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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 SubscriptionsOnly.com?

Subscriptions Only provides an affordable subscription management software solution equipped with a powerful feature set and a scalable architecture, enabling effortless integration with any website or application. Our recurring billing system boasts a wide range of features, including unlimited subscription plans, various flexible types, straightforward billing cycles, and multiple collection methods. Furthermore, it offers secure hosted pages along with options for free trials, discount coupons, and many other functionalities to elevate the user experience. By delivering an exceptional purchasing journey, you can effectively convert casual visitors into dedicated subscribers. Subscribers can take advantage of a comprehensive set of tools available through a user-friendly self-service portal, allowing them to manage their accounts with ease. Whether using our Secure Hosted Store or API, customers will experience a streamlined and user-friendly checkout process that prioritizes convenience. This commitment to enhancing user experience not only fosters customer satisfaction but also promotes long-term retention and loyalty. Ultimately, our software is designed to meet the evolving needs of businesses while ensuring a smooth experience for every subscriber.

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Integrations Supported

Google Calendar
Microsoft 365
QuickBooks Online
Slack
Stripe
WhatsApp
Xero
Zapier

Integrations Supported

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
Free Trial Offered?

Pricing Information

$29 per month

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard 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

Subscriptions Only

Date Founded

2016

Company Location

United States

Company Website

www.subscriptionsonly.com

Categories and Features

AI CRM

Not specified

CRM

Not specified

Categories and Features

Recurring Billing

Not specified

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