Vortex vs a stack of separate tools
Many freelancers and small agencies run their client work on a patchwork: one tool for lead lists, another for the CRM, a third for contracts, something for invoices and yet another for client reports. This page compares that approach with a single pipeline, and says honestly when each one fits.
What a typical stack looks like
The pieces change from one agency to the next, but the jobs are always the same.
- Finding prospects: a lead list or a manual Google Maps search
- Tracking them: a spreadsheet or a CRM
- Closing: a contract tool and an e-signature service
- Getting paid: an invoicing tool or a payment link
- Proving results: an analytics dashboard, or a report built by hand every month
Where a stack hurts a small team
The same business details get typed in several places. Nothing connects a prospect to the contract that followed, or to the site's results months later. Client reports are the first thing to slip when you are busy, which is exactly when clients start wondering what they pay for.
Each tool also has its own login, its own pricing and its own export, which adds up in time and in monthly cost.
What a single pipeline changes
In Vortex, a prospect found on the map becomes a client in one click, keeps its history, receives its contract, can pay through Stripe and gets a live analytics portal for its site. The weekly report then points at what to fix, because it sees the whole picture.
When separate tools are the better choice
Vortex is deliberately focused. If you already run a large CRM you are happy with, if you need mass e-mail campaigns or marketing automation, or if your team is large with complex permissions, a specialised stack will serve you better.
Vortex fits best when you are one to five people selling websites and related services to local businesses and want one place for prospecting, contracts, payments and proof of results. Plans start at €49 per month with a 14-day money-back guarantee.
Frequently asked questions
Can I keep my current tools and add Vortex?
Yes. You can use only the parts you need, for example the client analytics portal, and keep your current CRM.
Does Vortex replace my accountant's invoicing software?
Not necessarily. Vortex lets you invoice through Stripe, but your accounting setup stays your choice.
How do I try it?
Plans come with a money-back guarantee instead of a free trial, so you can test it with real prospects and get refunded within the guarantee period if it is not for you.
Try Vortex with your real prospects
Plans from €49 per month, 14-day money-back guarantee, cancel in one click.
Keep reading
- CRM for web freelancersA Kanban pipeline for local prospects, with contracts and client analytics in the same place.
- Client analytics portalShow each client live visits, calls and forms from their own site, with one line of script and no cookies.
- Contracts and client paymentsSend contracts for e-signature and collect client payments with Stripe, from the same pipeline.