VendScout

How to create a new account on VendScout's CRM

Create Your Account

After you create your account, VendScout asks for your company name and the currency you record sales in.

Name your company and choose a currency

New companies get a 14-day free trial. A card is required to start it, and you won't be charged until the trial ends.

Choose a plan and start your free trial

Two-factor authentication adds a 6-digit code from an authenticator app to your sign-in. Your company may require it. You can also turn it on yourself in Settings > Security.

Set up two-factor authentication (2FA)

Sign in at crm.vendscout.app with your email and password. If you've forgotten your password, use Forgot password? to get a reset link by email.

Sign in, sign out and reset your password

Owners and Admins invite teammates from Settings > Users. Each invite is emailed, and the teammate sets their password from the link.

Invite your team and accept an invite

Every company has one Owner. Other teammates are Admins or Users. Everyone can see and work all company records. Admins and the Owner also manage settings, data and the team.

Roles explained: Owner, Admin and User

You can add VendScout to your home screen so it opens like an app. There's nothing to download from an app store.

Install VendScout on your phone

The sidebar (or the bottom bar on a phone) groups VendScout into Grow, Customers, Operations and Money. Search, notifications and New task sit in the top bar.

Find your way around VendScout

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Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.