01 / 03
Product thesis
The marketing site states the job in one line: pipeline truth for agencies, not another abandoned suite.
vertexcrm.in
OctaVertex Media
Vertex CRM — Pipeline Truth for Agencies That Live on WhatsApp
Agencies do not fail for lack of a CRM — they fail because the pipeline, the WhatsApp thread, and the retainer live in three places. Vertex CRM is the system we built for that team: pipelines, inbox, contacts, and multi-org boundaries. Live at vertexcrm.in.
Client
Vertex CRM
Industry
B2B SaaS
Services
SaaS Platform Engineering
WhatsApp Inbox (AiSensy / Meta)
Multi-Org Architecture
India GTM & Pricing
Live Product
Visit Live SiteHow they reached us
We kept seeing the same wreckage on client calls: a Google Sheet for deals, AiSensy for WhatsApp, and a founder who was the only person who knew which retainer was actually at risk. Vertex CRM started as our own answer to that — a product we would run, then offer to agencies and B2B teams in India who wanted clarity without buying an enterprise suite they would abandon in six months.
The challenge
Indian agency sales is WhatsApp-first and multi-entity. Generic CRMs treat WhatsApp as a plugin and multi-org as an enterprise upsell. Teams either over-buy and never adopt, or they stay in sheets until a quarter slips.
Our solution
We engineered a focused CRM: accounts, contacts, leads, opportunities, tasks, and a multichannel Inbox that talks to AiSensy or Meta Cloud API. Roles and MFA sit on the same objects as the pipeline. Pricing is published in INR — Starter, Growth, Enterprise — with seats, organisations, and implementation as honest line items, plus a quote path for finance. OutReachCRM later extended the same family for outbound sequences.
What the platform delivers
Live product site and pricing at vertexcrm.in
WhatsApp Inbox designed as a seller workspace, not a bolt-on widget
Multi-org boundaries for agency groups without login chaos
INR packaging finance can actually take to a CFO conversation
Same object model later reused for OutReachCRM outbound
The site
Pages from the live property.
Captured at a desktop viewport from vertexcrm.in — the interface buyers and operators actually use.
02 / 03
Product scope
Accounts, contacts, inbox, and integrations are documented for diligence — including Meta App Review.
vertexcrm.in
03 / 03
India pricing
INR starter / growth / enterprise packaging with seats, orgs, and implementation as first-class lines.
vertexcrm.in
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