Vertex CRM

Vertex CRM

Vodlix
+
+

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About

Tommos is an AI-assisted CRM for founder-led service businesses that manage sales from inquiry through contract and invoicing. Its Tommo SDR agent responds to website inquiries and schedules discovery calls; Tommo Closer prepares call recaps, proposals, and follow-up emails; and Tommo Legal reviews client contracts against the seller’s stated positions and drafts clause memos. Work is presented as approval cards for review before messages are sent. After 12 approvals of the same type without edits, users can allow that email action to run automatically. For won deals, users can review proposed invoices and send them through Mercury. Tommos also provides a browser-based CRM, Google Workspace connections, and access through a REST API and MCP server for project- and service-based B2B sales workflows.

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

Founder-led B2B companies of 1 to 50 people that sell projects or hours after a call, an estimate and a contract: tech services, marketing agencies, consulting, professional services, recruiting and staffing agencies.

Audience

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

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$299/month
Plans start at $299/month. A 14-day trial is available without a payment card. A 30-day money-back guarantee applies to the first payment.
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 Supported
Webinars Not 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

Tommos
Founded: 2026
United States
tommos.ai

Company Information

Vodlix
Founded: 2023
United Kingdom
vertexcrm.io

Alternatives

Nex

Nex

GarageSpace

Alternatives

No Alternatives
Mach

Mach

MachGTM

Categories

AI CRM Supported
AI Sales Agents Supported
AI SDR Supported
CRM Supported

Categories

AI CRM Supported
CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Not Supported
Territory Management Not Supported

Integrations

Claude Supported
Claude Code Supported
Google Analytics Supported
Google Calendar Not Supported
Google Workspace Supported
Granola Supported
Mercury Supported
Microsoft 365 Not Supported
Model Context Protocol (MCP) Supported
QuickBooks Online Not Supported
Slack Not Supported
Stripe Not Supported
WhatsApp Not Supported
Xero Not Supported
Zapier Not Supported
ZoomInfo Supported

Integrations

Claude Not Supported
Claude Code Not Supported
Google Analytics Not Supported
Google Calendar Supported
Google Workspace Not Supported
Granola Not Supported
Mercury Not Supported
Microsoft 365 Supported
Model Context Protocol (MCP) Not Supported
QuickBooks Online Supported
Slack Supported
Stripe Supported
WhatsApp Supported
Xero Supported
Zapier Supported
ZoomInfo Not Supported
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