VertexThe CRM that does the work.
Pipeline, marketing, meetings, billing and OTT/SaaS subscriptions in one system — driven by an AI assistant that doesn't just answer questions, it creates the deal, sends the email, books the meeting and builds the plan.
No credit card · full product · your data & keys stay yours
Tell it what you want.
It does it.
Most "AI CRMs" summarise. Vertex's assistant runs the CRM — it creates discounts, drafts sales orders, builds custom plans, books meetings and sends email, each as a card you approve before it commits. Scoped to your permissions, audited on every call.
An operator in the chat box.
Ask in plain English. The assistant picks the right tool, shows you a result card, and waits for your go — money and bulk actions always route through approval.
- Create discounts & offers, sales orders, subscriptions and custom plans
- Book meetings, send email/SMS, build audiences and campaigns
- Reads your numbers — MRR, churn, funnel — and tells you what changed
- Runs with your permissions; "what can I do here?" answered honestly
- Every action audited; nothing irreversible without your approval
The whole growth engine.
From the first anonymous visit to a paid, renewing subscription — nine products on one database, so every number traces back to the people behind it.
AI Assistant & Autopilot
Run the CRM by chat. It creates records, sends comms and watches the funnel — then suggests or runs the next move under guardrails.
Learn moreCRM & Pipeline
Contacts, companies and deals with a workflow engine that moves work for you — not another to-do list.
Learn moreMarketing Analytics
Visitor → lead → deal → revenue, reconciled in one funnel you can drill all the way down to a single session.
Learn moreMeetings & Scheduling
Clean booking pages, availability, reminders, OTP-verified bookings and two-way Google / Microsoft calendar sync.
Learn moreCommunications
Email, SMS, WhatsApp, voice and tickets in one inbox — each thread tied to the contact and the deal.
Learn moreBilling & Revenue
Quotes, invoices, subscriptions, multi-currency and dunning — Stripe-synced revenue that closes the loop.
Learn moreSubscribers, plans and churn — handled.
Vertex was built running real streaming subscriptions. Manage plans across currencies, watch MRR and churn in real time, and let the AI fire the right retention offer the moment someone tries to cancel.
- Per-region, multi-currency plans and price changes
- Trials, dunning, pauses and win-back built in
- Retention "save offers" surfaced automatically at churn
- Subscriber events flow straight into analytics
Vertex is the billing brain for your SaaS.
Mirror every tenant into one place, bill them across plans and currencies, enforce entitlements, and run the whole self-serve loop — checkout, upgrades, trials and the customer billing portal — from the same system that runs your CRM.
- Multi-tenant subscriptions with MRR, NRR and churn
- Plan gates & quotas that flip features on per tenant
- Self-serve checkout, upgrades and a tenant billing portal
- One Stripe sync, one source of truth, full REST API
Three steps to running on Vertex.
Import & connect
Bring contacts in, drop the Vertex Pixel on your site, and connect email, calendar and Stripe in minutes — your keys, your accounts.
Let it watch
Vertex reconciles your whole funnel and starts surfacing what's working, what's leaking, and exactly what to do next.
Run by chat
Ask the assistant to build the offer, draft the order, book the meeting or send the campaign. Approve the card. Done.
Connected to the platforms the world runs on.
Bring your own keys — Stripe, Google, Microsoft, Telnyx, Postmark and more. No metered markup, no black box, full ownership of your data and accounts.
Battle-tested running real streaming subscriptions at scale — your data and keys stay yours.
See all integrationsFrom $29/mo. No per-seat tax.
Four plans across USD, EUR and GBP, with a 14-day trial on every paid tier. Your data and provider keys stay yours.
Questions, answered.
Can the AI assistant actually change things, or just answer?
It does the work. The assistant creates discounts, drafts sales orders and subscriptions, builds custom plans, books meetings and sends email — each surfaced as a result card you approve before it commits. Money and bulk actions always route through an approval gate, and every call is scoped to your permissions and audited.
Is Vertex really one system, or a bundle of tools?
One system, one database. CRM, marketing analytics, meetings, communications, billing and OTT/SaaS subscriptions all share the same records, so a visitor, a lead, a deal and a paid subscription are the same person end-to-end — no exports, no glue code.
Do you lock me into per-seat pricing?
No. Plans start at $29/mo with no per-seat tax. You bring your own provider keys (Stripe, email, SMS, AI), so there's no metered markup and your customer data and credentials stay yours.
Can it handle OTT and SaaS subscription billing?
Yes — it was built running real streaming subscriptions. Multi-currency plans, trials, dunning, pauses, retention offers, multi-tenant entitlements, self-serve checkout and a customer billing portal are all built in and Stripe-synced.
How do I get started?
Start a 14-day trial — no credit card. Import your contacts, drop the Vertex Pixel on your site, connect your email/calendar/Stripe, and ask the assistant to set up the rest.
Run your growth from one chat box.
Open Vertex and see your pipeline, subscribers and revenue in one place — with an AI that does the work.