One CRM core. Fifteen industry-ready templates.

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

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

Seasonal surge, tight routes, and repeat tune-ups live on one customer timeline. VertaFlow replaces the whiteboard and the three apps your office manager juggles.

Pipeline · Call → Estimate → Scheduled → Serviced → Invoiced

From write-up to invoice, every RO stays on one timeline. Customers get clear approvals; your advisors stop chasing status in five places.

Pipeline · Check-in → Diagnose → Approved → In shop → Invoiced

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

Run a focused café CRM: capture regulars, track catering inquiries, and reward repeat visits without full kitchen ops you do not need.

Pipeline · Visit → Loyalty → Catering lead → Event → Repeat

Tastings, deposits, headcounts, and timelines on one board. VertaFlow keeps high-margin events from dying in a shared inbox.

Pipeline · Inquiry → Tasting → Booked → Event → Paid

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

Sell through your storefront, track wholesale buyers, and fulfill orders without bolting ecommerce onto a generic CRM.

Pipeline · Browse → Cart → Order → Fulfill → Repeat

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

Appointments, color formulas, retail upsells, and reminders on one client card — so stylists focus on the chair, not the clipboard.

Pipeline · Booked → In chair → Retail → Rebook → Loyalty

Track recalls, treatment acceptance, and family relationships without fighting a hospital EMR or a generic contact list.

Pipeline · Recall → Scheduled → Treatment → Accepted → Hygiene

Intake → matter → engagement → invoice on one timeline. Small firms get structure without a six-month implementation.

Pipeline · Intake → Conflict check → Engaged → Active → Closed

From first showing to closing table, every buyer and listing stays on a visible timeline — not a maze of spreadsheets.

Pipeline · Lead → Showing → Offer → Under contract → Closed

Bookings, shot lists, deliverables, and final payment on one project timeline — so you edit more and admin less.

Pipeline · Inquiry → Booked → Shoot → Edit → Delivered