Build Your
The first recommended wedge for consulting, agency, MSP-like, implementation, and professional services businesses.
From $39/user/month | Working session or design partner pilot
Included app stack
Client Operations combines the apps buyers normally stitch together.
Start with the apps needed for the first workflow, then add optional apps when the business case is proven.
Pricing path
From $39/user/month - per-user. Working session or design partner pilot.
CRM
Close deals faster with AI that sells alongside you
Projects
Ship faster with AI-assisted project management
Service Desk
Resolve tickets before your customers even notice
Documents & Wiki
Your team knowledge, organized and AI-searchable
Files
A document drive that knows your records — share, version, and audit every file inside the same platform as your work
Reports
Design custom reports in plain English, schedule the delivery, ship the export — across every record in your business
Dashboards
Real-time dashboards your team will actually open every morning
Time Tracking
Track every billable minute, approve timesheets in one click, invoice without re-keying
Automation
Workflow automation with AI nodes built in — replace the Zapier sprawl with one engine
Challenges we solve for client operations
The team is evaluating one tool, but the real workflow spans multiple systems.
Start with CRM, then add Projects, Service Desk, Documents & Wiki when the workflow needs shared context.
Reports and handoffs are rebuilt manually because each app owns a different version of the truth.
Use one platform data layer so records, work, documents, and reporting stay connected.
A full platform migration feels risky before value is proven.
Use the working session or design partner pilot path and expand only after the first workflow proves value.
AI is less useful when it cannot see the operational context.
Give AI governed access to the records, workflows, and reports that define the business process.
Apps That Work Together
Client Operations includes CRM, Projects, Service Desk, Documents & Wiki, Files, Reports, Dashboards, Time Tracking, Automation so buyers can start from a business problem instead of assembling point tools one by one.
- CRM
- Projects
- Service Desk
- Documents & Wiki
- Files
- Reports
Business Case
Sales, delivery, service, and reporting for B2B service teams
- Connect sales-to-delivery handoffs
- See client risk earlier
- Create live operating reports
Competitive Context
This suite is designed for teams comparing Vitelligence against HubSpot plus Asana plus Zendesk, monday.com, ClickUp, Salesforce or a fragmented stack that combines several of them.
- HubSpot plus Asana plus Zendesk
- monday.com
- ClickUp
- Salesforce
Expansion Path
After the first workflow works, expand into Accounting, Contracts, Connect, Meetings, Support, Vitelligence Onboarding without changing platforms.
- Accounting
- Contracts
- Connect
- Meetings
- Support
- Vitelligence Onboarding
What client operations say about Vitelligence
“The right software stack should let a buyer start small, prove the first workflow, then expand without throwing away what already works.”
* Representative scenarios based on platform capabilities
Client Operations — Frequently Asked Questions
Ready to empower your client operations?
Start with one workflow and prove the value before expanding.