Audience
Sales and growth teams at subscription businesses, especially OTT/streaming services and SaaS companies.
About Vertex CRM
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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Pricing
Starting Price:
$19/month
Free Trial:
Free Trial available.
Company Information
Vodlix
Founded: 2023
United Kingdom
vertexcrm.io
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Product Details
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Cloud
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