Getting started with Vertex CRM

Vertex CRM is a web application. After deployment, users sign in at your site’s login page with credentials your administrator provides.

Organizations

If you belong to multiple organizations, use the org switcher in the header after login. Permissions depend on your role in each org.

Where to get help

See Documentation and Support for product information. For hosting issues, contact whoever manages your server.

SEO and public pages

These public pages explain features for visitors. The product itself requires authentication for customer data.