Agentic CRM. Built in Canada.

People first.
Connected work.

Your people, customer relationships and AI agents. Together, with more room to do meaningful work.

One relationship.
Every team behind it.

Bring the work around your customers together—from the first conversation to the service and delivery that follow.

01 / SalesVertmix Agentic CRM

Know the account.
Move the relationship
forward.

Bring customer information, requirements, and supporting documents together. Give your people and AI agents a shared starting point for the next conversation.

Explore your sales workflow
Customer contextShared informationConnected conversations
02 / ServiceVertmix Agentic CRM

Every request.
The whole
customer story.

Keep requests, customer context, and team responsibilities in the same process. Help service teams understand the relationship behind the work.

Explore your service workflow
Customer requestsShared responsibilitiesService continuity
03 / Customer operationsVertmix Agentic CRM

Connect the promise
to the work
that follows.

Carry customer context into delivery. Keep the brief, shared materials, and next steps connected as the work moves between your teams.

Explore your operations
Team handoffsDelivery contextShared materials
Connect the tools your team uses.MicrosoftGoogleSlack

Your people.
Your agents.
One customer story.

Give both the customer context behind the work. Connect your information, your teams, and the workflows that move a relationship forward.

Plan your first workflow

Your data stays here.
So does your AI.

The company
Canadian.
Your business data
Stored in Canada.
Your AI processing
Handled in Canada.

Your business information is not sent to foreign AI services for processing.

Build with Canadian technology.

Trust starts
with clarity.

Industry-standard security practices. Clear access permissions. A conversation built around your requirements.

Discuss security & assurance
01Access & permissions

Set who can review, use, or manage each app with app-specific access levels and permissions.

Explore platform permissions
02Privacy & data location

Your business data and AI processing stay in Canada. Review Vertmix’s privacy policy alongside your organization’s requirements.

Read our privacy policy
03Certification & procurement review

Discuss the certification scope, audit evidence, and procurement requirements your organization needs to evaluate the platform.

Start your review

Planning an enterprise or public-sector rollout? Start with your requirements, then define the first phase.

Let’s talk

Built for your team.
Priced for each person.

Start exploring. Put a team to work.
Or plan a wider rollout.

Business

Your next chapter
starts here.

Build connected customer workflows for your people and AI agents.

Get started
C$40

CAD per user / month

Billed monthly in Canadian dollars.

Plan storage
1 TB
Plan AI credits
15,000
Business data
In Canada
AI processing
In Canada

Free

Explore at your pace.

2 seats · 50 GB storage · 5,000 AI credits

C$0CAD / month

Start free

Enterprise

Make room for the bigger picture.

Requirements, capacity, and rollout by discussion.

Let’s talk.

Talk to our team

All prices are in Canadian dollars. Business is C$40 per user per month, billed monthly. Enterprise scope and pricing are agreed with your organization.

Build the team that
builds your business.

Practical lessons, quizzes and a project shaped around your business. Find a path for your industry, team size and next goal.

Find your learning path

A few things
you might be wondering.

Ask our team
What is Agentic CRM?

Agentic CRM connects customer information, people, and AI agents around the work of sales, service, and customer operations. Vertmix gives that work a Canadian foundation.

Can we start with one team or workflow?

Yes. Choose a sales, service, or customer operations workflow. Build around its information and responsibilities, then bring in more teams as your needs develop.

Where do our data and AI processing stay?

Both stay in Canada. Your business information is not sent to foreign AI services for processing.

How do we evaluate security and procurement fit?

Bring your intended use, security requirements, and procurement process. Our team will discuss fit, required evidence, and a practical first phase.

Bring your next customer
workflow to Vertmix.