Get the Latest AI Insights on any Company in your CRM, Immediately

See AI insights the moment you open a company record in your CRM to get a quick overview of any prospect or customer.

AI brought to where you already work

AI Summaries in Associations

AI summaries now show up directly in the Associations panel on company profiles instead of hiding behind a button, right where your team and your clients are already looking when they open a company record.

More AI Available to More Partners

Get more out of Vendasta's CRM with AI summaries, AI Sales Assistants, custom fields, and custom objects now available to

every

partner on

any

paid subscription tier. Ready to dig in? Learn more about these powerful components:

Why this matters

Every time someone opens a company record—a partner's sales rep prepping for a call, or an SMB team checking in on a customer—they need fast context to act. Surfacing AI summaries directly in the Associations panel puts that context in plain sight, so you and your clients spend less time piecing together history and more time having informed, productive conversations with prospects and customers. Value that used to depend on knowing the feature existed and clicking to find it now shows up automatically.

Add in the AI Sales Assistant, custom fields, and custom objects empowers Vendasta partners to move faster on deals, shape the CRM around how their teams actually sell, all without changing their paid subscription tier. Want to pass these advantages onto your clients? Get them set up with CRM AI Pro in Business App.

Who it's for

Partners using the CRM in Partner Center
SMB teams working in company records inside Business App
Any paid-tier partner not previously seeing AI Assistant features

How to access

Partner Center

CRM AI is automatically included for all partners on a paid subscription plan.

To view AI summaries, go to
Partner Center > CRM > Companies > [select a company].
The AI summary will be in the column on the right side of your screen.
To activate the AI Sales Assistant, go to
Partner Center > AI > Workforce > AI Sales Assistant > Configure.
To add Custom Fields, go to
Partner Center > Administration > CRM Objects > [select object type] > Create field.
To add Custom Fields, go to
Partner Center > Administration > CRM Objects > Add custom object.

Business App

Available to all businesses with CRM AI Pro active.

To view AI summaries, go to
Business App > CRM > Companies > [select a company].
The AI-generated Profile summary will be in the column on the right side of your screen.
To activate the AI Sales Assistant, go to
Business App > AI > Workforce > AI Sales Assistant > Configure.
To add Custom Fields, go to
Business App > Administration > CRM Objects > [select object type] > Create field.
To add Custom Fields, go to
Business App > Administration > CRM Objects > Add custom object.