VerticalChange offers cloud-based case management tailored for nonprofits, education, and public health teams to track data, services, and outcomes efficiently. While it lacks traditional sales pipeline tools, its customizable forms, secure infrastructure, and advanced reporting make it well-suited for mission-driven organizations.
VerticalChange Specifications
Contact Management
Customer Communication Tracking
Email Integration
Customer Segmentation
What Is VerticalChange?
VerticalChange is a cloud-based customer relationship management (CRM) and data management platform designed for the social sector. It empowers organizations to move beyond paper-based records and siloed spreadsheets by centralizing client information and simplifying complex workflows. With features like a dynamic form builder and robust case management tools, agencies can effectively track client interactions, manage program data, and generate detailed reports, allowing them to focus resources on delivering impactful services and demonstrating their effectiveness to funders.
VerticalChange Pricing
Disclaimer: The pricing is subject to change.
VerticalChange Integrations
The software supports integration with multiple systems and platforms, such as:
- Tableau
- Power BI
- Zoom
- Amazon Web Services
Who Is VerticalChange For?
VerticalChange is ideal for a wide range of roles and sectors, including:
- Nonprofits
- Public health agencies
- Educational institutions
- Case managers
- Social workers
- Behavioral health providers
- Government
Is VerticalChange Right For You?
VerticalChange is ideal for social and public sector organizations struggling with fragmented data. Built for nonprofits, it offers HIPAA and FERPA compliance, scalable infrastructure, and mission-focused features. Awarded the Qualified Software seal by AWS, the platform empowers agencies to streamline operations, track outcomes effectively, and maximize their impact with greater clarity, accountability, and control.
Still doubtful if VerticalChange is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
VerticalChange Features
VerticalChange allows organizations to manage detailed client, group, or family records with full customization. The platform adapts to your data needs, helping you track essential client information and service history to improve coordination, reporting accuracy, and decision-making.
The platform includes a drag-and-drop form builder that simplifies custom data collection. Organizations can design tailored forms to track services, assessments, or outcomes, ensuring they gather the most relevant information for compliance, funding, and program evaluation.
VerticalChange centralizes client data including demographics, assessments, and program history. The software enables users to build profiles, manage relationships, and view services or group affiliations, offering a complete picture of each individual within your support ecosystem.
The software provides customizable reporting and outcome analysis tools for data-driven decision-making. VerticalChange supports SQL access and integrates with Tableau and Power BI, allowing agencies to monitor impact, track performance, and share insights across teams or funders.
VerticalChange enables attendance tracking with digital sign-ins, helping programs manage classrooms, sessions, or services efficiently. The platform supports role-based access, allowing staff or parents to check participants in and out with accurate, timestamped records.