# Vertex

> The AI-native CRM and growth platform. Run pipeline, marketing, meetings, billing and OTT/SaaS subscriptions from one system — all controlled by chat.

Every page here is also available as Markdown: add `.md` to its address (the home page is /index.md).

## Machine-readable endpoints

- [Every page as Markdown, one file](https://vertexcrm.io/llms-full.txt)
- [Sitemap](https://vertexcrm.io/sitemap.xml)

## Pages

- [Features: nine products, one CRM | Vertex](https://vertexcrm.io/features.md): Nine products on one database: CRM, marketing, meetings, communications, billing and OTT/SaaS subscriptions, all run by an AI assistant.
- [Solutions | Vertex CRM](https://vertexcrm.io/solutions.md): Vertex for OTT & Streaming and for SaaS: subscribers, plans, churn and retention offers, multi-tenant billing, MRR and entitlements.
- [Vertex: the AI-native CRM you run by chat](https://vertexcrm.io/index.md): The AI-native CRM and growth platform. Run pipeline, marketing, meetings, billing and OTT/SaaS subscriptions from one system — all controlled by chat.
- [Pricing · Vertex CRM. Pick a plan, everything's in it.](https://vertexcrm.io/pricing.md): Vertex CRM pricing in USD, EUR and GBP. Complete plans from $19/mo — no modules to assemble, pay only for active records. 14-day trial, no card.
- [Security & data ownership · Vertex CRM](https://vertexcrm.io/security.md): Security and data ownership at Vertex: bring your own provider keys, your data and credentials stay yours, every action scoped and audited.
- [Privacy Policy · Vertex CRM](https://vertexcrm.io/privacy.md): How Vertex CRM collects, uses and protects data: your customer data and provider keys stay in your workspace, encrypted and exportable any time.
- [Terms of Service · Vertex CRM](https://vertexcrm.io/terms.md): The terms governing your use of Vertex CRM: accounts, acceptable use, trials and billing, your data, and the limits on liability.
- [AI Assistant: run your CRM by chat | Vertex](https://vertexcrm.io/features/ai-assistant.md): Run your CRM by chat: the assistant creates records, drafts orders, books meetings and sends comms, each as a card you approve.
- [CRM & Pipeline · contacts, deals, forecast | Vertex](https://vertexcrm.io/features/crm.md): Contacts, companies and deals with a workflow engine that moves work for you, and a forecast that traces every number back to a person.
- [Marketing Analytics · visitor to revenue | Vertex](https://vertexcrm.io/features/marketing.md): Marketing analytics from visitor to revenue: pixel, attribution and Ads ROI reconciled in one funnel you can drill to a single session.
- [Meetings & Scheduling · booking pages that sync & verify](https://vertexcrm.io/features/meetings.md): Booking pages with availability, reminders and OTP-verified bookings, plus two-way Google and Microsoft calendar sync.
- [Communications · one inbox for email, SMS, voice & chat](https://vertexcrm.io/features/communications.md): Email, SMS, WhatsApp, voice and tickets in one inbox, every thread tied to the contact and the deal. Bring your own keys.
- [Billing & Revenue: invoices, subscriptions, Stripe | Vertex](https://vertexcrm.io/features/billing.md): Quotes, invoices, subscriptions and dunning in one place: multi-currency, Stripe-synced revenue from deal to renewal.
- [Workflow Automation: AI under guardrails | Vertex](https://vertexcrm.io/features/automation.md): Workflow automation with AI under guardrails: steps that do real work, approvals on money and bulk actions, every run audited. Pay per task.
- [Integrations & API · bring your own keys | Vertex CRM](https://vertexcrm.io/features/integrations.md): Integrations and a full REST API with bring-your-own keys: Stripe, Google, Microsoft, Telnyx, Postmark and more. No metered markup.
- [OTT & Streaming Subscription Billing · Vertex CRM](https://vertexcrm.io/solutions/ott.md): OTT and streaming subscription billing: multi-currency plans, trials, dunning, pauses and win-back, with subscriber events wired into analytics.
- [SaaS Subscription Billing & Entitlements · Vertex CRM](https://vertexcrm.io/solutions/saas.md): SaaS subscription billing and entitlements: multi-tenant plans, quotas and gates, self-serve checkout and a billing portal, one Stripe sync.