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.
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.
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.
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.
It progresses through pipeline stages that encode how you actually sell, with approval-gated automations firing the right follow-ups along the way.
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.
No contact in N days, or a quote left hanging? Drift surfaces it before the deal dies. Follow-through stops depending on someone remembering.
A customer onboarding project spins up with a checklist and recurring tasks, linked to the account and the deal that created it.
Support requests log against the same customer — owner, priority, due date, overdue nudges — and renewal dates stay visible instead of slipping.
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.
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.
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.
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.
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.
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.
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.
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.
Small team, hard budget — no enterprise pricing or $30k rollout.
A team of eight fits on the Team plan during the launch window, with no implementation fee. See live pricing below.
You don’t have to throw away the front-end you already built. Bring your own ingestion, extend over the API, and keep shipping.
Point the form you built with Claude Code at our public intake endpoint — leads land as contacts automatically.
API-key auth and a Model Context Protocol server, so you can push product-usage data in and pull records out.
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.
You said under $250 a month. Here is exactly what it costs — no implementation fee, no $30k rollout, cancel anytime.
Launch pricing · through July 21, 2026
Prices return to list after that date. We notify every customer 30 days before their invoice transitions to standard pricing.
See what follow-through feels like
$49$35/mo
Your starting point for client relationships, scheduling, and AI-powered follow-through. One seat, zero risk.
Make sure things actually happen
$249$175/mo
Your follow-through operating system for small teams that win on memory, consistency, and client trust.
Run the full client lifecycle
$499$350/mo
Your system of operations for growing teams that need stronger controls, deeper workflow coverage, and client-facing tools.
Security, scale, and procurement support
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For larger organizations that need custom controls, dedicated onboarding, procurement support, and tailored rollout plans.
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.
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.
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.
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.
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.
A team of eight fits on the Team plan during the current launch window, with no implementation fee and no annual lock-in to start. Launch pricing reverts to list after July 21, 2026, and we notify every customer 30 days before any change. See the pricing section for live numbers.
Cross-links
Each agent is governed by approval and memory. See what it does on the Vertiqa OS.
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 OSVertiqa'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 OS30-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.