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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 Oracle Subscription Management?

Manage every facet of new subscriptions, renewals, and upgrades by connecting your CRM with back-end systems, allowing for a deeper insight into customer purchasing behaviors. Oracle Subscription Management, driven by machine learning, is the only fully integrated, cloud-native subscription management solution designed specifically for businesses focused on both products and services, facilitating the management of contracts, invoicing, and revenue operations. Revolutionize your organization with subscription services utilizing a versatile solution that supports complex products and services, featuring functionalities for quoting, deal management, and customer self-service, all while alleviating the strain of intricate administrative duties and manual processes. Streamline complex workflows across multiple systems and points of interaction to improve overall efficiency. Support a variety of engagement channels with diverse pricing, delivery, and billing models. Empower your sales and service teams with essential tools to easily modify, manage, and renew deployment options, ensuring they are fully equipped for superior customer engagement and satisfaction. This comprehensive strategy not only improves operational efficiency but also fosters stronger customer relationships and promotes long-term loyalty. By emphasizing a seamless experience across all customer touchpoints, businesses can significantly enhance their competitive edge in the market.

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Integrations Supported

Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
WhatsApp
Zapier

Integrations Supported

Accenture Cloud Trade Promotion Management
Argent
Cognizant
EVOSYS TELEMATICS
Kinetica
Oracle Advertising
Oracle Cloud CX
Oracle Cloud Infrastructure
Oracle Commerce
Oracle Fusion Cloud EPM
Oracle Marketing

API Availability

Has API

API Availability

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$240 per user per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Vodlix

Date Founded

2023

Company Location

United Kingdom

Company Website

vertexcrm.io

Company Facts

Organization Name

Oracle

Date Founded

1977

Company Location

United States

Company Website

www.oracle.com/cx/sales/subscription-management/

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

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