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new

CRM

Now Available

What's New

CRM AI

AI Sales Assistant

Now Available: Capture sales conversations and auto update CRM with Vendasta CRM AI

1200x628 CRM AI launch banner
Vendasta CRM AI
is now available, providing businesses with a self-updating CRM that captures every sales conversation and automates the busy work of selling. By turning sales activities into insights and action items, CRM AI helps businesses grow revenue without increasing headcount.
👉Explore CRM AI in Vendasta Marketplace
👉Join CRM AI launch event!
Why Vendasta CRM AI?
  • Get a CRM that updates itself:
    Say goodbye to manual data entry. The AI Sales Assistant automatically updates contact and company records based on meeting details and sales activities, giving sales reps more time to focus on selling.
  • Turn sales calls into actions and insights:
    Gain complete visibility into every deal without being on every call. Built-in meeting recording for Google Meet and ad-hoc Microsoft Teams meetings captures conversations and provides AI-generated summaries and action items for faster follow-up.
  • Turn your team into rockstar sellers:
    Every rep can perform like your best with Sales Coaching. The AI scores interactions on sentiment and sales methodology (like BANT or MEDDPICC), surfacing clear opportunities for improvement.
  • Stay on top of every opportunity:
    Stop digging through data. Simply ask the AI Sales Assistant questions like "What was the outcome of my last meeting with Acme?" to get instant, contextual answers and find hidden opportunities within your pipeline.
What’s included in CRM AI?
CRM-AI-Sales-Assistant
Meet your AI Sales Assistant
Imagine a CRM that works for you, and not the other way around. CRM AI unlocks the AI Sales Assistant that automatically extracts meeting outcomes, updates records, and surfaces opportunities so your team can focus on selling instead of digging for info or doing the updates themselves.
  • Organize data and find growth:
    Reduce manual updates by automatically keeping the CRM accurate without reps needing to perform manual data entry.
  • Surface insights instantly:
    Use a natural-language chat interface to get answers from CRM instead of digging for information.
  • Improve CRM hygiene:
    Ensure every interaction is logged accurately by extracting outcomes directly from sales activities.
CRM-AI-Conversation-Intelligence
Conversation Intelligence
  • Capture every conversation:
    Ensure no meeting details are missed and no opportunities are lost by recording and transcribing every call.
  • Get shared visibility:
    Access a unified record of meetings, summaries and action items directly within the CRM for better team collaboration.
  • Improve follow-up accuracy:
    Close deals faster with clear, AI-extracted action items that allow you to follow up with total confidence.
CRM-AI-Sales-Coaching
Sales Coaching
  • Make every rep a top performer:
    With AI sales coaching on every call, drive consistent performance gains and improve win rates.
  • Standardize sales methodologies:
    Get teams to follow sales frameworks like BANT, MEDDPICC, or SANDLER automatically.
  • Get reps up to speed faster:
    Get new reps to sell like seasoned professionals with AI surfacing topics, opportunities and conversation scores.
CRM Custom Objects
  • Adapt to your specific industry:
    Customize your CRM modules to support your business or industry’s unique workflows.
  • Track what matters to you:
    Create custom fields and categories to manage specialized data like equipment, properties, or vehicles, all within a single system.
  • Grow without complexity:
    Get the flexibility of enterprise CRMs without the operational overhead of implementation and maintenance associated with them.
CRM AI editions and pricing
Free
: Core CRM included with every Business App
  • Contacts, Companies
  • Opportunities
  • Visual pipelines
  • Forms
  • Smart lists
  • Meeting scheduler
CRM AI Standard (Suggested retail price: $19/org/month)
*: Great for businesses with 1-2 salespeople
  • Custom Objects
  • AI Sales Assistant
  • Auto CRM updates
  • Chat with CRM data
  • Plus everything in Free
CRM AI Pro (Suggested retail price: $79/org/month)
*: Great for businesses with more than 2 salespeople.
  • Conversation Intelligence
  • Meeting recording
  • Summary, action items
  • Sales Coaching
  • Conversation scoring
  • Coachable moments
  • Sales frameworks
  • Plus everything in Standard
*NOTE: Vendasta partners can avail 70% off retail price.
Why it matters for your business
CRM AI isn’t just about managing customer details. By capturing all sales activities and conversations, you provide the context necessary for the Vendasta AI Workforce to take over manual work. The result is a smarter, self-updating CRM that helps sales teams improve win rates and grow revenue with less effort.
Join the launch event
Want to see CRM AI in action? Join us on March 18th for our "Meet CRM AI" launch event! Here from industry experts, and early adopters to learn how to leverage this new product to win more customers.
👉 Register for the "Meet CRM AI" Launch Event