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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

A cloud-based automated application is designed to streamline intricate billing processes for towers located at various sites. This ready-to-use platform efficiently manages diverse aspects of tower billing while enhancing overall business operations. Featuring a unified core platform complemented by industry-specific accelerators, it offers a truly integrated and quick-to-deploy solution. With an API-first design, the application ensures data security through HTTPS, two-factor authentication, data isolation, and compliance with GDPR and PCI/DSS standards, providing comprehensive protection against unauthorized access or data breaches. The infrastructure is built for self-service, enabling flexible monetization and management of subscription-based businesses. Additionally, our scalable, multi-tenant platform accommodates subscription models across various major industry sectors, making it a versatile choice for businesses looking to thrive in a competitive environment. The combination of these features guarantees not only efficiency but also peace of mind for users managing their financial processes.

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

Stripe Yes 
Avalara Yes 
Google Calendar No 
Microsoft 365 No 
Microsoft Azure Yes 
PayPal Yes 
QuickBooks Online No 
Razorpay Yes 
Slack No 
WhatsApp No 
Xero No 
Zapier No 

Integrations

Stripe Yes 
Avalara No 
Google Calendar Yes 
Microsoft 365 Yes 
Microsoft Azure No 
PayPal No 
QuickBooks Online Yes 
Razorpay 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 Yes 
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) Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Truebyl

Country

United Kingdom

Website

www.truebyl.com

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management 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