CRM AI
Automate sales. Eliminate blind spots. Win more customers.
Vendasta CRM AI is the self-updating sales solution built for businesses of any size. Grow your revenue without adding headcount by capturing sales conversations, automating data entry, and surfacing the insights you need to close more deals.
Try Vendasta for free. No credit card required.
Get a CRM that updates itself
Turn your team into rockstar sellers
Stay on top of every opportunity
Customize your CRM, your way
Meet your AI Sales Assistant
Imagine a CRM that works for you, not the other way around. CRM AI unlocks Vendasta’s AI Sales Assistant that automatically extracts meeting outcomes, updates records, and surfaces opportunities so your team can focus on selling instead of digging for info or doing the updates themselves.
Out of the box, AI Sales Assistant helps you:
- Automate CRM updates based on meetings and sales activity data, eliminating manual data entry.
- Chat with your CRM to quickly find answers on contacts, accounts, and opportunities instead of digging for information.
Get a CRM that updates itself
Say goodbye to manual data entry. CRM AI automatically updates contact, company, and opportunity records based on meeting recordings and sales activities, so you and your reps can focus on selling instead of notetaking.
Turn sales calls to actions and insights
Record and analyze every sales conversation. Built-in meeting recording captures conversations, provides summaries, and identifies action items so you follow up faster and win more customers. Get complete visibility into every deal without being on every call.
Turn your team into rockstar sellers
Get reps up to speed faster with Sales Coaching on every meeting. Scores reps on their interactions using sales methodologies like MEDDPICC and BANT. Easily surface opportunities for improvement so your entire team can perform like your top rep.
Stay on top of every opportunity
Stop digging through data. Just ask the AI Sales Assistant and instantly get the answers you are looking for. Chat with your CRM to understand “What happened in my last meeting with Joe? Which deals need my attention? Can you help draft a proposal for Joe?” Automate work, find hidden opportunities, and get advice on the next best steps to unlock more revenue.
Customize your CRM, your way
Stop settling for workarounds. Use Custom Objects to track the unique data that runs your business. Manage specialized data like equipment, properties, or vehicles, and easily associate them with contacts and companies all within a single system. Get enterprise-level flexibility without the technical complexity.
Manage sales in one place. Unlock AI powered growth.
CRM AI isn’t just to help you manage customer details and opportunities. By capturing all your calls and sales activities, you provide the necessary context for Vendasta AI Workforce to take over manual work, so you sell more while spending less on resources.
Capture leads and book appointments with AI Receptionist
Connect CRM AI with Vendasta AI Receptionist to capture leads, answer queries, and schedule meetings 24/7 via webchat and phone.
Build Custom AI Employees for your business needs
Enable AI to take on various day-to-day tasks such as Job Estimator, Project Manager, Payment Coordinator, and more via a simple no-code setup.
Features overview
Automated CRM updates
Chat with CRM data
Automation Workflows
Conversation Intelligence
Sales Coaching
Meeting Scheduling
Lead Management
Visual Sales Pipelines
Custom Objects
Central Activity Feed
Tasks
Reporting
Connect your tools to manage your business from one place
This is what partnering with Vendasta feels like
195 Reviews
4.4 out of 5
191 Reviews
4.8 out of 5
120 Reviews
4.4 out of 5
“Vendasta makes it easy to provide full-service solutions to clients. The best feature is the breadth and quality of providers that they have attracted to the Vendasta Marketplace. You can build a business confident that you’re offering ‘best of breed’ solutions to your clients. Plus, the Vendasta platform allows you to pull it all together and present an impressive single dashboard presentation. In addition, Vendasta provides partner support to help you continually grow and innovate.”
Bill B.
Principal
“Vendasta is an amazing company and the platform is better than any other on the market. They provide world leading training and support. Their lead generation tools are very intelligent and work to get signups for your agency. This is a company that you can trust and create a truly unique and powerful marketing agency in partnership with. The support is second to none and they do what they do with passion, focus and expertise to ensure that you succeed.”
David R.
“What I appreciate most about the platform is the broad choice of tools and customization. But in truth, it’s the people. SaaS is trash. Add great people to a solid platform and it turns into a solution. Vendasta account team, product specialist and executives [are] all here to support their agency clients, makes it my go-to choice.”
Mathew
CEO in the US
“I love Vendasta because the entire software system is so streamlined. Everything is incorporated into one platform that helps agencies grow and scale. Their software platform gives your clients a portal to manage everything related to their business marketing online.”
Mitchel T.
Principle Consultant
“The Vendasta platform helps me grow my digital marketing agency by providing everything I need to succeed, including a Partner Center, Task Manager, Vendor Center and built-in CRM.
Their online marketplace has over 200 digital solutions, allowing me to provide all of the digital tools and services that my clients will ever need. It also allows me to add my own products and services to my online store, enabling me to include up-sells and additional value-added services to my clients.”
Michael K.
Owner
“Having a product offering that is well-rounded and possibly unique from my local competitors definitely gives me an edge. Having more tools also helps me become more confident. Highly recommend.”
Justin
CEO in the US
“I highly recommend Vendasta to anyone operating a digital marketing agency. They help you focus on growing your business by taking over the heavy lifting of doing the detail work for you. You can stay focus on the big picture and not get bogged down in the trenches. Without them, I would never have been able to scale my business, we stayed lean but expanded our offerings.”
Scott K.
“Vendasta’s agency tools have allowed us to provide our clients the tools and services they need to stay on top of their online reputation and social media. We’ve gained market share from our competitors, provided our clients with the latest technology to be successful online and increased our retention of clients to over 97% after their initial contract terms.”
Terry B.
CEO
“The main benefit is that I can run a business without a bunch of employees. Even when I am big enough to need a few employees I will still need far less than if I were to run the business without Vendasta.”
Thomas F.
Agency Owner
See how we stack up
Companies  |  |  |  |  |
|---|---|---|---|---|
| Pricing | Per org | Per seat | Per seat | Per org |
| Conversation Intelligence |  |  |  |  |
| Auto Update CRM Data |  |  |  |  |
| Chat with CRM data |  |  |  |  |
| Custom Objects |  | Enterprise only |  |  |
| Sales Coaching |  |  |  |  |
FAQs
What is CRM AI?
CRM AI is an all-in-one sales productivity solution that combines a native CRM with an AI Sales Assistant and integrated Conversation Intelligence. It is designed specifically for SMB teams to help them organize sales processes, eliminate manual data entry, and grow revenue without adding headcount.
What features are available in Vendasta CRM AI?
Some of the key features available in Vendasta CRM AI are:
Contacts: Manage customer profiles, import/export, and run campaigns
Companies: Manage organizations, associate contacts and opportunities
Opportunities: Track and manage deals in table or board views
Lists: Segment contacts with static or smart lists
Forms: Capture leads from your website directly into the CRM
Activity Feed: Track all interactions and engagement history in one place
Tasks: Plan and complete sales activities
My Meetings: Schedule and manage appointments with prospects
Custom Objects: Create a specific record types and associated fields for your business/industry
AI Sales Assistant: Auto update CRM from sales activities and chat with your CRM.
Conversation Intelligence: Record meetings get Summary, Topics, Action items, and auto log to CRM
Sales Coaching: Get detailed AI insights and scoring on every call.
Is CRM AI priced per seat?
No, what sets Vendasta CRM AI apart from traditional CRMs is that it’s priced per organization. Since AI helps you scale without adding headcount, our pricing gives you unlimited seats on all plans. You can upgrade plans for additional CRM capabilities or higher AI usage limits.
How does the AI Sales Assistant automate my CRM updates?
The AI Sales Assistant automatically populates contact and company records by extracting key outcomes directly from your sales activities. For example, after a call or meeting is captured via Conversation Intelligence, the AI identifies participants and relevant details, ensuring your records stay accurate without manual admin work from your reps.
What is Conversation Intelligence and how does it work?
CRM AI Conversation Intelligence is a core feature that records, transcribes, and analyzes your virtual sales meetings. It currently supports English-language transcription for platforms like Google Meet and Microsoft Teams, generating automated meeting summaries and bulleted action items that are stored directly in your CRM record for easy follow-up.
Can I ask natural-language questions about my sales data?
Yes, the “Chat with your CRM data” feature allows you to query your sales records using simple chat commands. For example, you can ask your AI Sales Assistant, “What opportunities have we opened with Acme Corp?” or “What was the outcome of my last meeting with Joe?” to get instant, contextual answers without running manual reports.
How does CRM AI provide sales coaching for my team?
CRM AI includes automated Sales Coaching that analyzes every call for communication quality and sales methodology adherence. The system scores conversations based on sentiment, patience, and interactivity, while also tracking qualification frameworks such as BANT, MEDDPICC, and Sandler to identify gaps and improve rep performance.
Which video conferencing platforms are supported for meeting recording?
At launch, CRM AI natively supports meeting recording and analysis for Google Meet and Microsoft Teams. Expanded integrations for other popular meeting platforms, as well as tools for capturing audio notes are coming soon.
Are my sales meetings and data kept private?
Yes, the platform includes robust privacy controls that allow you to manage who can view meeting recordings, transcripts, and AI-generated summaries. Users maintain full control over visibility with smart defaults and the flexibility to mark specific meetings as private or selectively share them with team members for collaboration.
Can I use CRM AI to automate follow-up tasks?
Yes, the platform uses AI-generated action items to help you follow up faster and more accurately. The system automatically extracts next steps from your meeting transcripts, such as “Send pricing proposal”.
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