SoftSyncSoftSync AI Inc.
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Vertex CRMVodlix
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Related Products
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About
SoftSync AI is a CRM that runs the whole sales day in one place: flexible records and custom objects, email sync and campaigns, meeting notes, and pipeline, table and calendar views of the same data.
Two things set it apart. Autopilot handles the repetitive follow-up work in the background: you describe the job in plain words, it shows you exactly what it will do, you approve, and it runs. And MCP access means the AI assistant your team already uses, Claude, ChatGPT or Gemini, can work inside the CRM directly rather than through a bolted-on chatbot.
Built for teams who bounced off the heavyweight CRMs and drifted back to a spreadsheet. Everything about a customer sits on one page: email, meetings, notes, reminders and deals. Pro is 29 USD per seat per month billed yearly, Business is 59, and both run the full CRM from day one.
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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.
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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
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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
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Audience
Small and mid-sized sales teams, founders, agencies, consultancies, recruiters and SaaS teams who want a fast CRM with AI that does the work rather than describes it.
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Audience
Sales and growth teams at subscription businesses, especially OTT/streaming services and SaaS companies.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$29 USD
Free Version
Not Supported
Free Trial
Supported
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Pricing
$19/month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationSoftSync AI Inc.
Founded: 2026
United States
softsync.ai
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Company InformationVodlix
Founded: 2023
United Kingdom
vertexcrm.io
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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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
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Integrations
Google Calendar
Supported
Microsoft 365
Supported
QuickBooks Online
Supported
Slack
Supported
Stripe
Supported
WhatsApp
Supported
Xero
Supported
Zapier
Supported
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