Vertex CRM

Vertex CRM

Vodlix
VertexOne

VertexOne

Vertex
+
+

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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.

About

For 30 years, VertexOne has been helping utilities and energy companies across North America achieve digital transformation and business process optimization. Our suite of solutions spans the meter-to-cash process and revolutionizes the customer and staff experience. Whether you're ready to implement effective customer engagement solutions, modernize your billing and customer information systems, or embrace the power of automation and data analytics, VertexOne has you covered. VertexOne products can be used as part of a comprehensive meter-to-cash platform or as standalone solutions in your technology stack. When it comes to the right information technology provider, experience is everything. With a vast portfolio of utility technology solutions, VertexOne offers the perfect options for utility and service providers of all sizes. We've been helping utilities and energy providers serve their communities for nearly three decades.

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

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

Audience

Utilities and energy service providers seeking a solution to build next-generation renewable-friendly energy networks

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 Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$19/month
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
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 Supported
Live Online Supported
In Person Supported

Company Information

Vodlix
Founded: 2023
United Kingdom
vertexcrm.io

Company Information

Vertex
Founded: 1996
United States
vertexone.net

Alternatives

Alternatives

Utterbond

Utterbond

WebContrive Technologies Pvt Ltd

Categories

AI CRM Supported
CRM Supported

Categories

Utility Billing Features

Account Management Supported
ACH Payment Processing Supported
Billing & Invoicing Supported
Cable Not Supported
Collections Management Supported
Customer Management Supported
Electricity Supported
Meter Management Supported
Metered Billing Supported
Move In / Move Out Supported
Natural Gas Supported
Non-Metered Billing Supported
Online Payment Processing Supported
Penalty / Cut-Off Processing Supported
Rate Management Supported
Service Call Management Supported
Trash Not Supported
Water Supported
Work Order Management Supported

Integrations

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