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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 Armiflow?

Armiflow is a cloud-based CRM solution powered by AI, specifically designed for small to medium-sized businesses, freelancers, agencies, and teams that provide services. It effectively merges contact and deal management with features such as AI-boosted lead research, the capability to create personalized messages, and various automation options that can be activated via text or voice commands, while also including approval processes for sensitive transactions. The platform further boasts marketing functionalities for conducting email campaigns, managing social media posts, and advertising on platforms like Google and Meta. In addition, ArmiChat unifies communication streams by integrating WhatsApp, Instagram, Messenger, Telegram, and SMS into a single inbox. Users gain access to tools for generating quotes, integrating e-signatures, invoicing, collecting payments, sending overdue reminders, matching transactions, exporting bookkeeping records, and creating industry-specific workflows. Armiflow also supports numerous integrations with various business applications and automation tools, and its MCP server enables compatible AI assistants to execute supported CRM functions effectively. Offered on a subscription basis, Armiflow has both Basic and Pro plans, complemented by a 14-day free trial to facilitate business onboarding. Overall, this all-encompassing platform significantly improves operational efficiency, allowing for a more streamlined approach to customer relationship management, which is essential for growth in competitive markets.

Media

No images available

Media

No images available

Integrations Supported

Stripe
WhatsApp
Zapier
Google Calendar
Microsoft 365
QuickBooks Online
Slack
Xero

Integrations Supported

Stripe
WhatsApp
Zapier
ChatGPT
DATEV
Google Ads
Google Maps
HubSpot CRM
Meta Ads
Microsoft Dynamics 365
Model Context Protocol (MCP)
Pipedrive
Salesforce
Zoho CRM
n8n

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

€99/month
Basic is €99/month for one user; Pro is €199/month for unlimited users. Monthly or annual billing is available with no minimum term; prices exclude VAT. Both plans include a 14-day free trial. There is no plan setup fee; optional setup assistance is a one-time €399. AI/API usage is billed directly by the respective providers.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Kodlogy Technologies

Date Founded

2018

Company Location

Austria

Company Website

www.armiflow.com

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

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