Built for your industry, not against it
Same CRM core. Five trade-specific templates.
Pick your vertical. VertaFlow opens with the pipeline, modules, and language your team already uses — no custom-field rebuild, no consultant required.
Marketing Agencies
Pitch, contract, deliver, retain — all on one timeline per client. VertaFlow replaces the duct tape between your sales doc, project tool, and proof inbox.
Pipeline · Lead → Discovery → Proposal → Active → Retainer
Service Pros (HVAC, Plumbing, Electrical, Landscaping)
Estimates from the cab. Jobs on the board. Photos and signatures captured before the invoice. VertaFlow handles the paperwork so your crews stay on the tools.
Pipeline · Request → Estimate → Scheduled → In Progress → Invoiced
Restaurants & Cafes
Reservations, table notes, and guest history in one view. VertaFlow gives your host stand the context your servers wish they had every shift.
Pipeline · Inquiry → Reserved → Seated → Closed → Returning
Boutique Retail
Purchase history, sizes, preferences, and restock alerts in one customer view. VertaFlow turns walk-ins into regulars and regulars into VIPs.
Pipeline · Browse → Cart → Sale → Loyalty Earned → Returning
Wellness, Salons & Fitness Studios
Booking, intake forms, package balances, and rebooking nudges in one tool. VertaFlow keeps the chair, the table, and the mat full.
Pipeline · Booked → Confirmed → Visited → Rebooked → Member
Not seeing your trade?
VertaFlow’s shared core works for almost any service business. Pick the closest template and we will help you tailor it during onboarding.