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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 Migaru?

Migaru operates as a cutting-edge platform enhanced by artificial intelligence, specifically designed for sales professionals and entrepreneurs focusing on customer relationship management. It brings together contacts, companies, opportunities, emails, meetings, and sales activities in a shared workspace, allowing users to monitor their relationships and manage transactions with ease. The platform's AI features enable users to derive insights from discussions, create meeting recaps, suggest follow-ups, and generate personalized outreach messages. Users can easily integrate their email and calendar applications, enhance collaboration through various communication tools, and manage potential clients through organized sales processes. Moreover, Migaru offers a web-based CRM environment, along with automation and reporting tools, and includes an API and Model Context Protocol (MCP) server for seamless integration with assistants and other external applications. This versatile platform caters to a wide range of users, from individual entrepreneurs and small sales teams to larger corporate bodies, ensuring that all customer relationship and sales pipeline management needs are met. In addition, Migaru significantly boosts productivity by facilitating the centralization of sales activities and enhancing the efficiency of communication among users. Ultimately, it stands out as an essential tool for anyone aiming to optimize their sales strategies and customer interactions.

Media

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Media

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Integrations Supported

Slack
Google Calendar
Microsoft 365
QuickBooks Online
Stripe
WhatsApp
Xero
Zapier

Integrations Supported

Slack
ChatGPT
Claude
Gmail
Microsoft Outlook
Model Context Protocol (MCP)

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$35/user/month
Starter costs $35 per user per month for 1–3 users. Pro costs $399 per workspace per month, billed annually, for up to 5 users; Growth costs $799 per workspace per month, billed annually, for up to 10 users. Enterprise pricing is custom and billed annually. Starter and Pro include a 14-day free trial.
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

Migaru

Company Website

www.migaru.ai/

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

AI CRM

Not specified

CRM

Not specified

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