The product

Everything you need to run a sales motion. Nothing you don't.

Outreach that scales, follow-ups that don’t slip, and a pipeline that reflects reality — built for small teams.

Outreach automation

Sequences that feel personal

Build multi-step email sequences with conditional branching, smart delays, and reply detection. Vanta CRM sends from your real Gmail or Workspace inbox — your deliverability and your relationships stay yours.

vanta-crm.app / outreach

Native Gmail sending

OAuth-connected inbox sends. No SMTP relays, no third-party domains.

Auto-pause logic

Sequences halt when a reply, bounce, or unsubscribe arrives.

Unsubscribe + bounce handling

RFC 8058 one-click unsubscribe + Resend bounce webhooks keep your sender reputation intact.

Smart follow-ups

AI assists. You decide.

Claude-powered drafts surface in a clean review queue every morning. Each suggestion knows the deal stage, the last touch, and the tone of your prior threads. You approve, edit, or skip — every send is intentional.

vanta-crm.app / followups

Context-aware drafts

Claude reads the prior thread, deal stage, and notes — not just a templated mail-merge.

Approval queue

Nothing leaves your outbox without a human glance. Bulk-approve safe sends in seconds.

Per-tenant tone profile

Tenants can drop their voice guidelines into CompanySettings so the drafter starts in your style, not a generic template.

Lead management

A pipeline that reflects reality

Custom stages, deal values, owners, and timeline events out of the box. Kanban and table views, saved filters, and a full email history on every contact card. Move deals with drag-and-drop, never lose context.

vanta-crm.app / leads

Kanban + table views

Flip between board and grid with one click. Saved filters persist per user.

Full email timeline

Every open, click, and reply is tied to the contact, automatically.

Custom fields

Add the fields your team actually uses — without leaving the deal view.

Try every feature for 14 days

Start a free trial. No credit card. Set up in under 5 minutes.