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features
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support

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Description

This subscription service is designed to enhance customer lifetime value and boost retention rates. Here, you will discover all the essential tools needed to process payments, oversee subscriptions, and mitigate churn, ultimately aiming to cultivate a base of satisfied customers who consistently renew their subscriptions. Additionally, you can access extra services tailored to enhance conversions, renewals, tax compliance, and customer support. With support for nine different payment methods featuring recurring billing and a multi-language checkout available in 29 languages, your subscription business is well-equipped for international expansion. Our comprehensive tools and automated triggers are designed to maximize monetization throughout the subscription lifecycle, thereby increasing both average order value and customer lifetime value. You can efficiently oversee your subscription model with ready-to-use reporting focused on critical metrics such as monthly and annual recurring revenue, renewal and churn rates, and the number of active customers and subscriptions. Furthermore, keep an eye on renewal forecasts and cohort analysis to make data-driven decisions. This approach not only streamlines management but also sets a solid foundation for sustainable growth in your business.

Description

Vertex CRM serves as a cloud-oriented platform that integrates customer relationship management with revenue operations, specifically designed for teams overseeing sales funnels and ongoing subscriptions. It unifies various components such as contacts, businesses, deals, workflows, marketing attribution, booking interfaces, communication tools, quotes, invoices, and subscription billing within a collaborative environment. Featuring an AI assistant, it can generate sales orders, proposals, and subscription documents, as well as schedule appointments, send communications, and highlight insights related to funnels or subscriptions, while allowing for review and approval of suggested actions. Teams are equipped to handle subscriber plans, manage churn, offer retention strategies, and oversee multi-tenant SaaS entitlements, all while connecting essential services such as payments, calendars, messaging, email, accounting, and advertising. Access to CRM, billing, and subscription information is facilitated through a REST API and webhooks, enhancing integration capabilities. Vertex CRM primarily targets sales, growth, and billing teams within the realms of SaaS, OTT, and streaming industries, making it a versatile tool for business expansion and customer engagement. By employing this platform, businesses can streamline their operational processes and improve overall efficiency in managing customer relationships.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

AliDropship Yes 
Aliphia Yes 
Avangate Yes 
CCV Shop Yes 
CloudBooks Yes 
CoffeeCup Web Form Builder Yes 
Drupal Commerce Yes 
Event Espresso Yes 
Hiveage Yes 
Microsoft 365 No 
Pinnacle Cart Yes 
QuickBooks Online No 
Selz Yes 
Slack No 
Stripe No 
Wix Yes 
Xero No 
Zen Cart Yes 
Zoho CRM Yes 

Integrations

AliDropship No 
Aliphia No 
Avangate No 
CCV Shop No 
CloudBooks No 
CoffeeCup Web Form Builder No 
Drupal Commerce No 
Event Espresso No 
Hiveage No 
Microsoft 365 Yes 
Pinnacle Cart No 
QuickBooks Online Yes 
Selz No 
Slack Yes 
Stripe Yes 
Wix No 
Xero Yes 
Zen Cart No 
Zoho CRM No 

Pricing Details

$0.35 per sale
Free Trial No 
Free Version No 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Verifone

Country

United States

Website

www.2checkout.com/products/2subscribe/

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management No 
Usage Tracking/Analytics Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Alternatives

Alternatives

No Alternatives
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