Controlled access layer

Vertex CRM Demo Platform

Move from the public intro into the live sales workspace through a guided handoff that keeps the selected revenue surface in focus.

Target

Account Coverage

Account coverage

Flow

Identity capture, session bootstrap, workspace handoff.

Window

Single-session access designed for portfolio walkthroughs and guided reviews.

The fastest proof path starts in the dashboard, moves into opportunities, then closes in quotes and invoices.

Open target

The access layer sets the review context before the live Vertex CRM workspace opens.

Account coverage

/accounts/

Open account health, industry mix, and commercial ownership across the customer base.