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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Utterbond is a robust subscription application for Shopify that empowers merchants to generate steady recurring revenue through customizable subscription options, automated billing, and tools aimed at enhancing customer loyalty. This app enables brands to implement various subscription models such as subscribe-and-save offerings, prepaid plans, unique subscription boxes, and Build-a-Box features, allowing customers to tailor their recurring purchases according to their preferences. Equipped with advanced dunning management capabilities and automatic payment processing, Utterbond helps businesses minimize customer churn and reclaim lost subscription income seamlessly. Additionally, it provides a user-friendly branded self-service portal where subscribers can manage their billing, alter product selections, skip deliveries, pause their subscriptions, update payment information, and review their order histories independently, without needing to reach out for support. Furthermore, the application seamlessly integrates with Shopify Checkout and is compatible with prominent payment gateways such as Shopify Payments, PayPal Express, Stripe, and Authorize.net, making it an ideal solution for merchants seeking to optimize their subscription services. This comprehensive approach not only simplifies the management of subscriptions but also enhances the overall customer experience.

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

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Screenshots View All

No images available

Integrations

Stripe Yes 
Authorize.Net Yes 
Google Calendar No 
Microsoft 365 No 
PayPal Yes 
QuickBooks Online No 
Shopify Yes 
Slack No 
WhatsApp No 
Xero No 
Zapier No 

Integrations

Stripe Yes 
Authorize.Net No 
Google Calendar Yes 
Microsoft 365 Yes 
PayPal No 
QuickBooks Online Yes 
Shopify No 
Slack Yes 
WhatsApp Yes 
Xero Yes 
Zapier Yes 

Pricing Details

$19/month
Free Trial Yes 
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 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

WebContrive Technologies Pvt Ltd

Founded

2012

Country

India

Website

webcontrive.com

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

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 

Alternatives

Alternatives

No Alternatives