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On the recordRead 9 Oct 202614 facts
Vertex CRM
Ontario, Canada
Plans and prices
Done-for-you roof measurement report
C$12usage-based
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$199a month
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
On the record
- 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 · read 9 Oct 2026
- Availability
- The product site says Vertex CRM is available in the United States and Canada.vertex.ontarioroofers.org · read 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.vertex.ontarioroofers.org · read 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 · read 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 · read 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 · read 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 · read 9 Oct 2026
- Purpose
- Vertex CRM is a customer-relationship and job-management platform for roofing and related contractors.vertex.ontarioroofers.org · read 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 · read 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 · read 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 · read 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 · read 9 Oct 2026
- Trial
- The site offers a 14-day free trial without requiring a credit card.vertex.ontarioroofers.org · read 9 Oct 2026
