects To Wadzo

The same governance model can control access across the connected ecosystem, so adding more Wadzo capabilities does not require rebuilding identity and permissions in another disconnected application.

What's Included

Capabilities

RolesPermissionsAccess LevelsOperating UnitsModule AccessFunction AccessTenant ControlsUser GovernanceSeat GovernanceSession GovernanceDevice GovernanceContact VisibilityScheduler PermissionsCommunication PoliciesAudit HistorySecurity ControlsTenant BrandingEntitlements

What It Does

Capture and manage work wherever it physically happens.

Why It Matters

For Owners & Executives

Keep work performed away from a desk inside the company's operating record. Leads, prospecting activity, field activity, events, customer visits, and location context do not have to disappear into notebooks, personal phones, or another field app.

For Managers

Manage people working in the field with the same operating system as everyone else. See leads, activity, appointments, visits, events, check-ins, and location-aware work without asking people to reconstruct their day later.

For The People Doing The Work

Capture the work where it happens. Knock a door, meet someone at a trade show, visit a customer, capture a lead, add notes, record activity, use location context or geotagging, schedule the next step, and keep moving.

How It Connects To Wadzo

Field work does not become invisible simply because someone left the office. Door knocks, event activity, lead capture, customer visits, notes, appointments, and location-aware activity can remain part of the same operating picture as office-based work.

What's Included

Capabilities

Responsive ExperienceMobile NavigationInstallable ExperienceMobile CRMMobile TasksMobile CalendarMobile CommunicationMobile Performance VisibilityWork-On-The-Go AccessField ActivityDoor KnockingTrade Shows & EventsLead CaptureProspecting ActivityCustomer VisitsMobile NotesActivity Check-InsLocation-Aware ActivityGeotaggingTerritory / Location Context

What It Does

Let authorized users explore, interrogate, summarize, and understand organizational information using natural language and AI assistance.

Why It Matters

For Owners & Executives

Ask questions of the organization without waiting for a new report to be built. Explore customers, performance, pipeline, activity, history, trends, and opportunities using the governed information Wadzo already knows.

For Managers

Ask questions about your team instead of hunting through reports. Compare performance, investigate changes, summarize activity, find patterns, and drill into the records behind the answer.

For The People Doing The Work

Ask Wadzo for the information you need. Find records, summarize history, understand your pipeline, research what happened, and get help navigating the work without making AI the authority for your numbers.

How It Connects To Wadzo

AI operates on top of Wadzo's governed organizational context. The underlying records, targets, evidence, and deterministic calculations remain authoritative; AI gives authorized users a faster way to ask questions, explore relationships, summarize information, and drill deeper.

The organizational data and deterministic calculations define what is true. AI helps authorized users explore and understand it.

What's Included

Trusted Foundation

Governed Organizational DataDeterministic MetricsAuthoritative TargetsEvidence-Based PerformancePermission-Aware Context

Ask Wadzo

Natural-Language QuestionsCross-Organization SearchDrill-Down AnalysisComparisonsSummariesPattern ExplorationHistorical QuestionsCustomer / Pipeline QuestionsPerformance Questions

AI Assistance

Executive BriefingsManager InsightsCoaching SupportResearchSummarizationNext-Step AssistanceInformation Discovery

Governed Access

Role-Aware AnswersTenant IsolationPermission-Aware DataGoverned ContextNo AI-Generated Operational Truth

THE WADZO LOOP

Why Wadzo Works.

Wadzo makes work visible while it is happening, so the people doing the work can adjust sooner, managers can see what is ahead, on target, or behind, and executives can see whether the organization is moving toward the results that matter.

WORK HAPPENS

It Becomes Visible

People See Where They Stand

Self-Correction Begins

Peer Accountability Grows

Managers See What Needs Attention

Results Improve

Organizational Goals Get Met

Visibility Creates Awareness.
Awareness Drives Action.
Action Changes Outcomes.

Wadzo makes execution visible across the organization, creating self-correction, peer accountability, management awareness, and executive visibility while there is still time to act.

Visibility

Everyone can see what is happening while it is happening.

Awareness

People see where they stand and where the team stands against the standard. Managers see what is ahead, on target, or behind. Executives see how the organization is moving.

Action

Shared visibility gives people the information to adjust their own execution and hold each other accountable to the standard. Managers can reinforce what is working, address what needs attention, and remove blockers while the information still matters.

Because Missed Execution Has A Cost.

Business Lost Revenue

Missed follow-up, stalled opportunities, and execution gaps become revenue that never arrives.

Nonprofit Lost Impact

Missed outreach, delayed action, and execution gaps mean fewer people served, fewer resources mobilized, and less progress toward the mission.

Campaign Lost Votes & Time

Whether electing a candidate, passing a ballot measure, or advancing an issue, missed voter contacts, delayed follow-up, and lost field time make persuasion, turnout, and GOTV harder when every day matters.

Fundraising Lost Contributions

Missed donor outreach, delayed follow-up, and inconsistent engagement mean fewer contributions, weaker donor relationships, and fundraising goals left unmet.

Any Organization Goals Left Unmet

Whatever the goal, work that does not happen when it matters makes the outcome harder to achieve.

Wadzo gives organizations the chance to act while the outcome can still change.

Questions Wadzo Answers Every Day

Different organizations measure different outcomes. Wadzo makes the execution behind those outcomes visible while there is still time to act.

People Doing The Work

What needs my attention next?
Am I ahead, on target, or behind?
Which relationships or opportunities need follow-up?
Where do I stand against the standard?

Managers

Who and what are ahead, on target, or behind?
Where is work getting stuck?
Are required follow-ups and handoffs happening?
What is working that should be reinforced?

Executives

Is the organization producing at the level required to reach its goals?
Which opportunities are sitting in the pipeline, how long have they been there, and what is keeping them from moving forward?
Which teams, pipelines, products, or priorities are driving the outcome?
What changed today that could affect tomorrow's results?

People Doing The Work

What outreach, program work, or follow-up needs my attention next?
Am I ahead, on target, or behind against the standard?
Which people, communities, cases, or commitments need follow-up?
Where do I stand against the goal?

Managers

Are outreach and programs happening as planned?
Which teams or priorities are ahead, on target, or behind?
Where are people, communities, cases, or commitments not moving as expected?
What is working that should be reinforced?

Executives

Are we on track toward the mission goals that matter?
Which programs, cases, applications, or commitments are waiting, how long have they been there, and what is holding them up?
Where are resources being mobilized effectively, and where are gaps forming?
What changed today that could affect mission impact tomorrow?

People Doing The Work

Who or where do I need to contact next?
Am I on pace against my field, outreach, or campaign standard?
Which voters, supporters, assignments, or priority areas need follow-up?
Where do I stand today?

Managers

Which teams or priority areas are ahead, on target, or behind?
Is voter contact and field activity happening at the required pace?
Where are persuasion, turnout, or GOTV efforts slowing down?
What is working that should be reinforced?

Executives

Are we building enough movement to reach the campaign objective?
Which regions, teams, voter universes, programs, or priorities are driving the outcome?
Where are time, turnout, fundraising, or execution creating risk?
What needs attention while the outcome can still change?

People Doing The Work

Who do I need to contact or follow up with today?
Am I on pace against my outreach or fundraising standard?
Which donor commitments or next actions need attention?
Where do I stand against the goal?

Managers

Is donor outreach happening across the team?
Who is ahead, on target, or behind?
Where are follow-ups, commitments, or contributions getting stuck?
What is working that should be reinforced?

Executives

Are we on pace to reach the fundraising goal?
Which donor commitments, pledges, follow-ups, or campaigns are outstanding, how long have they been there, and what is holding them up?
Which teams, channels, or initiatives are driving contributions?
What changed that could affect the final outcome?

People Doing The Work

What needs my attention next?
Am I ahead, on target, or behind against the standard?
Which work items or commitments need action?
Where do I stand against the goal?

Managers

Who and what are ahead, on target, or behind?
Where is work slowing down or getting stuck?
What is working that should be reinforced?
What needs attention right now?

Executives

Is the organization moving toward its goals?
Which work items are open, where are they in the process, how long have they been there, and what needs to happen next?
Which teams, priorities, or initiatives are driving the outcome?
What changed today that could affect tomorrow's results?

Wadzo turns governed execution data into answers people can act on while the opportunity still exists.

Inspect What You Expect.

Set the objective. See execution against it while it is happening. Know who is ahead, who is on target, who is behind, what is blocking execution, and where attention is needed before the outcome is decided.

The Scoreboard turns the work happening right now into a live picture of where the organization stands and what needs attention next.

See It In Your World

Business Illustrative execution scenario

Today's Objective

12 PM Checkpoint

Team Scoreboard

Live Scoreboard

Expected By Now 113 Calls · 28 Appointments

Actual 89 Calls · 22 Appointments

Execution Health Behind

Execution Health: Ahead · On Target · Behind Execution Readiness: Ready · Blocked · Unknown Where execution stands and whether work can proceed are different signals.

What Needs Attention

The Scoreboard Doesn't Just Tell You What Happened. It Shows You What Needs Attention While You Can Still Do Something About It.

The final result comes later. Wadzo helps the organization act while the outcome is still in play.

The Work Changes.
The Visibility Doesn't.

Every organization does different work.
The challenge is not the work.
The challenge is knowing whether the work is actually happening.

The Work Can Mean

Calls
Appointments
Pipeline Movement
Follow-Ups
Tasks
Milestones
Deliverables
Approvals
Signatures
Donor Outreach
Fundraising Progress
Voter Contacts
Canvassing
Field Execution
Client / Customer Work

Different organizations execute differently.

Wadzo shows whether the work required to reach the objective is actually happening.

Industry Agnostic By Design.

The question is not:

"What industry are you in?"

The question is:

"Does the work lead to results?"

If the answer is yes, Wadzo applies.

Industries

See How Wadzo Helps Your Industry.

Different organizations do different work. Wadzo makes the work that matters visible, measurable, and easier to manage while it is happening.

Stop Stitching Disconnected Systems Together To Understand One Workday.

Most Organizations Run On

One tool for CRM and pipeline

Another for scheduling

Another for calling and messaging

Another for documents and e-signature

Another for tasks and follow-up

Another for coaching and reporting

Wadzo

Brings the operating stack together, connected to one live Scoreboard.

Instead of switching between systems, the organization operates from one connected Scoreboard.

Wadzo In Action

See Wadzo In Action.

The Scoreboard is where the work, the standard, the pace, and the people come together. This is how an operating day looks inside Wadzo.

Live Scoreboard CRM & Pipeline Scheduling & Appointments Performance & Pace Calling & Communication Business Intelligence

WADZO Live Execution LIVE

Time Remaining 46:00

Current Execution Window Power Hour · 2:00 – 3:00 PM

Window closes at 3:00 PM

Scoreboard

Calls 248/ 260 On Target

Appointments 37/ 34 Ahead

Pipeline Movement 19/ 22 Needs Attention

Signatures 12/ 12 Complete

Teams & People

TeamWorking NowWork This WindowPace

North5 of 596 Calls · 14 AppointmentsAhead

Central5 of 588 Calls · 13 AppointmentsOn Target

South4 of 464 Calls · 10 AppointmentsNeeds Attention

Pace4.1calls per operator per 10 min

Projected At 3:00 PM271calls · 4% above the standard

Result So Far37appointments set today

What Needs Attention

SouthPipeline movement is 3 behind the window standard. 46 minutes remain to close the gap.

CentralNine follow-ups are due before the window closes.

3 teams · 14 operators working now 46:00 left in this window

Illustrative Wadzo Execution View

The More Your Team Works Inside Wadzo,
The Smarter Wadzo Becomes.

Wadzo is the operating environment the work happens in, not a reporting layer on top of it.

When contacts, calls, appointments, sessions, tasks, documents, signatures, coaching, communication, and scheduling happen inside Wadzo, the organization gets cleaner intelligence and faster visibility.

More Accurate Coaching

Better Performance Intelligence

Faster Intervention

Cleaner Reporting

More Reliable Execution Data

Stronger Accountability

Better Inputs Create Better Intelligence.

The more of your organization's work that happens inside Wadzo, the clearer the execution picture becomes.

Wadzo turns the work happening across its connected operating stack into one governed view of execution, performance, and what needs attention.

That view is deterministic. It reports what the governed record shows; it does not decide what is true.

PRICING

Three Levels Of Capability. Sized To Your Organization.

Launch, Momentum and Velocity are one cumulative ladder. Each level includes everything below it and adds more operating power. Enterprise delivers the complete Velocity model at organizational scale.

Your Wadzo package determines capability depth. Capacity determines how many people operate inside it.

A smaller organization can choose more advanced functionality. Capacity establishes the deployment envelope, not the identity of the package.

Monthly Annually Save 20%

Launch

One team executing together

16 CORE CAPABILITIES

One operating team that needs shared visibility, consistent execution, and one operating rhythm.

$3,000

per month

Structural Capacity

20 Operators
4 Support
2 Observers
5 Organizational Units / Teams
1 Simultaneous Competition
1 Operating Environment

Implementation & Configuration: $3,600–$7,200 one time

Live Execution Board
Operational CRM
Scheduling & Calendar
Focus Sessions & Power Hours
Standard Communications

Book A Demo

Momentum

Multiple teams coordinating

21 CORE CAPABILITIES

Everything in Launch, plus multi-team coordination, deeper operating control, and guided next actions.

$6,750

per month

Structural Capacity

50 Operators
10 Support
5 Observers
15 Organizational Units / Teams
5 Simultaneous Competitions
1 Operating Environment

Implementation & Configuration: $8,100–$16,200 one time

Everything in Launch
Multi-team visibility
Business Intelligence
Intelligent Pooled Communications
Manager Listen / Monitor

Book A Demo

Velocity

An orchestrated organization

28 CORE CAPABILITIES

Everything in Momentum, plus connected orchestration, predictive intelligence, full sequencing, and organization-wide visibility.

$12,000

per month

Structural Capacity

100 Operators
20 Support
10 Observers
50 Organizational Units / Teams
10 Simultaneous Competitions
1 Operating Environment

Implementation & Configuration: Starting at $14,400

Everything in Momentum
Connected orchestration
Predictive intelligence
Advanced Communications
Priority configuration

Book A Demo

Competition limits are concurrent, not lifetime limits. Requirements beyond a standard Velocity structural limit move to Enterprise.

Package Comparison

Compare All Capabilities

See exactly what's available with Launch, Momentum, and Velocity.

A checkmark means the capability is available within your package. During implementation, Wadzo is configured around what your organization needs.

Feature	Launch	Momentum	Velocity
Individual Scoreboard	✓	✓	✓
One-Team Shared Scoreboard	✓	✓	✓
Multi-Team Scoreboard		✓	✓
Connected Team / Unit Scoreboards			✓
Individual Visibility	✓	✓	✓
Shared Team Visibility	✓	✓	✓
Multi-Team Visibility		✓	✓
Organization-Wide Visibility			✓
One-Team Shared Screen	✓	✓	✓
Multi-Team Shared Screen		✓	✓
Connected Organization Shared Screen			✓

Feature	Launch	Momentum	Velocity
Operational CRM	✓	✓	✓
Multiple Pipelines		✓	✓
Pipeline Status Movement	✓	✓	✓
Ownership & Assignment	✓	✓	✓
Next Actions	✓	✓	✓

Feature	Launch	Momentum	Velocity
Booking Pages	✓	✓	✓
Availability & Reminders	✓	✓	✓
Team Calendar		✓	✓
Master Calendar			✓

Feature	Launch	Momentum	Velocity
Standard Communications
Standard One-at-a-Time Calling	✓	✓	✓
Click-to-Call	✓	✓	✓
Manual Calling	✓	✓	✓
SMS / MMS	✓	✓	✓
Call & Message History	✓	✓	✓
Intelligent Pooled Communications
Shared Number Pool		✓	✓
Intelligent / Local Number Selection		✓	✓
Relationship-Aware Callback Routing		✓	✓
Power Dialing		✓	✓
Manager Listen / Monitor		✓	✓
Advanced Communications
Multi-Line / Parallel Dialing			✓
Whisper			✓
Barge			✓
Live Coaching / Intervention			✓
Conversation Intelligence			✓
Advanced Retention Governance			✓
Advanced Communications Governance			✓

Feature	Launch	Momentum	Velocity
Tasks, Follow-Ups & Next Actions	✓	✓	✓
Focus Sessions & Power Hours	✓	✓	✓
Sequencing & Advanced Workflow		✓	✓

Feature	Launch	Momentum	Velocity
Expected vs Actual Activity	✓	✓	✓
Pace Status	✓	✓	✓
Multi-Team Performance Views		✓	✓

Feature	Launch	Momentum	Velocity
Reports & Performance Views	✓	✓	✓
Governed Organizational Data	✓	✓	✓
Business Intelligence		✓	✓
Predictive Intelligence			✓

Feature	Launch	Momentum	Velocity
Management Visibility	✓	✓	✓
Manager Listen / Monitor		✓	✓
Live Coaching / Intervention			✓

Feature	Launch	Momentum	Velocity
Individual Competition	✓	✓	✓
One-Team Competition	✓	✓	✓
Multi-Team Competition		✓	✓
Individual Recognition	✓	✓	✓
Team Recognition		✓	✓
Connected Team / Unit Competition			✓
Organization-Level Competition			✓

Feature	Launch	Momentum	Velocity
Role-Based Access	✓	✓	✓
Governed Data Access	✓	✓	✓
Advanced Communications Governance			✓

Feature	Launch	Momentum	Velocity
Mobile Access	✓	✓	✓
Field Activity Visibility	✓	✓	✓
Connected Field Team Visibility		✓	✓

Feature	Launch	Momentum	Velocity
Ask Wadzo			✓
Natural-Language Exploration			✓
Permission-Aware AI Context			✓

Feature	Launch	Momentum	Velocity
Launch Support	✓	✓	✓
Multi-Team Configuration Support		✓	✓
Priority Configuration			✓

Optional Add-Ons & Usage

Extend The Services Available To Your Organization.

Optional add-ons and usage-based resources extend what your organization can do. They do not change your package.

Optional Add-On

Content & Video

Create, organize, and deliver onboarding, training, coaching, and customer-facing content inside Wadzo.

Function

What's Included

Onboarding, Training & Coaching Content

Included

Product Demonstrations & Tutorials

Included

Customer Education & Internal Knowledge

Included

Marketing, Recruiting & Thought Leadership Content

Included

Private, Restricted, Gated & Public Content

Included

Controlled Access, Playback & Content Delivery

Included

Video Library & Content Library

Included

Uploads, Titles, Descriptions & Metadata

Included

Sorting, Categorization, Folders & Collections

Included

Content Organization, Management & Ownership

Included

Content and video services are available with any package.

Optional Add-On

Recording & Transcription

Record and transcribe conversations, and keep them with the customer and the work.

Function

What's Included

Call Recording

Included

Recording Storage & Retention

Included

Recording Access Controls

Included

Transcription

Included

Speaker Separation

Included

Transcript Search

Included

Call Summaries

With Velocity

Sentiment

With Velocity

Action Items & Follow-Up Recommendations

With Velocity

Coaching Suggestions

With Velocity

Advanced Retention Governance

With Velocity

Velocity adds the intelligence that interprets those conversations.

Optional Add-On

Communications Resources

The phone numbers, calling, and messaging your organization uses day to day.

Enterprise

Velocity at organizational scale.

For organizations whose capacity exceeds the standard Velocity envelope or that require multiple governed operating environments.

Custom

Custom annual agreement

Custom implementation & configuration scope

Implementation & Configuration

What implementation costs depends on what your organization requires — the capabilities you use, how your teams are structured, the data you bring, and how much configuration the rollout needs.

Launch$3,600–$7,200 one time

Momentum$8,100–$16,200 one time

VelocityStarting at $14,400

EnterpriseCustom implementation & configuration scope

Operating Leverage

More Capacity. Less Operational Drag.

Wadzo consolidates tools, removes duplicate administrative work, and reduces the manual coordination and reporting overhead that grows fastest as an organization scales.

The same people can support more work, more customers, and more activity without overhead increasing at the same rate.

Pricing Notes

Annual commitment saves 20% and is billed annually.
Usage-based communications resources are billed separately.
Operational Intelligence is deterministic. Ask Wadzo helps authorized users explore and understand governed organizational information; it does not define operational truth.

Questions Leaders Ask When Visibility Matters

Most leaders don't have a people problem.
They have a visibility problem.

How Do I Know If My Team Is Actually Working?

Wadzo provides real-time visibility into the work, appointments, outreach, sessions, documents and signatures, coaching signals, and execution so the organization can see what is happening while the day is still happening.

How Is This Different From A CRM?

Most CRMs record work after it happens. Wadzo shows it while it is happening. The CRM is one part of the operating stack. The live Scoreboard is what changes behavior.

How Does Wadzo Improve Performance?

Visibility creates awareness.

Awareness creates correction.

Correction creates better outcomes.

People correct themselves when they can see where they stand.

Teammates push each other when activity is visible.

Leaders coach sooner because they can see patterns while there is still time to help.

That is how Wadzo turns visibility into more activity, stronger accountability, and better performance.

What If My Team Doesn't Make Phone Calls?

Wadzo does not assume one kind of work. Calls, appointments, pipeline movement, follow-ups, tasks, milestones, deliverables, approvals, signatures, donor outreach, fundraising progress, voter contacts, canvassing, field execution, and client or customer work can all be made visible against the objective.

Will Wadzo Work With Remote Teams?

Yes. Wadzo was built around the idea that leaders need visibility whether people are in the office, at home, in the field, at a coffee shop, or across multiple locations.

How Quickly Can We Get Started?

Wadzo is a managed implementation product. Implementation includes configuration, onboarding, team and unit structure, execution model design, scheduler setup, and launch support. Most organizations can begin operating inside Wadzo shortly after implementation is completed.

Do You Support Enterprise Organizations?

Yes. Enterprise is Velocity at organizational scale. It is for organizations whose capacity exceeds the standard Velocity envelope or that require multiple governed operating environments. Enterprise capacity is contractually configured for the organization.

Do I Have To Move My Team Into Wadzo?

No. However, the more your organization operates inside Wadzo, the more powerful the intelligence becomes. When contacts, appointments, work, documents and signatures, coaching, communication, scheduling, and outcomes live inside the same operating system, the organization gains cleaner visibility and stronger business intelligence.

What Problem Does Wadzo Actually Solve?

Most leaders find out too late. They discover execution problems after the day is over, after the week is gone, or after the month misses the objective. Wadzo gives the organization the visibility to act while there is still time to change the outcome.

"Wadzo helps organizations see the work, coach execution, and improve performance before the day is lost."

One Reality

One Team.
One Scoreboard.

Work From Anywhere.
Compete Everywhere.
Coach While The Day Is Still Alive.

Book A Demo

Everyone Moving.Everyone Visible.

Stop Conducting Autopsies.Start Managing In Real Time.

10:00 AM

1:00 PM

3:00 PM

You Can't Coach Yesterday.

A Connected Execution Ecosystem With Real-Time Business Intelligence Built In.

See What's Driving The Organization.

Manage The Work, Not A Collection Of Disconnected Tools.

Know Where You Stand. Know What To Do Next.

One Execution Ecosystem. Every Level Of The Organization Connected.

THE RIGHT VIEW FOR EVERY ROLE.

Know Where You Stand. Know What To Do Next.

See The Team In Motion.

See What's Driving The Organization.

The Operating Stack, Connected.

Why Wadzo Works.

Visibility Creates Awareness.Awareness Drives Action.Action Changes Outcomes.

Visibility

Awareness

Action

Because Missed Execution Has A Cost.

Questions Wadzo Answers Every Day

Inspect What You Expect.

Team Scoreboard

What Is The Gap Costing You?

Activity can mean:

Expected

Actual

Gap

Are Your People Busy Or Productive?

Example

Wadzo

Now Everyone Knows

The Work Changes.The Visibility Doesn't.

The Work Can Mean

Industry Agnostic By Design.

See How Wadzo Helps Your Industry.

Stop Stitching Disconnected Systems Together To Understand One Workday.

Most Organizations Run On

Wadzo

See Wadzo In Action.

Visibility Changes Behavior.

The More Your Team Works Inside Wadzo,The Smarter Wadzo Becomes.

Three Levels Of Capability. Sized To Your Organization.

Launch

Momentum

Velocity

Compare All Capabilities

Extend The Services Available To Your Organization.

Content & Video

Recording & Transcription

Communications Resources

Enterprise

More Capacity. Less Operational Drag.

Questions Leaders Ask When Visibility Matters

How Do I Know If My Team Is Actually Working?

How Is This Different From A CRM?

How Does Wadzo Improve Performance?

What If My Team Doesn't Make Phone Calls?

Will Wadzo Work With Remote Teams?

How Quickly Can We Get Started?

Do You Support Enterprise Organizations?

Everyone Moving.
Everyone Visible.

Stop Conducting Autopsies.
Start Managing In Real Time.

Visibility Creates Awareness.
Awareness Drives Action.
Action Changes Outcomes.

The Work Changes.
The Visibility Doesn't.

The More Your Team Works Inside Wadzo,
The Smarter Wadzo Becomes.