STINGER VANTA
Customer records, run by talking.
Vanta keeps every contact, company and deal in one place, with a record of each call, email and text. Ask Annabelle to find a person or move a deal, and she shows the change before it saves. A won deal becomes a job in Construction or Service.
Contacts, companies and deals
People and companies
Contacts and companies with a timeline of every call, email and text logged against them.
Deals and deal plans
Move a deal through its stages, set a deal plan, and see scores and next actions.
Tasks, quotes and follow-ups
Tasks, quotes and follow-ups sit on the record they belong to. Email can be scheduled to send later.
Teams, money and reports
Teams and currencies
Teams, more than one currency, and a customer page for each account.
Money hidden per login
A staff login can work deals without seeing money fields.
Dashboards and reports
Dashboards and a reports chart, on the computer and on the phone.
Annabelle in Vanta
Ask Annabelle to find a person, list open deals, forecast the month or add a customer. She has more than 150 tools in Vanta, and every write waits for your typed yes. In the 2 Nov demo walk a contact was saved and was still there after a reload.
What connects, and what waits on you
Thirteen outside connections, such as a mail provider for real sends or a calendar account, are built and wait on your own account keys. Work that belongs to other programs (jobs, proposals, the customer's side of a job) is handed to Service, Galley and Porch.
Questions people ask
- What is Vanta?
- Vanta is the customer relationship program (CRM) in Stinger. It keeps contacts, companies, deals, tasks, quotes, follow-ups and reports, with a record of every call, email and text. A won deal turns into a Construction or Service job in the customer's own words.
- Is Vanta a replacement for HubSpot?
- Vanta was built to do better than HubSpot for a service business. It was scored against HubSpot feature by feature; outside connections such as a mail provider or a calendar account wait on the customer's own keys.
- Does Annabelle change records in Vanta on her own?
- No. Annabelle can find a person, list deals, forecast and draft changes, and every write waits for your yes.
- Does Vanta work on a phone?
- Yes. Vanta has phone screens, and a staff login can have money fields hidden.