VertexEvery conversation, on the right record.
Email, SMS, voice, AI voice agents, WhatsApp and support tickets in one inbox — each thread tied to the contact and the deal, so the whole team sees the same history. Templates, real attachments, open and click tracking, and per-contact consent built in.
No credit card · Postmark + Telnyx + WhatsApp · your data & keys stay yours
One thread, every channel.
Email, SMS, WhatsApp and calls collapse into a single conversation per contact. Switch channels mid-thread without losing the plot — and the whole team works from the same history.
- Email via Postmark · SMS, voice & AI voice agents via Telnyx · WhatsApp Business
- Every thread tied to the contact and the deal automatically
- Templates, signatures and saved replies for speed at scale
- Open & click tracking, logged on the timeline
Reach people where they are.
Five ways to talk to a customer, all funnelling into the same record — with your own provider keys, so there's no metered markup.
Sent and received through Postmark with templates, signatures, real attachments and per-recipient open and click tracking.
SMS & voice
Two-way texting and calls over Telnyx, with AI voice agents that can answer, qualify and route — every call logged to the contact.
WhatsApp Business
Reply to WhatsApp messages from the same inbox, with templates and consent handled like every other channel.
Support tickets & SLAs
Inbound requests become tickets with SLA timers, statuses and Zendesk-style IDs — on the same contact record as everything else.
Public knowledge base
A self-serve help centre that deflects common questions before they ever become a ticket, kept in sync with your team.
Consent & GDPR
Per-contact consent on every channel, automatic opt-out handling and an auditable record — compliant outreach by default.
Send real things. Know what happened.
Drag in images, PDFs and documents, paste a Loom URL to auto-embed the video, and reuse templates with the right signature. Then see exactly who opened and clicked — every interaction stitched onto the timeline.
- Drag-and-drop attachments — images, PDFs, documents
- Loom links auto-embed as a playable walkthrough
- Templates & signatures for consistent, fast replies
- Open & click tracking per recipient, logged to the contact
Tell it to send the message.
The Vertex assistant can draft and send email or SMS for you — picking the right template and signature, respecting consent, and logging it on the contact. It's all surfaced as a card you approve before it sends.
- "Email Jordan the renewal quote and text a reminder" — done
- Pulls the right template, signature and contact details
- Respects per-contact consent and opt-outs automatically
- Scoped to your permissions, audited on every send
Communication questions, answered.
Which channels does the unified inbox cover?
Email via Postmark, SMS and voice plus AI voice agents via Telnyx, WhatsApp Business, and support tickets with SLAs backed by a public knowledge base. Every channel shares one inbox and every thread is tied to the contact and the deal.
Is every conversation linked to the CRM record?
Yes. Whether a customer emails, texts, calls or messages on WhatsApp, the thread attaches to their contact and the related deal automatically — so anyone on the team sees the full history in one place, with no copy-pasting.
Can I send rich attachments and track opens?
Yes. Drag and drop real attachments — images, PDFs and documents — and paste a Loom URL to auto-embed the video. Email opens and link clicks are tracked per recipient and logged on the contact timeline.
How does Vertex handle support tickets and SLAs?
Inbound requests become tickets with SLA timers, statuses and Zendesk-style IDs, deflected up front by a public knowledge base. Tickets live on the same contact record as every other conversation, so support has the full context.
Is consent and GDPR handled per contact?
Yes. Vertex tracks per-contact consent for each channel, honors unsubscribes and opt-outs automatically, and keeps an auditable record — so outreach stays compliant by default.
Can the AI assistant send messages for me?
Yes. The Vertex assistant can draft and send email or SMS from a template or from scratch, using the right signature and respecting consent — surfaced as a card you approve before it sends.
Put every conversation in one inbox.
Connect email, SMS, voice and WhatsApp, and watch every thread land on the right contact and deal — automatically.