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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Description

Atrium is an advanced platform that leverages AI to enhance communication and relationship management, enabling users to efficiently organize and cultivate their professional connections by merging an intelligent inbox with a personal CRM into one cohesive system. This innovative solution consolidates email, contact, and calendar information into a single interface, where data is automatically enriched, categorized, and prioritized to highlight the most significant interactions and relationships. Functioning as a “relationship studio,” it utilizes artificial intelligence to sort incoming messages, eliminate irrelevant content, and deliver contextual insights such as recent updates from organizations, previous discussions, and pertinent notes ahead of meetings. Users can inquire about their network, monitor the depth and evolution of their relationships, and view comprehensive profiles that include historical interactions and essential information. Additionally, Atrium streamlines the follow-up process and sets reminders, ensuring that users can sustain regular communication without the burden of manual tasks. By integrating these features, Atrium not only enhances productivity but also fosters stronger professional connections.

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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Atrium

Country

United States

Website

www.atrium.me/

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

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

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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