Vertex CRMVodlix
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Related Products
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About
SupaBook is an all-in-one client management platform for creatives and agencies, combining CRM, AI voice answering, and automations to keep leads moving, projects organized, and payments collected.
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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
Creatives
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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
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 Videos |
Screenshots and VideosNo images available
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Pricing
$29/month
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
Not Supported
Live Online
Not 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 InformationSupaBook
Founded: 2025
United States
supabook.ai/
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Company InformationVodlix
Founded: 2023
United Kingdom
vertexcrm.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Supported
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Integrations
Microsoft 365
Supported
Google
Supported
Google Calendar
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
Microsoft 365
Supported
Google
Not Supported
Google Calendar
Supported
QuickBooks Online
Supported
Slack
Supported
Stripe
Supported
WhatsApp
Supported
Xero
Supported
Zapier
Supported
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