Vendasta CRM Review: Our Verdict
- Vendasta CRM Review: Who Vendasta CRM Is Best For
- Vendasta CRM Review: Who Vendasta CRM Isn’t Right For
- Vendasta CRM Review: What Does Vendasta CRM Offer
- Vendasta CRM Review: Vendasta CRM Details
- Vendasta CRM Review: Where Does Vendasta CRM Stand Out
- Vendasta CRM Review: Where Vendasta CRM Fall Out
- Vendasta CRM Review: How to Qualify for Vendasta CRM
- Vendasta CRM Review: How to Apply for Vendasta CRM
- Vendasta CRM Review: Alternative to Vendasta CRM
- Vendasta CRM Review: Customer Review
Pro Tips
Recap
Vendasta CRM Review: Our Verdict
Vendasta CRM is a sales and pipeline management software that is designed for marketing agencies that want to resell digital products and services to local businesses. Vendasta CRM helps you find and nurture leads, create and send proposals, manage your workflow, and communicate with your clients.
Vendasta CRM is part of the Vendasta platform, which also includes a marketplace of third-party software and services, a business app for showing ROI to your clients, and an AI-powered tool for generating leads and insights. Vendasta CRM is a powerful and versatile tool that can help you grow your revenue and streamline your operations.
Pros
- Enhances Customer Engagement: Vendasta CRM facilitates seamless communication, fostering stronger relationships with customers.
- Streamlines Sales Processes: It optimizes sales workflows, making lead management and conversion more efficient.
- Customization Capabilities: Allows you to tailor the CRM to your specific needs, ensuring a personalized and adaptable experience.
- Robust Analytics: Provides comprehensive analytics tools for insightful data-driven decision-making.
- Integration Options: It easily integrates with various third-party applications, enhancing overall functionality.
Cons
- Learning Curve: You may face challenges initially due to a potentially steep learning curve when adopting the system.
- Limited Advanced Features: The CRM lacks certain advanced features compared to other platforms.
- Cost Considerations: Depending on the scale of usage, the pricing model may pose budgetary concerns for smaller businesses.
- Mobile App Limitations: The mobile app may have limitations in terms of functionality compared to the desktop version.
- Dependency on Internet Connection: As a cloud-based solution, it relies on a stable internet connection, which may pose challenges in areas with connectivity issues.
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1. Vendasta CRM Review: Who Vendasta CRM Is Best For
Vendasta CRM is best for you if you:
- Want to expand your service offering and resell digital products and services to local businesses
- Wish to automate and optimize your sales process and pipeline management.
- Needs to access a large and diverse marketplace of third-party software and services.
- Provide a branded and customized customer portal to your clients.
- Want to integrate your existing tools and data into one central platform
2. Vendasta CRM Review: Who Vendasta CRM Isn't Right For
Vendasta CRM isn’t right for you as a marketing agency if you:
- Want to use your own software and services and do not want to resell third-party products.
- Prefer a simple and minimalist CRM that only focuses on the basics.
- Do not want to pay a monthly subscription fee for the Vendasta platform
- Have no strong online presence or reputation in your local market.
- Lack of a dedicated sales team or enough resources to handle the demand
3. Vendasta CRM Review: What Does Vendasta CRM Offer
Vendasta CRM offers a comprehensive and integrated solution for marketing agencies that want to resell digital products and services to local businesses. Some of the main features and benefits of Vendasta CRM are:
Lead Generation and Prospecting
Vendasta CRM uses AI to analyze local business data and identify hot leads and opportunities. You can also import your own leads or use the Vendasta platform to generate leads through email campaigns, landing pages, and social media.
Pipeline Management and Task Automation
Vendasta CRM lets you manage your sales pipeline and track your progress and performance. This allows you to automate your outreach and follow-up with email and SMS templates, reminders, and notifications. You can assign tasks and roles to your team members and collaborate with them in real-time.
Proposal Creation and Delivery
Vendasta CRM helps you create and send professional and personalized proposals to your prospects. This lets you use pre-built templates or customize your own and add products and services from the Vendasta marketplace or your own inventory. You can also track the status and activity of your proposals and get feedback and approval from your prospects.
Workflow Management and Fulfillment
Vendasta CRM helps you manage your workflow and deliver your products and services to your clients. Also, you can use the Vendasta platform to order and bill your products and services or integrate your own tools and systems. You can also monitor and manage your client deliverables to ensure quality and satisfaction.
Client Communication and Retention
Vendasta CRM allows you communicate with and retain your clients. You can use the Vendasta business app to provide a branded and customized customer portal to your clients, where they can access their products and services, view their reports and analytics, and chat with you. You can also use the Vendasta platform to upsell and cross-sell your products and services, and generate referrals and reviews.
>>> PRO TIPS: Salesforce Lead Management Review
4. Vendasta CRM Review: Vendasta CRM Details
Vendasta CRM is part of the Vendasta platform, which is a cloud-based SaaS platform that provides you as a marketing agency with a suite of tools to market, sell, bill, and deliver digital products and services to local businesses. But this platform is available in four plans: Starter, Basic, Pro, and Enterprise. Check the pricing and features of each plan below:
- The starter plan costs $49 per month. You get 3 users, 10 active accounts, 100 prospects, basic CRM functions, entry-level marketplace access, fundamental business app features, and standard support.
- Basic plan offers 5 users for $199 monthly, 50 active accounts, 500 prospects, advanced CRM capabilities, upgraded marketplace access, enhanced business app features, and priority assistance.
- Opt for the Pro plan at $499 per month to enjoy 10 users, 100 active accounts, 1000 prospects, top-notch CRM features, premium marketplace entry, advanced business app functions, and exclusive support.
- With custom pricing, the Enterprise option provides unlimited users, active accounts, and prospects. It offers enterprise-level CRM, marketplace access, business app features, and dedicated enterprise support.
The platform allows you to add additional users, accounts, and prospects to your plan for an extra fee. Access additional products and services from the Vendasta marketplace, such as website design, SEO, social media marketing, reputation management, and more, for an extra fee.
5. Vendasta CRM Review: Where Does Vendasta CRM Stand Out
Targeted Design for Marketing Agencies
Vendasta CRM is specifically crafted to meet your needs as a marketing agency that aims to resell digital products and services to local businesses.
The CRM’s targeted design streamlines processes for marketing agencies, providing an all-encompassing solution for efficient reselling of digital offerings to local businesses.
AI-driven Data Analysis
Vendasta CRM stands out by leveraging AI for the generation and analysis of local business data. This not only automates tasks but also provides valuable insights and recommendations crucial for identifying and nurturing leads and opportunities.
The integration of AI enhances the CRM’s functionality, offering you data-driven insights that contribute to more effective lead management and nurturing strategies.
Extensive Marketplace Access
Vendasta CRM distinguishes itself by granting users access to a vast marketplace of third-party software and services. This allows for easy reselling to clients and seamless integration of your own products and services.
CRM’s marketplace feature creates a versatile platform, enabling you to expand your offerings by reselling third-party products and integrating your own, creating a one-stop solution for diverse business needs.
Branded Customer Portal
Vendasta CRM enhances client interaction through a branded and customized customer portal. This portal serves as a dedicated space where your clients can access their products and services, view reports and analytics, and engage in direct communication.
The provision of a branded customer portal enhances client engagement by offering a personalized hub for accessing services and reports and facilitating direct communication.
Seamless Integration with Existing Tools
Vendasta CRM integrates seamlessly with existing tools and systems such as email, calendar, invoicing, and more. This integration centralizes data, providing you with a unified platform for managing various aspects of your business operations.
The CRM’s seamless integration consolidates data from diverse sources into one central platform, simplifying workflows and enhancing efficiency in managing tools critical to business operations.
6. Vendasta CRM Review: Where Vendasta CRM Fall Out
You might find it overwhelming and confusing to learn and use the platform, particularly if you’re a beginner or not very tech-savvy. Navigating and customizing the numerous features, options, and integrations can be challenging. Some users feel the interface is cluttered or outdated.
Setting up and maintaining the platform can be time-consuming and costly, especially if you’re a small business owner or agency. You might face bugs, glitches, or errors with the platform or its products and services. Billing, invoicing, or payment processing can also be problematic.
Getting adequate or timely customer support from Vendasta might be difficult because the support team lacks responsiveness, communication, or follow-up.
7. Vendasta CRM Review: How to Qualify for Vendasta CRM
To qualify for Vendasta CRM, you need to meet the following criteria:
- Must be a marketing agency that wants to resell digital products and services to local businesses.
- Have a strong online presence and reputation in your local market, and you can demonstrate your expertise and value to your prospects and clients.
- Own a dedicated sales team or enough resources to handle the demand and deliver the products and services to your clients.
- Willing to pay a monthly subscription fee for the Vendasta platform and any additional fees for the products and services you resell or use from the Vendasta marketplace.
8. Vendasta CRM Review: How to Apply for Vendasta CRM
To apply for Vendasta CRM, follow these steps:
- Visit the Vendasta website and click on the “Get Started” button.
- Fill out the form with your name, email, phone number, company name, and website.
- Choose the plan that suits your needs and budget, and click on the “Start Free Trial” button.
- You may receive an email with a link to activate your account and access the Vendasta platform.
- Start using Vendasta CRM and explore the other features and products of the Vendasta platform.
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9. Vendasta CRM Review: Alternative to Vendasta CRM
If Vendasta CRM is not the right fit for you, you may want to consider some alternative CRM software that is also designed for marketing agencies, such as:
HubSpot CRM
HubSpot CRM is a free and easy-to-use CRM software that helps you manage your contacts, deals, tasks, and activities. It integrates with HubSpot’s other products, such as HubSpot Marketing Hub, HubSpot Sales Hub, and HubSpot Service Hub, which provide additional features and functionalities for marketing, sales, and customer service. HubSpot CRM is ideal for marketing agencies like you who want simple and free CRM software that can also scale up with your needs and goals.
SharpSpring CRM
SharpSpring CRM is a powerful and affordable CRM software that helps you manage your leads, opportunities, accounts, and contacts. This software also integrates with SharpSpring’s other products, such as SharpSpring Marketing Automation, SharpSpring Sales Optimizer, and SharpSpring Agency Acceleration, which provide additional features and functionalities for marketing automation, sales enablement, and agency growth. SharpSpring CRM is ideal for you if you want robust and cost-effective CRM software that can also provide marketing automation and agency management solutions.
Zoho CRM
Zoho CRM is a comprehensive and customizable CRM software that helps you manage your sales, marketing, customer service, and operations. Zoho CRM also integrates with Zoho’s other products, such as Zoho MarketingHub, Zoho SalesIQ, and Zoho Desk, which provide additional features and functionalities for marketing, sales, and customer service. Opt for Zoho CRM if you want a versatile and flexible CRM software that can also provide a suite of business applications.
10. Vendasta CRM Review: Customer Review
Vendasta CRM is a great tool for you if you want to resell digital products and services to local businesses because it helps you find and manage leads, create and send proposals, and deliver and bill products and services. It also integrates with existing tools and systems and provides a branded customer portal for clients.
Some customers also praise Vendasta CRM for its powerful and versatile tool that helped them grow their revenue and streamline our operations. It has a large and diverse marketplace of third-party software and services that customers can resell to their clients, as well as their own products and services. It also has a smart and intuitive CRM that helps them manage their sales pipeline and workflow. It also has a business app that shows ROI to their clients and helps them retain them.
However, some prefer a simpler and cheaper CRM that only focuses on the basics because Vendasta CRM is expensive and complex for their needs and budget. It also has some compatibility and flexibility issues with some software and services that clients use. It also requires a lot of training and support to get the most out of it.
These are some of the main drawbacks or challenges of Vendasta CRM based on user feedback. However, note that these concerns don’t imply that Vendasta CRM is inherently bad. Many users have praised it for its sales and marketing support, collaborative and scalable platform, user-friendly and sales-oriented CRM, and robust marketplace of products and services.
Pro Tips
- Sync your email and calendar with Vendasta CRM to automatically log your communications and activities with your contacts. This can save you time and keep your records up-to-date.
- Segment your contacts into different lists based on their attributes, behaviors, and interests. This helps you target them with personalized messages and offers.
- Track your leads and opportunities in the sales pipeline. Use the drag-and-drop interface to move them through different stages, add notes, tasks, and attachments, and monitor your progress and performance.
- Capture more leads with the lead capture forms. You can create and embed forms on your website, landing pages, or social media to collect contact information and consent from your prospects. The forms automatically sync with Vendasta CRM and create new contacts for you.
- Nurture your leads and customers with email and SMS drip campaigns. Use the Campaigns Pro feature to create and send automated sequences of messages based on triggers and conditions.
- Manage your social media presence with the Social Marketing product. Use it to create and schedule posts, monitor and respond to comments and messages, and measure your engagement and reach.
- Access your business app on your mobile devices as a web app. You can use it to view and manage your contacts, tasks, pipeline, campaigns, and products anytime, anywhere.
- Grow your business with the Marketplace and use it to purchase additional marketing products and services that suit your needs and goals.
- Sign up for a 14-day free trial and explore its features and benefits.
Recap
In conclusion, Vendasta CRM stands out as a potent solution for marketing agencies seeking comprehensive tools to resell digital products and services to local businesses. Its incorporation within the Vendasta platform provides a holistic approach, integrating various functionalities crucial for agency success.
However, be careful to weigh the benefits against the costs, as the platform may not be universally affordable or suitable for all marketing agencies. Ensure you do a thorough evaluation of specific requirements and budget considerations before committing to Vendasta CRM.
