Vendasta CRM AI

Vendasta CRM AI is a self-updating sales CRM that cuts manual data entry and helps sales teams close more deals. Its AI Sales Assistant updates contact, company, and opportunity records automatically from meeting recordings and sales activity. Built-in conversation intelligence records calls, writes summaries, and flags action items. Teams can chat with their CRM to see which deals need attention, coach reps with AI scoring, and manage visual pipelines in one place. Because CRM AI is part of Vendasta’s broader platform, it connects with AI Employees, marketing automation, and a unified inbox, so it covers the whole customer lifecycle.

Features

• AI Sales Assistant: Updates the CRM automatically from meetings and sales activity, and answers questions about contacts and deals in a chat.
• Conversation Intelligence: Records meetings and logs summaries, topics, and action items to the CRM.
• Sales Coaching: Scores every call with AI using MEDDPICC, BANT, and Sandler methods.
• Pipeline & Lead Management: Visual sales pipelines, lead capture forms, tasks, and custom objects.
• Workflow Automation: Automations that move deals forward and suggest the next best steps.

Pricing

• Starter: $99/month minimum (billed monthly, no contract). Includes 1 team seat, the AI Sales Assistant, AI call summaries, 250 conversation intelligence minutes, and workflow automations.
• Professional: $499/month minimum (1-year contract). Includes 5 seats, 500 minutes, Yesware Pro email outreach, a white-label client portal, and API access.
• Premium: $999/month minimum (1-year contract). Includes 10 seats, 1,000 minutes, sales goals and forecasting, sales teams, leaderboards, and Zoom and Microsoft Teams integrations.
• Custom Enterprise: Custom pricing. Includes volume-based pricing, priority support, and invoiced billing for franchises and multi-location brands.

Each monthly minimum counts toward qualifying product spend, so you only pay the difference if you spend less than the minimum.

Pros

• Self-Updating CRM: Records update automatically from calls and sales activity.
• Built-In Call Insights: Recording and summaries come built in, with no separate tool needed.
• AI Sales Coaching: Reps get scores and feedback on every call.
• Good Integrations: Works with Google Meet, Microsoft Teams, HubSpot, QuickBooks, Zapier, and more.
• All-in-One Platform: Connects with AI Employees, marketing automation, and a unified inbox.

Cons

• Limited Meeting Platforms: Native call recording only supports Google Meet and Microsoft Teams.
• English-Only Transcription: Call transcription only works in English for now.
• Advanced Features Gated: Forecasting, sales teams, and leaderboards need the Premium plan.
• Contract Commitments: Professional and higher plans require a one-year contract.