CRM Ai
Automate sales.
Eliminate blind spots.
Win more customers.
Running a small business means wearing many hats. CRM AI handles the notetaking, follow-ups, and data entry automatically — so you can spend your time with customers, not spreadsheets.
YOUR AI SALES ASSISTENT
A CRM that actually does the work — so you don't have to.
Most small businesses lose deals not from lack of effort, but from dropped balls — forgotten follow-ups, incomplete records, missed cues. CRM AI fixes that automatically, behind the scenes, every single day.
NO MORE MANUAL ENTRY
Your CRM updates itself after every call.
After a customer conversation, the last thing you want is 20 minutes of admin. CRM AI listens, captures what matters, and updates your contacts, notes, and next steps automatically — so your data stays accurate without slowing you down.
✔ Contacts, notes, and activities updated instantly
✔ No more post-call data entry — stay focused on closing
✔ A pipeline that stays clean, current, and reliable
NEVER FORGET A FOLLOW UP
Every call turns into clear next steps.
When things get busy, follow-ups get missed — and opportunities slip away. CRM AI records your calls, extracts what matters, and instantly creates a clear list of action items so you always know what to do next.
✔ Automatic call recording with simple, easy-to-read summaries
✔ Action items surfaced instantly — nothing falls through the cracks
✔ Review any call in seconds — no notes, no guesswork
KNOW HOW EVERY CALL WENT
Get real insight into every customer conversation.
Not sure why a deal went cold? CRM AI analyzes and scores every call so you can clearly see what’s working — and what’s costing you business. Whether it’s you or your team, uncover the patterns that close deals and fix the ones that don’t.
✔ AI-powered call scoring based on proven sales practices
✔ Clear, actionable coaching after every conversation
✔ Identify what your best calls have in common — and repeat it
YOUR DEALS, ALWAYS VISIBLE
See every opportunity — and know exactly what to do next.
No more digging through emails or guessing where things stand. Just ask CRM AI in plain English — “Who needs a follow-up?” or “Which deals are going quiet?” — and get instant, actionable answers.
✔ A clear visual pipeline so you always know what’s in play
✔ Ask your CRM questions and get real-time answers
✔ Spot stalled deals early — before they slip away
EVERYTHING INCLUDED
Features Overview
One tool. Everything your business needs to sell smarter.
Automated CRM updates
Chat with CRM data
Automation Workflows
Conversation Intelligence
Sales Coaching
Meeting Scheduling
Lead Management
Visual Sales Pipelines
Custom Objects
Central Activity Feed
Tasks
Reporting
What is CRM AI?
CRM AI is an all-in-one sales productivity solution that combines a native CRM with an AI Sales Assistant and integrated Conversation Intelligence. It is designed specifically for SMB teams to help them organize sales processes, eliminate manual data entry, and grow revenue without adding headcount.
What features are available in CRM AI?
Some of the key features available in Vendasta CRM AI are:
- Contacts: Manage customer profiles, import/export, and run campaigns
- Companies: Manage organizations, associate contacts and opportunities
- Opportunities: Track and manage deals in table or board views
- Lists: Segment contacts with static or smart lists
- Forms: Capture leads from your website directly into the CRM
- Activity Feed: Track all interactions and engagement history in one place
- Tasks: Plan and complete sales activities
- My Meetings: Schedule and manage appointments with prospects
- Custom Objects: Create a specific record types and associated fields for your business/industry
- AI Sales Assistant: Auto update CRM from sales activities and chat with your CRM.
- Conversation Intelligence: Record meetings get Summary, Topics, Action items, and auto log to CRM
- Sales Coaching: Get detailed AI insights and scoring on every call.
How does the AI Sales Assistant automate my CRM updates?
The AI Sales Assistant automatically populates contact and company records by extracting key outcomes directly from your sales activities. For example, after a call or meeting is captured via Conversation Intelligence, the AI identifies participants and relevant details, ensuring your records stay accurate without manual admin work from your reps.
What is Conversation Intelligence and how does it work?
CRM AI Conversation Intelligence is a core feature that records, transcribes, and analyzes your virtual sales meetings. It currently supports English-language transcription for platforms like Google Meet and Microsoft Teams, generating automated meeting summaries and bulleted action items that are stored directly in your CRM record for easy follow-up.
Can I ask natural-language questions about my sales data?
Yes, the “Chat with your CRM data” feature allows you to query your sales records using simple chat commands. For example, you can ask your AI Sales Assistant, “What opportunities have we opened with Acme Corp?” or “What was the outcome of my last meeting with Joe?” to get instant, contextual answers without running manual reports.
What happens when someone doesn’t respond right away?
The CRM automatically follows up with polite reminders through email or text based on timing and behavior. This ensures leads are nurtured properly without feeling pushy or spammy.
How does CRM AI provide sales coaching for my team?
CRM AI includes automated Sales Coaching that analyzes every call for communication quality and sales methodology adherence. The system scores conversations based on sentiment, patience, and interactivity, while also tracking qualification frameworks such as BANT, MEDDPICC, and Sandler to identify gaps and improve rep performance.
Which video conferencing platforms are supported for meeting recording?
At launch, CRM AI natively supports meeting recording and analysis for Google Meet and Microsoft Teams. Expanded integrations for other popular meeting platforms, as well as tools for capturing audio notes are coming soon.
Are my sales meetings and data kept private?
Yes, the platform includes robust privacy controls that allow you to manage who can view meeting recordings, transcripts, and AI-generated summaries. Users maintain full control over visibility with smart defaults and the flexibility to mark specific meetings as private or selectively share them with team members for collaboration.
Can I use CRM AI to automate follow-up tasks?
Yes, the platform uses AI-generated action items to help you follow up faster and more accurately. The system automatically extracts next steps from your meeting transcripts, such as “Send pricing proposal”
Scale Your Business Like Never
Before with AI
Unlock the full potential of your business with AI-powered tools. Automate tasks, optimize workflows, and reach customers smarter and faster. With AI handling the heavy lifting, you can focus on growth, innovation, and taking your business to new heights—faster than ever before.