Service Pro DashboardAdaptive UI
42Open Leads
$18.4kQuoted
87%Reply Rate
Estimate
Boiler swap
Roof leak
Scheduled
Spring service
Won
Kitchen remodel
Adaptive screens, not generic placeholders.
VertaFlow feels purpose-built instead of "customizable."
Features
VertaFlow ships with the full stack — from first lead to five-star review — so you can cancel the rest.
What It Feels Like
Visible screens, not vague promises. Here's what the adaptive UI, client portal, and pricing actually look like.
VertaFlow feels purpose-built instead of "customizable."
Replace multiple subscriptions, remove middleware pain, and give operators one place to work.
Invoices, tickets, messages, approvals, and appointments without a fragile login flow.
No app install, no login wall, no extra SKU.
Full Feature List
From first lead to paid invoice — estimates, e-sign contracts, Stripe-powered invoicing, and automated review requests. The entire revenue cycle in one flow.
Built-in AI handles common customer questions instantly using your business data. Escalates to human support with full conversation context when needed.
Every business gets a branded client portal accessible via magic link — no app install, no login wall. Clients manage tickets, view contracts, pay invoices, and approve estimates.
Multi-step drip campaigns, trigger-based automations, and a full template library. Nurture leads on autopilot with personalized sequences.
Stripe Terminal integration with split tendering, tip support, receipt customization, and real-time sales reporting. A real POS built into your CRM.
Digital ticket board that replaces paper tickets. Priority ordering, prep timers, bump-to-complete, and multi-station support.
Track stock levels with real-time updates, barcode scanning via phone camera, low-stock alerts, supplier management, and purchase orders.
Online booking with service selection, provider preference, and automated reminders. Reduce no-shows by up to 40% with SMS and push notifications.
Digital gift cards, points-based loyalty programs, and recurring membership billing — all tied to the same customer record. No separate subscriptions needed.
Build professional estimates with line items. Convert to contracts with built-in e-signature. Convert signed contracts to invoices with one click.
Pipeline value, close rates, revenue trends, customer lifetime value, and team performance — all in real-time dashboards that update as you work.
VertaFlow is a Progressive Web App. Install it on any device — no app store required. Push notifications keep you and your clients updated in real-time.
Why Switch
Most businesses duct-tape a CRM, a POS, a scheduling tool, and an email platform together. VertaFlow ships it all in one tenant-isolated platform.
| Feature | VertaFlow | HubSpot | Jobber | Toast |
|---|---|---|---|---|
| Multi-vertical CRM | ✓ 9 verticals | ✗ | ✗ Trades only | ✗ Food only |
| Adaptive UI | ✓ Automatic | ✗ | ✗ | ✗ |
| Built-in POS | ✓ | ✗ | ✗ | ✓ |
| Kitchen Display | ✓ | ✗ | ✗ | ✓ |
| E-sign contracts | ✓ | Add-on | Add-on | ✗ |
| Email sequences | ✓ | ✓ | ✗ | ✗ |
| Client portal | ✓ Magic links | $$$ | Limited | ✗ |
| Inventory & barcode | ✓ | ✗ | ✗ | Limited |
| Gift cards & loyalty | ✓ | ✗ | ✗ | ✓ |
| Zero-trust isolation | ✓ Row-level | Org-level | ✗ | ✗ |
| Starting price | $29/mo | $20/mo+ | $39/mo | $69/mo |
Every feature above is included in your VertaFlow subscription. No add-ons, no plugins, no surprises.