Platform

Platform users will be able to generate net-new leads in Vendasta through Yesware’s Prospector. As an agency owner, finding new leads is a crucial task for the growth and success of your business. Prospector is a tool that can help you with this. With Prospector, you can easily identify and target potential customers by applying filters and search for all contacts that match your specific criteria. This allows you to streamline your sales process and increase your revenue by finding the right prospects and growing your customer base. With the ability to filter and search leads based on a variety of criteria such as location, industry, or titles, Prospector makes it simple for agency owners to find the leads they need to grow their businesses. With the new CRM features, our partners will be able to easily generate new contacts in Vendasta using Yesware's Prospector with just one click login. After establishing the connection, any outbound emails sent will also create contacts for easy tracking and management.

Ability to track time spent on tasks and projects, then view this in intelligent reporting both in Task Manager and Partner Center.

It would be really helpful if we were able to have a rating and review system for products and services. This would not only allow us as channel partners to share insights and help each other succeed, it would also give vendasta valuable feedback on our expereinces as channel partners who use these servies and products.

After a careful investigation, we found issues with Google that there were delays on multiple occasions where there was a delay with fetching reviews from the 3rd party. As it is expected behavior for the Task Manager to avoid creating Tasks where there is a delay of 30 days between the published and created date, it is currently impacting the work of Digital Agents in monitoring these reviews in Task Manager.

It would be great to have the ability to delete project comments after they're posted. Also to be able to edit them after they're posted (with a little "Edited" note next to it to show if it's been edited.)

It would be helpful to view all invoices going out in a month (where we don't have to pull up per client)? Rather, a list of all invoices with all clients going out in April, etc.

It would be great to have an AI-generated summary of key takeaways displayed in the Snapshot sidebar for a quick review without needing to dive into the full report.

MVP endpoints to allow for basic task, status, and date syncs from external task management software. Allows for more widespread adoption and usage of Task Manager.

Create proposals directly from opportunities so that products and packages auto-populate in the proposal's pricing table.