Vendasta CRM Review 2025 | Features, Pricing, Pros & Cons

Understanding Vendasta CRM

As a comprehensive cloud-based marketing automation platform, Vendasta CRM is aimed at companies that sell digital products and services to international and local businesses. Companies in digital marketing agencies as well as media companies use this Vendesta CRM platform the most.

That’s because it provides an all-in-one platform to efficiently manage digital solutions for clients. This extends to sales, products, and employee management, all within a single platform.

Background and History

As part of this thoughtful review, let’s quickly explore Vendast’s background. The story of Vendasta starts in 2008 as a startup company in Saskatoon, Canada. This marketing automation platform initially focused on providing public relations and social media posts management software. 

After the success of that start-up, Vendasta products have since expanded in terms of offerings to cover a wide range of digital marketing tools. Today, the Vendasta CRM platform is part of a bigger business platform, which includes a marketplace of software products, marketing automation tools, and task management tools. 

This all-in-one approach by Vendasta is designed to provide businesses with the tools they need to succeed in the digital age. The white label platform covers everything from SEO services and Google Ads to digital marketing and CRM software solutions.

Main Features of Vendasta CRM

I’ll give more detailed information about the Vendasta CRM features. But, just to get us started, the digital solutions from Vendasta are designed to streamline your sales and client management process. Here’s how:

• Sales streamlining: The sales pipeline is crucial for closing deals. Vendasta offers users the ability to track sales opportunities with a clear and straightforward pipeline. Your business can manage and review the whole sales funnel, from prospecting to closing the deal to following up with clients with Vendasta CRM. 
• Managing customer relations: Vendasta CRM provides some impressive tools to understand client relationships better. Track interactions, and use the meeting booking tool directly on your website. With this feature, you can also gain valuable insights about your clients and their needs.
• Employee management: Automate the same basic tasks that other apps manage using Vendasta. It’ll ensure that tasks are allocated effectively and efficiently among team members. Vendasta helps keep your team focused and organized, which improves productivity.

Vendasta CRM for Sales

As part of this kind review for Vendasta CRM, we’ll focus on the sales side of the CRM process. The Vendasta sales-centric customer relationship management platform is designed to support sales teams in their day-to-day activities. At the end of the day, it should enhance the overall sales process.

Whether you need to produce effective ad copy or need to provide partner support for your sales team, Vendasta is likely to be the answer. 

Here’s an in-depth exploration of the sales-centric features of Vendasta CRM and how they can be used to drive sales success.

Lead Management

One of my favorite Vendasta features are the lead generation tools. They allow me to easily input new leads, assign leads to relevant teams involved, and track the progress of each lead. And best of all, you can safely and automatically import leads using Vendasta, while remaining GDPR compliant. 

This lead management feature ensures that no leads fall through the cracks. The sales teams stay on top of their leads, which improves follow-up and conversion rates.

Contact Management

Vendasta CRM offers comprehensive contact management functionalities to store and manage existing and future customer information. The sales teams at my organization love that they can easily access contact details, including names, email addresses, phone numbers, and company information via Vendasta. 

Also, because of the centralized database, sales reps have a complete view of their contacts. This means that they can track interactions, and maintain personalized communication right there on Vendasta CRM. We all know that customers are not very patient sometimes. 

So, they’d appreciate dealing with someone who knows what’s going on without too much explanation. Overall, the Vendasta CRM platform leads to stronger relationships and increased sales opportunities.

Sales Pipeline Tracking

With the Vendasta CRM tool, the sales teams can visualize and track their sales pipelines in a clear manner. Through this intuitive tool, sales reps can view the stage of each deal, track deal progress, and identify potential bottlenecks or areas that require attention. 

The Vendasta visual representation of the sales pipeline helps sales managers and reps prioritize their efforts. They can also forecast revenue, and make informed decisions to accelerate deal closure.

Deal Management

Give your sales team what they need to close those closing deals! The Vendasta CRM tool has deal management capabilities that give it a competitive edge over competitors. Your sales teams needs to be organized and this Vendasta works very well when it comes to effectively managing sales opportunities. 

Also, your managed service providers have the flexibility to create and update deals, assign tasks and add reminders via Vendasta. They can also track deal values and probabilities, and collaborate with team members to move deals forward.

With Vendasta CRM’s deal management functionalities, sales reps have shown how they can effectively manage and nurture their opportunities. This increases the likelihood of closing deals successfully.

User Experiences Hiring Vendasta

Remember, this isn’t just a random glowing review. Instead, we’ll give you enough details so that whoever sells this platform to you can’t put you in a position to swindle future agency owners.

As a digital marketing agency looking for a seamless services delivery process for customers, I found the Vendasta platform a little overwhelming at first. 

However, after the launch call from the Vendasta support team, I felt a little better because I knew what the channel partners had to offer. But, don’t just take it from me. 

If you have any initial concerns, then perhaps these testimonials by satisfied partners who are absolutely thrilled by what Vendasta offers.

• Dani Anderson, Harvard Media: “The Marketing Services team at Vendasta is amazing to work with. They are professional, hard-working and so quick to respond. They truly care about their partners and in turn, the client. They’ve become a vital part of our team!”
• Greg Sterling, Senior Analyst, Opus Research: “Local businesses need simple and effective tools to track customer conversations. Vendasta’s product is one of the strongest we’ve seen to date.”
• Gordon Borrell, CEO, Borrell Associates INC.: “I just saw a review of what Vendasta has to offer, and I’m impressed. The depth of their Reputation Management product is excellent and should be very attractive to SMBs.”
• Luke Aulin, CEO, RTown Digital: “Vendasta technology is further ahead than anyone’s we’ve seen in the online presence management landscape, and their support is first rate. A great team behind great products.”

Vendasta Highest Rated Features

CRM Integrations

The Vendasta CRM tool integrates with all major platforms we use for day-to-day tasks. So, instead of dealing with an additional task manager, you can simply integrate it. A good example is your Google account. You can schedule meetings through the calendar and have Google Meet meetings through Vendasta.

Marketing Automation That Converts

The secret to Vendasta marketing automation is that it’s personalized. So, besides the native contact forms, you also have guidance on how to communicate with customers based on their needs. The prospect feels heard and cared for, and so, is most likely to convert. 

Easy appointment scheduling

We all know the frustration of the back-and-forth of figuring out when you’re both available for a meeting with a client. With Vendasta, you give power to your clients. They can schedule meetings with you at their convenience. Create personalized booking links that are integrated into Vendasta with meeting tools such as Teams, Google Meet and Zoom.

Customized Views Across Different Teams Using Vendasta

From the salesperson to the C-suite execs, everyone gets a view of the Vendasta sales dashboard. I love that the salesperson sees what matters to them, which is prospects and the ability to build relationships to help them close deals. 

Then, for me, I’m able to make sales-driven decisions based on what the sales team has on their plate. My Vendasta dashboard gives me the perfect overall picture. Then, the C-suite executives get a Vendasta snapshot report of the numbers to make sure we’re not bleeding money on potentially unsuccessful leads.

Lowest Rated Features

Email and Media Marketing

Media companies may be trying to produce effective content. This can be to conquer local community nuances, or to mass produce ad copy for big campaigns. Either way, the Vendasta media marketing side of things is quite interesting. You can set up campaigns and the Vendasta tool will help to produce copy and source stock photos.

But, the quality of the Vendasta AI content is not the best. I was greatly embarrassed by some of the copy it produced because it didn’t capture our brand’s witty personality. So, you’ll need to keep an eye on the content the Vendasta products create via AI.

Activity Tracking and Reporting

Vendasta CRM offers impressive activity tracking and reporting features. This enables the sales teams to monitor and analyze their sales activities. Vendasta also allows them to track calls, emails, meetings, and other interactions with leads and contacts, ensuring that no important touchpoints are missed. 

In addition to Vendasta tracking, there are reporting capabilities which provide valuable insights into sales performance. It’s meant to help sales reps and managers identify trends and assess the effectiveness of their sales strategies. 

But it’s hard to make data-driven decisions to optimize sales efforts using this tracking, though. You’ll probably need to contact Vendasta support for guidance.

Integration and Compatibility

As a provider of white label services that sell digital solutions, Vendasta has thought through a lot of scenarios in terms of integration and compatibility. If you’re like me and hate dealing with invoices that require you carefully reviewing each of them, then the Vendasta crM platform is great. 

You get one bill at the end of the month, but so many tools to use in the Vendasta Sales CRM platform. The suite of software integrations can automatically get connected to your own accounts, which minimizes the amount of work you have to do.

Since there are so many of them, I’ll highlight the ones I most often

• Meeting and scheduling: As mentioned earlier, setting up meetings is super easy with Vendasta. You can integrate remote meeting tools that allow for screen sharing. We’re talking Google Meet, Crankwheel, Skype, Zoom and so on. These are built directly into the Vendasta CRM platform.
• Content marketing and CRM tools: HubSpot has played a big role in my content marketing and customer relationship management career. I was glad to see that it can easily be integrated with Vendasta, and we could even import our customer list too. Then, to keep my SEO and content on track, I managed to integrate Marketo into the Vendasta.
• Task management tools: I won’t lie, I’m a big fan of Monday.com. It makes workflows so easy across my team. You just give a single instruction, and you’re assured that no team members are working in the opposite direction. That’s why I highlight it as an easily integrated tool on Vendasta CRM.

Vendasta Pricing and Value

Now, let’s talk about money. Not making money with Vendasta, but spending it! We all know that when choosing software tools for both big and small businesses, cost matters. You need to make sure that what you’re getting from Vendasta is worth the cost. 

Vendasta pricing varies depending on what you’re after. So, the market white label platform costs will differ from the platform costs. But, for the sake of this kind review, we’ll focus on the CRM platform Vendasta pricing.

Breaking down Vendasta Pricing

• Free: To start, I was so relieved to see that you can start off with Vendasta using a free trial run. I was able to see how it works in terms of marketing, selling, billing, and fulfilling orders. The Vendasta free trial also gives you access to the full Vendasta web app marketplace.
• Essentials for $299/month: You’ll get everything under the Free package, as well as discounted pricing on web apps and services  If you’re a start-up agency, consider contacting Vendasta directly. They might be able to give you a nice deal under the Essentials package.
• Professional for $599/month: Get everything under the Vendasta Essentials package, but also the ability to rename some white-label software with your brand’s name. This means you can rename software from Vendasta and sell it to local businesses as your own. 
• Premium for $1,299/month: Enjoy all the Vendasta Professional package benefits, as well as volume discounts and a multi-location business app. Also, Professional Vendasta pricing gives you access to a dedicated account coordinator. This means you’ll get Vendasta assistance faster than other packages where it might take a few business days.
• Custom from $3099/month: Big corporations, including media companies, might want to consider the Vendasta Custom package. It comes at a hefty price, but it has a lot of benefits. You get everything under Premium including the business web app renaming capabilities. But, you also get in-market training from Vendasta, flexible billing terms, unlimited team members and more. 

Please take note that on top of the monthly Vendasta pricing, there’s also an onboarding fee. It starts at the Essentials package for $500, up to the Custom package where prices are determined by Vendasta.

But, if you’re ready to give Vendasta CRM a try, then, I’d really encourage you to try the free trial first. It only takes a few minutes to register and a credit card isn’t required. 

Vendasta Alternatives

It’d be extremely important for all kinds of organizations, from big financial institutions to small businesses, to shop around and look into Vendasta alternatives. That’s certainly what I did when before choosing to go with the Vendasta web app platform. 

Since there are so many other systems you could choose from, these are the CRM Vendasta alternatives that’d conquer local businesses’ doubts about the best option available. Take note that these other platforms are CRM-focused and not white label platform alternatives. 

• Salesforce: The overall rating of Salesforce across the globe is very positive. That’s because it regularly improves on and adds new features that drive sales. This Vendasta CRM competitor offers comprehensive sales management capabilities, advanced analytics, automation tools, and integration with third-party apps.
• HubSpot CRM: Then, of course, this section of the review wouldn’t be complete without mentioning HubSpot CRM. I’ve been a big fan of it, especially when I worked with financial institutions a few years ago. The user-friendly and scalable CRM solution provides features for lead management, contact management, deal tracking, and email integration.
• Pipedrive: If you’re an agency that’s primarily focused on customer acquisition and retention, then the Pipedrive CRM platform is a must for you. It was designed specifically for sales teams to conquer local and international campaign challenges. The people I’ve spoken to who use Pipedrive give it an overall rating of up to 4.5/5. They love it because it provides visual pipeline management.

Security and Compliance

People succeed online with their marketing efforts when they make their customers feel safe. You can design your website in a specific way with “trust-inducing” colors. But, this isn’t enough. The basics such as HTTPS encryption and GDPR compliance are important. 

So, if, for example, financial institutions or e-commerce sites are looking to use Vendasta CRM tools, then you need to make sure that all boxes are ticked in terms of security.

To keep you safe, Vendasta:

• Is GDPR compliant
• Has an open cookie policy
• Is Password-protected and has access-controlled accounts
• Allows for multi-factor authentication

All of this, along with added layers of security when integrating with various tools ensures safety for Vendasta users. Of course, you should make sure to do your own due diligence and assess the overall rating when it comes to security. Read the Vendasta terms and conditions as well as privacy policies to make sure it’s in line with your business’s requirements.

Vendasta CRM Pros

• Comprehensive platform: It’s clear from the above that Vendasta offers a wide range of tools and features to help any business conquer local and international client relations. 
• White-label capabilities: Vendasta allows agencies to customize the platform with their own branding. So, your business gets to offer digital marketing services under its own name via Vendasta.
• Training and support: As a complex tool, Vendasta offers training resources and support to help you get started and maximize the value of the platform.
• Multi-location management: Bigger organizations with multiple offices can streamline operations across different locations from a centralized dashboard with Vendasta CRM.

Vendasta CRM Cons

• Learning curve: Because Vendasta offers comprehensive features, it means you have to put in a lot of time to learn your way around it. Make sure to make the effort to fully grasp and utilize all the Vendasta functionalities available.
• Pricing: There’s no denying that Vendasta brings a lot to the table. But make sure you’re prepared to pay for it. Right from onboarding to customization, expect to pay quite a bit for Vendasta CRM tools.
• Support responsiveness: My overall rating for Vendasta customer support is quite low. Unless you’re forking out a lot for the customized packages, expect a slower response time when you submit a Vendasta CRM support ticket.

Suitability Assessment

Choose Vendasta if you:

• Want to organize your team when it comes to sales pipelines, setting meetings and managing tasks.
• Are looking for an all-in-one sales platform that can be customized to suit your business needs.
• Want a platform that easily integrates with commonly used tools for daily tasks such as Google Meet, Monday.com and so on. 
• Need guidance on what to sell and when during the customer journey.
• Want your team to focus their time on selling by automating some of their tasks.

Avoid Vendasta if you:

• Have a small budget. Cheaper, simpler platforms might be better for you.
• Need a white label platform that allows you to fully customize the products you pay for.
• Have potential integration and compatibility issues with tools you need for your business.

Vendasta CRM FAQs

Can I customize The Vendasta CRM to suit my business needs?

Yes, the Vendasta CRM can be customized based on your business requirements. So, you can create custom fields and categories to organize your contacts and leads in a way that makes sense for your business.

Does Vendasta CRM integrate with other Vendasta tools?

Yes, Vendasta CRM seamlessly integrates with other tools within the Vendasta platform. These include social media management, local business listing and digital advertising.

What types of reports can I get from Vendasta CRM?

Use Vendasta to generate reports for insights on email open rates, meeting KPIs, individual sales performance, conversion rates, lead sources, and more. These reports help you measure the effectiveness of your sales efforts and identify areas for improvement.