Changelog

What’s new in Vertiqa

We ship constantly. Here’s a running log of the features and improvements that help make sure nothing important gets dropped.

    Project Managementv1.43May 24, 2026

    Project management, leveled up

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

    CRMv1.39–v1.42May 18, 2026

    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.

    Salesv1.37May 14, 2026

    Sales Loop Agents

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

    Salesv1.35May 13, 2026

    Estimates & RFQ agent

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

    CRMv1.33May 9, 2026

    Inquiry-to-Lead Playbook

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

    Platformv1.32May 6, 2026

    Simple Mode

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

    AIv1.31May 2, 2026

    Smart inbound routing & Draft Assist

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

    CRMv1.30May 1, 2026

    Systems Integrator pack

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

    AIv1.29

    AI Page Builder

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

    AIv1.28

    Agent Library

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

    Compliancev1.25

    Evals & Guardrails

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

    Voicev1.23–v1.24

    Voice Agent & dictation

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

    CRMv1.19

    Digital business cards

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

    CRMv1.16–v1.18

    CRM and Goals enhancements

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

    Platformv1.14–v1.15

    Client Portal & document management

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

    Platformv1.0–v1.13

    Platform foundation

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

See where we’re headed

Curious what’s coming next? Take a look at the roadmap.