0
Missed Calls
3x
Faster Intake
100%
Follow-Up Visibility
24/7
Lead Capture
A prospect calls about your services at 9 PM. Your AI answers, captures their details, needs, and budget — then creates an opportunity in your pipeline. You wake up to a warm lead.
24/7
Coverage
<1s
Pickup
100%
Capture
Drag-and-drop kanban with stages built for service businesses: Lead, Discovery, Proposal, Negotiation, Won, Retention. Never lose track of where a deal stands.
6
Stages
Drag
Drop
Live
Status
Clients fill out their own information through a branded portal — project details, requirements, document uploads. No more chasing PDFs over email.
Branded
Portal
Secure
Docs
Self
Service
Automated reminders when clients need attention. Track check-ins, flag at-risk accounts, and surface opportunities before competitors do.
Auto
Alerts
90 day
Window
Zero
Dropped
Driving to your next client appointment? Dictate meeting notes, project details, and follow-up items while they're fresh. Vertiqa transcribes in real-time.
Send clients a branded portal link. They fill out project questionnaires, upload documents, and submit their details — all before your first meeting. No more chasing paperwork.
New Client Application
Contact Information
Name, email, phone, address — completed
Service Needs
Service type, scope, budget — completed
Project Details
Timeline, requirements, and preferences
Review & Submit
Review application and submit
Step 3 of 4
AI Receptionist
AI Voice Notes
AI Agents - Follow-Ups, Goals
Sales Pipeline
Client Portal
Scheduling & Booking
Digital Business Cards
Follow-Up Tracking
Task Management
Client Profiles
Team Management
Document Vault
Analytics
Compliance
API
Mobile Ready
“We were losing 3-4 leads a week to voicemail. The AI receptionist now captures every inquiry — even the 9 PM calls asking about our services.”
Sri
Business Owner, Colorado
“I dictate client meeting notes while driving between appointments. By the time I'm at my next meeting, the notes are already in the CRM.”
Ronald
Senior Consultant, California
“The client portal cut our intake process from 3 days to 30 minutes. Clients fill out their own details and upload documents themselves.”
Maddy
Operations Manager, Texas
Launch pricing · through July 21, 2026
Prices return to list after that date. We notify every customer 30 days before their invoice transitions to standard pricing.
See what follow-through feels like
$49$35/mo
Your starting point for client relationships, scheduling, and AI-powered follow-through. One seat, zero risk.
Make sure things actually happen
$249$212/mo
Your follow-through operating system for small teams that win on memory, consistency, and client trust.
Run the full client lifecycle
$499$424/mo
Your system of operations for growing teams that need stronger controls, deeper workflow coverage, and client-facing tools.
Security, scale, and procurement support
Let's Talk
For larger organizations that need custom controls, dedicated onboarding, procurement support, and tailored rollout plans.