Vertex CRM

Vertex CRM

Vodlix
+
+

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About

ClearSync syncs Stripe subscription and billing data into HubSpot so SaaS teams can run revenue operations directly from their CRM. The platform reconstructs full MRR and ARR change history from Stripe invoices and subscriptions, then creates structured objects inside HubSpot to power reporting, workflows, and automation. Companies use ClearSync to: • Track upgrades, downgrades, churn, and expansion revenue • Trigger HubSpot workflows from Stripe events • Give sales and customer success teams visibility into customer revenue • Build accurate MRR and ARR dashboards in HubSpot • Automate alerts for failed payments, churn risk, and renewals Unlike native Stripe integrations that only sync invoices, ClearSync rebuilds subscription history and recurring revenue changes so teams can understand exactly how revenue moves over time. ClearSync is designed for B2B SaaS companies using Stripe Billing and HubSpot that need accurate subscription data for revenue reporting, sales o

About

Vertex CRM is a cloud-based customer relationship and revenue operations platform for teams managing sales pipelines and recurring subscriptions. It combines contacts, companies, deals, workflows, marketing attribution, booking pages, communications, quotes, invoices and subscription billing in a shared workspace. Its AI assistant can draft sales orders, offers and subscriptions, schedule meetings, send messages and surface funnel or subscription insights, with actions presented for review and approval. Teams can manage subscriber plans, churn, retention offers and multi-tenant SaaS entitlements, and connect payments, calendars, messaging, email, accounting and advertising services. A REST API and webhooks provide access to CRM, billing and subscription records. Vertex CRM is aimed at sales, growth and billing teams at SaaS, OTT and streaming businesses.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Founders, CEO, CRO, and Operations teams looking for accurate MRR Reporting over time

Audience

Sales and growth teams at subscription businesses, especially OTT/streaming services and SaaS companies.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$149/month
Free Version Not Supported
Free Trial Supported

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

ClearSync
Founded: 2025
United States
clearsync.ai

Company Information

Vodlix
Founded: 2023
United Kingdom
vertexcrm.io

Alternatives

Alternatives

Utterbond

Utterbond

WebContrive Technologies Pvt Ltd

Categories

Categories

AI CRM Supported
CRM Supported

Integrations

Stripe Supported
Google Calendar Not Supported
HubSpot CRM Supported
Microsoft 365 Not Supported
QuickBooks Online Not Supported
Slack Not Supported
Stripe Billing Supported
WhatsApp Not Supported
Xero Not Supported
Zapier Not Supported

Integrations

Stripe Supported
Google Calendar Supported
HubSpot CRM Not Supported
Microsoft 365 Supported
QuickBooks Online Supported
Slack Supported
Stripe Billing Not Supported
WhatsApp Supported
Xero Supported
Zapier Supported
Claim ClearSync and update features and information
Claim ClearSync and update features and information
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