Listings, buyers, and closings — one pipeline per deal.
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
(01 — The status quo)
Where real estate teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Buyer follow-up dies after the first showing
You showed six homes Saturday; by Monday only two buyers got a personal note — the rest went cold.
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
Lead captured with preferences
VertaFlow keeps this step on one timeline per customer so your real estate team moves faster without losing context.
- 02
Showings logged on the buyer record
VertaFlow keeps this step on one timeline per customer so your real estate team moves faster without losing context.
- 03
Offer stage tracked on the board
VertaFlow keeps this step on one timeline per customer so your real estate team moves faster without losing context.
- 04
Milestone checklist through closing
VertaFlow keeps this step on one timeline per customer so your real estate team moves faster without losing context.
- 05
Closed client ready for referral nurture
VertaFlow keeps this step on one timeline per customer so your real estate team moves faster without losing context.
(03 — What you get)
Built specifically for real estate workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Buyer + listing pipelines
Built for real estate — not a generic CRM with renamed fields.
Showing follow-up tasks
Built for real estate — not a generic CRM with renamed fields.
Transaction milestone board
Built for real estate — not a generic CRM with renamed fields.
Past client nurture lists
Built for real estate — 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 real estate 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 real estate teams actually ask before they switch. See the full Real Estate FAQ →
› Can I run buyers and listings separately?
Yes — separate pipelines with the same client record when someone is both buying and selling.
› 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 real estate template loaded — pipeline, records, and terminology match your trade on day one.
See VertaFlow with the Real Estate 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.