CRM for agencies that want clarity—not enterprise overhead.

Structured pipelines, WhatsApp Inbox, clean contacts, and multi-org boundaries so sales and delivery stay aligned. Deploy fast. Adopt faster.

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See pricing · ROI calculator

Quick answer: Vertex CRM is a cloud CRM for agencies and B2B sales teams: pipelines, contacts, multichannel Inbox (WhatsApp via AiSensy or Meta Cloud API), email marketing, and optional ads/payment integrations—without enterprise complexity.

Built for teams who need clarity, not clutter

Agencies B2B sales Professional services Multi-org groups India & global teams Agencies B2B sales Professional services Multi-org groups India & global teams

Built around how real teams sell

Agencies, professional services, and multi-org groups—same objects, clearer ownership.

Sales team reviewing forecast in a modern office
Forecast reviewsPipeline leadership can defend
Agency group leadership collaborating
Multi-org groupsBoundaries without login chaos
Professional services firm office
Professional servicesDeadlines, owners, client history
Sales executive working WhatsApp and CRM together
India-ready GTMWhatsApp inbox + next actions

Structured pipelines that surface stuck deals

Custom stages, owners, and deal aging—so stuck opportunities surface before quarters slip.

Pipeline & forecasting

Slice by team and time window; pair CRM hygiene with leadership reviews your finance team can trust.

Activities & tasks

Calls, meetings, and follow-ups stay visible—critical when your team lives on email and WhatsApp.

Agency team reviewing a sales pipeline board

One system of record for accounts and contacts

Marketing, sales, and delivery stop duplicating spreadsheets—history stays with the relationship.

Accounts & contacts

Link stakeholders, preserve history across handoffs, and reduce duplicate records.

Multi-organization

Separate org contexts with role boundaries—ideal for agency groups and partner models.

Professional managing client contacts on laptop

Security and roles by design

RBAC, MFA for admins, HTTPS, and operational discipline pair with your compliance program.

RBAC Admin MFA WhatsApp / AiSensy API keys Field history
Administrator configuring secure access roles

WhatsApp inbox that sales actually uses

Live multi-chat with approved templates, attachments, payment links, and follow-ups—tied to the same leads and accounts as your pipeline.

AiSensy or Meta Cloud API

Connect a BSP (AiSensy Project API + webhooks) or Meta Cloud API. Session replies, HSM templates, and delivery status land in one Inbox lane.

Composer tools

Send text, media, and approved WhatsApp templates; create Razorpay payment links; schedule follow-ups and reminders as CRM activities—without leaving the thread.

Catalog & pay (commerce teams)

Where configured, pull live subscription and consult cards from your shop catalog and share secure payment links from the same conversation.

WhatsApp integration (India) · Full product scope

Sales executive working WhatsApp and CRM together

Email marketing that shares pipeline truth

Lists, segments, campaigns, and flows live beside your CRM—not in a parallel universe.

Campaigns & flows

Compose, schedule, and automate with suppressions and a preference center.

Lead capture

Inbound from ads and newsletters can land as Leads via webhook—so spend doesn’t die in a CSV.

Marketer building an email campaign at a creative desk

How teams adopt VertexCRM

Start with the core objects. Expand when the process is real—not the other way around.

01

Map the pipeline

Define stages, owners, and mandatory fields so every deal has a next action.

02

Connect the team

Accounts, contacts, WhatsApp Inbox, and tasks live in one workspace—handoffs stop vanishing in chat.

03

Lock roles & review

RBAC and reporting keep leadership clear without giving everyone the keys.

What teams want from a modern CRM

“We needed pipeline truth—not another suite we’d abandon in six months. A focused CRM won.”
— Revenue lead, B2B services
“Multi-org boundaries matter for our holding structure; shared login chaos wasn’t an option.”
— Operations, agency group
“Hygiene rituals plus visible tasks beat fancy AI slides when quota is on the line.”
— Sales manager

Grow with VertexCRM

Faster implementation when you start with core objects only
Clearer ownership with tasks tied to deals and accounts
Aligned teams with one workspace instead of siloed sheets

Outcomes vary by team size, process maturity, and adoption—use our ROI calculator for ranges.

Ready when your team is

Talk to us about your pipeline, or book a 30-minute walkthrough—whichever is faster.

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Frequently asked questions

What is Vertex CRM?
Vertex CRM is a web CRM for accounts, contacts, leads, opportunities, tasks, activities, and a multichannel Inbox—built for agencies and B2B teams.
Does it include WhatsApp?
Yes. Connect AiSensy (Project API + webhooks) or Meta WhatsApp Cloud API. Agents reply in Inbox with templates, attachments, payment links, and follow-ups. See WhatsApp integration.
Is Vertex CRM suitable for Indian SMBs?
Yes. Teams in India use it for pipeline hygiene, multi-entity accounts, and WhatsApp-first seller workflows when hosted with appropriate policies.
Where is pricing?
See the pricing page and use contact for INR quotes.
How do I sign in?
Use the login page for your deployment.
Do you have a blog and ROI tools?
Yes—visit /blog and the CRM ROI calculator.

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