Opportunity intelligence
AI deal scoring ranks every opportunity by likelihood to close and flags at-risk stages before the quarter surprises you.
Learn moreNew — Vertex Forecast AI is now generally available
Every customer. Every deal. One system of record.
Vertex unifies sales, service, and marketing data in one fast, admin-friendly platform — so your team spends the day closing, not reconciling spreadsheets.
30-day trial · No credit card · Cancel anytime
Recent opportunities
Updated 2 min ago| Opportunity | Stage | Amount | Close date |
|---|---|---|---|
| Acme manufacturing migration | Closed Won | $128,400 | Mar 14, 2026 |
| Northwind logistics renewal | Negotiation | $86,750 | Mar 28, 2026 |
| Globex Q2 expansion | Prospecting | $42,000 | Apr 09, 2026 |
| Initech consolidation | Closed Lost | $19,500 | Feb 21, 2026 |
| Open pipeline | $128,750 |
Everything your revenue team needs
One platform from lead to close — built dense, fast, and admin-friendly.
Pipeline automation
Build approval chains, follow-up tasks, and lead-routing rules with a drag-and-drop builder — no code, no consultants.
Learn moreNative integrations
Two-way sync with Outlook, Gmail, Slack, SAP, and 200+ connectors keeps every record current across your stack.
Learn moreHow it works
From kickoff to go-live in weeks, not quarters.
01
Import your data
Migrate accounts, contacts, and full history from Salesforce, Dynamics, or CSV with a guided wizard.
02
Automate your processes
Turn manual handoffs into triggers, approvals, and routing rules that run without supervision.
03
Scale with insight
Dashboards, forecasts, and quota tracking update in real time as deals move through the pipeline.
Trusted by revenue teams worldwide
From 20-person startups to 40,000-seat global deployments.
“Vertex replaced six spreadsheets and three legacy tools with one pipeline view. Our win rate is up 18% in two quarters.”
“The migration took eleven days, not the six months our last vendor quoted. Adoption hit 92% in the first month.”
“Forecast accuracy went from a coin flip to within four points. Our board meetings are dramatically shorter.”
Simple per-user pricing
Billed annually, no implementation fees, cancel anytime.
Essentials
$25 / user / month
For small teams that need one source of truth.
- Contact & account management
- Email integration and tracking
- Standard reports and dashboards
- Business-hours email support
Professional
$75 / user / month
For growing sales orgs that live in the pipeline.
- Everything in Essentials
- Workflow automation builder
- AI deal scoring and forecasting
- 24/5 chat support
Enterprise
$150 / user / month
For global organizations with security at scale.
- Everything in Professional
- Custom objects and API access
- SSO, SCIM, and audit logs
- 24/7 support with named CSM
Plan comparison
| Capability | Essentials | Professional | Enterprise |
|---|---|---|---|
| Contacts & accounts | Included | Included | Included |
| Workflow automation | Not included | Included | Included |
| AI forecasting | Not included | Included | Included |
| Custom objects & APIs | Not included | Not included | Included |
| 24/7 support & SLA | Not included | Not included | Included |
Frequently asked questions
Security, migration, and everything in between.
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). We are SOC 2 Type II certified and ISO 27001 aligned, with SAML 2.0 SSO, SCIM provisioning, and complete audit logging on Enterprise plans.
Over 200 prebuilt connectors cover Outlook, Gmail, Slack, Teams, SAP, NetSuite, Marketo, and Zendesk. Anything else can be wired through our REST API, webhooks, or a low-code integration builder.
Most teams go live in under two weeks. A guided import wizard maps objects from Salesforce, Dynamics, HubSpot, or CSV, and a dedicated migration architect validates data before cutover.
You pay a flat rate per user, per month, billed annually. Adding seats is prorated and removing them takes effect at renewal. Volume discounts start at 250 seats, and there is no implementation fee on Professional or Enterprise.
Essentials includes business-hours email support. Professional adds 24/5 chat with a four-hour first-response target. Enterprise includes 24/7 support, a named success manager, and a 99.9% uptime SLA.
Yes. We support GDPR and CCPA data-processing agreements, EU, US, and APAC data-residency options, configurable retention policies, and HIPAA-ready deployments under a signed BAA.
Ready to see Vertex in action?
Start a 30-day trial with full feature access and sample data included. No credit card required.