Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
SimpleCRM is an AI-powered platform for customer engagement that uses low-code technology. It digitizes, decodes and delivers all customer journeys from prospecting through sales, onboarding, account management, servicing and retention. SimpleCRM is a digital transformation platform that powers SMBs as well as some of the most important banks, financial services, and insurance organizations in South Asia, Southeast Asia, the Middle East, and South Asia. Comprehensive sales management and digital marketing tools can help you expand your market reach, drive sales, and grow revenue. AI-powered chatbots, eKYC tools, BPM tools, predictive analysis, and other solutions automate and improve efficiency. Our vertical solutions expertise will allow your business to streamline workflow and increase productivity. SimpleCRM offers industry-compliant solutions that can be customized to meet the needs of your business, no matter what size it is.
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
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
$15 per user per month
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
Yes
Windows
Yes
Mac
Yes
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
SimpleWorks
Founded
2014
Country
Singapore
Website
simple.works/solutions/
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
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task 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