Vertex CRM review
A detailed roofing operations CRM with strong estimating and financial controls.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Vertex CRM is a web-based CRM and job-management platform for roofing contractors in the United States and Canada. It brings together job pipelines, roof measurements, estimates, proposals, contracts, scheduling, work orders, invoicing, job accounting, team messaging, automations, and electronic signatures. Roofing owners, estimators, crews, suppliers, and office teams can use the workspace to coordinate work from the first call through final payment.
The product’s strongest area is measurement-driven estimating. Satellite or drone measurements provide live totals and branded PDF reports, while the estimate builder supports line-item pricing, waste, coverage, and margin controls. Teams can organize jobs with configurable pipeline stages and multiple boards, then coordinate inspections, production events, multi-day jobs, and crews through the team calendar. Reusable contract templates, merge fields, electronic signing, material catalogs, and work orders extend the workflow beyond estimating.
The published plan is Vertex CRM at CAD 199 per seat per month, billed monthly, with a 14-day trial. That single plan includes the job pipeline, calendar and scheduling, measurements and PDF reports, proposals and contracts, material and work orders, invoicing, and job accounting. Financial tools cover credits, discounts, customer PDFs, balances, deposits, expenses, receipts, payments, and net-profit tracking. Vertex CRM suits roofing teams that want detailed estimating controls and a broad operational workspace. Teams that need a customer portal, accounting-software integration, or a different cost structure should consider an alternative.
Vertex CRM pros and cons
- Where it wins
- Measurement-driven estimates with waste, coverage, and margin controls
- Roof measurements produce live totals and branded PDF reports
- Pipelines, scheduling, contracts, invoicing, and profit tracking in one workspace
- Where it doesn't
- CAD 199 per seat monthly may challenge smaller roofing teams
- No customer portal is included
- Accounting software integration is not available
Vertex CRM fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update