Everything in one system

Every feature you need to capture, remember, and follow through.

Vertiqa is built as a modular platform — core kernels, intelligence systems, and channel integrations that all feed the same timeline.

One timeline

Every call, message, task, and meeting lives in one place.

Automation ready

Events trigger workflows, briefings, and AI answers automatically.

Governed by design

Role-based permissions, audit trails, and encrypted connections.

Core kernels

Each kernel is a reusable engine inside Vertiqa. Together they create a full operational stack — without losing context.

CRM Kernel

Accounts, contacts, opportunities, and relationship timelines.

Accounts & contactsOpportunities & pipelinesActivities & notesTimeline events

PM Kernel

Projects, tasks, and checklists tied to follow-through.

Projects & templatesTask workflowsChecklistsComments & status

Scheduling Kernel

Availability, meetings, and booking links with conflict checks.

Availability rulesMeetings & statusesBooking linksCalendar sync

Commercial Kernel

Cross-vertical estimates and invoices with lifecycle events.

Estimates & quotesInvoices & paymentsStatus trackingLifecycle alerts

Artificial Intelligence & automation

Built-in AI and automation make follow-through consistent — without manual cleanup.

AI Answers

RAG-powered answers grounded in your CRM timeline.

Vector searchCited answersQuery loggingEmbedding pipeline

Workflow Engine

Template-driven workflows with execution tracking.

Workflow templatesExecution trackingRetry handlingJob orchestration

Event System

Domain events powering automation and integrations.

Domain eventsAsync processingTimeline projectionsQueue health

Channels & integrations

Every channel feeds the same timeline, so you never lose follow-up context.

Email Integration

OAuth and SMTP connections for outbound + inbound.

Gmail + Outlook OAuthSMTP accountsInbound repliesMerge tags

Messaging Channels

WhatsApp and SMS with full activity logging.

Twilio WhatsAppSMS trackingDelivery statusActivity metadata

Conversion Pages

Public lead capture pages with analytics + AI drafts.

Public formsAI draftingSubmission trackingAnalytics

Calendar Sync

Busy-time checks across external calendars.

Google & Outlook syncBusy slotsConflict detectionManual refresh

Governance & reliability

Enterprise-grade guardrails keep every workflow safe and auditable.

Security & Compliance

Foundational safeguards baked into every request.

Row-level securityRate limitingEncryption helpersAuditability

Global Search

Cross-module discovery for key records and activity.

Unified searchAdmin insightsPermission awareMulti-org routing

Documentation & DSL

Config-first flexibility to align with your workflow.

Config historyDependency trackingCustom viewsSchema validation

Vertical-specific accelerators

Industry modules plug into the same kernels and automate specialized workflows.

Life Insurance Vertical

Renewals, briefs, and follow-through for agencies.

Daily briefPack workflowsRenewal trackingClient touchpoints

HVAC Vertical

Operational tooling for jobs, estimates, and dispatch.

Jobs & dispatchEstimatesInvoicesLocation management

See how the platform fits your workflow.

We'll map the kernels and features that matter most to your team.