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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 Alano.ai?

Alano.ai represents a cutting-edge CRM tailored for the age of artificial intelligence, seamlessly combining customer relationship management, marketing via email and WhatsApp, and a conversational AI assistant into a unified platform. This all-in-one solution allows teams to effectively oversee contacts, organizations, and sales funnels while gathering essential customer insights. Furthermore, it provides the capability to launch marketing campaigns, encourage teamwork, optimize workflows through automation, and utilize AI to enrich interactions with CRM information. By merging these functionalities, Alano.ai significantly enhances the ability of businesses to refine their customer engagement approaches. As a result, it helps organizations not only to maintain relationships but also to build new ones more effectively.

Media

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Media

No images available

Integrations Supported

WhatsApp
Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
Xero
Zapier

Integrations Supported

WhatsApp

API Availability

Has API

API Availability

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Vodlix

Date Founded

2023

Company Location

United Kingdom

Company Website

vertexcrm.io

Company Facts

Organization Name

Alano.ai

Date Founded

2026

Company Location

Singapore

Company Website

www.alano.ai/

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

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