Early access
Vitals CRM
Pipeline, contacts, and deals in one place, with AI drafting the next step for you to approve. Early access is $35/mo per business.
What it does
Every lead, deal, quote, and follow-up in one place.
Owners who still run the book of business from inboxes and spreadsheets.
Vitals CRM holds the pipeline, contacts, quotes, and follow-ups. Website forms feed straight in. Outlook email and calendar connect; Gmail is coming. When accounting is connected, invoices and payment history sit next to the account.
Features
What CRM includes
- Pipeline, contacts, and deals
- Quotes
- Website forms feed straight into the pipeline
- Today view of waiting follow-ups
- Email templates
- Automations and segments
- Reports
- Outlook email and calendar (Gmail is coming)
- Accounting connection so invoices and payment history sit next to the account (QuickBooks or NetSuite)
- Unlimited users at one price per business
AI jobs
AI drafts. You approve.
Live
Drafts call prep
You approve before you use it.
Live
Drafts record summaries
You approve before they are saved or shared.
Live
Drafts follow-up emails
You approve before anything goes out.
Live
Explains deal risk
You decide what to do with the explanation.
Price
$35/mo per business. Early access.
One flat monthly price per product, per business. Never per seat.
AI overage and text messages bill at Company Vitals' actual provider cost plus 5%, to cover card fees.
Early access
Start CRM early access
Tell us which product you want and how you heard about us. We'll email next steps; nothing is billed from this form.
A CAIO engagement can build custom software for a firm that has outgrown a product, or needs something it does not do. Fractional CAIO
We'll only claim what the product does today.
Also in the Vitals Suite