Audience
Sales and growth teams at subscription businesses, especially OTT/streaming services and SaaS companies.
About Vertex CRM
Vertex CRM is a cloud-based customer relationship and revenue operations platform for teams managing sales pipelines and recurring subscriptions. It combines contacts, companies, deals, workflows, marketing attribution, booking pages, communications, quotes, invoices and subscription billing in a shared workspace. Its AI assistant can draft sales orders, offers and subscriptions, schedule meetings, send messages and surface funnel or subscription insights, with actions presented for review and approval. Teams can manage subscriber plans, churn, retention offers and multi-tenant SaaS entitlements, and connect payments, calendars, messaging, email, accounting and advertising services. A REST API and webhooks provide access to CRM, billing and subscription records. Vertex CRM is aimed at sales, growth and billing teams at SaaS, OTT and streaming businesses.
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Pricing
Starting Price:
$19/month
Free Trial:
Free Trial available.
Company Information
Vodlix
Founded: 2023
United Kingdom
vertexcrm.io
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Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
24/7 Live Support
Online
Vertex CRM Frequently Asked Questions
Q: What kinds of users and organization types does Vertex CRM work with?
Vertex CRM works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Vertex CRM support in their product?
Vertex CRM supports these languages: English.
Q: What kind of support options does Vertex CRM offer?
Vertex CRM offers support via phone support, 24/7 live support, and online.
Q: What other applications or services does Vertex CRM integrate with?
Vertex CRM integrates with: Google Calendar, Microsoft 365, QuickBooks Online, Slack, Stripe, WhatsApp, Xero, and Zapier.
Q: Does Vertex CRM have an API?
Yes, Vertex CRM has an API.
Q: What type of training does Vertex CRM provide?
Vertex CRM provides training in the form of documentation.
Q: Does Vertex CRM offer a free trial?
Yes, Vertex CRM offers a free trial.
Q: How much does Vertex CRM cost?
Pricing for Vertex CRM starts at $19/month.
