Sales Rep
A fast CRM that gets out of your way and helps you close
Reps work their own pipeline with a fast, focused UI — and get AI assistance for follow-ups, briefs, and reports without leaving the deal.
Day-to-day selling
My pipeline
Kanban and table views filtered to the deals you own.
Activities & tasks
Log calls, meetings, and follow-ups in one click.
Email integration
Send templated email from the contact record with full tracking.
AI follow-ups
Draft next-step emails and call summaries from activity history.
Onboarding & content
My learning
Personal learning paths and certifications to ramp fast.
My collateral
Curated decks, one-pagers, and playbooks for the deal you're working.
Account briefs
Generate prep briefs before every customer meeting.
Other roles
Run the workspace and configure the platform end-to-end
Full visibility across the sales org and every deal
Run your partner book of business in one place
Run your partner org inside the vendor's portal
Sell more of the vendor's product with the right tools
Operate VantiveOS across every tenant