Vertex CRM

Vertex CRM

Vodlix
+
+

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About

LEDSAK is a powerful and intuitive CRM software for small businesses, startups, and growing enterprises looking to streamline lead management, client management, and customer relationship management in one smart platform. Designed with simplicity and efficiency in mind, LEDSAK offers an all-in-one lead management system, combining sales CRM software, marketing automation tools, and customer support CRM into a single, easy-to-use dashboard. Whether you're managing vendors, clients, or tracking sales opportunities, LEDSAK supports the full sales and opportunity management cycle with features like field sales automation, digital sales operations, and sales performance metrics. It’s also ideal for niche industries—offering healthcare CRM solutions, patient engagement tools, education management software, and e-commerce integrations.

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 Supported
iPad Not Supported
Android 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

LEDSAK is designed for businesses of all sizes, including sales professionals, small businesses, and large enterprises, looking to streamline lead management, improve sales processes, and enhance customer relationship management using an AI-powered CRM solution

Audience

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

Support

Phone Support Supported
24/7 Live Support 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

No images available

Screenshots and Videos

No images available

Pricing

₹2550/month
Free Version Not Supported
Free Trial Supported

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.5 / 5
support 4.5 / 5

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

Pros & Cons from Real Users

Pros

  • The contact and lead management are useful for my work. I can keep track of enquiries, check previous details, and manage follow-ups without having to maintain everything separately.
  • Simple and easy-to-understand dashboard Keeps contact information organized Helpful for tracking follow-ups Makes team coordination easier
  • LEDSAK gives me a centralized place to manage leads, client information, follow-ups, and ongoing opportunities. I particularly find the activity tracking useful because it helps me keep track of pending tasks and client communication without switching between different tools.
  • Ledsak’s greatest strength is its automation capabilities — follow-ups, reminders, and lead assignment all run smoothly without needing constant manual intervention. The interface is clean and intuitive, making it easy for new team members to adopt quickly. I also appreciated the WhatsApp integration and pipeline management, which give us real-time visibility into lead stages and help prioritize important prospects.

Cons

  • I would like to see a few more options for customizing the way information is displayed, but this hasn't been a major issue for the way I currently use the CRM.
  • Initial setup takes some time to organize according to our workflow. New team members need a little time to become familiar with all the available features.
  • There is an initial learning period while getting familiar with the different CRM options. Once the workflow is understood, the platform becomes easier to use for regular lead and client management.
  • The integration ecosystem is still somewhat limited; we would love to see more native connections to other tools like advanced marketing platforms or complex BI tools. The mobile app is functional but could use a usability upgrade to make navigation more seamless on the go.

Training

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

Training

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

Company Information

LEDSAK
Founded: 2024
India
www.ledsak.ai/

Company Information

Vodlix
Founded: 2023
United Kingdom
vertexcrm.io

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Categories

AI CRM Supported
CRM Supported

Categories

AI CRM Supported
CRM Supported

Integrations

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

Integrations

Google Calendar Supported
Microsoft 365 Supported
QuickBooks Online Supported
Slack Supported
Stripe Supported
WhatsApp Supported
Xero Supported
Zapier Supported
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