Partner Center users can capture and store information about their contacts and companies and create associations between them in Partner Center.
November 13th update
October 23rd update
September 25th update
September 8th update
As an agency owner, effectively managing customer relationships is vital to your success. Currently, Vendasta's Sales & Success Center offers a CRM experience that put companies first and makes it difficult to create and manage contacts, causing issues when integrating with other software that you use that contains the customer data. With the new CRM, partners can now easily manage and organize their contacts, companies, and activities data from various sources within Partner Center, consolidating all the information in one place.
Partner Users will be able to:
  1. Create a contact without a company
  2. Setting up flexible associations between contact and company
  3. Log activities on contacts or/and companies' timeline
  4. Search and filter on all contacts, companies, and activities fields
  5. Existing accounts, contacts/users and activities data in Sales & Success Center will be replicated over to the new contact, companies, and activities pages in Partner Center
  6. Support other services and vendors to extend and update the contacts, companies, and activities models