Vertex CRM

Vertex CRM

Vodlix
+
+

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About

Recurring Billing & Subscription Management Software with Integrated Affiliate Management System. Start Selling Memberships and Subscriptions. Pabbly Subscription Billing ensures secure payment collection through multiple Payment Gateways. The only subscription management software that comes with integrated Affiliate Management System. Pabbly Subscription Billing comes with lots of amazing features.

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 Supported
Mac 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

Companies that need a recurring billing solution for their subscription customers

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

Screenshots and Videos

No images available

Pricing

$7 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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:

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Pros & Cons from Real Users

Pros

  • Easy to use and the founder is constantly working on improvements and ways to make the program better.

Cons

  • There is a little bit of a learning curve to set it up.

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

Pabbly
Founded: 2018
India
www.pabbly.com

Company Information

Vodlix
Founded: 2023
United Kingdom
vertexcrm.io

Alternatives

Alternatives

No Alternatives

Categories

Categories

AI CRM Supported
CRM Supported

Recurring Billing Features

Customer Portal Supported
Deferred Billing Not Supported
Discount Management Supported
Dunning Management Supported
Invoice History Supported
Multi-Currency Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Supported
Subscription Billing Supported

Subscription Management Features

Cancellation Management Supported
Discount / Coupon Management Supported
Dunning Management Supported
Enrollment Management Supported
Product Catalog Supported
Recurring Billing Supported
Revenue Recognition Not Supported
Revenue Recovery Tools Supported
Self Service Portal Supported
Subscription Plan Management Supported
Tax Management Supported
Trial Management Supported
Usage Tracking/Analytics Supported

Integrations

Google Calendar Supported
Xero Supported
BL.INK Supported
Facebook Supported
GitHub Supported
Google Sheets Supported
Microsoft 365 Not Supported
NetSuite Supported
Pabbly Connect Supported
Peaka Supported
Qualzz Supported
QuickBooks Online Not Supported
Slack Not Supported
StarfishETL Supported
Stripe Not Supported
SweepWidget Supported
WhatsApp Not Supported
WiserNotify Supported
Zapier Not Supported
Zoom Supported

Integrations

Google Calendar Supported
Xero Supported
BL.INK Not Supported
Facebook Not Supported
GitHub Not Supported
Google Sheets Not Supported
Microsoft 365 Supported
NetSuite Not Supported
Pabbly Connect Not Supported
Peaka Not Supported
Qualzz Not Supported
QuickBooks Online Supported
Slack Supported
StarfishETL Not Supported
Stripe Supported
SweepWidget Not Supported
WhatsApp Supported
WiserNotify Not Supported
Zapier Supported
Zoom Not Supported
Claim Pabbly Subscriptions and update features and information
Claim Pabbly Subscriptions and update features and information
Claim Vertex CRM and update features and information
Claim Vertex CRM and update features and information