Say goodbye to manual notes and messy data with AI Sales Assistant
Focus on selling while AI does the busy work. Your AI Sales Assistant, part of Vendasta's AI Employees, automatically updates your CRM after every activity, and gives you instant answers using your CRM data. Stop digging through customer profiles, or jotting down customer requests, just ask AI via chat.
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Automate CRM updates so you focus on selling
Most sales reps spend hours every week on admin. The AI Sales Assistant changes that by automatically extracting data from meeting outcomes and sales activities to update contact and company records in real-time. It ensures your data is always up-to-date, allowing your team to move faster and close more deals.
Find customer details and opportunities via AI Chat
Use the AI Sales Assistant to find gaps in your pipeline that would otherwise go unnoticed. Use your CRM data to answer questions like, "Show me all opportunities closing this month that are over $5,000?" or "Which leads haven't I followed up with in more than three days?". The AI Sales Assistant helps you identify the next best steps to unlock revenue, ensuring you're always focused on the opportunities with the highest potential. When a question spans more than your CRM, the AI Data Analyst pulls reviews, surveys, and social engagement into the same answer.
Enrich lead and account details with AI search
Stop digging for information across tabs. Whether you need to know more about a contact or want to research a prospect's latest company news, just ask: "Can you look up the job title of Joe from TechSolutions?" or "Is there any recent news or press releases regarding Acme?". The AI Sales Assistant uses your CRM data and researches the web simultaneously to provide you with the full context you need to have a winning sales conversation. Many of those conversations start themselves: the AI Inside Salesperson qualifies and books inbound leads before a rep ever opens a tab.
What's the value of an AI Employee?
Get a custom impact report for your business in under 2 minutes.
See what AI Employees are doing for real businesses
From booking more appointments to cutting response times to hours saved every week, businesses across industries are putting Vendasta's AI Workforce to work. Explore their stories and see what's possible for yours.
30% missed calls recovered
How a home services company recovered 30% of missed leads and made AI its top booker
After missing roughly 30% of inbound calls, this home services business routed unanswered calls to an AI receptionist, which now books more appointments than any human on the team.
2x revenue in 4 months
How an agency doubled revenue in 4 months using event-to-CRM AI automation
Scale growth by snapping photos of business cards at events and instantly triggering personalized AI demos for every prospect.
30% sales time savings
How an agency used AI visual analysis to land a high-value MSP client
An AI agent managed a 3-day conversation, reading a billboard design to provide a strategic response and book a meeting with zero human intervention.
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