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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 Dovio?

Dovio is a cloud-based CRM platform designed specifically for small businesses, effectively merging contact, company, and deal management with email and calendar synchronization, task management, and sales pipelines. By connecting their Google or Microsoft accounts, users can effortlessly create contact and company records based on their email communications and scheduled appointments. Moreover, its meeting notetaker function captures discussions, yielding AI-generated summaries, suggested follow-up tasks, and draft emails for users to review. Users can also ask about CRM entries and related emails, customize data objects, and prepare, send, and track contracts for electronic signatures. Available through a web application, Dovio promotes collaborative work environments by offering shared customer information, activity logs, and visual representations of sales pipelines, which ultimately boosts team productivity and communication. In summary, Dovio acts as a multifaceted tool that simplifies numerous elements of business operations for smaller teams, helping them to work more efficiently and cohesively. Additionally, the platform's user-friendly interface ensures that even those with limited technical skills can navigate its features with ease.

Media

No images available

Media

Integrations Supported

Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
WhatsApp
Xero
Zapier

Integrations Supported

Google Calendar
Microsoft 365
ChatGPT
Claude
Claude Code
Codex CLI
Fathom
Gmail
Google Meet
Google Workspace
Microsoft Outlook
Microsoft Teams
Model Context Protocol (MCP)
Zoom

API Availability

Has API

API Availability

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$19/seat/month
Starter is $19 per seat per month, billed monthly, or $190 per seat per year with annual billing (two months free). Pro is $49 per seat per month, billed monthly, or $490 per seat per year with annual billing. Both plans include onboarding and data migration. A 14-day free trial is available.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / 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

Dovio

Date Founded

2025

Company Location

Sweden

Company Website

dovio.io

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

CRM

Not specified

Popular Alternatives

Popular Alternatives

No Alternatives
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