Regulars, catering leads, and loyalty — without restaurant complexity.
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
(01 — The status quo)
Where café teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Regulars are invisible until they stop coming
You recognize faces but have no list to reach when you launch a new menu or slow Tuesday promo.
Customer history scattered across tools
Notes in texts, invoices in accounting, photos on a tech’s phone — nobody sees the full relationship on one screen.
Follow-ups slip when the day gets busy
Estimates sent but never chased, renewals due but not scheduled, and the revenue walks out the door quietly.
The team retypes the same data twice
A job closes in the field, then someone rebuilds the same invoice and timeline in another system at the desk.
Reporting is always a week behind
You find out which services actually make money after the month closes — not while you can still fix the schedule.
Onboarding a new hire takes too long
They learn four logins before they can answer where a customer stands — and clients feel the handoff.
(02 — How it works)
A day in your business, run on VertaFlow.
Five steps from the moment a request arrives to the moment your customer comes back.
- 01
Checkout captures the guest
VertaFlow keeps this step on one timeline per customer so your café team moves faster without losing context.
- 02
Loyalty points accrue automatically
VertaFlow keeps this step on one timeline per customer so your café team moves faster without losing context.
- 03
Catering inquiry becomes a tracked deal
VertaFlow keeps this step on one timeline per customer so your café team moves faster without losing context.
- 04
Event deposit and timeline on one record
VertaFlow keeps this step on one timeline per customer so your café team moves faster without losing context.
- 05
Promo reaches past buyers directly
VertaFlow keeps this step on one timeline per customer so your café team moves faster without losing context.
(03 — What you get)
Built specifically for café workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Lightweight loyalty program
Built for cafés — not a generic CRM with renamed fields.
Catering inquiry pipeline
Built for cafés — not a generic CRM with renamed fields.
Customer list for promos
Built for cafés — not a generic CRM with renamed fields.
Stripe payments
Built for cafés — not a generic CRM with renamed fields.
Plays nicely with
Your existing stack stays.
Built-in connections, plus the tools to link up almost anything else — connect VertaFlow to whatever your café team already uses.
(04 — Outcomes our customers report)
The numbers that move when the workflow tightens.
Faster follow-up
Less retyping
Clearer pipeline
Frequently asked
The questions café teams actually ask before they switch. See the full Café FAQ →
› Do I need full restaurant POS features?
No — café mode skips kitchen display complexity and focuses on guests, loyalty, and catering.
› Can I start free without a credit card?
Yes — 30 days on the full product, no card required. Add a card anytime to extend to 60 days.
› Does VertaFlow work on mobile?
The CRM runs in the browser on any phone or tablet — estimates, scheduling, and customer lookup from the field.
› Can I export my data?
CSV export of clients, jobs, invoices, and history whenever you want — no lock-in.
› How fast can we go live?
Sign in with the café template loaded — pipeline, records, and terminology match your trade on day one.
See VertaFlow with the Café template loaded.
Start free — 30 days, no card. Your industry pipeline is ready on first login.
VertaFlow Free $0 · paid plans $49–$249/mo (VertaFlow Starter to VertaFlow Scale) — every paid tier includes 30 days free, no card — 60 with a card.