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SPECIFICTION
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Vertex CRM

vertex.ontarioroofers.org

From C$199/mo Free trial WebAPI
Visit vertex.ontarioroofers.org
Spec score 7.4 #20 of 25 in Roofing Software

Spec sheet

Purpose
Vertex CRM is a customer-relationship and job-management platform for roofing and related contractors.Read 9 Oct 2026 · vertex.ontarioroofers.org
Trial
The site offers a 14-day free trial without requiring a credit card.Read 9 Oct 2026 · vertex.ontarioroofers.org
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.Read 9 Oct 2026 · vertex.ontarioroofers.org
Support
The pricing page says the subscription includes full support, and the site offers demo or support calls by appointment.Read 9 Oct 2026 · vertex.ontarioroofers.org
Headquarters
Ontario, CanadaRead 28 Sep 2026 · vertex.ontarioroofers.org
Automation and communications
Workflow automations can notify and schedule when a job moves, and the workspace includes team chat, notifications, and live updates.Read 9 Oct 2026 · vertex.ontarioroofers.org
Availability
The product site says Vertex CRM is available in the United States and Canada.Read 9 Oct 2026 · vertex.ontarioroofers.org
Job workflow
It provides tools for job pipelines, scheduling, roof measurements, proposals, material and work orders, invoices, payments, expenses, team communications, and file storage.Read 9 Oct 2026 · vertex.ontarioroofers.org
Materials catalog
The shared product library has 833 items, including 710 materials, and users can add products to a reusable catalog.Read 9 Oct 2026 · vertex.ontarioroofers.org
Notable limits
The terms provide no uptime commitment and advise users to export and retain their own copies of customer data.Read 9 Oct 2026 · vertex.ontarioroofers.org
Proposals and signing
The platform supports branded proposals and contracts, with VertiSign e-signatures and no per-envelope fees.Read 9 Oct 2026 · vertex.ontarioroofers.org
Roof reports
Users can measure roofs from satellite imagery and generate PDF reports that include areas, pitches, facets, edge lengths, and material quantities.Read 9 Oct 2026 · vertex.ontarioroofers.org
Security controls
Workspace owners and admins can enable required multi-factor authentication; the terms do not promise uninterrupted or secure service.Read 9 Oct 2026 · vertex.ontarioroofers.org
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.Read 9 Oct 2026 · vertex.ontarioroofers.org

Plans and prices

Done-for-you roof measurement report C$12, paid once Pay as you go per building; no subscription or minimums. Delivered within 5 business hours · optional service; self-service roof measurements are included with the CRM plan Read 9 Oct 2026 · vertex.ontarioroofers.org
Vertex CRM C$199 a month Monthly; first 12 months at $74.49 CAD/month, then $199.00 CAD/month. Per-seat rates decrease as team size grows. One plan · all features included · storage allowance included; extra storage $0.45 CAD/GB/month · no contract, cancel any time Read 9 Oct 2026 · vertex.ontarioroofers.org

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Where Specifiction places it

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