Vertex CRM
What Vertex CRM is
Vertex CRM is a paid 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, materials and work orders, invoices, payments, expenses, team communication, and file storage. Satellite imagery measurements can produce PDF reports with areas, pitches, facets, edge lengths, and material quantities. Branded proposals and contracts support VertiSign e-signatures without per-envelope fees. Workflow automations can notify and schedule actions when jobs move, and the workspace includes chat, notifications, and live updates. Its shared library contains 833 products, including 710 materials. Vertex CRM costs C$199 a month, with the first 12 months at C$74.49 a month and then C$199 a month; rates decrease as team size grows. A 14-day trial requires no credit card.
Who it suits
It suits roofing and related contractors operating in the United States or Canada. Teams needing estimating, scheduling, invoicing, roof reports, and contractor communications may find its single plan relevant.
What it does well
- Roof reports include detailed measurements
- Branded proposals support e-signatures
- Workflow automations react to job changes
- Product library contains 833 items
- 14-day trial requires no credit card
What to know first
- Terms provide no uptime commitment
- Customers are advised to keep independent backups
- Available only in the United States and Canada
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Done-for-you roof measurement report | 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 | C$12, paid once |
| Vertex CRM | 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 | C$199 a month |
As vertex.ontarioroofers.org lists them, read 9 Oct 2026. The maker's own page has the final word.
Verdict
Vertex CRM combines roofing job workflows, measurements, proposals, billing, and team communication. Its subscription includes all features, but users should plan for their own backups and note the lack of an uptime commitment.
Facts from Vertex CRM's own pages
- Automation and communications
- Workflow automations can notify and schedule when a job moves, and the workspace includes team chat, notifications, and live updates. · vertex.ontarioroofers.org, 9 Oct 2026
- Availability
- The product site says Vertex CRM is available in the United States and Canada. · vertex.ontarioroofers.org, 9 Oct 2026
- Headquarters
- Ontario, Canada · vertex.ontarioroofers.org, 28 Sept 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. · vertex.ontarioroofers.org, 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. · vertex.ontarioroofers.org, 9 Oct 2026
- Materials catalog
- The shared product library has 833 items, including 710 materials, and users can add products to a reusable catalog. · vertex.ontarioroofers.org, 9 Oct 2026
- Notable limits
- The terms provide no uptime commitment and advise users to export and retain their own copies of customer data. · vertex.ontarioroofers.org, 9 Oct 2026
- Proposals and signing
- The platform supports branded proposals and contracts, with VertiSign e-signatures and no per-envelope fees. · vertex.ontarioroofers.org, 9 Oct 2026
- Purpose
- Vertex CRM is a customer-relationship and job-management platform for roofing and related contractors. · vertex.ontarioroofers.org, 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. · vertex.ontarioroofers.org, 9 Oct 2026
- Security controls
- Workspace owners and admins can enable required multi-factor authentication; the terms do not promise uninterrupted or secure service. · vertex.ontarioroofers.org, 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. · vertex.ontarioroofers.org, 9 Oct 2026
- Support
- The pricing page says the subscription includes full support, and the site offers demo or support calls by appointment. · vertex.ontarioroofers.org, 9 Oct 2026
- Trial
- The site offers a 14-day free trial without requiring a credit card. · vertex.ontarioroofers.org, 9 Oct 2026
Where Vertex CRM stands on Freedom251
- Roofing Software#20 of 25