Why type when you can Speak to your CRM, invoicing, projects, scheduling and business?Why type when you can
Speak to your CRMInvoicingProjectsSchedulingBusiness?

Vertiqa is an AI operations system for consulting and service teams, with CRM, scheduling, projects and invoicing in one place. Vee, its built-in assistant, prepares client notes and follow-up tasks from your voice updates for you to review and confirm.

Vertiqa is for owner-led consulting firms and service teams that manage client relationships, follow-ups and delivery. Start with one client conversation, then use the connected scheduling, projects and invoicing tools as you need them.

Dictation turns speech into text. Vee prepares proposed changes to client records, such as a CRM note or follow-up task. You review the destination and details, edit or discard anything that is wrong, then confirm. A drafted email still waits for you to send it.

Tell Vee what happened and ask for the note, next task or recap draft you need. Review the proposed changes before confirming them. Confirmed notes and tasks appear on the client record; an email draft is not sent automatically.

No. Recap emails and messages wait in drafts until you approve and send them. Every update is a draft until you say so.

You see every draft before it's saved. Edit any line, change where it's filed, or discard it.

An AI credit covers one completed agent task, for example drafting a follow-up, researching a prospect or generating a daily brief. Each user gets 2,000 a month, and routine activity capture and timeline updates do not count against it. Beyond that, usage is pay-as-you-go up to a spend cap you set.

Your 30-day trial does not automatically become a paid subscription. You choose a paid plan and provide billing details before a subscription fee is charged. Before the trial ends, export any data you need using the available export tools. If you decide not to continue, contact us to confirm the access and data retention window for your account.

Business includes 2,000 AI credits per user/month. Additional AI credits, receptionist minutes beyond the included 30 minutes per line/month, and communications usage are metered. Per-unit rates are not published on this page. Ask for a usage estimate and confirm rates and what happens at the spend cap before enabling paid usage.

No. The advertised Business launch rate is $22/user/month through Dec 31. The standard rate is $29/user/month after the launch period. Confirm your billing terms when subscribing.

Start with one client while you keep your current CRM. CSV import supports accounts, contacts, notes and custom fields, with column mapping and duplicate handling. Leads and deals are not supported by CSV import yet. You can add a deal manually for your trial; discuss your migration with us before moving an entire pipeline.