What’s new in Vertiqa

Staffing, on the CRM you already have

Run a staffing desk inside Vertiqa — clients, vendors, and consultants are typed roles on your existing accounts and contacts, not a second system to keep in sync.

Conversion page submissions that land exactly once

Every conversion page submission — from a public link or a private invite token — now goes through one atomic write, so a retry or a double-click cannot create a second record or drop one.

Provider configuration for AI calls

Google Classroom training progress

Connect Google Classroom read-only and see who has finished their training, who is overdue, and who has stalled — with follow-up that never acts on its own.

Twenty everyday actions from plain language

Say what you want done and Vertiqa proposes the exact change — now across twenty actions instead of twelve, with a way to see what it can do.

Events

Run webinars, workshops, open houses, and client nights from Vertiqa — registration through day-of check-in, with the guest list bound to your CRM.

Booking pages you can put in front of a customer

The public booking surfaces got the trust work: your branding on the page, no third-party trackers, and booking outcomes you can actually measure.

Conversational writes and Apple Calendar

Say it once and the CRM write lands, with the change shown before you approve it — and iCloud calendars now sync both ways.

Service & Helpdesk

Customer support built into Vertiqa — turn forms and inquiries into tickets, then resolve them in one shared conversation.

Scheduled & governed AI operations

Closed-loop drift detection

Daily OS Command Center

Company State — commitments, decisions & risks

Connectors & external evidence

One memory across your business

Project management, leveled up

A full project management layer for teams that run real delivery work, not just a task list.

Pipeline Packs — industry-ready setup in minutes

Three ways to stand up a pipeline tailored to your business, from a ready-made template to a fully custom build.

Sales Loop Agents

Governed prospect research and outreach drafting that always keeps a human in the loop before anything sends.

Estimates & RFQ agent

A full estimate approval lifecycle, plus an agent that turns inbound RFQs into draft estimates automatically.

Inquiry-to-Lead Playbook

Every inquiry now flows through a tracked path from first touch to won, with nothing dropped along the way.

Simple Mode

A mobile-first, streamlined experience over the same data — never a reduced or separate product.

Smart inbound routing & Draft Assist

Inbound messages get associated to the right record automatically, with AI-drafted replies under human review.

Systems Integrator pack

A ready-to-apply pack for systems integrators — pipelines, custom fields, multi-site accounts, and a clean won-to-project handoff.

AI Page Builder

Turn a plain-language request into a governed form or landing page you review, edit, and publish.

Agent Library

On-demand AI agents through one consistent framework, starting with prospect research.

Evals & Guardrails

A complete evaluation and safety framework so AI features stay accurate, monitored, and within budget.

Voice Agent & dictation

A 24/7 AI voice receptionist for inbound calls, plus voice dictation across the app.

Digital business cards

Shareable, branded digital cards with QR codes, vCard export, and view analytics.

CRM and Goals enhancements

Richer CRM data, colored tags, relationship navigation, and a redesigned Goals experience.

Client Portal & document management

A branded client portal for intake forms and review cycles, with document management.

Platform foundation

The agentic operations foundation — the kernel, CRM, scheduling, and project management, plus the autonomous goal loop with human approval.