Vortex is a CRM and client analytics portal designed for web agencies and freelancers. Its primary function is to consolidate the processes of finding local prospects, managing a sales pipeline, signing contracts, processing payments through Stripe, and providing clients with live analytics about their websites. The platform aims to replace the need for separate tools for lead lists, customer relationship management, contracts, invoicing, and client reporting by offering all these capabilities within a single pipeline. Key features include a CRM pipeline with blacklist functionality, a client analytics portal that uses cookieless tracking to measure site visits, call clicks, and inquiries, as well as tools for contracts and e signatures. Monthly client reports can be generated automatically and sent under the agency’s name. The platform also handles billing and payments through Stripe. Vortex offers a 14 day money back guarantee and allows users to cancel their subscription in one click, with no lock in. Typical use cases involve a four step workflow: starting from a cold list of potential clients, moving through the CRM pipeline, signing contracts, and then sharing live analytics with clients to demonstrate the value of the agency’s work. Agencies can show each client a dashboard displaying site traffic sources, visits, inquiries, and call clicks without using third party cookies. The platform is targeted at web agencies and freelancers who need to prove return on investment to their clients while streamlining their own operational tasks.