Inquiry to invoice — catering pipelines that do not live in email.
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
(01 — The status quo)
Where catering teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Event deposits get lost in email threads
The tasting went great, but nobody logged the headcount change — margin disappears on game day.
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
Inquiry creates an event record
VertaFlow keeps this step on one timeline per customer so your catering team moves faster without losing context.
- 02
Tasting and menu notes attach to the deal
VertaFlow keeps this step on one timeline per customer so your catering team moves faster without losing context.
- 03
Deposit collected through Stripe
VertaFlow keeps this step on one timeline per customer so your catering team moves faster without losing context.
- 04
Day-of timeline on the job card
VertaFlow keeps this step on one timeline per customer so your catering team moves faster without losing context.
- 05
Final invoice matches the signed scope
VertaFlow keeps this step on one timeline per customer so your catering team moves faster without losing context.
(03 — What you get)
Built specifically for catering workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Event pipeline with deposits
Built for catering & events — not a generic CRM with renamed fields.
Package and menu line items
Built for catering & events — not a generic CRM with renamed fields.
Client portal for updates
Built for catering & events — not a generic CRM with renamed fields.
Post-event follow-up lists
Built for catering & events — 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 catering 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 catering teams actually ask before they switch. See the full Catering FAQ →
› Can I track deposits and final balances per event?
Yes — deposits, change orders, and final invoices live on the event record with payment status visible.
› 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 catering template loaded — pipeline, records, and terminology match your trade on day one.
See VertaFlow with the Catering 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.