The CRM built and designed for OTT.
Plans, billing, retention and subscriber analytics, with the pipeline, campaigns and inbox around them. Vertex was built running real streaming subscriptions, so every OTT need is covered from day one.
From first trial to retained subscriber.
Connect your own Stripe account once. From then on, every subscriber event flows into one place, and the assistant works to keep each viewer watching.
- 1
Build your catalog
Define Premium, Standard and Basic plans, add-ons and trials, priced per region in USD, EUR and GBP.
- 2
Subscribers flow in
Every trial, upgrade, pause and payment lands on the subscriber's timeline and in your churn, LTV and cohort reports.
- 3
The assistant retains
On cancel intent it fires the right save-offer, recovers failed cards and runs win-back, then shows you what worked.
Everything a subscription business runs on.
Every viewer, deal and event on one record.
A visitor, a trial and a renewing subscriber are the same person in Vertex. Sponsorship and licensing deals live in the pipeline, and first-party tracking plus signed webhooks feed every event into the same timeline.
Priced for every region
Per-region plans in USD, EUR and GBP, with price changes and grandfathering built in.
Self-serve billing portal
Subscribers update cards, switch plans, pause and resume without opening a ticket.
Lifecycle analytics
Churn, LTV and cohort retention from real subscription events, not sampled estimates.
Your Stripe, your data
Connect your own Stripe and bring your own keys for Google, Postmark, Telnyx and more.
AI assistant
Run the streaming business by chat.
Ask for a loyalty offer, a renewal order or a check-in with a partner. The assistant drafts each one as a card you review before anything commits, and answers questions like "why did churn move?" from your own numbers.
Builds plans and offers, books meetings and sends email
Money and bulk actions always wait for your approval
Works within your permissions, with every action audited
Every plan is the complete product.
No modules to assemble and no onboarding fee. Start with a 14-day trial, no credit card needed.
Launch
An agentic CRM from day one.
$19/month
Start free- 1 seat, $5 per extra seat
- 1,000 active contacts
- AI assistant to run the CRM
- CRM, deals, quotes and booking page
Core
Get paid.
$49/month
Start free- 5 seats, 3,000 active contacts
- Invoices, payments and subscriptions
- Full scheduling and calendar sync
- 8,000 automation tasks a month
Plus
Reach out at volume.
$99/month
Start free- 10 seats, 7,500 active contacts
- Email, SMS and WhatsApp campaigns
- Segments, forms and enrichment
- 20,000 automation tasks a month
Growing fast? Scale ($399) adds a full help desk and OTT fleet management, and Autonomous ($799) adds AI agents that work unattended. Yearly billing is ten months for twelve.
Frequently asked questions
Is Vertex really built for OTT subscriptions?
Yes. Vertex was built running real streaming subscriptions before it became a product. Multi-currency plans, trials, dunning, pauses, win-back, retention offers and a subscriber billing portal are core features, not add-ons.
Can I set different prices per region and currency?
Yes. Define per-region plans in USD, EUR and GBP, schedule price changes and grandfather existing subscribers, all from one catalog synced to your own Stripe account.
How do the retention save-offers work?
When a subscriber reaches the cancel flow, Vertex detects intent and offers a discount, a pause or a plan downgrade. Each outcome is logged to retention analytics, so you can see which offers keep subscribers.
Can subscribers manage their own billing?
Yes. A self-serve billing portal lets subscribers update cards, switch plans, pause and resume, and every change stays in sync with your records.
Do I need a credit card to try it?
No. The 14-day trial includes the full product with no credit card and no onboarding fee, and you can change plan at any time.
Vertex lives at vertexcrm.io
Run your streaming business on Vertex.
Multi-currency plans, automatic retention and subscriber analytics, from a CRM built running real streaming subscriptions.