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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Introducing the most advanced platform for managing subscriptions and billing, designed to help you acquire, monetize, and enhance both digital and physical subscriptions seamlessly. Expand your business internationally with the ability to provide customized subscription options in any location, currency, language, tax structure, format, and frequency. Recognize and track anonymous visitors, transforming them into dedicated subscribers. Strategically target essential market segments by establishing access control rules that can activate dynamic paywalls, events, and entitlements. Create outstanding subscriber experiences by offering tailored products, pricing, and promotions. Innovate effortlessly without the need for technical personnel, allowing you to launch and improve products, paywalls, and various models in just minutes for optimal growth. Furthermore, this platform empowers businesses to stay ahead of market trends by continuously testing and adapting their offerings.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Calendar No 
Microsoft 365 No 
QuickBooks Online No 
Slack No 
Stripe No 
WhatsApp No 
Xero No 
Zapier No 

Integrations

Google Calendar Yes 
Microsoft 365 Yes 
QuickBooks Online Yes 
Slack Yes 
Stripe 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 No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

MPP Global Solutions

Founded

2000

Country

United States

Website

www.mppglobal.com/us/platform-us/

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

Recurring Billing

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

Subscription Management

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

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 

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