Vertex for Salesforce CRM

Calculate accurate sales, use, and value add tax on every transaction with Vertex for Salesforce CRM.

Let’s connect on how our proven tax technology can help you focus on what matters most - growing your business. Complete the form below.

See How It Works

Main Features

Most Up-to-date Tax Rates and Rules

Vertex for Salesforce CRM centralizes all the rates and rules required for product taxability and accurate calculation of sales and use tax. No need to manage changing tax content manually. Let our research team stay on top of the latest tax changes, while you grow your business.

Flexible Pricing Plans

Choose from multiple pricing options based on your needs. No overage fees apply. We’ll provide a system with the functionality you need for your business today, and the scalability to grow with you.

Real-Time Tax Calculation

Tax is calculated during the invoice or checkout process based on the latest product taxability rules and pinpoint tax area precision. Automating tax with Vertex reduces manual work and improves customer satisfaction.

Compliance Options

Use Vertex technology to produce signature-ready returns in-house using the data from your calculation system. Or send us your data and outsource the entire compliance process to us. You’ll spend less time on administrative tasks and refocus on more value-added work.

Exemption Certificate Management

Collect, store, search and report on exemption certificates with ease. And provide your customers a self-serve online portal to simply answer a few questions and generate the required exemption certificates. Accurately manage exemptions on every transaction.

More Great Features

Enhanced Quote-to-cash Functionality

Ease of Use

Multiple Deployment Options

Our Partnership With Salesforce

Vertex is a proud partner of Salesforce, the world's #1 CRM platform used by over 150,000 companies to help grow business and strengthen customer relationships. Vertex partners with Salesforce to deliver a powerful connector that enables tax calculations for your Salesforce platforms. Vertex enables accurate calculation of sales and use tax on every transaction in every jurisdiction.

Explore Partnership

Vertex Exchange

We can't wait to see you at this year's Vertex Exchange, our flagship event for customers, solution experts, and tax professionals. See how to be added to the pre-registration list for next year's Vertex Exchange 2020 in Las Vegas, NV.

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