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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 Heyy?

Heyy is an AI-powered platform that streamlines customer messaging and automation, allowing businesses to manage and grow their interactions, sales, support, and marketing across multiple channels such as WhatsApp, Instagram, Facebook Messenger, and website chat, all within a unified interface. Users can create customized “AI Employees” that interact with customers by answering FAQs, qualifying leads, automating sales, directing messages, and seamlessly integrating with CRMs, e-commerce platforms, ticketing systems, and backend processes without requiring any coding skills. The platform also offers advanced features like multi-agent inboxes, automated workflows, lead qualification and tagging, targeted marketing communications, and simple integrations via APIs or webhooks, turning live chat into measurable business outcomes. Moreover, the AI is designed to escalate complex queries to human agents while effectively handling routine tasks, which not only saves time for team members but also ensures continuous engagement throughout the day. This holistic strategy significantly boosts operational efficiency and fosters stronger customer relationships through dependable service and support. As a result, businesses can achieve higher levels of customer satisfaction and loyalty by leveraging the comprehensive tools provided by Heyy.

Media

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Media

Integrations Supported

Slack
WhatsApp
Zapier
Google Calendar
Microsoft 365
QuickBooks Online
Stripe
Xero

Integrations Supported

Slack
WhatsApp
Zapier
Calendly
Facebook Messenger
Gmail
Instagram
Notion
monday AI work platform

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$49 per month
Free Version

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
Online Training

Company Facts

Organization Name

Vodlix

Date Founded

2023

Company Location

United Kingdom

Company Website

vertexcrm.io

Company Facts

Organization Name

Heyy

Date Founded

2024

Company Location

United States

Company Website

heyy.io

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI Agents

Not specified

AI Chatbots

Not specified

AI CRM

Not specified

AI Customer Service

Not specified

AI Employees

Not specified

Chatbot

Not specified

Conversational AI

Not specified

WhatsApp Marketing

Not specified

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