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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 Briced?

Briced is an innovative CRM and revenue operations platform powered by AI, designed to help teams across sales, partnerships, customer success, and recruitment effectively oversee their relationships, opportunities, and workflows within a unified system. This all-encompassing tool features customizable pipelines and includes functionalities such as management of contacts and companies, tracking of activities, synchronization of emails and calendars, automation of workflows, and AI-driven support. Users can design and manage pipelines tailored to various business areas like sales, partnerships, hiring, and customer onboarding, allowing them to visualize their responsibilities in both kanban and table layouts. Briced offers seamless integration with Google Workspace and Microsoft 365, ensuring that emails, meetings, and interactions are automatically synced, thus providing users with a comprehensive view of customer engagement history. Moreover, the platform's AI capabilities analyze different types of communication and activities, providing succinct summaries of interactions, suggesting next steps, updating pipeline stages, and uncovering insights that help teams prioritize their tasks and expedite the closing of deals. This holistic approach not only boosts productivity but also strengthens relationships with clients and stakeholders, ultimately leading to improved business outcomes. By combining advanced technology with user-friendly features, Briced empowers teams to work more efficiently and effectively.

Media

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Media

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Integrations Supported

Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
WhatsApp
Xero
Zapier

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$39/month/seat
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

Vodlix

Date Founded

2023

Company Location

United Kingdom

Company Website

vertexcrm.io

Company Facts

Organization Name

Briced

Date Founded

2026

Company Location

Netherlands

Company Website

www.briced.com

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

AI Sales Tools

Not specified

Revenue Operations

Not specified

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