Vertex CRM
Vertex CRM is a web and API customer-relationship and job-management platform for roofing and related contractors in the United States and Canada.
What Vertex CRM is
Vertex CRM is a web and API customer-relationship and job-management platform for roofing and related contractors in the United States and Canada. Its workflow covers job pipelines, scheduling, roof measurements, proposals, material and work orders, invoices, payments, expenses, team communications, and file storage. Satellite imagery measurements can produce PDF reports listing areas, pitches, facets, edge lengths, and material quantities. Branded proposals and contracts support VertiSign e-signatures without per-envelope fees. Automations can notify teams and schedule actions when jobs change, while chat, notifications, and live updates support collaboration. The shared product library has 833 items, including 710 materials, with reusable catalog entries. Vertex CRM costs C$199 a month, billed monthly; the first 12 months are $74.49 CAD/month, then $199.00 CAD/month. Per-seat rates decrease with larger teams. A 14-day trial needs no credit card. Terms advise independent backups and provide no uptime commitment.
Good
- Roof reports include detailed measurements
- Branded proposals support VertiSign signatures
- Workflow automations trigger notifications and scheduling
- Reusable catalog includes 833 products
- 14-day trial requires no credit card
Watch out
- No free plan
- Subscription rises to 199.00 CAD monthly after 12 months
- Terms provide no uptime commitment
- Customers must retain independent backups
Who it suits
Vertex CRM suits roofing and related contractors managing estimates, jobs, materials, billing, and field workflows. It is available to businesses in the United States and Canada.
Verdict
Vertex CRM brings roofing measurements, job administration, proposals, and billing into one contractor-focused workspace. Consider the post-introductory price and data-retention responsibilities before subscribing.
Plans and prices
From Vertex CRM's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Done-for-you roof measurement report | C$12, paid once | Delivered within 5 business hours · optional service; self-service roof measurements are included with the CRM plan · Pay as you go per building; no subscription or minimums. |
| Vertex CRM | C$199 a month | One plan · all features included · storage allowance included; extra storage $0.45 CAD/GB/month · no contract, cancel any time · Monthly; first 12 months at $74.49 CAD/month, then $199.00 CAD/month. Per-seat rates decrease as team size grows. |
The facts
Each one read from Vertex CRM's own pages, with the date it was checked.
What it does
- Automation and communications
- Workflow automations can notify and schedule when a job moves, and the workspace includes team chat, notifications, and live updates.checked 9 Oct 2026
- Availability
- The product site says Vertex CRM is available in the United States and Canada.checked 9 Oct 2026
- Integrations
- The terms say the service relies on third-party providers for cloud hosting and databases, authentication, payment processing, email delivery, mapping and geocoding, weather, and e-signatures.checked 9 Oct 2026
- Job workflow
- It provides tools for job pipelines, scheduling, roof measurements, proposals, material and work orders, invoices, payments, expenses, team communications, and file storage.checked 9 Oct 2026
- Materials catalog
- The shared product library has 833 items, including 710 materials, and users can add products to a reusable catalog.checked 9 Oct 2026
- Notable limits
- The terms provide no uptime commitment and advise users to export and retain their own copies of customer data.checked 9 Oct 2026
- Proposals and signing
- The platform supports branded proposals and contracts, with VertiSign e-signatures and no per-envelope fees.checked 9 Oct 2026
- Purpose
- Vertex CRM is a customer-relationship and job-management platform for roofing and related contractors.checked 9 Oct 2026
- Roof reports
- Users can measure roofs from satellite imagery and generate PDF reports that include areas, pitches, facets, edge lengths, and material quantities.checked 9 Oct 2026
- Security controls
- Workspace owners and admins can enable required multi-factor authentication; the terms do not promise uninterrupted or secure service.checked 9 Oct 2026
- Storage and data retention
- A storage allowance is included, and the terms advise customers to keep independent backups because data may be deleted after cancellation or termination.checked 9 Oct 2026
- Support
- The pricing page says the subscription includes full support, and the site offers demo or support calls by appointment.checked 9 Oct 2026
The company
- Headquarters
- Ontario, Canadachecked 28 Sep 2026
Money
- Trial
- The site offers a 14-day free trial without requiring a credit card.checked 9 Oct 2026
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