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Company Vitals
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Vitals Suite

Software for sales, books, people, reach and the build.

Five products from Company Vitals, each on its own site. Plans are priced per company with unlimited users, and AI drafts while a person on your team approves.

The products

What each one does and what it costs

VitalsCRM

Available

A CRM that knows your numbers.

Pipeline, contacts and deals tied to your accounting system, so sales sees invoices and payment history next to every account.

  • Connects to QuickBooks or NetSuite
  • AI drafts follow-ups, reps approve them
  • Unlimited users on every plan
Visit vitalscrm.com
Plans, per company per month
CoreUp to 50,000 records$199
ConnectedUp to 250,000 records$599
AI SalesUnlimited records$1,199

VitalsBooks

Early access

Books that close without the scramble.

Ledger, bank feeds, invoices and bills in one place. AI suggests the categories and a person approves every entry.

  • Ledger, bank feeds and invoicing
  • AI categorizing with review
  • Unlimited users on every plan
Visit vitalsbooks.com
Plans, per company per month
Core1 company, 3 bank logins$29
Connected1 company, 10 bank logins$59
AI Books3 companies, 25 bank logins$119

VitalsHR

Early access

Your people records, in one place.

People records, onboarding, documents and time off, with answers drawn from your own handbook and sensitive data kept limited.

  • Records, onboarding and time off
  • Connects to your payroll provider
  • Priced by team size, never per employee
Visit vitalshr.com
Plans, per company per month
CoreUp to 25 people$79
ConnectedUp to 100 people$179
AI HRUp to 250 people$349

VitalsReach

Available

Posts that lead to conversations, not likes.

Plans company-page posts, routes every one through approval, and shows which posts led to conversations and customers.

  • Company-page posts with approval
  • Results tracked into VitalsCRM
  • Unlimited users on every plan
Visit vitalsreach.com
Plans, per company per month
Core1 executive voice$79
Connected3 executive voices$199
AI Reach10 executive voices$399

VitalsBuilder

Early access

Run the build without the chase.

Schedule, punch lists, change orders, selections and a budget by cost code for each custom home, with a portal for every homeowner.

  • Job walks by room and trade
  • Homeowners see only what you share, never cost or margin
  • AI drafts the paperwork, a person approves it
Visit vitalsbuilder.com

Pricing

Set up for each builder through an AI engagement. Pricing is scoped per builder.

15% off with 3 or more products

Use three or more of VitalsCRM, VitalsBooks, VitalsHR and VitalsReach and each plan is 15% off while three or more are active.

How it fits together

One account, one set of records

Each product stands on its own

Every product has its own site and its own plans. Start with one and add others any month.

Together they share records

Customers, invoices, people and results move between products, so nobody types the same thing twice.

Under your brand, on request

We can run any product under your company's logo, colors and domain, with your own sign-in page and emails sent in your name.

AI drafts, people approve

Across the suite, AI drafts and suggests. A person on your team approves anything that reaches a customer, an employee or your books.

When a process doesn't fit a plan, we build on the same foundation as part of a Fractional CAIO engagement

Common questions

Frequently asked questions

Get Started Today

Not sure where to start?

Book a call. We'll look at how you sell, bill, hire and build today and tell you which product to start with, or whether a custom build makes more sense.