What Tablif read on Vertex CRM's site
Vertex CRM describes itself as: “Vertex: the AI-native CRM you run by chat”
- Price model: Monthly · Yearly
- Stage: Live, no waitlist
- How it differs: “Most "AI CRMs" summarise. Vertex's assistant runs the CRM: it creates discounts, drafts sales orders, builds custom plans, books meetings and sends email, each as a card you approve before it commits.”
What it is
Calls itself “CRM”.
- Calls itself: CRM
“The AI-native CRM you run by chat”
Where it puts itself
Claims “The world's agentic CRM”. Rules out “per-seat tax”.
- Superlative claim: The world's agentic CRM
- Says it will not: per-seat tax
“Most "AI CRMs" summarise. Vertex's assistant runs the CRM: it creates discounts, drafts sales orders, builds custom plans, books meetings and sends email, each as a card you approve before it commits.”
“The world's agentic CRM”
What it costs
Monthly subscription and yearly plan. Trial: “14-day”. Has an enterprise plan. Sales on request. 6 prices listed on its pages, from $19 to $799.
- Monthly: yes
- Yearly: yes
- Price: 6 prices, from $19 to $799
- Trial: 14-day
- Enterprise plan: yes
- Contact sales: yes
“Launch $19 /mo”
“Most popular Pro $199 /mo”
Who it sells to
Sells to businesses. Built for small businesses. Sells into OTT & Streaming and SaaS.
- Sells to: businesses
- Company size: small businesses
- Sells into: OTT & Streaming · SaaS
“Multi-tenant subscriptions with MRR, NRR and churn”
“For SaaS Multi-tenant billing, MRR, entitlements”
How it runs
A web app. Hosted in the cloud. Offers an API. AI is the core of the product. You can bring your own API key.
- Kind: web
- Runs where: cloud / hosted
- API: yes
- AI role: core to the product
- Bring your own key: yes
“…app.vertexcrm.io”
“Built on bare metal · your data, your keys.”
What it works with
Integrates with Claude AI, Google, Microsoft and 4 more.
- Integrates with: Claude AI · Google · Microsoft · +4
“Claude AI”
“Google Calendar”
What it offers as proof
Live, no waitlist. Try it without signing up. Publishes docs.
- Instant signup: yes
- Trial asks for: nothing
“Start 14-day trial →”
“14-day free trial, no credit card needed.”
Sources
Tablif read these pages, last on 19 Oct 2026. Everything above is what the product says about itself; Tablif does not verify every claim.
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