Vedain CRM Features —
Powerful & Simple
Vedain CRM packs enterprise-grade functionality into an interface your whole team will actually use.
Try it free — 14 daysSales & CRM
Manage your entire pipeline from first touch to close
Never lose a prospect again.
Capture leads from any source, qualify them with custom fields, and track every interaction from first touch to conversion.
- Import leads via CSV or web forms
- Custom fields and lead scoring
- Full timeline: notes, emails, calls, tasks
- Bulk edit, tag, and filter
- Smart duplicate detection
Route, score, and act — automatically.
Take the manual work out of lead management. Automatically assign leads, enforce SLAs, score by behaviour, and build smart lists that update in real time.
- Auto-assignment rules by source, region, or value
- Lead scoring based on actions and attributes
- SLA rules with escalation alerts
- Smart lists with live filters
- Capture from chat widget, Facebook, LinkedIn, Google Ads & email inbox
Build lasting relationships.
Maintain a 360° view of every person and company you work with — linked to their deals, emails, and history.
- Link contacts to company accounts
- Full communication history
- Custom fields per contact
- Import from CSV or other CRMs
- Enrich contact data automatically
Visualize and close your pipeline.
Drag-and-drop Kanban board with customizable stages. See exactly where every deal stands and what needs attention.
- Visual Kanban pipeline view
- Custom deal stages with color coding
- Deal value and probability tracking
- Linked to contacts and accounts
- Revenue forecasting
Stay on top of every follow-up.
Create, assign, and track tasks for every lead, contact, deal, and account. Never miss a follow-up with overdue alerts and a visual task board.
- Task board with Kanban and list views
- Link tasks to any CRM record
- Assign to team members with due dates
- Overdue alerts and reminders
- Bulk create and update tasks
- Calendar view for daily and weekly planning
Sync your calendar, never double-book.
Log and schedule meetings linked to your CRM records. Sync with Google Calendar and Microsoft Outlook for a unified view of your day.
- Google Calendar & Outlook 365 sync
- Log meetings against leads, contacts, and deals
- Meeting notes and outcomes tracked in timeline
- Shareable booking pages for demos and calls
- Automatic reminders for upcoming meetings
Set goals. Track progress. Crush it.
Set monthly and quarterly targets for your team. Real-time progress tracking with a live sidebar ticker keeps everyone focused on what matters most.
- Monthly & quarterly target setting
- Per-user and team-wide goals
- Real-time progress bar in sidebar
- Automatic target vs. actual tracking
- Tie targets to leads, deals, revenue, or emails
Billing & Quotes
Create, send, and collect — all in one place
Send professional quotes in seconds.
Build quotes from your product catalog and send them as branded PDFs. Maintain a product and service library with pricing, taxes, and discounts.
- Product and service catalog with pricing
- Branded quote PDFs with your logo
- Line items with tax, discount, and subtotals
- Send quotes directly from a deal
- Quote acceptance status tracking
Invoice, collect, and reconcile — all in one place.
Create and send professional invoices with Razorpay or Stripe payment buttons built in. Track payment status, send reminders, and support recurring billing.
- Branded invoice PDFs with multiple templates
- Built-in Pay Now button (Razorpay & Stripe)
- Recurring and subscription invoicing
- Payment status tracking and reminders
- GST, VAT, and custom tax line items
- Company registration numbers in header
Communication
Email, calls, and messaging — unified in your CRM
Send and track from inside your CRM.
Connect Gmail, Google Workspace, Microsoft 365, or Outlook. Two-way sync so your inbox lives inside Vedain.
- Gmail & Outlook OAuth integration
- Two-way email synchronization
- Open and click tracking
- Send from your own email address
- Email templates with personalization
- File attachments and inline images
Automate your outreach at scale.
Build multi-step email sequences and send them automatically on a schedule. Perfect for cold outreach, nurturing, and follow-ups.
- Multi-step drip sequences
- Personalization with merge tags
- Open, click, and reply tracking
- A/B test subject lines
- Pause/resume per contact
- Campaign performance analytics
Land in the inbox, not spam.
Protect your sender reputation with our 21-day automated warmup program. Gradually increase sending volume to build trust with email providers.
- 21-day automated warmup schedule
- Peer-to-peer warmup network
- Reputation score monitoring
- Per-account warmup status
- Automatic graduation when warmed
Meet your customers where they already are.
Connect your WhatsApp Business account and manage conversations directly inside Vedain. Use pre-approved templates for broadcasts and follow-ups.
- WhatsApp Business API integration
- Two-way conversation management in CRM
- Pre-approved message templates
- Template library with quick send
- Conversation history linked to contacts
Call, log, and follow up — without leaving your CRM.
Make calls directly from Vedain with our browser-based Twilio dialer. Every call is automatically logged against the contact with duration, notes, and outcome.
- Browser-based calling via Twilio
- Auto-log calls to contacts and leads
- Call notes and outcome tagging
- Call history in contact timeline
- Aircall integration for existing call centre setups
Marketing & Outreach
Capture leads and grow your brand across channels
Convert website visitors to leads.
Create embeddable forms in minutes. Every submission automatically creates a lead in your CRM.
- Drag-and-drop form builder
- Embed on any website
- Custom fields and validation
- Auto-assign to pipeline stage
- Email notifications on submission
Let prospects book time with you instantly.
Share a personal booking link so leads can schedule demos, calls, and follow-ups without the back-and-forth. Bookings are automatically logged to your CRM.
- Personal and team booking pages
- Custom availability and buffer times
- Auto-create CRM records on booking
- Google Calendar & Outlook sync
- Branded booking page with your logo
Build your brand on LinkedIn, effortlessly.
Schedule and publish LinkedIn posts directly from Vedain. AI generates compelling content, you approve and publish — for your personal LinkedIn profile.
- AI-generated post content & captions
- Schedule posts for your personal LinkedIn profile
- Post performance analytics
- CRM-linked prospect targeting
Schedule, publish, and analyse — Facebook & Instagram.
Plan and publish posts to Facebook and Instagram directly from your CRM. AI generates captions and images, so your social presence stays consistent without the effort.
- Facebook & Instagram scheduling
- AI captions & image generation
- Multi-platform content calendar
- Post analytics and engagement tracking
- CRM-linked publishing
People & HR
Your team, their growth, and everything in between
Your entire HR department, in one module.
Manage employees from onboarding to offboarding. Track attendance, schedule shifts, handle leave requests, run payroll, and review performance — all inside Vedain.
- Employee profiles & org chart
- Attendance & time tracking
- Leave management & approvals
- Shift scheduling
- Compensation & payroll
- Performance reviews & goals
- Document management
Listen, measure, and act on employee sentiment.
Build and distribute surveys with 8 question types, track pulse metrics over time, and analyse results — with full support for anonymous responses.
- Survey builder with 8 question types
- Anonymous & named survey modes
- Pulse metrics dashboard
- Question pool library
- Ready-made templates
- Response analytics & breakdowns
Intelligence & Automation
Reports, AI, workflows, and smart tooling
Data-driven decisions, every day.
Real-time dashboards and detailed reports to track team performance, pipeline health, and email effectiveness.
- Pipeline and revenue reports
- Lead source analytics
- Email open/click/reply rates
- Team activity leaderboards
- Conversion funnel analysis
- Export to CSV
Your KPIs, your way.
Build unlimited custom dashboards with drag-and-drop widgets. Track exactly the metrics that matter — leads, deals, email stats, revenue, and more.
- Drag-and-drop dashboard builder
- 14+ widget types (charts, tables, KPIs)
- Real-time data from all CRM modules
- Share dashboards with your team
- Presentation mode & auto-refresh
Put repetitive work on autopilot.
Visual no-code workflow builder. Trigger actions when events happen — no developer needed.
- Event-based triggers (lead created, deal updated, etc.)
- Actions: send email, update field, create task
- Multi-step branching logic
- Delay and wait steps
- Real-time execution logs
Connect 30+ AI tools in one click.
Install AI agents from our marketplace to supercharge your CRM. Enrich data, draft emails with GPT-4o, transcribe meetings, and connect your existing sales stack — all with no code.
- 30+ pre-built AI agent integrations
- Email drafting with GPT-4o, Claude & Gemini
- Data enrichment with Apollo, Hunter.io & Clearbit
- Meeting notes via Fireflies & Otter
- Revenue intelligence with Gong
- Automation triggers for Zapier, Make & n8n
Build your own AI-powered CRM features.
Describe a feature in plain English and watch AI build it for you. Deploy custom panels, data visualizations, and automation logic to your CRM in minutes — zero coding required.
- Natural-language feature builder
- Live JSX preview with mock data
- Deploy to any CRM detail page
- Superadmin review & approval flow
- Browse and install community templates
The right access for every person.
Invite your whole team and control exactly what each person can see and do — per module.
- Unlimited team members (on Enterprise)
- Per-module view/edit/import permissions
- Custom roles (Admin, Manager, Sales Rep, etc.)
- Audit trail of changes
- Multi-company support
Resolve faster, delight every customer.
Create, assign, and track support tickets linked to your CRM contacts and accounts. Set priorities, enforce SLAs, and give your team full context on every issue.
- Ticket creation & assignment
- Priority & status tracking
- SLA management & escalation
- Customer portal for self-service
- Linked to contacts & accounts
All this for less than your coffee budget
From $10 / user / month. Everything included. Cancel anytime.