Say it once.
It gets done —
and nothing gets dropped.
Vertiqa is the AI operations system for service businesses — CRM, scheduling, AI receptionist, and follow-up in one. One voice note after the call: it’s logged on the right contact, the follow-up has a due date, and the recap email is drafted for your approval.
No credit card needed
Hear it answer live — call (678) 716-4200And if they don’t reply, Vertiqa chases it — right back in front of you, nothing sent on its own.
Trusted by
Your business, connected —
ask it anything.
Every call, booking, form and note flows into one AI operating system that normalizes it into a single queryable surface — so your internal agents can act on it, external AI can read it, and you can just ask.
- CRM, scheduling, calls and forms — one live surface
- Bring your own AI: Claude & ChatGPT read your data
- Internal agents handle reception, outreach and RFQs
- Ask anything about your business in plain language
16 tools. One subscription.
Grouped the way a service business actually works — AI on the front lines, a sales engine behind it, operations running the day, and analytics keeping score.
Connect your tools.
Vertiqa plugs into the tools you already run — calendars, email, calls and messaging — so every signal flows into one operating system.
- Google Calendar
- Microsoft 365 / Outlook
- Apple iCloud
- Zoho
- Zoom
- Gmail
- Resend
- IMAP / SMTP
- Twilio SMS
- Voice / SIP
- MCP
- QuickBooksSoon
Plus any AI or app that speaks MCP — new connectors ship regularly.
Businesses don’t fail because they lack software. They fail because follow-through breaks down.
Vertiqa is the operating system that remembers, coordinates, and acts—so nothing important gets dropped.
Four steps that turn chaos into reliable operations
CRMs try to fix dropped balls with data entry. Task tools try to fix it with more tasks. Vertiqa fixes it with memory.
Every conversation, message, meeting — auto-logged.
One timeline becomes your operational memory.
Reminders & workflows make follow-through automatic.
What needs attention today — not a wall of charts.
Real results. Real businesses.
“We were losing 3-4 leads a week to voicemail. The AI receptionist now captures every inquiry — even the 9 PM calls asking about our services.”
Sri
Business Owner, Colorado
“I dictate client meeting notes while driving between appointments. By the time I'm at my next meeting, the notes are already in the CRM.”
Ronald
Senior Consultant, California
“The client portal cut our intake process from 3 days to 30 minutes. Clients fill out their own details and upload documents themselves.”
Maddy
Operations Manager, Texas
The stack you’d buy — already inside.
Untick anything you wouldn’t buy anyway — the receipt does the math.
Comparing platforms? See how Vertiqa stacks up vs HighLevel and vs the HubSpot + Calendly + Zapier stack.
Approximate published list prices, cheapest comparable paid plan per row (small-team tiers, July 2026); your mix will vary. Vertiqa launch pricing shown. All product names and logos are trademarks of their respective owners, used for identification and comparison only — no affiliation or endorsement is implied.
Simple. Transparent. No surprise fees.
Launch pricing · $22/user through October 24, 2026
List price $29/user after October 24, 2026.
An introductory rate for a limited time. We notify every customer 30 days before their invoice transitions to standard pricing.
Vertiqa Business
Everything, one flat price
$22/user/mo
Every Vertiqa tool and feature in a single plan. No tiers, no feature gates — just one price per user.
- Every tool — CRM, scheduling, pipeline, quoting & invoicing, projects, marketing
- Client portal, goals & KPIs, document vault
- 2,000 AI credits / user / mo
- Unlimited workflows
- 30-day free trial — no card required
Voice AI Receptionist
Add-on
$10/mo
An always-on AI receptionist that answers, qualifies, and books — then drops everything into your CRM.
- Always-on AI phone line
- 30 talk minutes included / mo
- Answers, qualifies & books calls
- Every call logged to the CRM timeline
- Add to any plan
Enterprise
Security, scale & procurement
Let's Talk
Custom controls, onboarding, and procurement support for larger organizations.
- Everything in Business
- Dedicated onboarding & SSO
- SLA guarantees
- Volume pricing & procurement
Private / Dedicated Instance
Single-tenant deployment
Let's Talk
A dedicated, isolated Vertiqa instance for data residency, compliance, and full control.
- Everything in Enterprise
- Single-tenant isolated environment
- Data residency & region choice
- Dedicated support & onboarding
Switching from spreadsheets or another CRM?
Book a 30-minute fit call. We’ll tell you honestly whether Vertiqa fits how you work — and help you plan the move if it does.
Vertiqa, in plain terms.
What is Vertiqa?
Vertiqa is an agentic operations system for relationship-driven service businesses. It captures every call, message, and meeting, then makes sure the follow-ups, renewals, and promises that come out of them actually happen — so nothing important gets dropped.
Who is Vertiqa for?
Owner-led service businesses that win on trust and follow-through — HVAC companies, life insurance agencies, senior-living advisors, and other relationship-driven operators. Vertiqa ships with vertical-specific setups so you start with a configured pipeline, not a blank screen.
Is Vertiqa just another CRM?
Vertiqa includes a CRM, but it is built around memory and follow-through rather than data entry. Instead of waiting for you to check a dashboard, it surfaces the conversations, renewals, and commitments that need attention right now.
How is Vertiqa different from an AI receptionist?
An AI receptionist answers calls. Vertiqa connects the call to everything that has to happen next — the contact, the pipeline, the follow-up task, and the reminder — in one system, so a captured call turns into completed follow-through instead of a missed lead.
Do I have to change how my team already works?
No. Vertiqa works alongside your existing phone, email, and calendar. It captures activity automatically and only asks for input when a decision or an approval is needed — every external message stays behind a human approval step.
How quickly can I get started?
Most businesses are up and running within a day. You can explore the live demo to see Vertiqa configured for your vertical, then book a short call to set up your workspace.