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Description
O2B stands out as the pioneering subscription management and billing system that is completely native to Force.com. If you can envision it, O2B has the capability to turn that vision into a profitable reality, and no other solution can rival its offerings. When selecting your Subscriber Relationship Management (SRM) solution, keep in mind that the goal is to drive transformation, enhance operational efficiencies, and leverage features that were previously unavailable. Whether your services are Software as a Service (SaaS), Platform as a Service (PaaS), Hardware as a Service (HaaS), or even traditional utility models, the dynamics of the sales cycle, monetization strategies, and customer relationship management differ significantly from those associated with one-time sales products. Originating in the telecommunications sector, ChikPea has expanded its offerings to cater to various markets, specializing in areas such as quoting, order management, service delivery, subscription billing, payments, collections, and change management. Explore the world of Subscriber Relationship Management today, and remember, as a software manufacturing company, we solely create the tools you need and do not engage in billing services or telecom project management on your behalf. By focusing on innovation and efficiency, we aim to empower businesses to streamline their operations and enhance customer satisfaction.
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
No images available
Integrations
Google Calendar
No
Microsoft 365
No
QuickBooks Online
No
Salesforce
Yes
Slack
No
Stripe
No
WhatsApp
No
Xero
No
Zapier
No
Integrations
Google Calendar
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Salesforce
No
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
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
No
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
ChikPea
Founded
2006
Country
United States
Website
chikpea.com/o2b/
Vendor Details
Company Name
Vodlix
Founded
2023
Country
United Kingdom
Website
vertexcrm.io
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
No
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
Yes
Tax Calculator
Yes
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
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
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
