Everything a VitaLink Agent Needs In One Place

Agent Resources

Access your VitaLink tools, CRM, training resources, agency management features, reporting, and onboarding tools from one place.

Daily Agent Tools

The tools agents use every day to manage clients, tasks, appointments, notes, and follow-up activities.

VitaLink CRM

Clients, schedule, tasks, notes, linked app profiles, notifications, and exports.

Open CRM

Agent Portal

Original agent login for client reporting and connected VitaLink client access.

Sign In

Agency & Administration

Management tools for agency owners, administrators, and regional sales managers.

Agency Management

Agency owner and admin access for managing agent accounts and reporting.

Open Admin

RSM Login

Regional sales manager access for agent lists, summaries, exports, and billing tools.

Open RSM

Training & Setup

Resources to help agents learn, launch, and grow with VitaLink.

Agent Quick Start Guide

Training guide for setup, client activation, app use, notifications, and daily workflows.

Read Guide

CRM CSV Converter

Convert VitaLink client exports into CRM-ready CSV files for outside systems.

Open Converter

Agent Setup Page

Reference page for agent account setup and current access options.

Open Setup Page

VitaLink for Agencies

View or download the VitaLink agency overview presentation for sharing and meeting prep.

View PDF

Subscriptions & Billing

Create new accounts, manage subscriptions, and activate agent access.

Agent Access Checkout

Start a Founders app-only agent subscription for a new VitaLink agent account.

Start Agent Access

App + CRM Checkout

Start a Founders App + CRM subscription for a new VitaLink agent account.

Start App + CRM

Help & Support

Need help getting started?

Contact Support

Send a support request for account access, setup questions, or general VitaLink help.

Email Support

Schedule Training

Request a training session for agent setup, CRM use, onboarding, or agency workflows.

Request Training

Watch Demo

Open the quick start guide while demo and training videos are being added.

Open Guide
Whether you're onboarding your first VitaLink client or managing an entire agency, this resource center gives you quick access to the tools you need every day.

Prepared • Protected • Connected