Vertex CRM

Vertex CRM

Vodlix
+
+

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About

Start, grow, and scale your business with Cratejoy’s subscription box software, Marketplace, and support. Our support team is available to you when you need it via live chat and email, and our blog with made-for-you educational resources includes everything from how-to guides to case studies and webinars. Whether you're just starting out or a multimillion-dollar business, our tools were built to serve you at every step. Subscribers can manage their subscriptions from their own accounts. Easily view customer information and update billing/shipping information. Cancel or refund an order with a few clicks on the customer management interface. Cratejoy has a library of subscription commerce-optimized customizable templates to choose from. Monitor the most important health metrics for any subscription business right in the Cratejoy dashboard such as Churn, Cancellation analytics, Conversion funnel analytics, Traffic sources, Lifetime value, and more.

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

Businesses and companies in need of an eCommerce platform for subscription

Audience

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

Support

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

$39 per 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 Not Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

Cratejoy
Founded: 2015
United States
www.cratejoy.com/sell/

Company Information

Vodlix
Founded: 2023
United Kingdom
vertexcrm.io

Alternatives

Alternatives

No Alternatives
RAPP

RAPP

Lebesgue
Sublium

Sublium

Wisetr Technology Pvt. Ltd.
ChurnIQ

ChurnIQ

Cleeng

Categories

eCommerce Supported

Categories

AI CRM Supported
CRM Supported

eCommerce Features

Catalog Management Not Supported
Channel Management Supported
CRM Supported
Customer Accounts Not Supported
Data Security Supported
Email Marketing Supported
Inventory Management Supported
Kitting Supported
Loyalty Program Not Supported
Mobile Access Not Supported
Multi-Store Management Not Supported
Order Management Not Supported
Product Configurator Not Supported
Promotions Management Supported
Returns Management Supported
Reviews Management Supported
SEO Management Not Supported
Shopping Cart Not Supported
Templates Supported

Integrations

Affiliatly Supported
AgeVerify Supported
Allied Wallet Supported
ApparelMagic Supported
Arka Supported
Bellwethr Supported
Flowspace Supported
Fomo Supported
Fulfillment.com Supported
Google Calendar Not Supported
QuickBooks Online Not Supported
RetentionEngine Supported
ShipCalm Supported
ShipEngine Supported
ShipMonk Supported
Smartarget Supported
Stripe Not Supported
Xero Not Supported
Xplenty Supported
Zapier Not Supported

Integrations

Affiliatly Not Supported
AgeVerify Not Supported
Allied Wallet Not Supported
ApparelMagic Not Supported
Arka Not Supported
Bellwethr Not Supported
Flowspace Not Supported
Fomo Not Supported
Fulfillment.com Not Supported
Google Calendar Supported
QuickBooks Online Supported
RetentionEngine Not Supported
ShipCalm Not Supported
ShipEngine Not Supported
ShipMonk Not Supported
Smartarget Not Supported
Stripe Supported
Xero Supported
Xplenty Not Supported
Zapier Supported
Claim Cratejoy and update features and information
Claim Cratejoy and update features and information
Claim Vertex CRM and update features and information
Claim Vertex CRM and update features and information