Build Your
A revenue workflow for teams that want CRM, contracts, meetings, support, reporting, and AI follow-up in one customer context.
From $29/user/month | Self-service CRM entry or guided setup
Included app stack
Sales & Customer Lifecycle 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 $29/user/month - per-user. Self-service CRM entry or guided setup.
CRM
Close deals faster with AI that sells alongside you
Contracts
Draft, redline, and sign contracts in minutes — with AI that knows your standard terms
Support
A customer-facing help center, ticket portal, and AI knowledge hub in one place
Connect
Real-time team messaging that lives where your work actually happens
Meetings
Video meetings that record, transcribe, and update your records — automatically
Reports
Design custom reports in plain English, schedule the delivery, ship the export — across every record in your business
Automation
Workflow automation with AI nodes built in — replace the Zapier sprawl with one engine
Challenges we solve for sales & customer lifecycle
The team is evaluating one tool, but the real workflow spans multiple systems.
Start with CRM, then add Contracts, Support, Connect 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 self-service crm entry or guided setup 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
Sales & Customer Lifecycle includes CRM, Contracts, Support, Connect, Meetings, Reports, Automation so buyers can start from a business problem instead of assembling point tools one by one.
- CRM
- Contracts
- Support
- Connect
- Meetings
- Reports
Business Case
Turn leads into customers, commitments, support, and follow-up
- Reduce missed follow-up
- Keep sales and support context together
- Report on customer lifecycle health
Competitive Context
This suite is designed for teams comparing Vitelligence against Salesforce, HubSpot, Pipedrive, Zendesk or a fragmented stack that combines several of them.
- Salesforce
- HubSpot
- Pipedrive
- Zendesk
Expansion Path
After the first workflow works, expand into Marketing, Documents & Wiki, Dashboards, Website Manager without changing platforms.
- Marketing
- Documents & Wiki
- Dashboards
- Website Manager
What sales & customer lifecycle 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
Sales & Customer Lifecycle — Frequently Asked Questions
Ready to empower your sales & customer lifecycle?
Start with one workflow and prove the value before expanding.