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Vendra

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Help center

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Guides and answers for Vendra CRM and Vendra Dial. Can’t find it? Contact us.

Getting started

Set up your workspace Import contacts & leads Invite your team How the 7-day trial works What to do on day one Moving from another system

Vendra CRM

Build your pipeline The account (customer) view Deals, stages & forecast Tasks, tickets & documents Send an invoice Automations Website lead capture

Vendra Dial

Create a campaign Run a calling session Preview, progressive & power modes Dispositions & callbacks Numbers & SIP Buy softphone seats Recordings & coaching

Billing & plans

Plans & pricing Payments & Stripe Cancel or change plan Monthly vs annual Adding or removing users VAT and invoices What happens when the trial ends

Account & access

Logging in Roles & permissions Change language Forgotten password Export your data Delete your workspace

Security & privacy

GDPR & EU data Data Processing Agreement Sub-processors How we secure your data Reporting a security issue Call recording and the law

Troubleshooting

The dialer will not move on No audio or microphone blocked Imported contacts look wrong I cannot see a module Numbers do not match my old system Something is broken

Getting the most out of Vendra

Keep your pipeline honest A good calling rhythm Scripts that people use Reports worth reading Running CRM and Dial together

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