From Company Vitals
One account for sales, books, people and reach.
The Vitals Suite is four AI-first products that share one account and one set of data. Start with the one you need, add the others when you're ready, and pay one price per company with unlimited users.
The products
Pick one. Add the rest when it makes sense.
Each product stands on its own, with its own plans. Together they share customers, invoices, people and results, so nobody types the same thing twice.
VitalsCRMA CRM that knows your numbers.
- Pipeline tied to your accounting
- AI drafts, reps approve
- Unlimited users
VitalsBooksBooks that close without the scramble.
- Ledger, bank feeds and invoicing
- AI categorizing with review
- Unlimited users
VitalsHRYour people records, in one place.
- Records, onboarding and time off
- Connects to your payroll
- Priced by team size
VitalsReachPosts that lead to conversations.
- Company-page posts with approval
- Results tracked into VitalsCRM
- Unlimited users
How it fits together
One account, one set of records.
Every product runs on the same Vitals account, so your team signs in once and the data moves between products on its own.
A won deal becomes an invoice in VitalsBooks, and open invoices show on the customer's record.
Payroll and card spend land in the ledger, and job costs roll up to the CFO view.
New hires flow to your payroll provider, and headcount feeds the budget.
Conversations from posts are logged in VitalsCRM, so revenue traces back to the post.
Pricing at a glance
One price per company. Never per seat.
Every plan includes unlimited users, hosting and support. Each product has three plans, and each plan adds to the one before it.
| Product | Core | Connected | AI |
|---|---|---|---|
| VitalsCRM | $199 Core Up to 50,000 records | $599 Connected Up to 250,000 records | $1,199 AI Sales Unlimited records |
| VitalsBooks | $29 Core 1 company · 3 bank logins | $59 Connected 1 company · 10 bank logins | $119 AI Books 3 companies · 25 bank logins |
| VitalsHR | $79 Core Up to 25 people | $179 Connected Up to 100 people | $349 AI HR Up to 250 people |
| VitalsReach | $79 Core 1 executive voice | $199 Connected 3 executive voices | $399 AI Reach 10 executive voices |
Use three or more products, save 15% on each
The discount applies to every plan on the account while three or more products are active.
Custom build
When your process doesn't fit a plan, we build around it.
Some companies need their own workflows, approvals, data model or systems tied together in a specific way. For them we build on the Vitals Suite foundation and keep improving it with you each month.
Map how you work today
We walk through your process, your systems and the handoffs between them, and agree in writing on what gets built.
Build and test with your team
We build in stages and test with the people who will use it. The timeline depends mostly on how quickly we get feedback.
Move your data and go live
We bring over your records and history from your current tools, clean up duplicates and switch over.
Run it and keep improving it
After go-live, the monthly engagement covers upkeep, changes and new AI processes as your needs grow.
In your own environment
It runs in a cloud account your company owns. Your cloud provider bills you directly for hosting.
Hosted by Company Vitals
We run it for you. Hosting is passed through at our cost, with no markup.
Delivered through an AI engagement
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.
Questions
Common questions
Do I have to buy the whole suite?
No. Each product has its own plans. Start with one and add others any month.
Is there a limit on users?
No. Every plan includes unlimited users. You pay one price per company, not per person.
How does the 15% discount work?
When three or more products are active on your account, each of their plans is 15% off.
Which products are available today?
VitalsCRM and VitalsReach are available. VitalsBooks and VitalsHR are in early access. Book a call to join.
Can AI act on its own?
No. Across the suite, AI drafts and suggests, and a person on your team approves anything that reaches a customer, an employee or your books.
Can we start on a plan and move to a custom build later?
Yes. Plans and custom builds share the same foundation, so a subscription can grow into a custom build without starting over.
Who owns our data?
You do. For custom builds, ownership of the code and processes is set out in your engagement agreement.
Who builds and supports it?
Company Vitals. Every product is part of the Vitals Suite, and your agreement is with Company Vitals.
Talk to Company Vitals
Not sure where to start?
Book a 30-minute call. We'll look at how you sell, bill and hire today and tell you which product to start with, or whether a custom build makes more sense.