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Company Information Master File

IMPORTANT: This file contains all official company information that should be used across all sales and marketing materials. Always reference this file when creating new content to ensure consistency and accuracy.

1. Company Basics

Official Company Name

Full Legal Name: Vettrix Private Limited DBA/Trade Name: Vettrix Product Name: Vettrix CRM

Company Details

  • Founded: [Year - TO BE PROVIDED]
  • Incorporated: India
  • Company Type: Privately Held
  • Industry: Technology, Information and Internet / CRM Software / SaaS
  • Core Specialties: CRM, SAP, Cloud Services, Sales Enablement, Customer Relationship Management
  • Employee Count: 11-50 (26 on LinkedIn)

Headquarters

Address: JKR Tower, 5/4 Moonlight Garden, SITRA Road, Kalapatti Coimbatore, Tamil Nadu 641048 India

Company Registration

  • Tax ID/EIN: [Number]
  • D-U-N-S Number: [Number]
  • Registration Number: [Number]

2. Contact Information

Primary Contacts

  • Main Phone: [+1-XXX-XXX-XXXX]
  • Toll-Free: [1-8XX-XXX-XXXX]
  • Fax: [+1-XXX-XXX-XXXX]

Email Addresses

  • General Inquiries: info@vettrix.com
  • Sales: sales@vettrix.com
  • Support: support@vettrix.com
  • Partners: partners@vettrix.com
  • Media/PR: press@vettrix.com
  • Careers: careers@vettrix.com

Digital Presence

  • Website: https://vettrix.com
  • Support Portal: https://support.vettrix.com
  • Developer Portal: https://developers.vettrix.com
  • Status Page: https://status.vettrix.com
  • Demo Request: https://vettrix.com/demo
  • Free Trial: https://accounts.vettrix.com/register/

Social Media

  • LinkedIn: https://linkedin.com/company/vettrix
  • Twitter/X: https://twitter.com/VettrixOfficial
  • Facebook: https://facebook.com/vettrixofficial
  • YouTube: https://youtube.com/vettrix
  • Instagram: https://instagram.com/vettrix

3. Leadership Team

Executive Team

Chief Executive Officer (CEO) & Co-Founder

Name: Ravi Email: ravi@vettrix.com LinkedIn: [TO BE PROVIDED] Bio: Co-founder and CEO of Vettrix, passionate about helping businesses achieve their goals through innovative CRM technology solutions.

Chief Technology Officer (CTO)

Name: [Full Name] Email: [email] LinkedIn: [profile] Bio: [2-3 sentences about background and expertise]

Chief Financial Officer (CFO)

Name: [Full Name] Email: [email] LinkedIn: [profile] Bio: [2-3 sentences about background and expertise]

VP of Sales

Name: [Full Name] Email: [email] LinkedIn: [profile] Bio: [2-3 sentences about background and expertise]

VP of Marketing

Name: [Full Name] Email: [email] LinkedIn: [profile] Bio: [2-3 sentences about background and expertise]

Board of Directors

  • Chairman: [TO BE PROVIDED]
  • Board Member: [TO BE PROVIDED]
  • Board Member: [TO BE PROVIDED]

Notable Team Members

  • Pramoth Kumar Vijayan - Senior Web Developer
  • Vignesh Karnan - B2B Sales & Lead Generation
  • RAJASEKARAN J - Frontend Developer

4. Product Information

Product Portfolio

Vettrix CRM Suite

  1. Vettrix Sales - Supercharge your Sales and Team Productivity
  2. Vettrix Service - Unleash your Service and Support Potential
  3. Vettrix Recruit - Automate and Reimagine your Hiring Process

  4. Vettrix Forms - Empower Your Business with Smart Online Forms

  5. Platform Type: All-in-one CRM Software

  6. Deployment: Cloud-based SaaS
  7. Customization: Fully customizable platform

API Information

  • Base URL: https://api.vettrix.com
  • Current Version: v2
  • Documentation: https://docs.vettrix.com/api

Pricing Tiers

Standard Plan

  • Price: Contact sales@vettrix.com for pricing
  • Minimum Users: 5
  • Billing Options: Monthly or Annual (save up to 25%)
  • Free Trial: Available
  • Included Features:
  • Lead, contact, account & opportunity tracking
  • Tasks, calls, meetings management
  • Custom fields
  • Advanced filters
  • Multiple pipelines
  • Email insights
  • Custom list views
  • Custom reports and dashboards
  • Price: Contact sales@vettrix.com for pricing
  • Minimum Users: 5
  • Billing Options: Monthly or Annual (save up to 25%)
  • Free Trial: Available
  • Included Features: All Standard features plus:
  • Custom modules
  • Subforms
  • Print templates
  • Organize tabs
  • Tab groups
  • Custom profiles
  • Field-level security
  • Data sharing
  • Webform analytics
  • Team inbox
  • Bulk email scheduling

Enterprise Plan

  • Price: Custom pricing - Contact sales@vettrix.com
  • Minimum Users: 5
  • Billing Options: Custom terms available
  • Free Trial: Available
  • Included Features: All Professional features plus:
  • Page layouts
  • Territory management
  • Advanced dashboard components
  • Reporting hierarchy
  • Record-level sharing
  • Data review process

Key Features (Top 10)

  1. Lead, Contact, Account & Opportunity Management
  2. Multiple Sales Pipelines
  3. Custom Reports and Dashboards
  4. Email Insights and Tracking
  5. Custom Fields and Modules
  6. Advanced Filters and List Views
  7. Task and Activity Management
  8. Field-level Security
  9. Territory Management (Enterprise)
  10. Webform Analytics

5. Company Metrics

Business Metrics

  • Annual Recurring Revenue (ARR): $[X]M
  • Year-over-Year Growth: [X]%
  • Customer Count: [X,XXX]
  • Average Contract Value (ACV): $[X,XXX]
  • Customer Lifetime Value (CLV): $[X,XXX]
  • CAC Payback Period: [X] months

Customer Success Metrics

  • Net Promoter Score (NPS): [XX]
  • Customer Satisfaction (CSAT): [X.X]/5
  • Customer Retention Rate: [XX]%
  • Monthly Churn Rate: [X.X]%
  • Product Adoption Rate: [XX]%
  • Support Ticket Resolution Time: [X] hours

Platform Metrics

  • Uptime SLA: 99.9%
  • Actual Uptime (Last 12 months): [XX.XX]%
  • Average Response Time: <[XXX]ms
  • Daily Active Users: [X,XXX]
  • API Calls/Month: [X]M

6. Target Market

Industries Served (Primary)

  1. [Industry 1] - [X]% of customer base
  2. [Industry 2] - [X]% of customer base
  3. [Industry 3] - [X]% of customer base
  4. [Industry 4] - [X]% of customer base
  5. [Industry 5] - [X]% of customer base

Company Size Segments

  • Small Business: [1-50] employees ([X]% of customers)
  • Mid-Market: [51-500] employees ([X]% of customers)
  • Enterprise: [500+] employees ([X]% of customers)

Geographic Markets

  • North America: [X]% of revenue
  • Europe: [X]% of revenue
  • Asia-Pacific: [X]% of revenue
  • Latin America: [X]% of revenue
  • Other: [X]% of revenue

Ideal Customer Profile

  • Company Size: [X-X] employees
  • Annual Revenue: $[X]M - $[X]M
  • Sales Team Size: [X-X] reps
  • Current Pain Points: [List 3-4 key pain points]
  • Technology Stack: SAP integration, Cloud services, CRM platforms

7. Competitive Positioning

Our Key Differentiators

  1. All-in-One Platform - Single platform for Sales, Service, Recruiting, and Forms
  2. Highly Customizable - Fully adaptable to unique business processes
  3. Intuitive Design - User-friendly interface requiring minimal training
  4. Seamless Integration - Easy integration with existing business tools
  5. Dedicated Support - Professional implementation and ongoing support

Main Competitors

  1. Salesforce - Market leader in enterprise CRM
  2. HubSpot - Leader in inbound marketing and sales
  3. Pipedrive - Popular among SMBs
  4. Zoho CRM - Comprehensive suite for small businesses
  5. Microsoft Dynamics 365 - Enterprise-focused CRM solution

Market Position

  • Market Share: [X]% of [define market]
  • Ranking: #[X] in [category]
  • Analyst Recognition: [Gartner/Forrester position if applicable]

8. Customer References

Case Studies (With Permission)

Customer 1: Amvion Labs

  • Industry: Technology Services
  • Contact: Ramkumar R
  • Use Case: CRM Implementation for sales process optimization
  • Key Benefits: Intuitive design and excellent implementation support
  • Quote: "The intuitive design and implementation support from Vettrix has been exceptional" - Ramkumar R

Customer 2: Lakshmi Corporate Services

  • Industry: Business Services
  • Contact: Murugan Durai
  • Use Case: Customized CRM for unique business processes
  • Key Benefits: High customizability and professional execution
  • Quote: "Vettrix CRM's customizability and professional execution exceeded our expectations" - Murugan Durai

Customer 3: CyberAssure Services

  • Industry: Cybersecurity Services
  • Contact: Vaishali Tyagi
  • Use Case: Streamlined customer relationship management
  • Key Benefits: Intuitive and seamless platform integration
  • Quote: "The platform is intuitive and seamless" - Vaishali Tyagi

Logo Rights (Approved for Marketing Use)

  1. [Company 1]
  2. [Company 2]
  3. [Company 3]
  4. [Company 4]
  5. [Company 5]

Certifications & Compliance

  • SOC 2 Type II: [Yes/No] - [Audit Date]
  • ISO 27001: [Yes/No] - [Certification Date]
  • GDPR Compliant: [Yes/No]
  • CCPA Compliant: [Yes/No]
  • HIPAA Compliant: [Yes/No]
  • PCI DSS: [Level if applicable]
  • Primary Legal Entity: [Full Legal Name]
  • Subsidiaries: [List if applicable]
  • Jurisdiction: [State/Country of Incorporation]

Intellectual Property

  • Trademarks: [List registered trademarks]
  • Patents: [Number of patents filed/granted]
  • Copyrights: [Key copyrighted materials]

10. Brand Guidelines

Visual Identity

Primary Colors

  • Primary Blue: #[XXXXXX] (RGB: X, X, X)
  • Secondary Gray: #[XXXXXX] (RGB: X, X, X)
  • Accent Green: #[XXXXXX] (RGB: X, X, X)
  • Text Black: #[XXXXXX] (RGB: X, X, X)
  • Background White: #[XXXXXX] (RGB: X, X, X)

Typography

  • Primary Font: [Font Name]
  • Secondary Font: [Font Name]
  • Body Font: [Font Name]

Logo Usage

  • Minimum Size: [X]px width
  • Clear Space: [X]px on all sides
  • File Formats: SVG, PNG, EPS
  • Variations: Full color, monochrome, reversed

Voice & Tone

  • Brand Personality: Innovative, Customer-focused, Professional, Supportive
  • Writing Style: Professional yet approachable
  • Key Messages:
  • We make your life easier so you can focus on what really matters
  • Passionate about helping customers achieve business goals through innovative technology
  • One platform for all your business solutions
  • Empowering teams with optimized CRM solutions

Approved Taglines

  1. "Changing the way businesses connect"
  2. "One Platform for All Solutions"
  3. "Elevate your Sales Game with Vettrix CRM - Empowering Revenue & Customer Success teams"

11. Important Notes

Update Schedule

  • Quarterly Review: Metrics and financial data
  • Annual Review: Full document review
  • As Needed: Leadership changes, product updates

Document Control

  • Last Updated: [Date]
  • Version: 1.0
  • Owner: [Marketing/Sales Operations]
  • Review Cycle: Quarterly

Usage Guidelines

  1. This document is the single source of truth for all company information
  2. Any discrepancies should be reported to [email/contact]
  3. Do not share sensitive information (revenue, internal metrics) externally without approval
  4. Always use the most recent version of this document
  5. When in doubt, verify with the document owner

Internal Resources

  • Brand Assets: [Internal URL/Drive Link]
  • Sales Collateral: [Internal URL/Drive Link]
  • Product Screenshots: [Internal URL/Drive Link]
  • Customer Testimonials: [Internal URL/Drive Link]

External Resources

  • Public Pricing Page: https://vettrix.com/pricing
  • Customer Success Stories: https://vettrix.com/customers
  • Product Updates: https://vettrix.com/product-updates
  • Company Blog: https://vettrix.com/blog

End of Company Information Master File