Vantage CRM
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Self-Guided Sandbox

Experience Vantage
Without the Sales Call

Walk through real Vantage workflows with pre-loaded data. No setup. No credit card. No rep required. Just click through the scenario that matches your operation.

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Guided Scenarios

Pick Your Path

12 min

Lead to Close

Work a warm inbound auto insurance lead from first contact through application and e-sign.

  1. 1Receive lead in queue
  2. 2AI coaching during call
  3. 3Objection handling
  4. 4Quote & bind
  5. 5E-sign application
Start Scenario
8 min

Inbound Call Queue

Manage a blended call queue across multiple verticals — see how Vantage prioritizes and routes in real time.

  1. 1Queue dashboard
  2. 2Priority routing
  3. 3Answer + AI coach
  4. 4Disposition & follow-up
  5. 5Queue metrics
Start Scenario
10 min

Manager View

Monitor your team's live pipeline, call activity, and commission accruals — the way a manager actually works.

  1. 1Team dashboard
  2. 2Live call monitor
  3. 3Pipeline board
  4. 4Commission snapshot
  5. 5Performance alerts
Start Scenario
6 min

AI Coaching in Action

Run a simulated call with AI coaching on — hear objections, see the AI surface responses in real time.

  1. 1Start simulated call
  2. 2Trigger objection
  3. 3Coaching response
  4. 4Compliance alert
  5. 5Call summary AI
Start Scenario

What's Included

Full Platform Access. No Limits.

Pre-loaded contacts and lead pipeline
Simulated call recordings with coaching overlays
Sample deals across 4 verticals
Live commission calculations
AI coaching in passive mode
Full manager and advisor views

Ready to See Your Data In It?

The sandbox uses sample data. A personalized demo imports your actual lead sources and comp structure.

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