Stop gluing five tools together.
Run the whole lifecycle on one record.
Deals, onboarding, support, scheduling and follow-up automation — for a small SaaS team that wants the customer experience to feel cohesive end to end. Not a CRM bolted to Calendly, a help desk, Linear and Zapier. One system, many kernels, the same customer.
“Is there an all-in-one, or does everyone just glue a CRM to a help desk?”
Most teams end up with the stack on the left — and the glue becomes a second job. Vertiqa puts those jobs in one system, sharing one customer record.
- A CRM (HubSpot / Attio / Zoho)
- Calendly for booking
- A separate help desk (Zendesk / Intercom)
- Linear for the engineering team
- Zapier to wire it all up
- A spreadsheet that still knows the truth
- CRM — pipeline, opportunities, one timeline per customer
- Service — support requests on the same record
- Scheduling — self-serve booking, no Calendly
- Projects — onboarding + engineering work, no Asana
- Workflows + Drift — reminders and quiet-deal nudges
- Inbound — your webform posts straight in via API
How the kernels work together
The same customer flows from first touch to renewal without ever leaving the system — each step handled by a different kernel, all writing to one timeline.
A lead lands
Your webform — even the one you vibe-coded with Claude Code — POSTs to the intake endpoint. The lead shows up as a contact. No copy-paste from a spreadsheet.
The deal moves through your SOP
It progresses through pipeline stages that encode how you actually sell, with approval-gated automations firing the right follow-ups along the way.
Every touch sticks to the customer
Email syncs onto the timeline and the prospect self-books a call from your real availability — timezone-aware, conflict-checked. All on one record, not five.
It goes quiet → you get nudged
No contact in N days, or a quote left hanging? Drift surfaces it before the deal dies. Follow-through stops depending on someone remembering.
Won → onboarding fires
A customer onboarding project spins up with a checklist and recurring tasks, linked to the account and the deal that created it.
Support and renewal, same record
Support requests log against the same customer — owner, priority, due date, overdue nudges — and renewal dates stay visible instead of slipping.
The tools you would buy — already kernels
Same jobs, one system, one bill. Where a kernel doesn’t do everything the point tool does, we say so right here.
Contacts, accounts, a pipeline with stages and opportunities — every interaction on one customer timeline.
Log support requests with an owner, priority and target-resolution date; overdue and due-soon items get nudged.
Service-request tracking on the customer record — not an SLA-clock help desk with escalation rules.
Share a booking link; prospects self-pick a slot from your availability, timezone-aware and checked against calendar conflicts.
Automated reminder emails and auto-generated video links are still in progress.
Projects and tasks with Kanban, Gantt and calendar views, dependencies, multiple assignees, sections and recurring tasks.
Project tracking — no git/PR integration or sprints. Devs who live in Linear can sync via the API.
Approval-gated automations, recurring tasks, and a nudge the moment a deal goes a set number of days without contact.
Ingest external web forms through the API, and send email, SMS and WhatsApp from one place.
WhatsApp and SMS are outbound today; inbound WhatsApp threading is on the roadmap.
Exactly what you asked for — and where the edges are
The seven things a scaling SaaS team usually needs. We’d rather lose the deal than oversell, so the honest limits are in the same list as the wins.
A pipeline that drives the SOP
Mandatory steps, gated stage transitions — VAs can’t skip ahead.
Pipelines, stages and opportunities are built in. Required-field gating lives in the data model; runtime enforcement that blocks a stage move isn’t live yet — tell us if it’s a dealbreaker and we’ll scope it.
A built-in support desk
Ticketing you don’t pay for separately; bugs handed to engineering.
The Service kernel tracks support requests — owner, priority, due date, overdue nudges — on the same customer record, and the Projects kernel is where engineering works the fix. A one-click ticket→project hand-off isn’t wired yet (manual link today); if your devs live in Linear, sync via the API.
Workflow automation
Follow-up reminders, auto-created tasks, a nudge when a deal goes quiet.
Drift watches every record and nudges on no-contact-in-N-days and stale quotes. Workflows run approval-gated automations and recurring tasks. This is our strongest area.
Onboarding checklists per customer
Track onboarding tasks and checklists for each new customer.
Every customer gets a Projects onboarding project — checklists, reusable templates and recurring tasks, linked to their account.
Real integrations and an API
Calendly, Stripe, Slack, WhatsApp, Linear; push usage data; ingest webforms.
Scheduling replaces Calendly and Projects replaces Linear natively. Keep your Claude-Code webform and POST leads to the intake endpoint; push product-usage data via the API and MCP. Native Stripe and Slack connectors are on the roadmap — wire them through the API today.
Email + WhatsApp on one customer
A unified inbox gathering context from email and WhatsApp (and LinkedIn, Instagram).
Email is fully synced to the customer timeline, and WhatsApp and SMS send from the same place. Inbound WhatsApp threading and social channels (LinkedIn, Instagram) are not us today — we’ll tell you straight rather than fake it.
Under $250 a month
Small team, hard budget — no enterprise pricing or $30k rollout.
A team of eight runs on one flat per-user plan — about $176/mo at launch pricing — with no implementation fee. See live pricing below.
You vibe-code with Claude Code. So do we.
You don’t have to throw away the front-end you already built. Bring your own ingestion, extend over the API, and keep shipping.
Keep your webform
Point the form you built with Claude Code at our public intake endpoint — leads land as contacts automatically.
A real API + MCP
API-key auth and a Model Context Protocol server, so you can push product-usage data in and pull records out.
Honest about connectors
Stripe and Slack aren’t native yet — wire them through the API now, and we’ll tell you the truth about any tool you ask about.
Small-team pricing. No Salesforce math.
One flat price per user, every kernel included. Here is exactly what it costs — no implementation fee, no $30k rollout, cancel anytime.
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 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
- 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
Frequently asked
Is Vertiqa really all-in-one, or will I still need a separate help desk?
The customer lifecycle — CRM and pipeline, scheduling, onboarding projects, and a Service kernel for support requests — lives in one system on one customer record. The Service kernel tracks support requests with an owner, priority and due dates, but it is not an SLA-clock help desk with escalation rules like Zendesk. For most small SaaS teams it removes the separate help desk; if you need formal SLA queues, tell us and we’ll be honest about fit.
Can I forward bugs from support to my engineering team?
Yes, within Vertiqa: a support request lives in the Service kernel and your engineers work the fix in the Projects kernel, both attached to the same customer. A one-click ticket-to-project hand-off isn’t wired yet, so today that link is manual. If your developers live in Linear, you can sync through our API rather than leave Vertiqa.
Do you integrate with Calendly, Stripe, Slack and Linear?
Scheduling and Projects are built-in kernels, so you generally don’t need Calendly or Linear at all. Stripe and Slack don’t have native connectors yet — you can wire them through our API and MCP server today, and native connectors are on the roadmap.
Can I keep the webform I built with Claude Code?
Yes. Point your form at our public lead-intake endpoint and submissions arrive as contacts in the CRM. You can also push product-usage data in and pull records out through the API.
Does it handle WhatsApp and email on one customer?
Email is fully synced onto the customer timeline, and WhatsApp and SMS send from the same place. Inbound WhatsApp threading and social channels like LinkedIn and Instagram are not supported today — we’ll tell you straight rather than overstate it.
Will it fit under $250 a month for a small team?
Yes. Every user is one flat price — $22 per user per month — with every kernel included. A team of eight runs about $176/mo, with no implementation fee and no annual lock-in to start. See the pricing section for live numbers.
Cross-links
Agents that power Vertiqa for scaling startups
Each agent is governed by approval and memory. See what it does on the Vertiqa OS.
Prospect Research
Vertiqa's Prospect Research scores an account against your ICP, cites every claim, and flags pending verification — enrichment waits until a human approves.
See it on the Vertiqa OSOutreach Writer
Vertiqa's Outreach Writer drafts personalized Day 0, Day 4, and Day 9 emails plus LinkedIn notes — every send reviewed and approved before it leaves your org.
See it on the Vertiqa OSRun the whole lifecycle in one place.
30-minute fit call. No demo theatre. If Vertiqa isn’t right for where your team is, we’ll say so — and tell you what to use instead.
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