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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

For three decades, VertexOne has been empowering utilities and energy firms throughout North America to undergo digital transformation and refine their business processes. Our range of solutions encompasses the entire meter-to-cash journey, enhancing both customer and employee experiences. Whether you're looking to adopt impactful customer engagement strategies, upgrade your billing and customer information systems, or harness the advantages of automation and data analytics, VertexOne is your go-to partner. Our products are versatile, capable of functioning as part of an all-encompassing meter-to-cash platform or as independent solutions within your existing technology framework. In the realm of information technology providers, having experience is paramount. With an extensive selection of utility technology offerings, VertexOne provides ideal solutions for utility and service organizations of any scale. Over the years, we have consistently supported utilities and energy providers in effectively serving their communities, solidifying our commitment to excellence in the industry. As we continue to innovate, our focus remains on delivering exceptional value to our clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Calendar Yes 
Microsoft 365 Yes 
QuickBooks Online Yes 
Slack Yes 
Stripe Yes 
WhatsApp Yes 
Xero Yes 
Zapier Yes 

Integrations

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

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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) 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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Vendor Details

Company Name

Vertex

Founded

1996

Country

United States

Website

vertexone.net

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 

Product Features

Utility Billing

ACH Payment Processing Yes 
Account Management Yes 
Billing & Invoicing Yes 
Cable No 
Collections Management Yes 
Customer Management Yes 
Electricity Yes 
Meter Management Yes 
Metered Billing Yes 
Move In / Move Out Yes 
Natural Gas Yes 
Non-Metered Billing Yes 
Online Payment Processing Yes 
Penalty / Cut-Off Processing Yes 
Rate Management Yes 
Service Call Management Yes 
Trash No 
Water Yes 
Work Order Management Yes 

Alternatives

No Alternatives

Alternatives