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Vera · AI-based CRM

Meet Vera, the AI that drafts and never signs.

Vera is the intelligence layer of Quotarider: an AI CRM assistant that understands 106 commands, drafts records and sequences from one sentence, explains any number in your pipeline and never writes without your approval.

Start free in 5 minutesAI governance →

No card required · Your own mailboxes · Cancel anytime

In the product

Vera — the AI-based CRM assistant — the actual screen.

Click anything.

  • One sentence → contact, account, deal and task drafted
  • 106 commands, 73 with no AI key
  • Explains any report: “why did forecast drop?”
  • Runs on your OpenAI, Anthropic or Gemini key
Start free in 5 minutesThe conversion model →
Vera · assistant
No AI key needed
Add Sandeep Voghra, VP at Max Healthcare, sv@maxhealth.com. New deal for the ICU module, $18,400, proposal stage. Note: wants pricing by Friday.
Vera — Drafted 3 records from one sentence. Nothing is saved until you approve.
ContactSandeep Voghra · VP · sv@maxhealth.com
AccountMax Healthcare · Healthcare · Delhi NCR
DealICU module · $18,400 · Proposal
TaskSend pricing · due Friday
Approve allEditDiscard
Draft → approveVera never writes to your database on her own. 73 of her 106 commands run with no AI key at all.
01Governed AI

AI proposes. You approve. Quotarider executes.

Most sales AI lets the model write straight into your CRM and your outbox. Quotarider puts an approval point between every proposal and every record — architected in, not bolted on.

▲ Probabilistic

Vera and the four agents

Read replies, research accounts, draft records and sequences, rank the day. Any model, your key — or no model at all for 73 of 106 commands.

↓ every proposal, every time ↓
◆ The approval point

Draft → approve → execute

Nothing is written to a contact, a deal, a sequence or a mailbox until a person approves it. Every proposal carries its source, its confidence and an audit line.

↓ deterministic write ↓
▼ Deterministic

Your records and your mailboxes

CRM, sequences, sends, invoices — one database, one audit log, exportable at any time. The agents never hold the pen.

106

assistant commands Vera understands

Quotarider product spec, 2026
73

of them run with no AI key at all

deterministic, template-driven
0

writes to your data without a human approval

every plan, every agent
Read the governance modelMeet Vera →

What is Vera?

Vera is the intelligence layer of Quotarider: an AI CRM assistant that understands 106 commands, drafts records and sequences from one sentence, explains any number in your pipeline and never writes without your approval.

AI-based CRMYour AI key or noneApproval on every write

How is it different from “AI features” in other CRMs?

Most CRMs bolt a chat box onto a form-filled database. Quotarider is filled from conversations in the first place, so Vera reasons over real threads, real replies and real invoices — and every action she proposes is held for approval and logged.

One databaseExplainableGoverned
See it work

Watch Vera and the agents handle a week.

Every card below is a real workflow — not a slide. Click through them, then click inside the screens.

Reply centre · Reply Triage Agent
5 replies · 0 missed
SV
Sandeep Voghra · Max HealthcareYes — send the ICU module pricing and let's set up 20 minutes next week.
Interested
AK
Anita Kapoor · NorthwindNot this quarter, check back in October after our budget resets.
Not now
RM
Rahul Mehta · Bhatia LogisticsI'm not the right person — try our ops head, Priya (cc'd).
Referral
OO
auto-reply · Coastal HotelsI am out of the office until 14 September with limited email access.
Out of office
JD
J. Dawson · Orbit StudioPlease remove me from this list.
Unsubscribe
Reply Triage Agent
“Yes — send the ICU module pricing and let's set up 20 minutes next week.”
Classified as Interested in 0.4 s.
What happened next: Sequence stopped · deal drafted by Vera · reply routed to you
Click anything to explore
Vera · assistant
No AI key needed
Add Sandeep Voghra, VP at Max Healthcare, sv@maxhealth.com. New deal for the ICU module, $18,400, proposal stage. Note: wants pricing by Friday.
Vera — Drafted 3 records from one sentence. Nothing is saved until you approve.
ContactSandeep Voghra · VP · sv@maxhealth.com
AccountMax Healthcare · Healthcare · Delhi NCR
DealICU module · $18,400 · Proposal
TaskSend pricing · due Friday
Approve allEditDiscard
Draft → approveVera never writes to your database on her own. 73 of her 106 commands run with no AI key at all.
Pipeline · Founder-led sales
LiveWeighted $100,400
Prospect$18,400
Max HealthcareICU module · 12 beds
$18,400health 82
Discovery$23,100
Northwind LtdRenewal + 2 seats
$14,200health 64
Bhatia LogisticsFleet tracking pilot
$8,900health 71
Proposal$47,600
Orbit StudioAgency retainer
$5,600health 38
Fintech RailEnterprise plan
$42,000health 76
Negotiation$11,300
Coastal HotelsGroup booking desk
$11,300health 55
Health scoreEngagement, fit and momentum — recalculated after every email, reply and call.Stage totalsWeighted forecast updates the moment a card moves.Click anything to explore
Revenue attribution · last 90 days · paid invoices only
Locks on paid
Founder-led outbound
$96,400
Partner referral
$52,000
Webinar follow-up
$29,900
Inbound — pricing page
$21,200
Re-engagement
$11,600
Email sentReplyDealInvoice paid
Same databaseSequence, reply, deal and invoice are rows in one table — attribution is a query, not a reconciliation.Click anything to explore
Inbox Shield · pre-flight · sales@yourdomain.com
Ready to send
18/18checks cleared
✓SPF aligned
✓DKIM 2048-bit
✓DMARC p=quarantine
✓MX resolves
✓rDNS matches
✓Not on 12 blocklists
✓Domain age > 30 d
✓Warm-up day 21/28
✓Daily cap 40/mailbox
✓Custom tracking domain
✓Unsubscribe header
✓Spam words: 0
✓Links: 1, same domain
✓HTML/text ratio OK
✓Bounce rate 0.6%
✓Complaint rate 0.02%
✓Reply address monitored
✓Send window 09–17 local
Inbox ShieldNothing leaves a mailbox until every check passes. A failed check blocks the send, not the report.
Don’t take our word for it

Ask an AI about Quotarider.

Get an unfiltered second opinion before you start a trial. The prompt is pre-written — one click.

Ask ChatGPT →Ask Perplexity →Ask Claude →
The promptI'm evaluating Vera, the AI CRM assistant inside Quotarider (quotarider.com) — an AI-based CRM with governed agents that draft and never execute without approval. Give me an unfiltered view: strengths, weaknesses, who it's for, who it isn't for, and how I should test it in a free trial.

Questions teams ask

Which models does Vera use?

Your own OpenAI, Anthropic or Google Gemini key. 73 of 106 commands need no model at all.

Can Vera send emails?

No. She drafts; a person or a rule you wrote approves the send.

Is Vera on the free plan?

Yes, including all deterministic commands. AI-drafted commands use your key.

Try Vera on the free plan.

Bring a key or don’t — 73 commands work without one.

Start free in 5 minutesTalk to sales →
Credentials encryptedMailbox and AI keys sealed with AES-256, scoped to your workspace alone.
Your mailboxes, your domainWe never send from a shared IP pool or resell you email credits.
Agents never send aloneEvery agent output is a draft. A human approves before anything leaves.
No card to start7 days free on the full platform. No setup fee, ever. Cancel in one click.
Your data stays yoursExport contacts, deals and campaign history whenever you want.