AI Assistant CRM & Pipeline Marketing Analytics Meetings Communications Billing & Revenue Automation For OTT & Streaming For SaaS All features Pricing Docs Sign in Start free
Marketing Analytics

From first click to closed revenue.

The marketing command center most teams stitch together from five tools. Drop the first-party Vertex Pixel on your site and watch visitor → session → lead → deal → won → revenue reconciled in one funnel — with true revenue per campaign, and the ability to drill any stage down to a single session.

First-party tracking · no third-party cookies · your data & keys stay yours

app.vertexcrm.io / marketing · last 14 days
Visitors
12.4k
12.1%
Leads
3,108
18.0%
Revenue
$248K
8.4%
ROAS
4.1×
0.3×
Revenue · last 14 days$248K
Funnelvisitor → revenue
Visitors12.4k
Sessions18.9k
Leads3.1k
Deals842
Won311
AI noticed: leads −18% while traffic +12% — a capture problem on Google organic /pricing, not a traffic one. Suggested: A/B the hero and launch a 3-step nurture. Approve →
1funnel, click to cash
1 lineto install the pixel
0third-party cookies
$/campaigntrue revenue, not clicks
The Vertex Pixel

One line. Full attribution.

A first-party snippet — no consent-eroding third-party cookies. It captures visitors, sessions, UTMs and ad click-ids, and ties them to the contacts and deals already in your CRM. This is what makes visitor-to-revenue real.

Add to your site · <head>
<script src="app.vertexcrm.io/vertex.js" data-key="vtx_pub_…" defer></script>1 line
Capturesvisitors · sessions · UTMs · click-ids
Cookiesfirst-party only
Powers full visitor-to-revenue attribution
What you can see

The command center, in full.

Every metric ties back to the people behind it — because the pixel, CRM and billing share one database. No exports, no reconciliation spreadsheets.

One reconciled funnel

Visitor → session → lead → deal → won → revenue, all in one place, every stage tied to real records.

Channel & campaign

Break the funnel down by channel, campaign, country and device — and see where each one leaks.

True revenue & ROAS

Real closed revenue per campaign — and ROAS computed automatically the moment ad spend is connected.

Session-level drill-down

Click any stage and follow it down to a single session — the pages, the source, the path to conversion.

Growth health

Period-over-period comparisons on every metric, so you see what's trending up, what's slipping, and by how much.

Landing forms & UTMs

Capture leads with built-in forms that inherit UTM parameters and ad click-ids — paid traffic attributed all the way to revenue.

The AI reads your numbers

It tells you what changed — and what to do.

Dashboards show you numbers. Vertex's assistant explains them. It watches the funnel for the moves that matter, isolates the cause down to a channel and a landing page, and proposes the fix as a card you can approve on the spot.

  • Surfaces drops the moment they break the trend
  • Pinpoints the channel, campaign and page behind a dip
  • Proposes A/B tests and nurtures, ready to launch
  • Reports growth health in plain English, on demand
Explore the assistant
Best campaign
4.8×
Spring-Pro
Leads · org.
−18%
/pricing
Revenue per channellast 14d
Paid search$104K
Organic$71K
Social$44K
Referral$29K
AI noticed: Spring-Pro is your highest-ROAS campaign at 4.8× — budget is capped. Suggested: shift spend from Social.
Live the same day

Three steps to full attribution.

1

Install the pixel

Paste one script tag in your site's head. Visitors, sessions, UTMs and ad click-ids start flowing immediately.

2

Connect ad spend

Link Google and Meta Ads so true revenue per campaign and ROAS compute automatically alongside your spend.

3

Read the funnel

Watch visitor-to-revenue reconcile, drill any stage to a session, and let the AI flag what changed.

Good to know

Analytics questions, answered.

What is the Vertex Pixel?

The Vertex Pixel is a first-party tracking snippet — one script tag on your site. It captures visitors, sessions, UTM parameters and ad click-ids, ties them to contacts and deals, and powers full visitor-to-revenue attribution without third-party cookies.

How does visitor-to-revenue attribution work?

Because the pixel, CRM and billing share one database, an anonymous visitor, a captured lead, a created deal and a paid invoice are the same person end-to-end. Vertex reconciles the entire visitor → session → lead → deal → won → revenue funnel and lets you drill any stage down to a single session.

Can I see true revenue per campaign and ROAS?

Yes. Each campaign shows real closed revenue, not just clicks or form fills. Connect your ad spend and Vertex computes return on ad spend (ROAS) per campaign, channel and country automatically.

What breakdowns and growth health do I get?

Break the funnel down by channel, campaign, country and device, and compare any period against the one before it for period-over-period growth health. The AI flags the moves that matter — like leads falling while traffic rises.

Does it capture UTMs and ad click-ids?

Yes. The Vertex Pixel captures UTM parameters and ad click-ids (gclid, fbclid and more) on landing, and forms submitted through Vertex inherit them — so paid traffic is attributed to the right campaign all the way to revenue.

See which campaigns actually pay.

Install the pixel, connect your ad spend, and watch every visit trace to closed revenue — with an AI that tells you what changed and what to do next.