Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
For three decades, VertexOne has been empowering utilities and energy firms throughout North America to undergo digital transformation and refine their business processes. Our range of solutions encompasses the entire meter-to-cash journey, enhancing both customer and employee experiences. Whether you're looking to adopt impactful customer engagement strategies, upgrade your billing and customer information systems, or harness the advantages of automation and data analytics, VertexOne is your go-to partner. Our products are versatile, capable of functioning as part of an all-encompassing meter-to-cash platform or as independent solutions within your existing technology framework. In the realm of information technology providers, having experience is paramount. With an extensive selection of utility technology offerings, VertexOne provides ideal solutions for utility and service organizations of any scale. Over the years, we have consistently supported utilities and energy providers in effectively serving their communities, solidifying our commitment to excellence in the industry. As we continue to innovate, our focus remains on delivering exceptional value to our clients.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Google Calendar
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Slack
Yes
Stripe
Yes
WhatsApp
Yes
Xero
Yes
Zapier
Yes
Integrations
Google Calendar
No
Microsoft 365
No
QuickBooks Online
No
Slack
No
Stripe
No
WhatsApp
No
Xero
No
Zapier
No
Pricing Details
$19/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Vodlix
Founded
2023
Country
United Kingdom
Website
vertexcrm.io
Vendor Details
Company Name
Vertex
Founded
1996
Country
United States
Website
vertexone.net
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
Product Features
Utility Billing
ACH Payment Processing
Yes
Account Management
Yes
Billing & Invoicing
Yes
Cable
No
Collections Management
Yes
Customer Management
Yes
Electricity
Yes
Meter Management
Yes
Metered Billing
Yes
Move In / Move Out
Yes
Natural Gas
Yes
Non-Metered Billing
Yes
Online Payment Processing
Yes
Penalty / Cut-Off Processing
Yes
Rate Management
Yes
Service Call Management
Yes
Trash
No
Water
Yes
Work Order Management
Yes
Alternatives
No Alternatives