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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 KIWI?

KIWI is an innovative online workspace powered by AI, specifically designed for freelancers, independent contractors, and small businesses. It merges geographic lead generation with a client relationship management system, providing a comprehensive array of features that include sales follow-ups, invoicing, email and calendar oversight, project management, document organization, spreadsheet creation, landing page design, social media content publishing, and video production. The platform not only includes an assistant but also specialized agents that utilize the context of the workspace to generate prospect research, communications, quotes, invoices, posts, and various other essential business tasks. Users are given the chance to review and approve every action before any outreach, content publication, or billing occurs, ensuring complete control over their workflows. Additionally, it integrates brand guidelines along with the Aukimi creative suite to boost creative productivity. A basic version of KIWI is available for free, while the Premium subscription offers enhanced AI credits, greater storage capacity, and specialized tools, allowing users to effectively oversee multiple businesses and their unique brands and records from a single account. By providing these tools and features, KIWI aims to streamline business operations and significantly improve productivity for its users, making it a valuable asset in the fast-paced digital landscape. Thus, it positions itself as an essential resource for those looking to optimize their work processes in a unified online platform.

Media

No images available

Media

No images available

Integrations Supported

Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
WhatsApp
Xero
Zapier

Integrations Supported

Google Calendar
Bluesky
Facebook
Gmail
Google Search Console
Instagram
LinkedIn
Microsoft Outlook
X (Twitter)

API Availability

Has API

API Availability

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$35/month
The free plan includes 30 AI credits and 100 MB of storage per month. Premium costs $35 per month for one account and includes 500 AI credits and 5 GB of storage. Credits renew monthly; plans can be changed or canceled without a long-term commitment.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

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

nammu

Date Founded

2009

Company Location

Switzerland

Company Website

app.kiwi

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

Business Management

Not specified

CRM

Not specified

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