
Vertex CRM
From $19/moActively maintained
- Is it safe? Its policy says it does not train on your data.See ↓
- Is it free? From $19/mo · pricing page, read Oct 23, 2026See ↓
- What else does this?
Salesforcefree
Close
AI Follow-ups by folkfreeSee ↓
not read yet
Use
- For
- Sales, marketing and billing teams at SaaS and streaming companies running subscriptions
- Price
- From $19/mopricing page, read Oct 23, 2026
- Activity
- Actively maintainedsite updated 3 weeks ago
- How it runs
- API
- Used for
- draft sales orders with discounts for approval
- book meetings from booking pages with calendar sync
- fire retention offers when subscribers try to cancel
- Publishes llms.txt, a file written for AI assistantsvertexcrm.io ↗
- Launched on Product Hunt on Oct 19, 2026Product Hunt ↗
- Trains on your dataNoprivacy policy ↗
- Certifications they stateSOC 2 · GDPRsecurity page ↗
- Privacy policy updated2026-06-23privacy policy ↗
“We do not sell your data, and we do not use customer data you import to train models without your explicit instruction.”
privacy policy ↗
These are Vertex CRM's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- API docsapp.vertexcrm.io/docs/vertex/apithe vendor's page ↗
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
- #1

Salesforce
Hosts a CRM that stores accounts, contacts, leads and opportunities, with add-on clouds for customer service cases, marketing campaigns and commerce.
6.7MActive1999 - #2

CloseMCP · sign-in
Sales CRM combining calling, email, SMS, pipeline management, and an AI agent that qualifies leads and books meetings.
145kActiveFrom $9/user/mo2013 - #3

AI Follow-ups by folkMCP · sign-in
Keeps contacts, companies and deal pipelines in a lightweight CRM that imports people from Gmail, LinkedIn and WhatsApp and sends follow-up email sequences.
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Artisan
Identifies B2B leads, sends personalized multi-channel outreach, and books meetings autonomously for sales teams.
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OnePageCRMMCP · sign-in
Tracks sales follow-ups, deals and email sends for small-business contacts in a cloud CRM with Gmail, Outlook and calendar sync.
61.5kActiveFrom $9.95/user/mo2010
Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use Vertex CRM for?
Sign in to leave a noteWhat is Vertex CRM?
Tracks contacts and deals through a pipeline, with Stripe-synced billing, booking pages and email threads in one database. It is listed in the Atlas under Sales.
Who is Vertex CRM for?
Sales, marketing and billing teams at SaaS and streaming companies running subscriptions
How much does Vertex CRM cost?
Paid plans start at $19/mo, per Vertex CRM's pricing page on 2026-10-23.
Is Vertex CRM free?
No. Its pricing page showed no free plan on 2026-10-23.
Do people use Vertex CRM?
Emerging.
Is Vertex CRM still maintained?
Actively maintained: site updated 3 weeks ago.
Does Vertex CRM train AI on your data?
No, per its privacy policy (2026-10-23): “We do not sell your data, and we do not use customer data you import to train models without your explicit instruction.”
Is Vertex CRM safe?
We do not audit vendors. What Vertex CRM publishes, read 2026-10-23: SOC 2, GDPR stated on its security page; on training with your data, “We do not sell your data, and we do not use customer data you import to train models without your explicit instruction.”.
How do I cancel Vertex CRM?
In its own words (terms of service, 2026-10-23): “You can change or cancel your plan at any time; changes apply on your next renewal.”
What are alternatives to Vertex CRM?
In Sales, by use: Salesforce, Close, AI Follow-ups by folk, Artisan, OnePageCRM.
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