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Sales & Success Center Integrations

Sales Intelligence CRM Integration

Conducting a proper needs analysis can take time and effort that could be better spent on prospecting. This is why we offer a sales intelligence integration that automates the research for you. 

Our Snapshot Report is an automated marketing needs assessment that provides insights into a businesses online performance. This arms a salesperson with the knowledge they can use to craft powerful and persuasive sales pitches.

Snapshot Tablet
salespeople dashboard

Online Marketplace CRM Integration

With so many different digital products to offer, it can be difficult to know what you should offer your clients, or what you should be charging for your services. 

With our marketplace integration, we’ve done the hard work for you and found first class digital products that fit a wide range of marketing needs. This integration allows you to create a curated marketplace, offering your prospects the specific products you are interested in selling. 

Appointment Scheduling CRM Integration

How much time is spent going back-and-forth between a salesperson and their client in trying to book a meeting? It might not seem like much, but can quickly add up to hours per week.

We’ve given salespeople a way to get back that time with our meeting scheduler integration. Each salesperson has access to their individual appointment scheduler directly within our CRM. This allows salespeople to customize the type of meetings they’d like to book, and create unique booking links that they can send to their clients. Now their prospects can book a time with them that works for both parties, and can be done in a matter of seconds. 

automations platform image

Marketing Automation CRM Integration

Manually crafting compelling email campaigns to engage your prospects can be a time consuming process. With our marketing automation integration, this process can be reduced to seconds, allowing salespeople to focus on more important matters. 

This integration allows salespeople to easily add their leads to a personalized email campaign built to convert. These campaigns can be tailored to the specific products you offer, and even sends an alert to the salesperson when and email is being viewed so they know exactly when to reach out to that account. 

Ordering & Billing CRM Integration

The sale doesn’t end once the contract is signed, it only opens up the next step of ordering the product and collecting payment. Without the proper software, this can involve multiple forms along with significant back-and-forth between teams. 


Vendasta’s CRM offers salespeople the ability to quickly submit orders directly from a proposal, while easily collecting payment from their clients. This simplified process makes sure that no orders are missed and that revenue keeps flowing.

billing tablet
marketing automation software

Project Fulfillment CRM Integration

Salespeople are busy bringing in leads and closing deals, they don’t have time to follow up with each project on the go to ensure they’re being fulfilled properly. This is where our Task Manager integration comes in. 

By utilizing Task Manager within Vendasta’s CRM, salespeople can easily check on the progress of their clients’ projects. They can quickly stay up-to-date with the work being done, ensuring that the projects are completed on time and meet with the clients expectations.

Third Party CRM Integrations

Let’s face it, we can’t be great at everything. Some integrations have already been perfected by third party solutions, and to make it as easy as possible we’ve opened up access to those integrations within Vendasta’s CRM. 

Video conferencing has exploded in popularity, and we realize that it’s become an essential necessity for salespeople to have that functionality. Our CRM allows a salesperson to connect either their Zoom or Google Meet account to our platform. This allows them to start video calls directly from our CRM without having to switch between services. 

Not only do they connect with our CRM, they also connect with our meeting scheduler integration. This allows video links to automatically be included in any meeting invite. That’s not all, salespeople can also connect their Gmail account. This allows their calendar to sync up with Vendasta’s meeting scheduler, ensuring they don’t get overbooked and that email reminders are enabled.  

Just like all our previous CRM integrations, these third party integrations are available right from the start, giving salespeople instant access to these additional tools.

Marketplace products available for resell

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.


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