Retail FAQ
VertaFlow for boutique retail: your questions
The questions retail teams actually ask before they switch — pricing, migration, seats, and how the workflow fits.
Boutique Retail questions
› Will this replace my Shopify or Square POS?
No — VertaFlow sits alongside your POS as the customer brain. Your checkout flow does not change; the CRM gets richer.
› How do online and in-store customers merge?
By email or phone number. When the same identifier appears in both channels the profiles unify automatically. Manual merge available for edge cases.
› Can my sales associates message customers from the floor?
Yes — iPad or phone view with a "message customer" button that sends email and logs the conversation to the profile. (SMS is on the roadmap; today messaging is email-based.)
› How do tiered loyalty tiers work?
Set the thresholds (e.g., $500 = Silver, $2K = Gold). Customers move up automatically based on rolling 12-month spend. Perks per tier are configurable.
› How do email blasts work?
VertaFlow has a built-in email engine for transactional and lifecycle messages (bring your own Resend key). Need your existing email platform? Export segments to CSV or pull them via the API.
› How are restock alerts triggered?
Customer requests via the product page or in-store. Mark the SKU/size restocked (manually or via a webhook you POST to our API) and VertaFlow emails everyone on the waitlist.
› Can I manage multiple store locations?
Yes. Multi-location with shared customer profiles. See spend by location, top sellers per store, and which staff member sold what.
› What about returns — do they hurt LTV reports?
Returns net out of lifetime value automatically. The customer profile shows gross and net spend so you do not over-reward serial returners.