# Vertex CRM (vertexcrm.io)

Tracks contacts and deals through a pipeline, with Stripe-synced billing, booking pages and email threads in one database.

- Atlas card: https://inite.ai/en/atlas/vertexcrm.io
- Site: https://vertexcrm.io
- For: Sales, marketing and billing teams at SaaS and streaming companies running subscriptions
- Categories: sales
- Use 3/100 · alive 100/100

## 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

## Price

- from 19 USD/month, no free plan (read 2026-10-23 on https://vertexcrm.io/pricing)

## For developers

- API docs: https://app.vertexcrm.io/docs/vertex/api
- Read 2026-10-23

## Your data

- Certifications stated: gdpr, soc2
- Training on your data: no (https://vertexcrm.io/privacy)
- Read 2026-10-23

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Source: INITE Atlas, https://inite.ai/en/atlas/vertexcrm.io. JSON: https://inite.ai/api/atlas/vertexcrm.io. MCP: https://inite.ai/api/mcp (atlas_lookup).