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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Csmart Telco CRM is a versatile, cloud-based solution designed to assist telecommunications companies—such as MNOs, MVNOs, MVNEs, FTTx, and enterprise connectivity providers—in streamlining the entire customer journey. This platform consolidates customer information from the lead-to-bill process, automates various workflows including sales, CPQ, orders, and notifications, and leverages AI for efficient ticketing and assignment, leading to quicker issue resolution. Notable features include: - A comprehensive product catalogue that allows for flexible bundling - Detailed tracking of accounts, orders, and customer lifecycles - Tailored workflows along with real-time reporting capabilities - Automatic case assignments and approval processes - Multi-channel communication for notifications - Strategies for managing churn and implementing loyalty initiatives By adhering to TM Forum ODA standards and utilizing Open APIs, Csmart Telco CRM not only enhances sales performance but also reduces time to market, improves customer satisfaction, and strengthens customer retention, all while ensuring secure, role-based access for users. This comprehensive approach makes it a crucial tool for telecom operators aiming to elevate their service delivery and customer engagement.

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

Custom
Free Trial No 
Free Version Yes 

Pricing Details

$19/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Covalense Digital Solutions

Founded

2006

Country

India

Website

covalensedigital.com

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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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