No lead goes cold. No rep guesses what to do today.
Deals aren't lost because the lead was bad — they're lost because nobody followed up. Your CRM keeps every opportunity moving with automatic tasks, smart sequences, and pipeline tracking, and optional AI agents can work a lead from first contact all the way to signed business.
The system keeps every lead on an approved cadence until a prospect responds or is closed out.
Every contact always has an owner and a scheduled next action — no more "I'll get to it later."
Estimates, quotes, and post-sale steps are tracked so revenue doesn't stall after the first meeting.
The pipeline, quoting, and automation tools that come with every Vendita OS plan.
See every deal by stage and value, so nothing stalls silently.
Build, send, and track quotes and invoices without leaving the CRM.
The system assigns the next action automatically so a lead never sits idle.
Automated multi-step campaigns that trigger on the actions that matter.
Auto-reassigns neglected leads so no opportunity dies in one rep's inbox.
Put the repetitive chase on autopilot when you're ready — on a cadence you approve.
Keeps working every lead across voicemail drop, text, and email until they respond or are closed out.
Moves an inquiry from first contact to quote, follow-up, and signed business.
Re-engages old leads and past customers to pull dormant revenue back into the pipeline.
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 →
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.
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.
Explore the rest of the platform
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.