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People buy when they are ready;
your CRM should tell you when that moment is.

Sales & Success Center Features

Sell smarter with AI

Vendasta’s CRM continuously analyzes data and extracts insights so you’ll know what customers need before they do. Nurture those leads through the interactive sales pipeline based on AI that tells you when the lead is ready to engage.

With “hot lead” notifications, you’ll be able to reach out to your prospects faster, thereby increasing your chance of qualifying the lead by 80%.

prospects tool
salespeople dashboard

Grow your business efficiently

By combining everything you need to work with local businesses in a single platform, our CRM helps to save you both time and energy while you continue to expand.

Vendasta’s Sales CRM includes everything a successful sales team requires, including meeting scheduling, email marketing, order processing, and prospect analysis without the need for any complicated integrations.

Nurture your prospects

Stay focused on selling to the right prospects while our CRM helps guide your clients along the sales funnel. With email marketing automation, client research with Snapshot Report, and with in-platform ordering, you can take the business owner from prospect to customer in no time.

We also give you the ability to see your clients engaging with your products and services in real-time, allowing you to reach out to them at the most opportune moment.

marketing automation software

Collaborate with your team

Working with your team has never been easier with real-time insights that track all sales activities. Opportunities and sales actions (phone calls, emails, and meetings) are all tracked in easy-to-use leaderboards and pipeline management tools.

Our CRM also keeps a record of all communications sent, allowing salespeople to easily stay updated, train new team members on effective tactics, or to even celebrate wins within the organization.

Effortlessly schedule meetings

Connecting with your clients is one of the most important aspects of the sales process, which is why it’s a key piece of our CRM. With popular screen sharing software, Google Meet, Zoom, and Crankwheel built directly into our platform you’ll be able to seamlessly connect with your prospects.

Also included is a built-in meeting scheduler, allowing you to quickly book those ever-important calls with your clients without the regular back and forth that comes with using email or phone.

Get results with Vendasta’s Sales & Success Center CRM

Drive up your conversion rates

Close more deals by identifying unique pain points and establishing your reps as trusted local marketing experts.

Cut your cost of acquisition

Devote less time to the tire kickers, and more time to the promising closes.

Boost your clients’ lifetime value

Ensure ongoing client success by driving growth and engagement.

Make impactful decisions

Build a winning sales team by making data-driven decisions.

A sales platform that everyone loves


Identify the hottest leads, close more deals, and build meaningful relationships.

Sales Managers

See everything your sales team is doing so you can make data-driven decisions.


Get a well-rounded CRM without losing sleep over how much it costs.
Vendasta Platform

Part of the Vendasta Platform

A complete "agency-in-a-box", Vendasta's white-label platform is the best way to provide solutions to SMBs. See how it works.

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Vendasta makes it easy to scale your agency

From our agency to yours. You sell the service, we'll handle the execution. We fulfill your digital marketing & advertising services under your brand.