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What is Vertex CRM?

Vertex CRM is a cloud-based solution that merges customer relationship management with revenue operations, aimed at teams managing sales funnels and ongoing subscription services. This platform consolidates various elements such as contacts, businesses, deals, workflows, marketing attribution, booking systems, communication tools, quotes, invoices, and subscription billing into a collaborative framework. It includes an AI assistant capable of creating sales orders, proposals, and subscription documents, while also facilitating appointment scheduling, communication dispatch, and insights related to sales funnels or subscriptions, all of which can be reviewed and approved by users. Teams can effectively manage subscriber plans, combat churn, implement retention tactics, and supervise multi-tenant SaaS entitlements, ensuring seamless connections with vital services like payments, calendars, messaging, email, accounting, and advertising. The integration of CRM, billing, and subscription data is made efficient through a REST API and webhooks, allowing for enhanced interoperability. Aimed particularly at sales, growth, and billing teams in the SaaS, OTT, and streaming sectors, Vertex CRM proves to be an adaptable solution for driving business growth and fostering customer engagement. By utilizing this platform, organizations can not only optimize their operational workflows but also elevate their overall effectiveness in cultivating customer relationships, ultimately leading to sustained business success.

What is 2Subscribe?

This subscription service package aims to elevate customer lifetime value and enhance retention rates significantly. It includes essential tools for efficient payment processing, streamlined subscription management, and effective churn reduction, all while prioritizing customer satisfaction and ongoing service renewal. In addition, users can take advantage of extra services designed to increase conversions, ensure tax compliance, and provide robust customer support. With the capability to accommodate nine global payment options and offer recurring billing along with a multi-language checkout that supports 29 languages, your subscription business is positioned to grow on an international scale. Our advanced tools and triggers are meticulously crafted to maximize monetization throughout the entire subscription lifecycle, resulting in higher average order values and improved overall customer lifetime value. Managing your subscription-based business becomes seamless with detailed reporting on key metrics, including monthly and annual recurring revenue, renewal and churn rates, as well as the total number of active customers and subscriptions. Furthermore, you have the ability to track renewal forecasts and evaluate cohort data, allowing for continuous refinement of your strategies. Ultimately, this comprehensive package not only provides the insights needed to navigate a competitive landscape but also empowers businesses to innovate and adapt for future growth. By leveraging these tools, you can ensure that your subscription service remains resilient and appealing to customers.

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Integrations Supported

Slack
Xero
Zapier

Integrations Supported

2Checkout
AliDropship
Ashop
CloudBooks
CoffeeCup Web Form Builder
Emerald
Invoicebus
J2Store
Jumpseller
PrestaShop
Selz
Shopify
Ubercart
ViArt Shop
Zoho CRM
phpMyDirectory
uCoz Content Management

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$0.35 per sale

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
On-Site Training

Company Facts

Organization Name

Vodlix

Date Founded

2023

Company Location

United Kingdom

Company Website

vertexcrm.io

Company Facts

Organization Name

Verifone

Company Location

United States

Company Website

www.2checkout.com/products/2subscribe/

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Self Service Portal
Subscription Plan Management
Tax Management
Usage Tracking/Analytics

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