V VertaFlow
For agencies, service pros, restaurants, retail & wellness

A CRM that ships already knowing your vertical.

Pick agency, service pro, restaurant, retail, or wellness. You get the pipelines, fields, and reports that vertical actually runs on — not a blank template you spend a weekend bending. Real Postgres underneath. Export any time. Cancel and your data leaves with you.

5
Verticals pre-built, day one
30 days
Free, no card — 60 with a card
$15/seat
Transparent — no per-contact metering
For Agency
Projects, proofs, retainers — every client in one place.
Project BoardProof ReviewsSEO ReportsRetainers
CRM + website, one team

Got a site? Embed the widgets. No site? We'll build you one.

VertaFlow drops its lead form, chat, and booking widgets into the website you already run — one line of code, leads land in your CRM. Don't have a site yet? The same team runs Designed by Anthony — hand-coded sites from $999, and every build ships with 60 days of VertaFlow Pro free, wired up on launch day.

From signup to first invoice in under 10 minutes

Three steps. No onboarding call required.

01

Pick your vertical

Agency, service pro, restaurant, retail, or wellness. The pipelines, fields, and reports for that vertical load by default. Nothing you don't use is in the way.

02

Try it free for 30 days

Full access to every module in your vertical — 30 days free with no card, or 60 days when you add one. No card needed to look around. Add one only when you're ready to claim your subdomain — and cancel in two clicks if it's not for you.

03

Import, invoice, done

Free CSV import from HubSpot, Pipedrive, Jobber, Toast, or your spreadsheet. Send your first invoice the same afternoon. Add a custom domain whenever you're ready.

Just launched — and shipping every week

A platform that keeps growing

VertaFlow is operator-run and built in the open. Here's what's in active build right now — the full roadmap is public and moves as we ship.

See the live roadmap →
  • Native booking calendar + public booking page
  • Stripe Connect onboarding to accept cards
  • Deeper restaurant, wellness & retail screens
  • In-app support AI that knows your setup

Native integrations

Connects to the tools you already pay for

Stripe, Google Calendar, Slack, and your own transactional email — wired in natively. Need something custom? Every tenant gets a real REST API and webhooks to build against. Your data lives in our real Postgres, so a connector breaking never loses the record.

💳
Stripe
📅
Google Calendar
💬
Slack
📧
Email (Resend)
📋
CSV export
🔌
Developer API
See the full integration list →

Sample CSV export available — see what your data looks like leaving before you ever sign up.

Our sister studio

ANTHONY studios — Custom websites by the studio behind VertaFlow

The team that built VertaFlow also hand-codes custom websites for service businesses across Central NY. Sites in 5 days, refundable until you approve. One company, two brands, one accountable team.

See client work →

The CRM you stop fighting on day one.

30 days free, no card — 60 with a card. Full access to look around. Pick your vertical, import your customers, send your first invoice this afternoon. Cancel in two clicks if it's not for you — your data leaves with you in Postgres or CSV.

Start free — 30 days, no card →

Following VertaFlow?

Public changelog by email. Operator-built, no marketing email factory.