Say it once.
It gets done —
and nothing gets dropped.
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. If the prospect goes quiet, it’s back in front of you.
No credit card needed
And 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.
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.
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
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
- 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
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
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
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.