A CRM that remembers — and follows through.
Contacts, accounts, pipelines, and every interaction on one living timeline. Built for service businesses where the relationship is the product — and where one dropped detail costs more than a year of software.
No credit card needed
One customer, the whole picture
Three simple record types anchor everything: the account (the company), its contacts (the people), and its locations (the sites). Deals, activities, documents, and portal access all hang off the same account — so nobody re-asks a question the business already answered.
- Quick-create with just a name; enrich as you learn more
- One contact per person — reach them by email, call, WhatsApp, or SMS from the record
- Same customer, different site? That’s a location, not a duplicate account
- Search and filter by name, industry, role, or any visible column
- Open an account to see its contacts, deals, files, and full activity history
Pipelines that move deals, not just display them
Leads qualify on one kanban; opportunities close on another. Cards carry the deal name, dollar value, account, and stage; converting a lead keeps the same record so the whole history carries over. Signals flag what needs eyes: At Risk, Renewal Due, Annual Review.
- Drag between stages — every move is recorded on the timeline
- Convert to Opportunity with a short gate: amount, close date, next step
- Filter boards by owner and signal; list view for bulk scanning and export
- Run more than one pipeline (new business vs renewals) when you need to
- Mark as Won kicks off the hand-off — including spinning up the project for the work
Every touch, in one stream
Calls with recordings and transcripts, emails with opens and replies, meetings, tasks, notes, WhatsApp and SMS — all on the record they belong to, and all in one cross-CRM activities feed for daily triage.
- Unified timeline per deal with Detailed, Compact, and Story views
- Compose email, log a call, or send SMS/WhatsApp straight from the deal header
- Cross-CRM activities feed: filter by type, entity, or status; complete tasks inline
- Call recordings and transcripts attached to the activity
Turn inbound noise into pipeline
Every inbound message — email, conversion-page submission, voice call, voice note, DM — lands in one triage surface before anyone decides what it is. Qualify it, convert it to a lead, or route it out, without losing the thread.
- Three views: dense list, card inbox, or status-grouped deck
- Statuses that match reality: New, Acknowledged, Qualified, Disqualified, Ghosted, Nurturing
- Convert a qualified inquiry to a lead — it stays linked to the original message
- A draft-assist card turns the first message into a clean lead record
Know your number before the month ends
A pipeline-weighted revenue projection from your open opportunities, grouped by close-date period and by owner. Five tiles tell the story: Pipeline, Best case, Weighted, Commit, and Won.
Forecast is v1 — quotas and commit-scoring tuning aren’t available yet, and it’s only as good as your close dates and probabilities.
- Weighted view adjusts every deal by its probability — the number most teams forecast against
- Per-owner breakdown per month or quarter
- Read-only by design: looking at the forecast never changes a deal
Switch without losing your history
Bring accounts, contacts, notes, and custom fields in from a CSV in one pass — with source presets for the tools people actually leave. Duplicate-safe matching means you can re-run a file without creating a mess.
Leads and opportunities aren’t imported yet — the Import Center covers accounts, contacts, notes, and custom fields.
- Presets for HubSpot, Salesforce, Pipedrive, Zoho, Jobber, ServiceTitan, Housecall Pro, or any spreadsheet
- Auto-detected column mapping with per-column preview and a ready/blocked row check
- Existing records matched and skipped; per-row result log you can download
- Every import auto-tagged so you can always find (or unwind) a batch
HubSpotPipedrive
Zoho CRMFor the deal-tracking and follow-up job. See our honest comparisons for where each tool still wins.Asked plainly
Can I bring my data from another CRM?
Yes. The CRM Import Center takes a CSV export from HubSpot, Salesforce, Pipedrive, Zoho, Jobber, ServiceTitan, Housecall Pro, or any spreadsheet — accounts, contacts, notes, and custom fields in one pass. It’s duplicate-safe (existing records are matched and skipped, so you can re-run a file), and every import is tagged and logged row by row. Honest limit: leads and opportunities aren’t imported yet — those you rebuild on the board.
What’s the difference between a lead and an opportunity?
A lead is a deal in qualification; an opportunity is a deal that has qualified through. When you convert a lead you confirm the amount, expected close date, and next step — and it stays the same record, so the whole history carries over. Nothing is retyped, nothing is lost.
Does the CRM cost extra?
No. The CRM is included in the one Vertiqa plan — $22/user/mo at launch pricing ($29 list) — along with scheduling, projects, quoting and invoicing, the AI Assistant, and everything else. There are no feature tiers.
Can my clients see any of this?
Only what you choose to share through the client portal — a branded space where clients fill out forms and submit documents. Portal access is invitation-based per contact, and you can suspend or remove access at any time. Your pipelines, forecasts, and internal notes are never exposed.
Dig into the details
Every claim on this page is documented in the help center.
Related: Follow-Up Tracking · AI Assistant · Vertiqa vs HighLevel
The CRM is the memory. The follow-through is the point.
Import your contacts in an afternoon, set up your pipeline, and let nothing important get dropped again.
Every tool included. No credit card needed.
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