VerticalChange

Additional features

Enterprise resource planning

While not the primary category, the text implies the system covers main business processes. This suggests a broad scope beyond just CRM.

Flexible, secure, and affordable cloud-based case management and data reporting software

Highlights the key attributes of the software: flexibility, security, affordability, and its focus on case management and reporting. This summarizes its core value proposition.

Designed specifically for nonprofits, human services, and education

Indicates the target industries for the software. This suggests features tailored to these sectors.

Affordable, secure, and intuitive data system purpose-built for human service organizations

Re-emphasizes the key benefits and target audience. This reinforces its market positioning.

Unparalleled flexibility and live tech support

Promises high adaptability and direct technical assistance. This highlights key customer benefits.

Serves clients across the full spectrum of social sector organizations

Indicates a wide range of organizations within the human services, education, and government sectors as users. This showcases its broad applicability.

Dynamic Form Builder

Allows users to create their own data collection forms. This provides customization for specific data needs.

Build your own forms to collect data on services or outcomes

Enables the creation of tailored forms for tracking relevant information. This puts data collection control in the user's hands.

Easy to use drag and drop form creator

Simplifies the form building process. This makes it accessible to non-technical users.

Analytics

Offers tools to view customized reports and gain insights into program effectiveness. This supports data-driven decision-making.

View customized reports

Enables the creation of reports tailored to specific program metrics. This allows for focused analysis.

Powerful reporting tools let you monitor program status, determine service delivery level, analyze outcomes and aggregate data across your entire agency

Describes the capabilities of the analytics module. This showcases its comprehensive reporting features.

Visual VerticalChange is a powerful BI tool that gives you direct SQL access to your data

Provides advanced users with direct database querying capabilities. This allows for deep data exploration.

You can event connect external tools like Tableu and Power BI

Enables integration with industry-standard business intelligence platforms. This extends its analytical capabilities.

CRM & Case Management

Manages important information on the people served. This is a core function for tracking client interactions and progress.

Manage important information on the people you serve. Client, group families, it can all be customized to meet the needs of your organization

Highlights the flexibility in managing different types of entities and their data. This emphasizes its adaptability.

You can completely customize what data you collect for the people and organizations you work with

Provides full control over the data fields and information tracked. This ensures relevance to specific organizational needs.

Client Management

Focuses on managing information related to individuals served. This is a key aspect of its case management capabilities.

Manage important information on the people you serve — contact info, demographics, assessment and outcome data, or anything else you deem critical to understanding and reporting on your client base

Details the types of client data that can be managed. This illustrates its comprehensive client profile features.

Create and Manage Client Profiles

Allows users to create, search for, view, and manage client data. This is fundamental for client tracking and management.

You determine what data to track and our user-friendly interface allows you to create, search for, view and manage any data you’ve entered into the system

Re-emphasizes user control over data and ease of use. This highlights key benefits.

You can view services, assessments, program enrollments and other data directly from any client's profile

Provides a holistic view of a client's engagement with the organization. This centralizes client information.

Create and Track Relationships

Enables connecting client profiles to programs, staff, groups, and families. This helps understand client networks and service delivery context.

Once you have created a client profile, you can make connections for them

enroll them in a program, assign a staff member to them or add them as a member of a group or family: Describes the types of relationships that can be tracked. This illustrates its relational data management capabilities.

Making connections helps you understand where your clients exist within a larger network of providers, services and familial structures

Explains the benefit of tracking relationships for a broader understanding of client contexts. This highlights its value for holistic case management.

Once connected, the contact appears on the profile of all their associations

Ensures visibility of relationships across relevant profiles. This improves information sharing and understanding.

Security & Access Control

Focuses on maintaining data security and controlling information access. This is crucial for sensitive client data.

Maintain robust control over your information and ensure data security. We are HIPAA compliant and adhere to a strict data encryption policy

Highlights key security measures and compliance. This assures data protection.

Additionally, through our advanced permissions settings, you can control access to information down to a minute level

Emphasizes granular control over data visibility. This allows for tailored access based on user roles.

Advanced Security

Details the comprehensive security measures in place. This builds trust in the platform's security.

We understand the sensitivity of your data. We adhere to an “encrypt everything” policy, and house our systems in secure data centers with regular backups and audit logging

Describes specific security protocols. This demonstrates a strong commitment to data protection.

We have partnered with Amazon Web Services (AWS) to use their state-of-the-art products to ensure compliance to governance, regulations, and privacy specific to your industry

Leverages a reputable cloud provider for enhanced security and compliance. This adds credibility to their security claims.

Advanced Permissions

Explains the customizable access control features. This allows organizations to tailor data access based on roles.

You can create an unlimited number of custom permission sets and assign them to users, depending on the role and data access each user has

Provides flexibility in defining user access levels. This allows for precise control over data visibility.

Each permission set can grant user access to a combination of modules and functions, including

account management, form editing, data import, document upload, access to case notes, contact and form viewing, creation, editing, and deletion among others: Lists the various modules and functions that can be controlled through permissions. This illustrates the granularity of access control.

You can also assign program and form access to users to restrict access to sensitive data

Enables limiting access to specific programs and forms. This enhances data privacy for sensitive information.

Custom Data Collection

Provides the ability to collect and manage data according to specific needs. This underscores its flexibility.

You have the freedom to collect and manage data exactly the way you need

Re-emphasizes user control over data collection. This highlights its adaptability.

Build Your Own Forms

Details the form building capabilities. This is a core feature for tailored data collection.

Through an easy-to-use interface, build your own forms to collect data on services or outcomes

Describes the user-friendly form creation process. This makes it accessible to a wide range of users.

You can build assessments using likert fields, assign scores, use if/then logic, and make use of rich formatting text fields, radio buttons, dropdown lists, upload fields, among others

Lists the various field types and functionalities available in the form builder. This showcases its advanced form creation capabilities.

Track Data on Clients and Other Entities

Allows associating custom forms with different types of records. This provides flexibility in data collection across the system.

Associate your custom forms with specific client types, such as individuals, groups, or even programs

Describes the ability to link forms to various entities. This allows for context-specific data collection.

Forms can be connected to specific programs and users to restrict use and access

Provides control over form usage and access. This enhances data governance.

Import/Export Data

Offers tools for moving data in and out of the system. This facilitates data migration and sharing.

Get the tools you need to move data in and out of your system, whether that be migrating data from an old system, importing survey data from an external app, or submitting a file of your VerticalChange data to a state mandated system with specific formatting requirements

Describes various data import and export scenarios. This highlights its data portability.

Impact Reporting

Focuses on the ability to generate reports to understand program effectiveness. This supports data-driven evaluation.

View customized reports to gain insight into your program's effectiveness. Our powerful reporting tools let you monitor program status, determine service delivery level, analyze outcomes and aggregate data across your entire agency

Describes the benefits and capabilities of the reporting module. This showcases its analytical power.

Retrieve, Summarize, and Export Data

Details the data retrieval and export functionalities. This allows for further analysis outside the platform.

Our Report Builder allows you to query any data point in the system and to quickly view, filter, and search for the data you need. Summarized data is retrieved in a spreadsheet-style format, and can be easily exported for further analysis in Excel or another external software

Describes the report building process and export options. This highlights its user-friendly data analysis features.

View Custom Reports and Dashboards

Enables the creation of tailored reports and visual dashboards. This supports effective communication of data insights.

VerticalChange allows you to build any range of custom reports which can be published in the application. Reports can range from simple tables of aggregated data to complex dashboards with data visualizations

Describes the flexibility in creating different types of reports and dashboards. This showcases its powerful visualization capabilities.

Query Your Data through SQL

Provides advanced users with direct database access. This allows for sophisticated data analysis.

Advanced users can access VerticalChange's SQL server directly, using third-party software such as R or Microsoft SQL Server to gather insights. We also provide access to our own dashboard tool where users can write their own SQL code and develop visual dashboards

Details the direct SQL access and internal dashboarding tools. This caters to users with advanced data analysis skills.

VerticalChange has earned the AWS Qualified Software seal and is a recognized member of the AWS Partner Network (APN) with a Nonprofit Software Competency designation

Highlights its recognition and partnership with Amazon Web Services. This adds credibility and assures adherence to industry best practices.

We get it – no two organizations are the same. That’s why we take the time to listen and learn about your existing process, and then create a demo custom-tailored to your unique data management & reporting needs

Emphasizes a personalized approach to understanding and addressing client needs. This suggests strong customer focus.

Ready to get started? REQUEST A DEMO

Calls to action to encourage user engagement. This aims to drive new business.

support@verticalchange.com and 1-888-639-9717

Provides contact information for support inquiries. This ensures users have access to assistance.

COMPANY (About, Pricing, Blog, Careers) and SUPPORT (Contact Us, Service Status, FAQ)

Lists navigation links providing information about the company and support resources. This indicates available resources for learning and assistance.

CCPA, Privacy Policy, Acceptable Use Policy

Links to legal and policy documents. This ensures transparency and compliance.

©2025 VerticalChange. All rights reserved.

Standard copyright information. This protects intellectual property.