Once you've added a client you can easily record notes and activities, schedule tasks, and conduct assessments for the individual directly in VerticalChange. You can build custom data collection forms, and upload documents. Assess client needs and monitor progress from right within the application.
VerticalChange combines the ease of use of a simple CRM, with the power of custom data collection to enable performance management and evaluation.
Document all your important client information, add details to service records, and make things clear for yourself and the next reader. Case notes can be created right on the client dashboard.
We're proud of how fast VerticalChange is. But faster is always better right? Quick Search makes it possible to find clients from any screen in the app just by starting to type a name. So fast it guesses what you are looking for before you finish typing it.