Vendasta / Platform / CRM
White-label CRM software: Capture leads and close deals
Unlock the power of Vendasta’s AI-driven CRM software and resell it under your brand. Empower your clients with daily tools to capture leads, streamline communication, and close deals efficiently.
Equip your team with the same cutting-edge CRM to discover and nurture local business leads, accelerating their journey through the sales funnel. Elevate engagement and drive success for your business and your clients.
Try Vendasta for free. No credit card required.
The #1 CRM designed for experts selling to local businesses
Vendasta empowers your team with the same CRM experience you can resell to local business clients.
For your team
Close more local business clients
- Discover nearby businesses that need your help
- Reveal pain points with Snapshot Report
- Capture inbound demand on your website with AI
- Automatically propel leads through your funnel
- Motivate your sales army with leaderboards
For your clients
Boost sales and become irreplaceable
- Offer essential tools they’ll engage with daily
- Centralize their customer communication
- Capture & nurture leads for their business with AI
- Automated pipeline management
- Integrate with their existing software
- Easily demo and sell: it’s the same tool your team uses
AI-powered lead capture: your 24/7 sales superstar
- Empower your online presence: Easily add Vendasta’s AI-powered webchat to your and your clients’ websites for better engagement.
- Custom AI training: Automatically refine the AI with a website, profile, and specific knowledge to represent your brand effectively.
- 24/7 lead capture: Our AI handles customer inquiries at all hours, in any language, focusing solely on increasing your leads and building your brand affinity.
- Immediate prospect engagement: Capture key visitor information for prompt follow-up via text or email, eliminating wait times for prospects.
- Never leave a customer waiting, with fully trained AI responding immediately, day or night.*
*Currently available only to clients in Business App, not to Partners in BA.
Discover what businesses need and provide it at just the right time
With just a Google search or a business name, generate in-depth sales intelligence reports for your prospects in a matter of clicks. Vendasta’s Sales CRM software analyzes online data from local businesses, extracting valuable insights so you can anticipate their needs before they do. Keep your reps organized, efficient, and focused, enabling them to build a high-quality, high-converting pipeline.
Try Vendasta for free. No credit card required.
Popular features
For your team
Find prospects
Search for a business category to discover potential clients who can benefit from your offerings. Identify nearby businesses with low review scores, unclaimed Google profiles, and no websites.
For your team
Snapshot report
Leverage automated insights into your prospect’s digital marketing performance to create persuasive sales conversations. Reps using Snapshot Reports see 18 times more pipeline revenue and 2.8 times more opportunities. It’s a game changer.
For you and your clients
AI lead capture
Vendasta’s AI-assisted web chat centralizes follow-up ready leads, enabling your team to quickly connect and provide a winning customer experience. Resell this solution to your local business clients and enhance their lead conversion, too.
For you and your clients
Sales automations
Equip your team with automated task queues, direct contact links, and personalized email sequences. Trigger workflows to send messages, log notes, and move deals effortlessly. Resell these robust CRM capabilities to impress your SMB clients.
For you and your clients
Flexible forms
Capture inbound demand with customizable marketing forms. Instantly alert your team of new leads based on specific conditions, such as UTM parameters, ensuring timely follow-ups. Utilize the same advanced form technology for your clients’ websites, too.
For your team
Email tracking
Automatically log email communication in the CRM with an easy-to-use BCC address. Transparently show messages sent to clients, keeping track of all of your communications in one spot, and unveiling training opportunities to your sales leaders.
Unleash sales potential like never before
Unlock the power of Vendasta’s CRM to effortlessly organize and optimize your sales team. Gain real-time insights, track all sales activities, and streamline opportunity management for quicker deal closures. The best part? You can resell these game-changing CRM capabilities to your SMB clients, empowering them with the same data-driven efficiency.
Try Vendasta for free. No credit card required.
Automate pipeline management
Help local businesses keep their pipelines full, and up to date automatically. Opportunities are fully integrated with their CRM, and progress upon set triggers, such as a response to a campaign or an appointment booking. The unified dashboard view also provides easy proof of performance for your agency with all leads and closed deals on display.
Try Vendasta for free. No credit card required.
Popular features
For you and your clients
Contact & company management
Manage all contacts and companies in one place. Use flexible filtering and field management to create a personalized prospecting workspace and close more deals. Provide your clients with the same robust contact and company management capabilities.
For you and your clients
Automated pipeline management
Manage and track opportunities as they progress to closed-won. Fully customizable, and integrated with Companies and Contacts, maintaining accurate records and demonstrating proof of performance is effortless.
For you and your clients
Meeting Scheduler
Eliminate back-and-forth emails. Let clients book appointments at their convenience. Personalized booking links and a Google Calendar integration make managing a full calendar of potential new business for your team (and your clients) hassle-free.
For your team
Drive your reps to pursue the highest potential prospects first. Customize scoring based on buyer profile fit and intent for each contact or company. By pointing out the hottest leads, reps can prioritize outreach more effectively, boost close rates, and maximize their selling efficiency.
For your team
Payments
Get paid for your services fast and on time by your clients. Invoice, bill, and collect payments for all your services through one integrated platform. Set up subscriptions for recurring services and enjoy automatic payouts directly to your bank account.
For your team
Target outreach
Whether you’re nurturing new leads, or re-engaging customers, targeting the right contacts, with the right content, at the right time is easy with Smart Lists, which will update dynamically to include any contacts that meet the set criteria. Add the list to SMS and email campaigns, and track the results right in the CRM.
Optimize your sales operations
Vendasta’s Sales CRM is your ultimate time-saving, energy-boosting tool as you scale your business. With built-in campaigns, order processing, and prospect analysis, it’s your all-in-one solution for sales success. Set and exceed revenue goals with integrated reporting and analytics. Track performance with leaderboards, and effortlessly integrate with your existing tools for seamless scaling.
Try Vendasta for free. No credit card required.
Popular features
For your team
Order management
Vendasta’s CRM integrates seamlessly with the solutions you sell. Reps can close deals and submit order approvals for purchased products within the same workflow, ensuring faster delivery of services to your new clients.
For your team
Sales analytics & reporting
Get golden insights on which products are in demand. Analyze purchases by customer, market, or product to uncover new markets for your solutions and identify products and services that your existing markets are craving.
For your team
Sales goals & forecasting
Gain a comprehensive view of your pipeline’s composition and characteristics. Analyze win rates to pinpoint the most promising opportunities and strategically align your pipeline to exceed quotas. Crush targets and confidently set new ambitious goals.
For you and your clients
Team collaboration
Knowledge sharing is essential for every organization. Sales reps and managers need real-time insights into deal stages, key conversations, and the latest opportunities. Stay in the loop effortlessly, ensuring everyone is informed and ready to act.
For your team
Leaderboard
Compare performance metrics and encourage healthy competition amongst your team. Showcase your team’s performance, highlight key metrics that drive revenue, and celebrate your top performers.
For you and your clients
CRM integrations
Gain a comprehensive view of your pipeline’s composition and characteristics. Analyze win rates to pinpoint the most promising opportunities and strategically align your pipeline to exceed quotas. Crush targets and confidently set new ambitious goals.
Why sell a crm?
Go beyond selling marketing and advertising.
Sell mission-critical tools.
Why sell a CRM to local businesses?
Unlike marketing tools, a CRM ensures daily engagement for communication, sales, and collaboration. This boosts client retention, increases margins, and enhances your credibility with a white-labeled solution. Plus, with AI integration, the increase in leads captured and converted will solidify your agency’s proof of performance, and secure client loyalty for the long term.
Competitor comparison table
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| Task / activity management |
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| Lead management |
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| Ready-to-use AI-powered lead capture |
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| Find ideal local business prospects to sell to with negative reviews, unclaimed Google Business Profiles, and no website |
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| Deep integration with Marketplace |
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| Robust integrated Snapshot Report sales intelligence |
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| White-label and resell the CRM to local business clients |
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| Custom-branded domain for your team |
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Start making more money with Vendasta
Talk to one of our experts or try our software for free to discover exactly how we can help your business sell more at scale.
