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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FunnelYes serves as Italy's comprehensive Marketing Operating System designed for consultants, coaches, and small enterprises, integrating essential tools such as sales funnels, landing pages, CRM, email marketing, WhatsApp Business, automation, appointment scheduling, and AI, all within a single cohesive platform, eliminating the hassle of switching between different applications. Through this channel, we provide practical tutorials and live demonstrations on acquiring clients online, including step-by-step guidance on constructing a sales funnel from the ground up, designing high-converting landing pages, automating email communications and follow-ups, managing prospects with the CRM, and utilizing the AI voice assistant to respond on your behalf. What sets us apart is the dedicated team of real professionals backing our technology, offering strategic consulting and hands-on support. The combination of cutting-edge technology and personal assistance leads to tangible results. 🎯 Discover the extent of your marketing inefficiencies with our Marketing Leak Report™ 🚀 Experience FunnelYes free for 14 days without needing a credit card Subscribe now and elevate your marketing strategy to new heights, ensuring you stay ahead of the competition.

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

No images available

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

$12/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 Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

FunnelYes

Founded

2020

Country

Italy

Website

funnelyes.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

CloudFunnels Reviews

CloudFunnels

Teknikforce

Alternatives

No Alternatives