
Tools for working remotely
See how Vendasta helps you connect, communicate, and collaborate with your sales team, fulfillment staff, and local business customers.
Free tools to facilitate remote work.
While the world transitions to more remote work, we know you’re ready to roll with the punches and meet these challenges head on. Vendasta’s team collaboration software enables you to help local businesses in need, all from home without skipping a beat.
Vendasta is helping 20,000+ companies:
Connect
Make meaningful, seamless connections with local businesses.
Automatically assess a local business’s digital needs and connect with them via screen share or email.
Communication
Stay on top of internal communication between sales, marketing, and fulfillment.
See all of your team’s interactions in Vendasta’s CRM, and give virtual “kudos” to top performers.
Collaborate
Collaborate with local businesses on building their online presence.
Project management tools make helping local businesses easy, and automated reporting showcases your team’s great work.
“Vendasta has truly been the perfect solution for my business. They have the tools, resources and team in place to support me working remote and they’re always a quick call or email away if I run into any issues that I need help with. I know it’s just business, but they also feel like family to me too and I can’t imagine my business without them.””
Mitchell Slater
CEO at Slater Strategies
Team collaboration software available today
Remote CRM with Integrated Screen Share
Transitioning from outside to inside remote sales isn’t easy; arm your team with a CRM that sets them up for success.
Vendasta’s remote CRM features:
- Built-in instant-on, zero install screen sharing
- Integrates with Zoom, Google Hangouts, Asterisk telephony.
- Curated email marketing campaigns
- Appointment scheduling
- Remote business intelligence tool: Snapshot Report


Sales team internal communication platform
Stay connected with your team with live updates on their sales notes and tasks, allowing you to identify and praise your top performers in front of their peers.
Celebrate wins with salesperson leaderboards, ensuring everyone is aligned with organizational goals.
Vendasta’s remote CRM features:
- Leaderboards
- “The Loop” social collaboration tool
- Gmail integration with Chrome extension
Learn more about Sales & Success Center CRM
Remote project management platform
Organize your team into a fulfillment machine. Gain performance insights at a glance while they keep your clients up to date with the status of any projects and services.
With easily assignable tasks, you and your team can quickly distribute work creating a productive remote workplace.
Vendasta’s project management platform features:
- Project visibility and tracking
- Automated task reporting
- Manager dashboard
Learn more about Vendasta Task Manager

Get inspired. See Vendasta’s remote work platform in action:
How to screen share through Vendasta’s Sales CRM
Software that launches instantly, giving you the ability to present to your prospects on any device.
How to nurture clients with Vendasta’s email campaigns
Provide your local business clients with helpful content using your company’s brand.
Setting up your remote fulfillment team for success
Task automation kicks-off whenever a project is created, maximizing your efficiency.
How to keep your remote sales team motivated with The Loop
Give your top performers a virtual high-five without in-person meetings or 1:1 interactions.
How to help local businesses effectively with Snapshot Report
Arm your sales team with automated insights on how they can best help local businesses in need.
How to keep track of the progress of your remote team’s projects
Detailed graphs and summaries show you what’s overdue, in progress, and completed.
How to give your clients visibility into your team’s projects
Provide your clients with real-time reporting on the progress of the services they’ve purchased.
Let your client’s see their ROI with the Executive Report
Give your clients a single source of truth on the state of their online presence.
Feature summary for salespeople

Remote CRM
Connect with clients and teams from anywhere with a single platform that offers the tools for account tracking, client communication, and project collaboration.

Asterisk Phone Integration
Call your clients directly from our platform, recording the call so you always have something to refer back to.

Marketing Automation
Nurture prospects until they’re ready to buy with engaging and personalized email campaigns.

Needs Assessment
Create unforgettable sales pitches using our marketing assessment tool, breaking down exactly how a prospect is winning or losing online.

Screen Sharing
Offer your clients live demos of your services in action with CrankWheel, Zoom, or Google Hangouts screen shares.

Account Management
Know exactly when you need to contact your prospects with hot lead notifications and activity feeds.

Appointment Scheduler
Connected directly to your calendar, prospects will be able to book a meeting with you directly at a time that works for you both.

Gmail Integration
Without leaving your Gmail account, you can continue to keep your account updated with email conversations using our Chrome extension.

Task Calendar
Easily organize your day with our task calendar, showing you what’s due in either a monthly, weekly, or daily format.
Feature summary for fulfillment teams

Project Management
Collaborate seamlessly while remote with your team and clients using order management, notifications, and email tracking.

Project Tracking
Communicate the progress of projects to your clients in real-time with a customer-facing dashboard.

Integrated Order Management
Our powerful platform allows your clients to track their orders the minute they are submitted to your team.

Team Collaboration
Effortless communication between team members with upcoming due date notifications and easy assignment management.

Email Tracking
Increasing transparency by allowing your salespeople to track conversations that happen between your fulfillment

Customizable
Increase the efficiency of your team with workflows customized to your unique service offerings.

Prescriptive Tasks
Our software automatically pulls in tasks for your fulfillment team when products are activated, ensuring no detail is overlooked.

Automated Reporting
Prove value to your clients with automatically generated reports which display your team’s completed and pending work.

Manager’s Dashboard
With insights and stats on the work your team is completing, you’ll be able to highlight where they’re succeeding or need improvement.
New & Upcoming Software Updates
Like everything else, the global situation has impacted how we’ve prioritized software updates. As new challenges are arising daily, we’ve pivoted our focus to new features that ensure you have the tools needed to meet them head-on.
Upcoming Releases
Coming soon
Gmail Composer in our CRM
Coming soon
Meeting Scheduler
Recommended Posts
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