Vedain CRM Features —
Powerful & Simple
Updated August 2026
29 modules, one flat price of $10/user/month — no feature gates like HubSpot, no enterprise complexity like Salesforce. Pick a feature to see exactly how it works.
Every module below has its own deep-dive page.
Try it free — 14 daysSales & CRM
Manage your entire pipeline from first touch to close
Leads Management
Never lose a prospect again.
- Import leads via CSV or web forms
- Custom fields and lead scoring
- Full timeline: notes, emails, calls, tasks
Lead Automation
Route, score, and act — automatically.
- Auto-assignment rules by source, region, or value
- Lead scoring based on actions and attributes
- SLA rules with escalation alerts
Contacts & Accounts
Build lasting relationships.
- Link contacts to company accounts
- Full communication history
- Custom fields per contact
Deals & Pipeline
Visualize and close your pipeline.
- Visual Kanban pipeline view
- Custom deal stages with color coding
- Deal value and probability tracking
Tasks & Activities
Stay on top of every follow-up.
- Task board with Kanban and list views
- Link tasks to any CRM record
- Assign to team members with due dates
Meetings & Calendar
Sync your calendar, never double-book.
- Google Calendar & Outlook 365 sync
- Log meetings against leads, contacts, and deals
- Meeting notes and outcomes tracked in timeline
Sales Targets
Set goals. Track progress. Crush it.
- Monthly & quarterly target setting
- Per-user and team-wide goals
- Real-time progress bar in sidebar
Billing & Quotes
Create, send, and collect — all in one place
Quotes & Proposals
Send professional quotes in seconds.
- Product and service catalog with pricing
- Branded quote PDFs with your logo
- Line items with tax, discount, and subtotals
Invoices & Payments
Invoice, collect, and reconcile — all in one place.
- Branded invoice PDFs with multiple templates
- Built-in Pay Now button (Razorpay & Stripe)
- Recurring and subscription invoicing
Communication
Email, calls, and messaging — unified in your CRM
Email Inbox
Send and track from inside your CRM.
- Gmail & Outlook OAuth integration
- Two-way email synchronization
- Open and click tracking
Email Campaigns
Design beautiful emails and automate the follow-up.
- Drag-and-drop email designer — no HTML
- 132 ready-made templates
- Attachments, polls, tables & multi-image rows
Email Warmup
Email warmup done safely, built into your CRM.
- Sending ramp on real campaign email: starts at 10 a day, grows about 30% a day to your target
- Works with Microsoft 365/Outlook, Google Workspace/Gmail and SMTP mailboxes
- Engaged recipients first while a mailbox is ramping
Live Chat
AI answers first. Your team takes over when it matters.
- One-line install that loads asynchronously — WordPress, Shopify, Wix, Webflow or any site
- AI assistant grounded in your website, documents (PDF, Word) and FAQs
- After hours the AI keeps answering and collects an email so your team can follow up
Meet your customers where they already are.
- Official WhatsApp Business API (Meta Cloud)
- Two-way team inbox — every chat on the contact record
- Broadcast campaigns to segments with delivery analytics
Dialer & Call Logs
Call, log, and follow up — without leaving your CRM.
- Browser-based calling via Twilio
- Auto-log calls to contacts and leads
- Call notes and outcome tagging
Marketing & Outreach
Capture leads and grow your brand across channels
Lead Forms
Convert website visitors to leads.
- Drag-and-drop form builder
- Embed on any website
- Custom fields and validation
Booking Pages
Let prospects book time with you instantly.
- Personal and team booking pages
- Custom availability and buffer times
- Auto-create CRM records on booking
LinkedIn Automation
Build your brand on LinkedIn, effortlessly.
- AI-generated post content & captions
- Schedule posts for your personal LinkedIn profile
- Post performance analytics
Facebook & Instagram
Publish, schedule and reply — Facebook & Instagram from your CRM.
- Official Meta-approved integration — connect Pages and Instagram in one login
- Publish now or schedule to Facebook and Instagram
- AI captions (Claude) per platform, with your own images
Email Verification
Know before you send. No more bounces.
- Free quick check: syntax, typos, domain and mail server
- Flags disposable, role (info@, hr@) and previously bounced addresses
- Mailbox verification: asks the mail server if the inbox exists
People & HR
Your team, their growth, and everything in between
HR Suite
Your entire HR department, in one module.
- Employee profiles & org chart
- Attendance & time tracking
- Leave management & approvals
Employee Engagement
Listen, measure, and act on employee sentiment.
- Survey builder with 8 question types
- Anonymous & named survey modes
- Pulse metrics dashboard
Intelligence & Automation
Reports, AI, workflows, and smart tooling
Reports & Analytics
Data-driven decisions, every day.
- Pipeline and revenue reports
- Lead source analytics
- Email open/click/reply rates
Custom Dashboards
Your KPIs, your way.
- Drag-and-drop dashboard builder
- 14+ widget types (charts, tables, KPIs)
- Real-time data from all CRM modules
Workflows & Automation
Put repetitive work on autopilot.
- Event-based triggers (lead created, deal updated, etc.)
- Actions: send email, update field, create task
- Multi-step branching logic
AI Agent Marketplace
Connect 30+ AI tools in one click.
- 30+ pre-built AI agent integrations
- Email drafting with GPT-4o, Claude & Gemini
- Data enrichment with Apollo, Hunter.io & Clearbit
Team & Permissions
The right access for every person.
- Unlimited team members (on Enterprise)
- Per-module view/edit/import permissions
- Custom roles (Admin, Manager, Sales Rep, etc.)
Support Ticketing
Resolve faster, delight every customer.
- Ticket creation & assignment
- Priority & status tracking
- SLA management & escalation
Data Health
A CRM you can trust. Clean in minutes.
- Health score for leads, contacts and accounts
- Clears “N/A”, “null”, “-” and other placeholder values
- Fixes name capitalisation and standardises phone numbers
Learn How to Get the Most Out of These Features
In-depth guides, best practices, and strategies from our knowledge base.
Stop Bounces with the Campaign Verification Guard
Every email campaign in Vedain has a Deliverability guard. It checks recipients when the campaign starts and skips addresses that would bounce, before they can hurt your sender reputation. Here’s how to set it, where skipped people appear, and how to prepare a big send.
AI Enrichment and Inbox Intelligence: What They Do and What They Cost
Data Health’s AI tools fill in details the free rules can’t: company facts from websites, seniority from job titles, and updates hidden in email replies. Company profile and Job-title intelligence share a one-time free allowance and then a simple flat price per run; Inbox intelligence is charged only for records it updates. You always see the price before anything runs.
AI Enrichment Pricing: The One-Time Free Allowance and Flat Pack Fees
AI enrichment has deliberately simple pricing: a one-time free allowance to try it, then one flat price per run based on how many records that run fills — never per field, and never a surprise. This guide explains the allowance, the pack tiers, how records are counted, how it is billed, and the questions people ask most.
Frequently Asked Questions
Everything you need to know about Vedain CRM features.
All this for less than your coffee budget
From $10 / user / month. Everything included. Cancel anytime.