Founding Agent Access

Choose Your VitaLink Access

Select app-only access or the full App + CRM workspace, then choose monthly or annual billing before secure Stripe checkout.

In-Person Client Onboarding

Create a 2-hour setup link while sitting with the client. If it expires, start over.

Emergency Information

VitaLink Agent Access

$10 / month
Founding Agent monthly access

App-only agent access for connected client workflows, agent information, referrals, and VitaLink client setup.

  • Agent app access
  • Client connection tools
  • Referral sharing
  • Agent contact display

VitaLink App + CRM Access

$30 / month
Founding Agent + CRM monthly access

The full VitaLink agent workspace: app access plus CRM, tasks, appointments, policy tracking, notes, and follow-up workflows.

  • Everything in Agent Access
  • VitaLink CRM workspace
  • Tasks and scheduler
  • Business and policy tracking
VitaLink Agent Access - Monthly $10/month Founding Agent pricing

CRM access is bundled with VitaLink app access. Secure payment is handled by Stripe.