The whole operating system.
Every feature in one timeline.
Four core tools, three intelligence layers, four channels, governance baked in. Vertiqa is a modular agentic platform — every event feeds the same source of record, every action gated by a human.
Deep dives
Four engines. One spine of memory.
Each tool is a reusable engine inside Vertiqa. Together they form the full operational stack — accounts, projects, schedules, money — without losing context.
CRM & Pipelines
Accounts, contacts, opportunities, and relationship timelines.
Projects & Tasks
Projects, tasks, and checklists tied to follow-through.
Scheduling & Booking
Availability, meetings, and booking links with conflict checks.
Quoting & Invoicing
Estimates and invoices linked to the deal, from draft to paid.
Built-in AI & automation
Every tool feeds the same operational memory. Workflows and the AI Assistant act on it — so follow-through stays consistent without manual cleanup.
AI Assistant
Evidence-backed answers and say-it-once actions, on every page.
Workflows & Automations
Your SOP run automatically — with human review on anything external.
Follow-Up Tracking
Drift alerts that catch stale quotes, quiet deals, and missed follow-ups.
Every conversation, same timeline.
Email, messaging, web forms, calendar — all feed the same record. Nothing slips through the cracks, nothing lives in a siloed inbox.
OAuth + SMTP — Gmail, Outlook, inbound replies, merge tags.
Messaging
WhatsApp + SMS via Twilio with delivery + activity logging.
Conversion Pages
Public capture pages with AI drafting + submission analytics.
Calendar Sync
Google + Zoho busy-slot sync with conflict detection.
Guardrails by default.
Row-level security, audit trails, encrypted connections, and global search baked into every request. Compliance without a separate product.
Security & Compliance
Row-level security, rate limiting, encryption, auditability.
Global Search
Cross-module discovery, permission-aware, multi-org.
Audit & Configuration
Config history, dependency tracking, custom views.
Industry modules that plug in.
Specialized packs sit on top of the same platform — pre-built workflows, briefs, and views shaped to your industry.
Life Insurance
Renewals, daily briefs, and follow-through for agencies.
HVAC
Operational tooling for jobs, estimates, and dispatch.
See how the platform fits your workflow.
We'll map the tools and capabilities your team needs — and show you the timeline running on real data.
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