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Average Ratings 0 Ratings

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features
design
support

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Description

Experience seamless management of your subscription billing with BluSynergy’s BluBilling, an automated solution designed specifically for recurring billing needs. This standalone SaaS platform allows businesses to effortlessly sign up and configure their accounts, catering to both simple and intricate subscription billing demands. For those utilizing Salesforce, the BluBilling app provides an efficient approach to tackle complex billing scenarios directly within the platform. Additionally, businesses can connect their external accounting systems to Salesforce through BluBilling for enhanced integration. Simplify your subscription billing tasks within your QuickBooks accounting software by leveraging BluSynergy’s BluBilling app, while also optimizing subscription management in SAP with its robust features. With BluBilling, various functionalities are offered to empower businesses, ensuring they can manage their regular or specialized subscription billing processes with ease and effectiveness. This comprehensive solution not only streamlines billing but also enhances overall financial management for businesses of all sizes.

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

QuickBooks Online Yes 
Stripe Yes 
Authorize.Net Yes 
Avalara Yes 
Chase Merchant Services Yes 
Google Calendar No 
Microsoft 365 No 
Microsoft Dynamics GP Yes 
NetSuite Yes 
Oracle Cloud Infrastructure Yes 
PayPal Yes 
QuickBooks Payments Yes 
SAP ERP Yes 
SAP Financials Yes 
Salesforce Yes 
Slack No 
WhatsApp No 
Xero No 
Zapier No 

Integrations

QuickBooks Online Yes 
Stripe Yes 
Authorize.Net No 
Avalara No 
Chase Merchant Services No 
Google Calendar Yes 
Microsoft 365 Yes 
Microsoft Dynamics GP No 
NetSuite No 
Oracle Cloud Infrastructure No 
PayPal No 
QuickBooks Payments No 
SAP ERP No 
SAP Financials No 
Salesforce No 
Slack Yes 
WhatsApp Yes 
Xero Yes 
Zapier Yes 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

BluSynergy

Founded

2008

Country

United States

Website

blusynergy.com/subscription-billing-solutions/

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing 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

ZoneBilling Reviews

ZoneBilling

Zone & Co.

Alternatives

No Alternatives