Amber VertexEnter CRM

CRM / 01 Revenue workspace

Relationships,
kept whole.

From a new lead to a long-standing customer, Amber Vertex CRM keeps every person, promise, opportunity, and next action in one living record.

Open CRM Follow the record
RELATIONSHIP RECORD / LIVE
Customer recordSaffron RetailOwned by Priya Mehta
LeadQualified
CompanyActive
Deal₹4,75,000
ActivityFollow-up today
Support1 open
Context connected
A workspace inside the Amber Vertex business system
A relationship, not a row01Capture02Qualify03Connect04Progress05Follow through

CRM / 02 The customer thread

One record.
Every chapter.

A CRM should preserve context as work changes shape—not make teams reconstruct it from disconnected screens.

01
Discover

Leads & qualification

Capture early interest, assign an owner, record the source, and decide what deserves the team’s attention.

02
Understand

Companies & contacts

Keep organisations and the people inside them connected to activity, ownership, deals, support, and billing context.

03
Progress

Deals & pipeline

Move real opportunities through visible stages with value, next actions, conversations, and commercial follow-through attached.

DEAL PIPELINE / LIVE VIEW

Momentum
made visible.

Opportunity value is useful. Knowing what should happen next is better.

Open03
Website redesignNorthstar Labs₹2,40,000
Support renewalAcme Services₹90,000
Proposal02
CRM rolloutSaffron Retail₹4,75,000
Negotiation01
Annual licenceOrbit Systems₹8,20,000
Won02
ImplementationBluebird Foods₹3,10,000

CRM / 03 The work around the relationship

A useful CRM
workday.

Start with attention. Work in the owning record. Leave a clear next action.

01

Activity

Calls, notes, emails, and meetings stay with the record that gives them meaning.

02

Reminders

Bring the next commitment back into view before a relationship goes quiet.

03

Tasks

Organise personal and shared work by priority, due date, status, and owning record.

04

Support

Handle customer questions without separating service history from customer context.

CRM / 04 Capability index

What lives
inside.

Twelve focused capabilities. One shared customer context.

  1. 01CRM dashboard
  2. 02Leads
  3. 03Companies
  4. 04Contacts
  5. 05Deals
  6. 06Activities
  7. 07Reminders
  8. 08Tickets
  9. 09Tasks
  10. 10Calendar
  11. 11Reports
  12. 12CRM master data
CONNECTED WORKSPACECRM→Billing

When a relationship becomes revenue, its context travels with it.

Explore Billing

CRM / 05 Begin with context

Know who.
Know what’s next.

Give your team one place to understand the relationship and move it forward.

Open Amber Vertex CRM