Getting Started
Everything you need to set up Vendi Today and get your first contacts, campaigns, pages, and payments live.
26 articles
Foundational Setup
- Create and Manage ContactsKeep every lead, customer, and prospect in one place you can open in seconds.
- Import Your Existing ContactsBring your whole list over from a spreadsheet or another CRM with a CSV import.
- Build and Launch a FunnelMove visitors toward one specific action with a short sequence of pages.
- Set Up Your Email, Phone Number, and SMSGet your sending channels ready before you email, call, or text contacts.
- Launch Your First Email CampaignFrom blank page to inboxes: design, build, and send a one-time email campaign.
- Set Up Automatic Email and SMS Follow-UpsReach new leads the moment they arrive, without anyone remembering to do it.
- Set Up a Booking CalendarShare a link where people see your real availability and book themselves in.
- Set Up Pipelines and Track OpportunitiesGet a visual snapshot of every deal in progress and how it's moving.
- Get Guided Setup Help with the LaunchpadA built-in checklist that walks you through the setup steps that matter most.
- Find Anything Fast with Global SearchJump straight to any contact, workflow, or product from anywhere in the platform.
Marketing & Lead Generation
Sales & Conversations
- Connect Your Personal Email InboxTwo-way sync with Gmail or Outlook so nothing gets answered in the wrong place.
- Set Up a Live Chat WidgetLet website visitors ask a question the moment it occurs to them.
- Connect Facebook and Instagram MessagingHandle Page messages and Instagram DMs in the same inbox as email and text.
Website & Content
- Launch a Website from a TemplateStart from a professionally designed site and customize instead of building from zero.
- Build a Website from ScratchComplete control over every section when a template just doesn't fit.
- Require Profiles for New Community MembersAsk new members for a photo and bio before they join the conversation.
- Choose Which Pages Train Your AI Knowledge BasePreview exactly which pages get crawled and pick only the useful ones.
Commerce
- Create and Sell ProductsSell physical items, services, or digital downloads across store, funnel, or invoice.
- Launch an Online CourseTurn what you know into a product people can buy and work through at their own pace.
- Connect Stripe for PaymentsSet up the processor that powers invoices, links, courses, and your store.
- Set Up Payment LinksThe fastest way to get paid without building a full checkout page.
- Create and Send InvoicesInvoices let you bill a customer for products or services and track whether they've been paid, without requiring the customer to check out on a live order form.
- Edit Your Courses with the Course EditorUpdate lessons and reorganize modules without losing sight of your structure.