Partner Portal — IN BETA TESTING

Vertex CRM
Built for roofing contractors who need one clear system.

Bring leads, job progress, customer follow-up, and partner access into one focused workspace designed around the way roofing teams actually operate.

• Centralize incoming leads, call notes, and estimate follow-up.
• Track every job from first contact through completion.
• Keep office staff, sales reps and contractors aligned with shared customer context.