All-in-one Business Marketing, Automation and CRM System

Automate Leads, Followup, Bookings and Sales Pipelines without doing any work yourself.

Vantage CRM consolidates everything you need for business into one seamless platform.

Automate workflows, streamline communication, and gain valuable insights all while saving time and reducing stress.


Trusted by Professionals Across Real Estate, AUTOMOTIVE, Insurance, Legal, and Service Industries

Vantage CRM is used and trusted by professionals from Real Estate Agencies, Automotive, Insurance, Legal Practices, and Service Providers

Automate Your Business with Vantage

Vantage CRM offers comprehensive customization tailored to meet the unique requirements of your business

Vantage - Your Business Automation Partner

Vantage is all-in-one CRM system integrates seamlessly with essential business functions, allowing you to manage everything from one centralized platform.

Whether you're looking to automate sales pipelines, manage customer interactions, or create professional documents, Vantage CRM has got you covered.

Vantage having user-friendly interface and powerful features ensure that your team can work more efficiently, reducing manual tasks and focusing on what truly matters - growing your business.

Create custom workflows to automate repetitive tasks, such as data entry, email follow-ups, and more. Use conditional logic to create complex workflows that adapt to changing circumstances.

If you're not automating your sales outreach, marketing, lead flow, and more, then you're doing busy work.

  • Automate your marketing with customized automations to close sales while you sleep

  • Be empowered to automate more of your business to eliminate the day-to-day busy work

  • Boost engagement and fill your pipeline with personalized automations triggered based on user behavior

  • Free up your team to focus on high-impact activities by eliminating time-consuming manual tasks through automation

Discover Vantage's Comprehensive Suite of Tools and Automations

Invoice and Document Creation

Effortlessly generate professional invoices and documents tailored to your business needs. Streamline your paperwork with automated templates and easy customization options. Keep all your important documents organized and accessible in one place.

Email Marketing Campaigns

Design and execute targeted email campaigns to engage and grow your audience effectively. Track email performance with detailed analytics and insights. Enhance your marketing strategy with automated email sequences and A/B testing.

Google and Outlook Calendar

Sync and manage your schedules seamlessly with Google and Outlook calendar integrations. Avoid double bookings and keep your appointments organized. Access your calendar anytime, anywhere with full mobile support.

Sales Pipeline Automation

Automate and streamline your sales pipelines to enhance efficiency and close deals faster. Monitor sales progress with real-time updates and analytics. Customize pipelines to match your sales process and goals.

Payment Gateway Integration

Securely process payments and manage transactions with seamless integration of PayPal, Stripe, Authorize, NMI, and Razorpay. Track payment status and history directly within your CRM for easy management. Offer your customers convenient and secure payment options to enhance their experience. Simplify your financial operations with robust and reliable payment gateway integrations.

Website Builder and Hosting

Easily create, customize, and host your business website with our intuitive builder. Choose from a variety of templates and design tools. Have the absolute fastest website for better Search Engine Rankings (SEO), higher conversion rates, and more sales. Create the best sales funnels, landing pages, opt-in pages, product sale pages, and more

Automated Reminders

Set automated reminders to ensure you never miss an important deadline or task. Send reminders via email, SMS, or in-app notifications. Keep your team on track and boost productivity with timely alerts.

Round Robin Appointment Scheduling System

Distribute appointments evenly with our efficient round-robin scheduling system. Ensure fair and balanced workload distribution among your team. Simplify the appointment booking process for both clients and staff.

SMS and Phone System

Communicate directly with customers through integrated SMS and phone call features. Keep a record of all communications for easy reference. Enhance customer engagement with timely and personal interactions.

Team Task Assignments

Assign, track, and manage tasks to ensure timely project completion and accountability. Use task lists and due dates to stay organized. Collaborate effectively with team members through shared task management.

System Internal Notifications

Keep your team informed with real-time notifications and updates on key activities. Send alerts for important events, deadlines, and changes. Improve communication and coordination within your team.

Leads Distribution

Automatically distribute leads to your sales team to optimize follow-up and conversions. Set rules and criteria for lead assignment. Ensure no lead is overlooked with systematic distribution.

Website Chat Widgets

Engage visitors in real-time with our integrated web chat widget on your website. Answer questions and provide support instantly. Increase conversions by interacting with potential customers as they browse.

Surveys and Forms

Collect valuable feedback and data using customizable surveys and forms for insights. Analyze responses to understand customer needs and preferences. Improve your products and services based on direct customer input.

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14+

Business Tools

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100+

Integrations

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50+

APIs Resources

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99.9%

Uptime Guarantee

Take the first step towards efficiency and success with Vantage CRM.

Unlock Efficiency, Boost Productivity, and Drive Growth
All in One Platform

Discover how Vantage CRM offers comprehensive features at a fraction of the cost compared to other software and CRM solutions. Maximize your savings while enhancing efficiency.


By choosing our Professional or Premium Plan, you get expert services included, saving you time and the cost of hiring external consultants. Our team is dedicated to ensuring your CRM system is set up for success from day one.

Choose the Plan That Best Fits Your Needs and Scale Your Business with Vantage CRM

Standard Plan

  • Business Automation

  • Support 7 Days a Week

  • 3 Users

  • 1 Website & Funnel

  • Hosting & SSL

  • Phone and SMS System

  • 100,000 Contacts

  • Website Forms

  • Surveys

  • Team Tasks

  • Sales Pipelines

  • Calendars

  • Appointments Booking

  • Workflow Automation

  • Reporting Dashboard

  • Email and SMS Marketing

Professional Plan

  • Business Automation

  • Support 7 Days a Week

  • 10 Users

  • 5 Websites & Funnels

  • Hosting & SSL

  • Phone and SMS System

  • Unlimited Contacts

  • Website Forms

  • Surveys

  • Team Tasks

  • Sales Pipelines

  • Calendars

  • Appointments Booking

  • Workflow Automation

  • Reporting Dashboard

  • Email and SMS Marketing

  • API Integration

  • Invoices & Docs

  • Payment Gateway

Sign Up

Premium Plan

  • Business Automation

  • Support 7 Days a Week

  • Unlimited Users

  • Websites & Funnels

  • Premium Hosting & SSL

  • High Performance Server

  • Phone and SMS System

  • Unlimited Contacts

  • Website Forms

  • Surveys

  • Team Tasks

  • Sales Pipelines

  • Calendars

  • Appointments Booking

  • Workflow Automation

  • Reporting Dashboard

  • Email and SMS Marketing

  • API Integration

  • Invoices & Docs

  • Payment Gateway

  • Advanced User Permission

  • Website Chat Widget

  • A2P 10 DLC SMS Verification

  • Slack Support

  • Zoom Support

  • DFY Service

  • Dedicated Resource

A dedicated automation expert will be assigned to your business, working full-time on your automation needs and CRM setup. This specialist will collaborate closely with you, ensuring all configurations and customizations align with your specific requirements.

Vantage's Business Automation Experts and
Done-For-You (DFY) Service

Get an automation expert as part of your team without the cost of hiring an additional employee. By choosing our Professional or Premium Plan, you get all these expert services included, saving you time and the cost of hiring external consultants.

Exclusive DFY Service with Professional and Premium Plans

With our Professional or Premium Plan, you gain access to our exclusive Done-For-You (DFY) service.

Our automation experts will work closely with you to understand your unique business requirements and set up a customized CRM system that perfectly fits your needs.

From initial setup to building advanced automations, we handle it all so you can focus on what you do best—running your business.

Why Choose DFY Service?

No Need to Hire Technical and Automation Experts. Say goodbye to the hassle of finding and hiring external technical experts.

Hiring outside consultants typically costs between $20 - $40 per hour. With Vantage CRM, you get expert setup and continuous at no additional cost.

Our DFY service includes a comprehensive range of activities to ensure your Vantage CRM system is perfectly tailored to your business needs:

  • Automation Design: Creating custom workflows and automations to streamline your business processes and increase efficiency.

  • API Integrations: Integrating your CRM with other essential software and tools to ensure seamless data flow and enhanced functionality.

  • Website Design: Building and customizing your business website for optimal performance, user experience, and brand alignment.

  • Forms Design: Designing and setting up custom forms for lead capture, feedback, and other business needs.

  • Phone and SMS Setup: Configuring your CRM for integrated phone and SMS communications, ensuring you stay connected with your customers.

  • Calendar Setup: Setting up and syncing calendars to streamline appointment scheduling and team coordination.

  • Team Training: Providing comprehensive training sessions to ensure your team is fully equipped to use the CRM efficiently.

  • Ongoing Support: Offering continuous support and adjustments to keep your CRM system aligned with your evolving business needs.

Meet Our Expert Team

Our dedicated team of technical and automation experts is here to ensure your Vantage CRM system is perfectly tailored to meet your business needs.

With a wealth of experience and a commitment to excellence, our professionals work closely with you to deliver a seamless CRM setup and ongoing support. Get an automation expert as part of your team without the cost of hiring an additional employee.

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