---
title: Hank By Visios Reviews
meta_title: 'Hank By Visios Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Hank By Visios works for a business like yours.
date_modified: '2026-10-01'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Hank By Visios Reviews
**Vendor:** Visios  
**Category:** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant)  
**Total Reviews:** 1
## About Hank By Visios
Hank is an AI assistant that works inside Salesforce. Your team asks questions in plain English, like "Who gave last year but not this year?" or "Which deals close this month?", and Hank answers in a few lines and shows what he checked. He turns answers into charts and live views that refresh each time you open them. He finds duplicates, missing details, and messy entries, and on Starter plans and up he suggests fixes and new records. Nothing changes until a person approves. Hank works from any page, on any record, and in the Salesforce mobile app. He only sees what each person already has access to, and Visios doesn't store your records, questions, or answers. One flat price covers your whole organization, with no per-person fees. Plans start at $99 a month, and setup takes about 15 minutes. Built by Visios, a veteran-owned Salesforce consultancy serving nonprofit, faith-based, and veteran support organizations since 2020.




## Hank By Visios Reviews
  ### 1. Actionable Advice and Dashboards That Drive Better Decisions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason M. | Founder, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** September 30, 2026

**What do you like best about Hank By Visios?**

He gave me advice about our company that helped me make good decisions. For example he showed us how many customers have lapsed, and gave us a strategy on how to re-engage them. Also built a dashboard for us to measure how we were doing.

**What do you dislike about Hank By Visios?**

It sometimes took a few minutes on very large data sets to see Hank's response.

**What problems is Hank By Visios solving and how is that benefiting you?**

The main problem Hank solves is giving us real-time insight into our organization. He also is proactive in giving advice based on those insights. A bonus is he helps us with bad data.



- [View Hank By Visios pricing details and edition comparison](https://www.g2.com/products/hank-by-visios/reviews?section=pricing&secure%5Bexpires_at%5D=2026-10-04+15%3A25%3A30+-0500&secure%5Bsession_id%5D=c7e6f851-5a37-484d-b847-361bd91eeb33&secure%5Btoken%5D=731ac3cad4cb39eaabb67e757bf8f23409d38ee6024ff98b5a7d96c83b2a03f3&format=llm_user)

## Hank By Visios Features
**Lead Facilitation**
- Customer-facing Chatbot
- Lead Qualification
- Lead Follow-up

**Organization**
- Opportunity and Pipeline Management 
- Data Entry
- Integrations / APIs
- Third-Party Integrations
- Meeting Management
- Calendar Management
- Call Management
- Document Management
- Contact Management
- Task Management
- Lead Management
- Content Management
- Notes Management
- Sales Activity Management
- Email Management

**Performance Analysis**
- Coaching 
- Peformance Tracking
- Email Tracking
- Call Tracking

**Sales Analysis**
- ROI Forecasting 
- Sales Forecasting 

**Generative AI**
- AI Text Summarization

**Agentic AI - AI Sales Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- AI/Machine Learning

**Additional Functionality**
- Speech Recognition
- Customer Engagement
- Dashboard
- Chat/Messaging
- AI Writing Assistant
- For Sales Teams/Organizations
- Sales Automation
- Alerts/Notifications
- CRM
- Predictive Analytics
- Lead Scoring
- Templates
- Personalization
- Reporting/Analytics
- Lead Engagement
- Customer Database
- AI Copilot

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