The core every operator needs — pipeline, invoicing, automations, API. Plus the modules only your vertical uses — floor plans for restaurants, dispatch boards for crews, class booking for wellness. You’ll never click past a feature built for someone else’s business.
Stages, labels, and win-probability rules ship configured for your vertical on day one. A restaurant deal moves Inquiry → Tasting → Booked. An agency deal moves Lead → Proposal → Retainer Signed. No “design your own pipeline” weekend.
Line-item estimates send as a signable link. Client accepts, it auto-converts to an invoice, Stripe collects, the deal moves to Paid in the pipeline. No copy-paste between QuickBooks, DocuSign, and your inbox.
Restaurants get a live floor plan with covers and 86 list. Service pros get a dispatch board with crews and route stops. Wellness gets class booking with no-show tracking. Agencies get proof review and retainer burn-down. Retail gets SKU counts and register tie-in. Pick one — the rest stay out of your way.
Support tickets with priority and status built in — no Zendesk seat required. Automations fire on any event: new lead pings the right tech, paid invoice triggers a thank-you, a reply that sits 24 hours bumps to your inbox. Set once, runs forever.
Every PRO tenant gets a branded chat bubble that captures name, email, and message straight into your CRM. Upgrade to Chat AI Pro and the bot answers from your own site content 24/7, quotes from your VertaFlow pricing tables, and books appointments to your calendar.
See Chat AI vs Base →Drip sequences that fire on triggers, not on a schedule you forgot to update. Every field on the lead — first name, last service, deposit amount, next appointment — drops in as a token. No “Hi {{FIRSTNAME}}” embarrassments.
Custom domain, your colors, your logo on every invoice, estimate, and booking page. Martinez Plumbing’s customers see Martinez Plumbing. Strand Salon’s members see Strand. VertaFlow stays where it belongs — invisible to the people you serve.
Agencies and operators on MULTISITE host unlimited client workspaces under your brand. Switch between Martinez Plumbing’s pipeline and Strand Salon’s bookings in one click. Jobber can’t ship this — they’re per-seat and single-tenant. We built it because we run an agency too.
Every tenant gets a real REST API and webhook firehose on day one. OpenAPI spec lives at api.vertaflow.io/v1/docs — generate a client in any language and wire VertaFlow into anything you run. Your data, your integrations, no “Enterprise tier” paywall. (A managed Zapier connector is on the roadmap — for now, build against the API directly.)
Install to your home screen in two taps — no app store review, no TestFlight invite. Works offline in the truck, syncs when you’re back on signal. Push notifications when a lead comes in or an invoice gets paid. Housecall Pro’s Android app is laggy. Ours isn’t, because there isn’t one — it’s the same web app, fast everywhere.
Your data lives in real Postgres — export to CSV, SQL dump, or the API any minute. Cancel and the data leaves with you. No XML mystery dumps, no “contact support to leave” walls.
A low flat base per vertical, plus a simple $15/mo for each extra seat — Pro includes 3, Power Lister 5, Multi-Site 10. No $50–150/seat enterprise license creep, no per-contact cliff, no per-message wince. You pay for a seat you actually use, and the base price on signup is the base price next year.
Public changelog by email. Operator-built, no marketing email factory.