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.

white-label crm software
Company logos - Salem Media Group, Heartland Media, Telkom, Apartments.com, Ad Pages Solutions, Hearst

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.

agency icon

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
software to manage client business

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.

AI lead capture

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.

Snapshot report, sales intelligence software

Popular features

find prospects

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.

snapshot report

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.

Learn more

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.

Learn more

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.

flexible forms

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.

email tracking

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.

sales team management, crm software

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.

Automatic pipeline management

Popular features

contact and company management

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.

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Pipeline management

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.

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Meeting scheduler

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.

Learn more

contact and company management

For your team

Lead Scoring

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.

Payment software

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.

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target outreach

For you and your clients

Targeted 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.

Sales leaderboard

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

order management

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.

reporting

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.

Learn more

sales goals

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.

team collaboration

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.

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sales leaderboard

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.

crm integrations

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.

Learn more

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

Companies arrow pointing right
Contacts & company management checkmark checkmark checkmark checkmark checkmark
SMB sub-accounts checkmark X checkmark checkmark checkmark
Opportunities & pipeline checkmark checkmark checkmark checkmark checkmark
Sales analytics & reporting checkmark checkmark checkmark Limited checkmark
Email tracking checkmark checkmark checkmark Limited checkmark
Lead scoring checkmark checkmark checkmark checkmark Yes, 40+ sites
Task / activity management checkmark checkmark checkmark checkmark checkmark
Order management checkmark checkmark checkmark checkmark checkmark
Email marketing checkmark checkmark checkmark checkmark checkmark
Lead management checkmark checkmark checkmark checkmark checkmark
Ready-to-use AI-powered lead capture checkmark X X X checkmark
Find ideal local business prospects to
sell to with negative reviews, unclaimed
Google Business Profiles, and no website
checkmark X X X X
Deep integration with
Marketplace
checkmark X X X X
Robust integrated Snapshot
Report sales intelligence
checkmark X X Limited X
White-label and resell the CRM to local
business clients
checkmark X checkmark checkmark X
Custom-branded domain for your team checkmark X X X X

Start making more money with Vendasta

Ready to explore the Vendasta platform?

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.