CRM and client management for consulting firms
Consulting work runs on relationships, follow-through, and timely communication. Vertiqa brings your contacts, conversations, tasks, scheduling, documents, and follow-ups into one connected operating system.
Capture what happened. Know what needs to happen next. Keep important commitments from getting lost.
No credit card required.
Wants a phased operations assessment before Q1 planning. Budget owner is the COO; decision in ~3 weeks.
- Send scoping proposalYouFri
- Share SOW templatePriyaToday
- Schedule stakeholder interviewYouNext week
Your CRM should help you follow through
Consultants do not lose opportunities because they lack another dashboard. They lose them when:
- A meeting recap never becomes a follow-up task
- A promising lead gets buried in email
- A client conversation is not recorded
- A proposal or document is difficult to find
- A reminder depends on someone remembering to create it
- A client needs an update, but nobody knows who owns the next step
Vertiqa connects conversations, contacts, tasks, scheduling, documents, and follow-up so your team can spend less time reconstructing what happened and more time moving client relationships forward.
How Vertiqa helps consulting firms
One workspace for the client relationship
Vertiqa combines the tools consulting firms use to manage relationships and deliver work:
- CRM and pipelines
- Follow-up tracking
- Scheduling and booking pages
- Task management
- Client portals
- Document storage
- Email and messaging connections
- Campaigns and audiences
- Analytics
- AI-assisted workflows
Every contact has a connected history, so your team can see the relationship and the next action in one place.
- Discovery call · Dana WhitfieldMon45 min · notes captured
- Recap email draftedMonAwaiting your approval
- Statement of Work v2 uploadedTue
- Send scoping proposalFriOwner: you
Turn conversations into next steps
After a call or meeting, Vertiqa can help turn the information into organized work:
- 1The conversation or note is captured.
- 2The contact and timeline are updated.
- 3A follow-up task is created.
- 4A recap email can be drafted for review.
- 5A reminder keeps the next step visible.
External messages remain behind a human approval step. Nothing is sent automatically without approval.
Keep prospects moving
Use pipelines and follow-up tracking to manage:
- New inquiries
- Discovery calls
- Proposals
- Active engagements
- Renewal or expansion opportunities
- Follow-ups that are waiting on a response
Vertiqa helps surface what needs attention instead of requiring your team to search through multiple tools.
- Harbor & Pike$18k
- Ellison Group$9k
- Northbridge$42kWaiting · 6 days
- Cobalt Health$25k
- Meridian$60k
- Oakline$14k
- Tessera Labs$30k
Give clients a better experience
Use client portals, scheduling, forms, documents, and digital contact tools to create a more organized client experience.
Clients can have a central place to interact with your firm, while your team retains the underlying relationship history and operational context.
Ask your business what is happening
Vertiqa brings CRM records, scheduling, calls, forms, and notes into one queryable surface. You can ask questions about your business in plain language and use connected AI tools such as ChatGPT or Claude with your data.
- Northbridge AdvisoryProposal sent 6 days ago · no replySource: OpportunitySource: Email
- Cobalt HealthRevised pricing sent Mon · awaiting sign-offSource: OpportunitySource: Document
From inquiry to ongoing relationship
Vertiqa can support a consulting workflow such as:
- 1Step 1
Inquiry
Capture the contact and the reason they reached out.
- 2Step 2
Assessment
Record the initial conversation, needs, goals, and relevant details.
- 3Step 3
Proposal
Track the opportunity, tasks, documents, and next steps.
- 4Step 4
Engagement
Keep communication, meetings, files, and responsibilities connected.
- 5Step 5
Follow-through
Track commitments, client requests, renewals, and future opportunities.
The exact workflow can be configured around how your firm sells and serves clients.
Work with the tools you already use
Vertiqa connects with common business tools, including:
- Google Calendar
- Microsoft 365 and Outlook
- Apple iCloud
- Zoho
- Zoom
- Gmail
- IMAP and SMTP
- Twilio SMS
- Voice and SIP
- MCP-enabled tools
Integration availability and configuration should be confirmed for your workspace before implementation.
One plan. Every core tool.
Vertiqa Business is currently listed at:
$22per user per month
The plan includes:
- CRM and pipelines
- Scheduling
- Follow-up tracking
- Task management
- Client portal
- Document vault
- Marketing and campaigns
- Quoting and invoicing
- Analytics
- Every available core tool
- 2,000 AI credits per user per month
- Unlimited workflows
- 30-day free trial
- No credit card required
AI credits beyond the included amount are pay-as-you-go with a configurable spending cap.
For firms requiring dedicated onboarding, SSO, SLA guarantees, volume pricing, procurement support, or a private instance, Vertiqa also offers Enterprise and Private/Dedicated Instance options.
Moving from spreadsheets or another CRM?
Vertiqa is designed to work alongside the tools your team already uses, including existing calendars, email, phone, and messaging systems.
Before switching, Vertiqa can help you evaluate:
- What information needs to move
- Which workflows should be recreated
- Which integrations are required
- How contacts and client history should be organized
- Which follow-ups and reminders need to be preserved
Most businesses can be up and running within a day, depending on the complexity of the setup and the information being migrated.
Questions consulting firms ask
Is Vertiqa a CRM for consulting firms?
Vertiqa includes CRM and pipeline management, but it also connects scheduling, tasks, documents, follow-up tracking, client portals, calls, forms, and AI-assisted workflows in one system.
Can Vertiqa manage consulting leads and opportunities?
Yes. Vertiqa includes CRM profiles, pipelines, follow-up tracking, tasks, scheduling, and analytics to help manage prospects and active client relationships.
Can Vertiqa help with meeting follow-up?
Yes. Notes and conversations can be connected to the appropriate contact, follow-up tasks can be created, and recap emails can be drafted for approval.
Will Vertiqa send messages automatically?
External messages remain behind a human approval step. Vertiqa can draft and organize follow-up, but messages are not sent automatically without approval.
Can consulting firms use their existing email and calendar?
Vertiqa connects with tools including Google Calendar, Microsoft 365, Outlook, Apple iCloud, Gmail, IMAP/SMTP, Zoom, Twilio SMS, WhatsApp, and voice/SIP. The specific setup should be confirmed for each workspace.
How much does Vertiqa cost?
Vertiqa Business is currently listed at $22 per user per month, with every core tool included in one plan. A 30-day free trial is available, and no credit card is required.
How quickly can we get started?
Vertiqa states that most businesses can be up and running within a day. The actual setup time depends on the firm’s workflow, integrations, data, and configuration needs.
Is Vertiqa suitable for a solo consultant?
Yes. Vertiqa’s per-user pricing, CRM, scheduling, follow-up tracking, document management, and AI-assisted workflows can support solo consultants as well as consulting teams.
Stop rebuilding the client relationship from memory
Bring your contacts, conversations, scheduling, tasks, documents, and follow-up into one connected system.
Start your 30-day free trial or book a fit call to determine whether Vertiqa fits the way your consulting firm works.
No credit card required.
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