You help people.
Our software helps you.
Empower your organization with flexible, secure, and affordable cloud-based case management and data reporting software designed specifically for nonprofits, human services, and education.
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What is VerticalChange?
VerticalChange is an affordable, secure, and intuitive data system purpose-built for human service organizations.
With unparalleled flexibility and live tech support, we serve clients across the full spectrum of social sector organizations – from public schools, to nonprofits, to government agencies, to local initiatives.
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 insights 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 event connect external tools like Tableu and Power BI.
CRM & Case Management
Manage important information on the people you serve. Client, group 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.
What our customers say about us
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![Family Service Agency Logo]()
Family Service Agency
"VerticalChange is, BY FAR, the most user-friendly, the most flexible, the most responsive, the most relevant, the most current, and the most affordable system I have used in my 20 years in the industry."
Cynthia McNulty
Senior Services Program Manager -
![Community Through Hope Logo]()
Community Through Hope
"VerticalChange allows us to gather data in a way that is ethical and specific to our business, and effective for fundraising. VerticalChange is easy to use and allows Community Through Hope to accomplish so much.”
Sebastian Martinez
Executive Director -
![Child Care Resource Center Logo]()
Child Care Resource Center
“VerticalChange’s openness in working with other software has been a huge plus for our Registry Integration project as we work to create a connection between two data systems that will complement San Bernardino’s QRIS program.”
Jesse Pineda
Senior Research Analyst -
![San Mateo County Office of Education Logo]()
San Mateo County Office of Education
“VerticalChange crafted a customized system for us to collect data across multiple formats and produce detailed reports with ease. Their great customer support has been a huge help as our programmatic needs evolved.”
Yung-Hui Chien
Manager of Learning Analytics and Data Governance -
![First 5 Santa Barbara]()
First 5 Santa Barbara
"VerticalChange is, BY FAR, the most user-friendly, the most flexible, the most responsive, the most relevant, the most current, and the most affordable system I have used in my 20 years in the industry."
Pedro Paz
Program & Evaluation Manager
Want to know more?
Our team is ready to hop on a video call and to show you how VerticalChange can make your data work for you!
Why VerticalChange?
Client Management
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.
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 any data you’ve entered into the system. You can view services, assessments, program enrollments and other data directly from any client's profile.
Create and Track Relationships
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. 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.
Security & 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.
Custom Data Collection
You have the freedom to collect and manage data exactly the way you need.
Build Your Own Forms
Through an easy-to-use interface, build your own forms to collect data on services or outcomes. 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.
Track Data on Clients and Other Entities
Associate your custom forms with specific client types, such as individuals, groups, or even programs. Forms can be connected to specific programs and users to restrict use and access.
Import/Export Data
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.
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 dashboard tool where users can write their own SQL code and develop visual dashboards.
VerticalChange has earned the AWS Qualified Software seal
VerticalChange is recognized by Amazon Web Services (AWS) and has earned the Qualified Software seal by completing the AWS Foundational Technical Review (FTR) program. The certification exemplifies the goals of the organization, to provide customers with comprehensive solutions that adhere to best practices in security, performance, and scalability.
VerticalChange is a recognized member of the AWS Partner Network (APN) with a Nonprofit Software Competency designation. As an advanced Public Sector Partner, the platform has been audited by AWS and passes some of their most strict implementation requirements.
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.
Contact us today and learn how VerticalChange can help you.