Configure, don't customize

A sleek operating system for service businesses

Vertiqa turns your real workflow into a reliable system — CRM, delivery, and automation — without the fragile custom build.

Start with industry-ready foundations. Adapt them safely as you grow.

No blank slatesNo rigid templatesNo custom development

Operations cockpit

Morning Snapshot

Pipeline

Active opportunities38
Forecasted value$412k

Delivery

Jobs in progress21
On-time completion96%

Automation

“Notify the team if a job stalls for 48 hours.”

Live preview ready

Launch

Weeks, not quarters

Industry packs and guided configuration speed deployment.

Control

Every workflow, visible

See changes before they ship. Audit everything after.

Growth

Modular forever

Add new kernels without replatforming the core.

Most software breaks when your business stops fitting the template

CRMs assume

sales teams

Project tools assume

tech teams

ERPs assume

accountants

Real businesses don't work that way.

Service companies, training businesses, and operations-heavy teams end up stitching together spreadsheets, calendars, inboxes, and tribal knowledge until the system becomes the bottleneck.

A different approach: configure first, code never

Start with a stable operational core, then refine through guided setup and natural language.

Describe your business

Tell us how your workflow runs in plain English.

Confirm the setup

Review every pipeline, stage, and view before it goes live.

Refine over time

Adapt safely as your team and services evolve.

The system stays reliable.

Your workflow stays yours.

What you get on day one

Core platform — always included

CRM Kernel

  • Accounts, contacts, pipelines
  • Activities, follow-ups, reminders
  • Role-based access
  • Full audit history

Operations / Delivery Kernel

  • Projects, jobs, tasks
  • Assignments and statuses
  • Templates for repeatable work
  • Clear handoffs from "sold" to "done"

Stable, shared foundations — not rebuilt per customer.

Industry-ready from the start

Launch with pre-configured industry packs — pipelines, entities, workflows, and views that match how your teams actually operate.

Field Services

HVAC, roofing, exteriors

Class-based Businesses

Swim schools, training companies

Project-driven Teams

Service firms, consultancies

Same platform. Different defaults. No forks.

Change your system by talking to it — safely

Need to tweak how things work? Just say:

Add a step for approvals

Require a site visit before estimates

Show me customers ready to renew

Notify the team if a job stalls

1

Translates your request into configuration

2

Shows you exactly what will change

3

Applies it only after confirmation

No silent changesNo broken logicNo surprises

Built to grow with you — not trap you

This isn't a one-off CRM. It's a kernel-based platform designed to expand without chaos.

Today

  • CRM
  • Projects / delivery
  • Automations
  • Industry packs

Next

  • Billing & payments
  • Scheduling & dispatch
  • Memberships & recurring
  • Equipment & assets

Always

  • Modular
  • Opt-in
  • Configurable
  • Replaceable

You turn on what you need. You ignore what you don't.

What we deliberately don't do

Because focus matters.

Replace accounting software

Become a spreadsheet engine

Auto-optimize your business

Sell AI agents that act without control

The platform is powerful because it's constrained. That's how it stays usable, trustworthy, and maintainable.

Who this is for

Vertiqa is for businesses that:

Have real operational workflows

Don’t fit off-the-shelf CRMs cleanly

Want flexibility without custom software

Value reliability over novelty

If your business lives in spreadsheets today — this is for you.

One platform. Many industries. No rewrites.

The future of business software isn't one CRM per niche or a generic tool for everyone.

It's shared foundations + industry-specific configuration.

That's what we're building.

Trust signals

  • Built on audited workflows with full change history.
  • Role-based access controls from day one.
  • Fast iterations without custom code debt.

Early access

Get ahead of the operational chaos

Be part of shaping a platform that adapts to real businesses — not the other way around.