Run your
business like
one living grid.
CRM, Client Portal, back-office and AI Agents in one adaptive system. It moves with you — answering, capturing, and routing every lead the moment it lands.
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.
The surface that
keeps your business moving.
Each capability listens to the others. A 9 PM call doesn't just get answered — it lands on the right rep's pipeline, with the right follow-up window, before they pour their morning coffee.
A prospect calls
after hours.
You never know.
Until now. Your AI receptionist answers, captures their needs, details, and timeline — then creates an opportunity and assigns it to the right team member. You start Monday with warm leads, not voicemails.
- Answers calls 24/7 — nights, weekends, holidays
- Captures service needs, budget, and timeline
- Creates opportunity with full call context
- Matches to existing client profiles
- Custom greeting for your business
- Full transcripts for your records
David Thompson
+1 (770) 555-0234
Inquiry
“Looking for help with our HVAC maintenance contracts. We have 12 commercial properties and need quarterly service scheduling.”
24/7
Coverage
<1s
Answer Time
100%
Lead Capture
Hear it live — call now
(678) 716-4200 · 90-second demo
Dictate notes
between meetings.
Driving to your next client appointment? Dictate meeting notes, project details, and follow-up items while they're fresh. Vertiqa transcribes in real-time.
- Dictate client meeting notes hands-free
- Real-time transcription via Azure Speech
- Works on all text fields — notes, tasks, activities
- Capture client details immediately after a meeting
- Browser-based — no app install needed
Intake that runs
itself.
Send clients a branded portal link. They fill out project questionnaires, upload documents, and submit their details — all before your first meeting. No more chasing paperwork.
- Branded portal with your business name
- Service needs and requirements questionnaire
- Secure document upload (IDs, signed forms)
- Key contact information capture
- E-signature for agreements and consentSoon
New Client Application
Contact Information
Name, email, phone, address — completed
Service Needs
Service type, scope, budget — completed
Project Details
Timeline, requirements, and preferences
Review & Submit
Review application and submit
Step 3 of 4
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
Simple. Transparent. No surprise fees.
Launch pricing · $22/user through September 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 kernel and feature in a single plan. No tiers, no feature gates — just one price per user.
- Every kernel — CRM, scheduling, pipeline, quoting & invoicing, projects, marketing
- AI OS Command Center & drift engine
- Client portal, goals & KPIs, document vault
- 2,000 AI credits / user / mo
- Calendar sync (Google & Zoho)
- Unlimited workflows
- 7-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
For larger organizations that need custom controls, dedicated onboarding, procurement support, and tailored rollout plans.
- Everything in Business
- Dedicated onboarding
- Custom integrations
- SSO and security review support
- SLA guarantees
- Volume pricing and procurement support
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.