Clients and employers together
Run client cases and employer cases side by side, with skill-and-proximity matching to bring the right candidate and the right position together.
Every case, one clear view.
VertexCMS is case management software for employment and community service organizations. Track clients and employers, build action plans, manage benefits and finance, and report to your funders, all in one place that everyone on your team can use.
Built for the way service organizations really work
Clients, employers, funders and finance all touch the same case. VertexCMS keeps them connected so nothing lives in a spreadsheet or someone's inbox.
Plans, benefits and finance
Action plans, benefit plans and generated orders flow to a dedicated finance queue, with a full revision history behind every payment.
Reports your funders expect
Caseload, milestone, activity and benefit reports download as CSV or Excel, filtered to exactly the cases you choose.
Private by design
Each organization's data is isolated, sensitive fields such as SIN are encrypted at rest, and every change is recorded in an audit log.
Accessible to everyone
Designed to WCAG 2.2 AA from the first screen, with keyboard operation, clear contrast and screen reader support.
English and French
The staff interface follows each organization's language settings, so your team works in the language they prefer.
Get started in three steps
Explore the demo
Sign in with a sample user level and click through real screens with sample data. Nothing you do is kept.
Talk to us
Tell us about your organization and we'll set up a private trial with your own settings.
Go live
Your team signs in at their own VertexCMS address, with your branding, roles and lists ready to use.
See it for yourself
The demo is open to everyone and resets every night. No sign-up needed.