You Help People, Our Software Helps You.

A flexible and cost-effective cloud solution for the social sector.

Trusted by

First5 San Bernardino San Bernardino County Quality Start San Barnardino County The University of Vermont Community Action Commission of Santa Barbara County PATH California Helath Collaborative CADA

What is VerticalChange?

An easy-to-use and cost effective solution to help you create and demonstrate positive change for your clients.



We provide a highly scalable web based platform that can collect and report on virtually any kind of data and interoperate with other systems. This flexible approach has allowed us to serve clients representing the full spectrum of organizations in the sector, from small to large service providers, government agencies, and community initiatives.

CRM & Case Management

Manage important information on the people you serve. Client, groups, families... it can all be customized to meet the needs of your organization. You can completely customize what data you collect for the people and organizations you work with.

Dynamic Form Builder

Build your own forms to collect data on services or outcomes, and track the data that's important to your organization. An easy to use drag and drop form creator let's you build forms quickly.

Analytics

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. Visual VerticalChange is a powerful BI tool that gives you direct SQL access to your data, and you can even connect external tools like Tableu and Power BI.

Customer Testimonials

We are proud to serve organizations making a difference in various domains.

Amy Ulrich

Amy Ulrich

“Let me just say how amazingly easy it is to pull our statistics out of VerticalChange. Being able to access data quickly and from different areas of the database is just a game changer. It’s all summarized, grouped and totaled for me! I feel like I can actually see what we are doing, and it’s so easy.”

Director of Administration
Cynthia Mcnulty

Cynthia McNulty

"VerticalChange is BY FAR the most user-friendly, most flexible, most responsive, most relevant, most current, and the most affordable electronic health record system that I have used in my 20 years in the industry."

Program Manager - Senior Services
Josh Matacotta

Josh Matacotta

"Having VerticalChange's dedicated professionals work with us to configure and develop enhancements for VerticalChange so that it fit our research and program evaluation needs in early care and education helped our Research Department to be very successful in our work. VerticalChange has been an instrumental tool in helping us to deliver program outcomes reports to our funders.”

Research Manager

Want to learn more?
Our Customer Success team would love to chat.

Why VerticalChange?

We provide a highly scalable web based platform that can collect and report on virtually any kind of data and interoperate with other systems. This flexible approach has allowed us to serve clients representing the full spectrum of organizations in the sector, from small to large service providers, government agencies, and community initiatives.

Client Management

Manage important information on the people you serve — Contact info, Demographic details, Assessment and Outcome data, or any range of information you deem critical to understanding and reporting on your client base.

Create and Manage Client Profiles

You determine what data to track, and our user-friendly interface allows you to create, search for, view, and manage anyone you’ve entered into the system. You can view services, assessments, program enrollments and other data right from your client's profile.

Create and Track Relationships

Once you have created the 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. Making connections helps you understand where your clients exist within a larger network of providers, services, and familial structures. Once connected, the contact appears on the profile of all their associations.

Client Management

Security and Access Control

Maintain robust control over your information and ensure data security. We are HIPAA compliant and adhere to a strict data encryption policy. Additionally, through our advanced permissions settings, you can control access to information down to a minute level.

Advanced 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. 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.

Advanced Permissions

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

Security and Access Control

Custom Data Collection

Track the data that's important to your organization. You have the freedom to collect and manage data tools exactly the way you want with our easy-to-use and flexible data tracking tools.

Build Your Own Forms

Through an easy-to-use interface and drag and drop functionality, users can build their own forms to collect data on services or outcomes. You can build assessments using likert fields, you can assign scores, use if/then logic, branch fields, choose from a list of fields like rich formatting text fields, radio buttons, dropdown lists, upload fields, among others.

Track Data on Clients and Other Entities

Forms you create can be associated with specific client types determined by you, such as individuals, groups, or even programs. Forms can also be connected to only specific programs and users to restrict use and access.

Import/Export Data

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

Custom Data Collection

Impact Reporting

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.

Retrieve, Summarize, and Export Data

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.

View Custom Reports and Dashboards

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.

Query Your Data through SQL

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 dashboarding tool, Visual VerticalChange, where users can write their own SQL code and develop visual dashboards

Impact Reporting

Ready to see it in action?