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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CorsegoSaaS is a Ruby on Rails 6 framework tailored for multitenancy, aimed at accelerating the creation of scalable multi-tenant SaaS solutions. It boasts a wide array of features, such as user authentication options that include email, Google, and GitHub logins, along with the convenience of linking multiple social media accounts to one user profile. The system supports full row-based multitenancy, enabling the establishment of various tenants like organizations or teams, the ability to toggle between them, invite team members, and effectively manage access permissions. User authorization is streamlined through adjustable roles (admin, editor, viewer), complemented by plan-based restrictions that permit the formulation of personalized pricing tiers and limits, including the maximum number of members permitted per tenant. Integrated billing and subscription processes are facilitated through a bespoke engine equipped with Stripe compatibility, covering both recurring subscriptions and one-time transactions. Additionally, an intuitive super admin panel simplifies the oversight of users, tenants, pricing plans, subscriptions, and financial charges. This comprehensive toolset empowers developers to deliver robust and versatile SaaS applications efficiently.

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

Amazon S3 Yes 
GitHub Yes 
Google Yes 
Google Calendar No 
Microsoft 365 No 
QuickBooks Online No 
Ruby Yes 
Ruby on Rails Yes 
Slack No 
Stripe No 
WhatsApp No 
Xero No 
Zapier No 

Integrations

Amazon S3 No 
GitHub No 
Google No 
Google Calendar Yes 
Microsoft 365 Yes 
QuickBooks Online Yes 
Ruby No 
Ruby on Rails No 
Slack Yes 
Stripe Yes 
WhatsApp Yes 
Xero Yes 
Zapier Yes 

Pricing Details

$100 per year
Free Trial No 
Free Version Yes 

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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

CorsegoSaaS

Website

saas.corsego.com

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

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

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