Part of the Vitals Suite
VitalsCRM connects your pipeline to your accounting system, so sales sees what finance sees. Subscribe to the plan you need, or have Company Vitals build a CRM around how your company already works.
Owner: Dana M. · Expected close Dec 18
Stage 3 of 5 · Proposal sent
Hi Sam, following up on the renewal proposal from Tuesday. I also noticed invoice 1042 is still open, so I've attached a copy in case it got buried.
Two ways to get VitalsCRM
Both run on the same AI-first foundation. The difference is how much of it is shaped around your company, and where it runs.
Path 1 · Subscription
Pick a plan by what you need it to do. Everyone on your team gets access, and we handle hosting, updates and support.
From $199 a month
Compare plans →Path 2 · Custom build
We design and build a CRM around your process, data and systems, then run it with you through a monthly AI engagement.
Scoped per company
How a custom build works →Subscription plans
Every plan includes unlimited users. Each plan adds to the one before it, and each has one record limit.
For teams moving off spreadsheets or an oversized CRM who need one clean record of every customer and deal.
Includes
For companies that want sales and finance working from the same numbers.
Everything in Core, plus
For teams that want AI doing the research and first drafts, with reps approving every send.
Everything in Connected, plus
Includes a monthly AI usage allowance. Usage above it is billed at cost.
Switching CRMs?
With per-seat pricing, every new hire raises the bill. On VitalsCRM, Connected is $599 a month whether ten people use it or fifty.
Custom build
Some companies need their own stages, approvals, data model or systems tied together in a specific way. For them we build a CRM on the VitalsCRM foundation and keep improving it with you each month.
We walk through your pipeline, your accounting system and the handoffs between them, and agree in writing on what gets built.
We build in stages and test with the people who will use it. The timeline depends mostly on how quickly we get feedback.
We bring over customers, contacts and history from your current tools, clean up duplicates and switch over.
After go-live, the monthly engagement covers upkeep, changes and new AI processes as your needs grow.
The CRM runs in a cloud account your company owns. Your cloud provider bills you directly for hosting.
We run it for you. Hosting is passed through at our cost, with no markup.
A custom build is part of a monthly fractional Chief AI Officer engagement with Company Vitals, which also covers AI strategy and a monthly roadmap session. Pricing is scoped per company.
Side by side
| Subscription | Custom build | |
|---|---|---|
| What you get | VitalsCRM with the features in your plan | A CRM designed around your process and systems |
| Where it runs | Hosted by Company Vitals | Your cloud account, or hosted by Company Vitals |
| Users | Unlimited | Unlimited |
| Pricing | $199 to $1,199 a month, plus extra records if you need them | Scoped per company, through a monthly AI engagement |
| Hosting | Included in the plan | Billed by your provider, or passed through at cost |
| Changes | Product updates for everyone; switch plans any month | Built to your requests as part of the engagement |
| Best for | Teams whose sales process is fairly standard | Companies with specific workflows, data or compliance needs |
Built AI-first
VitalsCRM was designed for AI from the start, with clear limits on what it can do without a person.
AI writes follow-ups and outreach. A rep reviews and approves each one before it goes to a customer.
When records conflict between systems, AI resolves the clear cases and routes the rest to a named person to decide.
When Claude works in your CRM as an admin, each action is logged, and changes that matter wait for an admin's approval.
Questions
No. Every plan and every custom build includes unlimited users. You pay one price per company, not per person.
Contacts, companies and deals each count as one record. If you go past your plan's limit, you can add 50,000 more for $100 a month or move up a plan.
There is no setup fee on subscription plans, and they run month to month. Moving data in from another CRM can be scoped separately if it needs cleanup.
QuickBooks and NetSuite, on the Connected and AI Sales plans. Other systems can be connected as part of a custom build.
AI Sales includes a monthly allowance of AI usage. If your team goes over it, the extra is billed at our cost with no markup.
No. AI drafts messages, and a person on your team approves each one before it is sent.
Yes. Both paths share the same foundation, so a subscription can grow into a custom build without starting over.
You do. For custom builds, ownership of the code and processes is set out in your engagement agreement.
Company Vitals. VitalsCRM is part of the Vitals Suite, alongside Vitale, and your agreement is with Company Vitals.
Talk to Company Vitals
Book a 30-minute call. We'll look at how you sell and bill today and tell you whether a plan or a custom build makes more sense.
