Close more deals. Without the busywork.
A pipeline that reflects reality, follow-ups that don't slip, and outreach that scales — built for small teams who want to sell, not babysit a CRM.
14-day free trial · No credit card · Cancel anytime
Prospecting
5$12.4K
Qualified
3$18.6K
Proposal
2$17.2K
Lead management
A pipeline that actually reflects reality.
Custom stages, deal values, owner assignments, and timeline events out of the box. Move deals with drag-and-drop, see every email in context, and never wonder where a relationship stands.
- Drag-and-drop kanban + table views with saved filters
- Full email timeline per contact — opens, clicks, replies
- Custom fields and tags without leaving the deal view
Pipeline
Qualified
Acme
$4K
Drift
$8K
Demo
Pento
$12K
Cascade
$9K
Won
Foundry
$25K
Follow-up queue
7 due today- AI draft ready
Gamma Corp
Hi there, quick check-in on the Q3 timeline you mentioned…
- AI draft ready
Beta Industries
Following up on the security questionnaire I sent last week…
- Approved
Epsilon Group
It has been a week since your team reviewed the proposal…
Smart follow-ups
Nothing slips through. Even on a Friday afternoon.
Claude-powered suggestions surface the right follow-up at the right moment — and a clean review queue keeps you in control. AI assists; humans approve.
- Daily follow-up queue ranked by deal stage and last touch
- AI drafts based on your tone, prior threads, and lead context
- One-click approve, edit, or skip — every send is intentional
Outreach automation
Reach more leads. Without losing the personal touch.
Compose sequences that pause when a reply comes in, branch on opens and clicks, and send from your real Gmail or Workspace inbox. Your prospects see you, not a marketing bot.
- Multi-step sequences with per-step delays and conditions
- Sends from your real inbox — no third-party deliverability hit
- Auto-pause on reply, bounce, or unsubscribe
Outreach — Q2 Founders
Live- 1
Intro email
Day 047 sent · 12 opened
- 2
Soft follow-up
Day 332 sent · 8 replied
- 3
Case study reply
Day 7sending now
- 4
Break-up message
Day 14queued · 18 prospects
Hi Priya,
You mentioned last week that the Q3 rollout depends on the security review wrapping up — just checking in to see if there’s anything we can send over to help that move along.
Happy to jump on a 15-minute call if it’s easier than email. Otherwise, take your time.
— Jezdan
AI in action
Your follow-ups, already written.
Vanta CRM watches your pipeline. When a deal goes quiet, Claude drafts the right follow-up — in your voice, with the right context. You review, edit if you want, and send. The queue surfaces what needs your attention; AI handles the rest.
- Drafts pulled from the full thread, deal stage, and your past tone
- Edit inline or send as-is — every message gets a human glance
- Drafts that don’t feel templated, because they aren’t
Integrations
Works with the tools you already use
Frequently asked questions
Do I need a credit card to get started?
No. Every new workspace starts with a 14-day free trial — no payment method required up front. After the trial, the price is $200/month plus $39/seat. You only pay when you decide Vanta CRM is the right tool.
How is Vanta CRM different from HubSpot or Pipedrive?
We picked one tight workflow — outreach, follow-ups, and pipeline — and made it work without configuration. AI-drafted follow-ups and outreach sequences are part of the base price. No "AI add-on" tier, no per-feature upcharges.
Will my emails actually send from my inbox?
Gmail and Google Workspace connect via OAuth so the CRM can read threads and attach them to the right contact. Outbound transactional email currently sends through a Vanta CRM sender on a verified domain; sending outreach directly from the user's Gmail account is on the roadmap.
Can I migrate from HubSpot, Pipedrive, or a spreadsheet?
CSV import is available today. Dedicated migration tooling for HubSpot / Salesforce / Pipedrive is on the integrations roadmap. Most small teams are live in under a day from CSV.
Where is my data stored?
Customer data is stored in Postgres on Supabase in the United States (us-east-1). EU residency is not available today; we'll prioritize it if customer demand warrants.
What happens if I cancel?
CSV export is available for leads, contacts, and pipeline data; full-tenant export is on the roadmap. On cancellation, your tenant enters a 30-day soft-delete grace window during which we can restore the account; after that a cron job hard-deletes the records.
Start in five minutes. Stay because it works.
14-day free trial. No credit card. Set up in under 5 minutes.