VertexEvery deal, moving forward.
Contacts, companies and deals on one database. Run as many pipelines as you have motions, drag deals across stages, and watch a weighted forecast, win rate and cycle time recalculate the instant something moves — no spreadsheet, no stale CRM hygiene.
No credit card · full product · your data & keys stay yours
A CRM that earns its keep.
The records you'd expect, plus the forecasting, scoring and compliance most CRMs charge extra for — all on one database, so nothing falls out of sync.
Contacts & companies
People and the organizations they belong to, linked. Roles, relationships and the full history in one place.
Multiple pipelines
One per motion — new business, renewals, partnerships, OTT win-back — each with its own stages and probabilities.
Drag-drop stages
Move a deal and everything recalculates — forecast, win rate, cycle time — in real time, no manual upkeep.
Weighted forecast
Stage probability × deal value, summed across the pipeline — a forecast grounded in how you actually close.
Lead scoring & lifecycle
Rank on fit and behavior, and track each contact from subscriber to lead to opportunity to customer.
Activity timeline
Every email, call, meeting, page view and note on one chronological thread per contact and deal.
GDPR-aware consent
Lawful basis and consent state per contact, data-subject requests honored, every change audited.
Custom fields
Text, number, date, dropdown or relationship — on contacts, companies and deals, usable in filters and scoring.
Your pipeline, worked while you sleep.
The assistant watches every deal for stall signals, buying intent and SLA breaches — then drafts the follow-up, books the close call or advances the stage, each as a card you approve before it commits. Hygiene happens on its own.
- Spots stalled deals and reopened quotes, and acts
- Drafts follow-ups and books meetings in one step
- Updates fields and stages under your guardrails
- Runs on automation rules you set — if-this-then-that
Up and forecasting in a day.
Import contacts
Bring contacts and companies in from a CSV or your old CRM, with custom fields mapped and consent state preserved.
Shape your pipelines
Define a pipeline per motion, set stage probabilities, and turn on lead scoring and lifecycle stages.
Let the AI run it
Drag deals as they move — or ask the assistant to. The forecast, win rate and cycle time stay live.
CRM questions, answered.
Can I run more than one pipeline?
Yes. Build a pipeline per motion — new business, renewals, partnerships, OTT win-back — each with its own stages, probabilities and forecast. Deals drag between stages and the forecast recalculates instantly.
How does the weighted forecast work?
Each stage carries a win probability. Vertex multiplies every open deal's value by its stage probability to produce a weighted forecast, then tracks win rate and average cycle time so the number is grounded in how your team actually closes.
What is lead scoring and lifecycle staging?
Lead scoring ranks contacts on fit and behavior — page views, email opens, meetings booked — so the hottest leads surface first. Lifecycle stages track each contact from subscriber to lead to opportunity to customer, all on one timeline.
Is the CRM GDPR-aware?
Consent is a first-class field. Vertex records lawful basis and consent state per contact, honors data-subject requests, and keeps an audit trail — so capturing and using contact data stays compliant by default.
Can I add custom fields?
Yes. Add custom fields to contacts, companies and deals — text, number, date, dropdown or relationship — and use them in filters, views, scoring and automation without touching code.
See your real forecast in minutes.
Import your contacts, shape a pipeline, and let the assistant keep every deal moving — on the same system that runs your marketing, meetings and billing.