Business Solutions Built to Simplify & Scale
We don't hand you empty software. Vital 7 Business Software Solutions designs, sets up, customizes, and implements these tools for your specific business workflow — organized here by plan so you can see exactly what each tier includes.
Core
The foundation — centralized customer communications, CRM, pipeline tracking, and task follow-up, fully set up and ready to use.
Done-for-you initial setup, personalized training, and one post-launch check-in included.
Customer Relationship Management (CRM)
Keep track of customer information, purchase history, and past communications in your system so you can easily review them and provide more personalized service. We organize relevant contact fields, tags, and saved lists around your services and customer types.
Manage Customer Messages in One Place
We set up a centralized place for customer text messages, emails, and other supported conversations, and provide a start set of ready-to-use response templates for inquiries, common questions, and appointment instructions. Your team reviews and sends these manually.
Manual Sales Pipelines & Opportunity Tracking
Visualize your sales stages from first inquiry to closed deal. Keep your team aligned and ensure no revenue opportunity slips through the cracks.
Basic Appointment & Contact Management
Schedule and organize appointments alongside your customer records so every booking stays connected to the right contact and conversation history. Core includes basic calendar notifications — reminders and confirmations; more involved follow-up workflows come with the Growth plan.
Task & Follow-Up Management
We configure task organization so your team can assign responsibilities, set due dates, and track outstanding customer follow-ups linked to the right contacts or opportunities — so nothing slips through the cracks.
Done-for-You Setup, Personalized Training & Post-Launch Check-In
We configure your Core system around how your business actually works — initial configuration with a defined template allowance and personalized training sessions — then schedule one post-launch check-in to answer questions and make minor initial-setup adjustments.
Growth
Everything in Core, plus automation, a professional website, online store, course setup, and customized AI agents to help you attract, convert, and scale.
AI Employee subscription, communication, and usage charges are billed separately.
Customized Automation Workflows
We design and build automation workflows tailored to your operations — moving data, triggering actions, and reducing the manual steps that slow your team down. Examples include new client onboarding and team task handoffs.
Automated Customer Follow-ups
We set up automated follow-up sequences with configured timing and consistent follow-up so every lead and customer hears from you reliably — including automatic missed-call acknowledgement.
Advanced Appointment Scheduling & Follow-Up
Beyond Core's basic confirmations and reminders, we configure more involved appointment workflows — including missed appointment follow-up and appropriate next-step booking messages.
Customized AI Agents
We configure up to two AI agents based on your needs — with agreed responsibilities, initial knowledge setup, testing, and training. Roles may include answering questions, gathering lead information, and assisting with bookings; one agent can handle several. Built on tested snapshot templates, then customized with your business information, instructions, calendars, connections, and knowledge. Voice phone-number assignments require setup after import.
Professional Website & Promotional Pages
We design and build professional websites and customized promotional pages that reflect your business and its services — with a defined initial page count, a set revision allowance, and supported payment setup.
Sales Funnels & Lead Capture Forms
We build custom funnel pages designed to capture inquiries and lead capture forms that turn visitor traffic into qualified contacts, feeding every new lead directly into your CRM and follow-up workflows.
Online Store Setup & Sales Solutions
We set up and customize your online store with a defined product setup allowance and supported payment configuration — making it simple for customers to explore products or services, place orders, and pay online securely.
Reputation Management
We set up and fully automate your reputation management system — automatically requesting reviews after appointments or purchases, collecting responses into one centralized inbox, and routing feedback so you can respond before issues go public. You stay on top of what customers are saying across supported review platforms without lifting a finger.
Online Course Creation & Member Portals
We configure the course portal and structure for you — drip scheduling, progress tracking, and checkout-gated member access integrated directly into your CRM and client database. You supply the course content; content creation is available as a separate add-on.
Personalized Training & Ongoing Support
We don't just hand over the keys. After launch, you receive one-on-one personalized training and ongoing support — with adjustments included in your subscription so your system keeps pace with your business.
Enterprise
Everything in Growth, plus advanced automation, a larger website and store architecture, deeper integrations, and ongoing support — built for operational complexity, whether that's a larger team or a small business with involved processes.
Additional technical support and quarterly system reviews included. AI Employee subscription, communication, and usage charges are billed separately.
Advanced Automation & Customization
For operations with involved processes, we design and implement advanced automation built around your specific workflows — service-specific follow-up paths, coordinated sales-to-service handoffs, and the repeatable processes that keep your teams in sync.
Advanced Website & Online Store Architecture
For more extensive web presence or selling needs, we design and implement a larger website structure — a defined product setup allowance, organized categories, and the purchasing processes your customers actually use.
Team & Operational Configuration
We organize access, responsibilities, and processes across your teams, departments, or service lines — so the right people see the right work without stepping on each other.
Integrations & Connected Systems
We assess and configure the supported connections your operations rely on, and identify any third-party subscription fees or custom development separately — so you always know what's included and what's an add-on.
Priority Support & System Improvements
We define your support channels, business hours, and the response targets we can realistically sustain — plus an allowance for ongoing configuration help as your operations evolve.
Scheduled System Review & Optimization
Each quarter we review how your system is working against your goals, then make the adjustments we've agreed on within a defined service allowance.
AI Agent Configuration & Differentiation
Enterprise inherits Growth's AI capabilities and goes further — more involved agent configuration connected to your team handoffs and business processes. Additional agent counts are set only after we measure build, testing, and maintenance time.