From quote request to paid job and review
A website enquiry becomes a job: auto-texts, technician match, parts, payment and review request.
▶ Watch with soundBusiness automation & CRM studio · US / Spain / LATAM
Your business. Less friction. More flow.
We make the moving parts of your business work together—from the first customer inquiry to the final payment.
Built around the way you work
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Good systems make good businesses feel effortless.
VertiQ is a business automation and CRM studio for service companies in the United States, Spain and Latin America. We design and build the systems behind your day: lead capture and CRM, scheduling and dispatch, invoicing and Stripe payments, review requests, and the integrations that connect them, using tools like Make, Zapier, ClickUp, Stripe and Claude AI. Every system is built around how your team already works, documented, and handed over so you own it.
CRMPaymentsSchedulingAutomationWebsites
Not another tool to manage
A system that fits your business.
We start by understanding how your operation actually runs. Then we connect the tools, remove repetitive work, and make the next step clear for everyone.
How we work →
Designed around your real workflow
See it in action
Automation demos: watch a system run, start to finish.
Ten 40-second demos with sample data. Every step you see happens automatically.
Swipe to see all 10 demos →
From incoming call to booked job and ROAS
Calls routed to a free rep, VIN lookup, instant quote and booking, then live ROAS by channel and rep.
▶ Watch with soundFrom WhatsApp enquiry to guide brief
A WhatsApp question becomes a confirmed booking: deposit, seat hold, departure board and guide brief.
▶ Watch with soundFrom monthly invoice to paid, without chasing
Invoices go out on the 1st with a Stripe link, reminders follow on their own, and the board updates the moment each one is paid.
▶ Watch with soundFrom phone photos to a live project page
Upload from the site, pick a cover, switch it on. The project appears on the website in the right place.
▶ Watch with soundFrom reminder text to 5-star review
Reminders customers confirm by text, an on-the-way alert, and a review request an hour after the job.
▶ Watch with soundFrom day one to fully onboarded
Every SOP in one guide, short checks that unlock each section, and a manager view of who’s on track.
▶ Watch with soundFrom new job posting to tailored proposal
Upwork scanned every few minutes, each job scored against your profile, a proposal drafted for you to approve.
▶ Watch with soundFrom a ticked box to approved email copy
Tick a Trello card and on-brand copy lands in a Google Doc, gets approved in Slack and moves on to Klaviyo.
▶ Watch with soundFrom last quarter’s results to next month’s calendar
90 days of results read, patterns found, a month of campaigns planned and turned into Trello cards for every client.
▶ Watch with soundHow it works
Understand first. Build second.
No off-the-shelf system forced onto your business. We map the process, design a practical solution, build it, and show your team how to use it.
1
Understand the business
We identify bottlenecks, handoffs, duplicate work, and what your team really needs.
Lead comes inCurrent state
Someone follows upManual
Job gets scheduledUnclear owner
2
Design the solution
We define the right workflow, tools, responsibilities, and rules before building.
01 · CaptureLead received
→
02 · AssignOwner notified
03 · ScheduleSlot confirmed
→
04 · CompletePayment tracked
3
Build & hand over
We implement, test, document, and train your team so the system makes sense after launch.
Workflow testedDone ✓
Team trainedReady ✓
DocumentationDelivered ✓
Not sure where your process breaks?
Tell us how work moves through your business today. We’ll point out where time is being lost.
The right system. Not more busywork.
CRM & workflow automation for service businesses
Start with one bottleneck or connect the entire customer journey. The solution depends on the business—not a package.
01
Not sure which one you need? Tell us what’s slowing you down and we’ll suggest where to start → All services → ▶ See these in a 40-second demo CRM & customer journeys
Capture leads, assign ownership, trigger follow-ups, and keep customer history in one place.
02Scheduling & dispatch
Coordinate appointments, availability, teams, reminders, and job status without double entry.
03Invoicing & payments
Connect completed work to invoices, payment links, reconciliation, and follow-up.
04Integrations & automation
Make your existing tools share information and act on clear business rules.
05Websites & lead capture
Create a considered digital front door that turns interest into a trackable next step.
06Reviews & reputation
Build consistent review requests and customer feedback into the workflow.
The cost of doing it manually
How much is busywork costing you?
Estimate the monthly staff time spent on repetitive tasks. This is a starting point for a conversation—not a promise of savings.
Estimated monthly cost of repetitive work$1,78299 hours per month.Get this time back →
99 hspent each month
12.4workdays equivalent
3people in the workflow
22working days / month
What we’ve built
Automation case studies: systems we’ve built for real businesses.
Real projects for service businesses, agencies and studios. Open one to see how it works.
Swipe to see all 11 projects →
The whole operation in one dashboard
Dispatch, invoicing, automated texts and emails, payment collection and review requests, running at three field-service companies.
- Dispatch
- Invoicing
- Auto texts & email
- Payments
- Review drip
Every lead routed, every channel measured
Call queue, lead routing, booking and VIN lookup for the sales team, with live reporting on ROAS and team performance.
- Call queue
- Lead routing
- Booking
- VIN lookup
- ROAS reporting
Bookings, deposits and guide briefs on autopilot
WhatsApp enquiries answered in a minute, seats held, deposits collected, and every departure’s guests, payments and medical notes on one board.
- WhatsApp auto-reply
- Deposits
- Seat holds
- Departure board
- Guide brief
Monthly partner invoices that chase themselves
Creates and sends every partner’s invoice each month with a Stripe link, tracks payment, and says thank you once it’s paid.
- Monthly invoices
- Stripe links
- Payment status
- Auto thank-you
Upload from the site, live on the website
A private dashboard where the team uploads blueprints, construction and finished-project photos from phone or desktop, and the website updates itself in the right place.
- Phone & desktop
- Blueprints
- Construction
- Final project
- Auto-published
Seven tools, one job record
We connected the tools the team already used so every job lives in one place, from first call to recalibration.
- Podium
- Quo
- Supplier portals
- Google Ads
- Google Sheets
Follow-up that runs itself
Automatic reminders and review requests for a field-service team, so no customer falls through the cracks.
12→35% review rate
−20% cancellations
+40% efficiency
The company playbook, in one place
Every SOP organised by area of the business, a complete operating guide, and an onboarding assessment for new team members.
- SOPs
- Operating guide
- Onboarding
- Assessment
An AI that finds jobs and applies for you
Scans Upwork every few minutes, scores each job against the profile, writes a tailored proposal with a personal video link, and submits it.
5–10 min between scans
0–100 AI match score
$25–40 a month to run
Email copy from one checkbox
Tick a box on a Trello card and on-brand email copy lands in a Google Doc, reviewed and approved in Slack, for any of 30 client brands.
- Trello
- Zapier
- Claude
- Google Docs
- Slack
Monthly campaign plans, generated
Each client’s campaign calendar is planned from their own results and lands on their Trello board as ready-to-review cards.
30 calendars a month
90 days of results read
10+ h of manual work replaced
Client names withheld for confidentiality. Results reported by clients. Photos are illustrative.
Have a problem like these?
Every project here started with a short conversation about what wasn’t working.
“
If you can dream it, we can build it.
First, we understand your business. Then we build the solution. And we make sure you know how it works.
Connected, not complicated
One workflow. Every tool.
Your CRM, calendar, dispatch board, invoices and customer follow-ups should work together. VertiQ connects the systems you already use so information moves without constant manual handoffs.
Lead received
Assign job →
Job status
Ready to dispatch
Next step →
VertiQ workflow No mystery, just clarity
Questions, answered.
We map how your business works, identify friction, then design and implement practical systems: automation, integrations, CRM workflows, scheduling, dispatch, invoicing and lead capture.
Usually not. We start with the tools you already rely on and look for ways to connect them. If a tool is creating a real bottleneck, we’ll explain the trade-offs before recommending a change.
Yes. We can configure existing platforms, connect APIs, create dashboards and build custom websites or lightweight internal tools when the off-the-shelf options don’t fit.
We start with a conversation about your current process, the problems you want to solve and what success would look like. Then we define a practical scope, priorities and implementation plan before building.
That’s part of the work. We document the workflow, explain how the pieces fit together and provide a handover so your team can operate the system with confidence.
It depends on the process, integrations and level of customization. After understanding the problem, we can recommend a phased approach and provide a defined estimate before implementation.
Yes. We are based in Quito, Ecuador, and work remotely with service companies in the United States, Spain and Latin America. Ecuador is on US Central time all year, so our working hours overlap with yours, and you can reach us on a US number, WhatsApp or email.
Notes from the studio
Better systems start with better questions.
Connect the tools you already pay for.
A practical guide to tool integration and workflow automation: decide which system owns each record, compare Make vs Zapier, and know when to add an AI step.
Read more →Your team doesn’t need another dashboard.
Why a new operations dashboard rarely fixes a team's week, and how to design business systems people use: one job record, clear owners and good training.
Read more →When is it time to automate a process?
A practical test for business process automation: how to tell whether a workflow needs automation, a redesign, or simply one clear owner before you build.
Read more →Tell us what’s getting in the way
Let’s make work flow.
Tell us what’s slowing your business down. We’ll help you figure out what to fix, connect, or build.
Or reach us directly