VertexEverything your growth team needs. Nine products, one system.
Vertex puts your CRM, marketing analytics, meetings, communications, billing and OTT/SaaS subscriptions on a single database — and hands you an AI assistant that runs the lot by chat. No exports, no glue code, no per-seat tax.
Nine products. One login.
Each is a full product in its own right. Together they trace every number — from the first anonymous click to a renewing subscription — back to the person behind it.
AI Assistant & Autopilot
A fully agentic operator in the chat box. It creates discounts, drafts orders, books meetings and sends comms — each as a card you approve.
Learn moreCRM & Pipeline
Contacts, companies and deals with a workflow engine that moves work for you — activity timelines, scoring and stages that update themselves.
Learn moreMarketing Analytics
First-party visitor tracking that reconciles visitor → lead → deal → revenue in one funnel you can drill to a single session.
Learn moreMeetings & Scheduling
Clean booking pages with availability, reminders, OTP-verified bookings and two-way Google / Microsoft calendar sync.
Learn moreCommunications
Email, SMS, WhatsApp, voice and tickets in one inbox — every thread tied to the contact and the deal it belongs to.
Learn moreBilling & Revenue
Quotes, invoices, subscriptions, multi-currency and dunning — Stripe-synced revenue that closes the loop back to the CRM.
Learn moreOTT & SaaS Subscriptions
Multi-tenant plans, entitlements, trials, pauses and retention offers — built running real streaming subscriptions at scale.
Learn moreWorkflow Automation
Visual nodes — trigger → audience → action — with AI nodes that run under guardrails. Safe actions auto, money and bulk need approval.
Learn moreIntegrations & API
Bring your own keys — Stripe, Google, Microsoft, Postmark, Telnyx, WhatsApp, Xero, QuickBooks — plus a full REST API and webhooks.
Learn moreThe same person, end to end.
Most stacks bolt six tools together and reconcile them with exports. Vertex doesn't. A visitor, a lead, a deal and a paying subscriber are one record — so revenue traces straight back to the campaign that earned it.
- No CSV exports, no sync jobs, no duplicate contacts
- Every event — page view, email open, payment — on one timeline
- One query answers "which channel pays for itself?"
- The AI assistant reads and writes across all nine products
Whatever you sell, it fits.
For OTT & Streaming
Per-region multi-currency plans, trials, dunning, pauses and automatic save offers at churn — with subscriber events flowing straight into analytics.
OTT & streamingFor SaaS
Multi-tenant subscriptions with MRR, NRR and churn, plan gates and quotas, self-serve checkout and a tenant billing portal — one Stripe sync, one source of truth.
SaaS billingSee all nine in one place.
Start free, import your contacts, and ask the assistant to set up the rest. Your data and provider keys stay yours.