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Sales & Business Command Center

Know the numbers, lead the team, and grow with confidence.

See your pipeline, people, and profit in one place — without waiting until month-end.

You can't grow what you can't see. Your CRM puts pipeline, appointments, commissions, goals, expenses, and profit on one screen — so you always know how the business is really doing and what to do next. Add an AI agent when you want the scheduling and forecasting handled for you.

Real-time clarity

Live dashboards show pipeline, revenue, and activity as it happens — not weeks later.

Lead the team

Goals, leaderboards, and coaching keep every rep accountable and moving.

Protect the profit

Track commissions, expenses, and margins so growth actually reaches the bottom line.

Included in your plan Optional AI agent add-on Coming soon

Included in your plan

The full command center for your sales floor and your finances — in every Vendita OS plan.

Role-Based Dashboards & Daily Recap

Each person sees exactly what matters to their role, plus a daily summary.

Included

Goals, Coaching & Leaderboards

Set targets, run friendly competition, and coach reps toward the number.

Included

Commission Tracking by Rep

Know exactly what each rep has earned — no spreadsheets required.

Included

Team Activity & Roles

See who's doing what, with permissions that fit how your team works.

Included

Expenses, Receipts & Mileage

Capture receipts, log mileage, and keep spending organized for tax time.

Included

Profit & Loss View

See revenue against expenses so you know your real margins.

Included

Optional AI agent add-ons

Let an agent keep the schedule full and the forecast current, hands-free.

24/7 Booking & Dispatch Agent

Books and routes appointments automatically so the schedule stays full.

Add-on

AI CFO — Cash-Flow Forecasting

Forward-looking insight into cash flow and financial health.

Coming soon

Add-on agents are optional — turn them on when you’re ready. Bundle discounts start at 3 agents, and Founding members get a 30-day free trial on the executive add-ons — the Funnel & Lead Magnet Builder, AI Receptionist, and Power Dialer. Compare agents & pricing →

Included in every plan

All of it sits on one connected CRM

The full CRM comes with your plan — no add-on required. Every call, lead, quote, and appointment lives in the same system, so your team, your numbers, and any AI agents you add all work from one source of truth.

Contacts & Accounts
Calls & Click-to-Call
Pipeline & Opportunities
Calendar & Booking
Quotes & Invoices
Tasks & Follow-Up
Reporting & Analytics
Team Activity & Roles
Founding Business Pilot

Join the first 35 businesses on Vendita OS

Founding members lock in 50% off their first month, then 15% off for months 2–12, a 30-day free trial on the executive add-ons (Funnel & Lead Magnet Builder, AI Receptionist, and Power Dialer), and early access to new agents as they roll out.

Consent & Communication Controls. Vendita OS includes opt-out handling, quiet hours, and consent tracking to support responsible outreach. Businesses remain responsible for using the platform in accordance with applicable laws and their own policies.