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Average Ratings 0 Ratings

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features
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support

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Description

PayKickstart has the most comprehensive checkout, recurring billing and affiliate management solution on the market. It also has global capabilities. It's a virtual extension of your accounting and product/dev teams. Track and manage recurring charges throughout the customer's lifecycle. Automate everything, from simple subscriptions to complicated usage and event-based charging models. With a suite advanced dunning and revenue-recovery tools, you can plug revenue leaks and reduce churn. Protect your customers' data and protect them with enterprise-grade compliance and security standards.

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

Stripe Yes 
Zapier Yes 
AWeber Yes 
ActiveCampaign Yes 
Braintree Yes 
Campaign Refinery Yes 
Constant Contact Yes 
Everlesson Yes 
GetResponse Yes 
Google Calendar No 
Integrately Yes 
Kit Yes 
KonnectzIT Yes 
Mailchimp Yes 
Market Hero Yes 
PayPal Yes 
QuickBooks Online No 
WhatsApp No 
WiserNotify Yes 
Xero No 

Integrations

Stripe Yes 
Zapier Yes 
AWeber No 
ActiveCampaign No 
Braintree No 
Campaign Refinery No 
Constant Contact No 
Everlesson No 
GetResponse No 
Google Calendar Yes 
Integrately No 
Kit No 
KonnectzIT No 
Mailchimp No 
Market Hero No 
PayPal No 
QuickBooks Online Yes 
WhatsApp Yes 
WiserNotify No 
Xero Yes 

Pricing Details

$29 per 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 Yes 
iPad App Yes 
Android App Yes 
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) 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 No 

Types of Training

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

Vendor Details

Company Name

PayKickstart

Founded

2015

Country

United States

Website

paykickstart.com

Vendor Details

Company Name

Vodlix

Founded

2023

Country

United Kingdom

Website

vertexcrm.io

Product Features

Affiliate

Affiliate Management Yes 
Affiliate Tracking Yes 
Banner Management No 
Commission Management Yes 
Contest Management Yes 
Coupon Management Yes 
Email / Newsletter Communication No 
Fraud Detection Yes 
Multi Level Marketing (MLM) No 
Multi-Language Yes 
Social Sharing No 

Commission

Affiliate Management Yes 
Agency Commission No 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management Yes 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions No 
Split Commissions Yes 

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing No 
Payment Processing No 
Recurring Donations No 
Subscription Billing No 

Shopping Cart

Abandoned Cart Saver Yes 
Catalog Management No 
Credit Card Processing Yes 
Discount / Coupon Management Yes 
Inventory Control No 
Product Configurator Yes 
Product Ratings / Reviews No 
Refund Management Yes 
Returns Management No 
Shipping Management Yes 
Tax Management Yes 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management No 
Product Catalog No 
Recurring Billing No 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal No 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics 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 

Alternatives

Alternatives

No Alternatives