Your POS already knows them. Your CRM should too.
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
The status quo
Where retail teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Shopify and your floor team speak different languages
Online order data sits in Shopify. In-store sales sit in Square. Your team has no single view of the customer who buys both.
You forget what your best customer wears
She bought four dresses last fall. You have no record of her size, her style, or what she returned. Next visit she gets a generic recommendation.
Restocks never reach the people who asked
"Text me when the cashmere comes back in size M" — written on a sticky note, lost by Tuesday.
Your loyalty program is a punch card
Manual stamps, no tier logic, no birthday reward. Half your regulars do not know what they have earned.
VIP outreach is whoever-the-owner-remembers
No list, no segmentation, no record of who got the private sale invite last quarter. Important customers fall off the radar.
Returns and exchanges break the customer view
Refunded purchases distort lifetime value reports. You think you have a $4K customer; she actually returned half of it.
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
Sale rings up, customer profile updates
POS sends the transaction to VertaFlow. Items, sizes, color, channel (in-store or online) all tag to the customer record.
- 02
Sales associate sees full purchase history
Customer walks in. iPad behind the counter shows past purchases, sizes owned, returns, and what is on her wishlist.
- 03
Sized restocks auto-notify the right buyers
Inventory restock fires a text or email to every customer who asked for that SKU in that size. Reserve from the message.
- 04
VIPs get tiered automatically
Lifetime spend hits a threshold — customer moves into VIP tier. Personalized welcome, early access to new arrivals, birthday reward.
- 05
Win-back keeps lapsed regulars engaged
Has not bought in 120 days? Auto-send a curated "new arrivals based on past style" email. Lapse rate drops; reactivation revenue shows up.
What you get
Built specifically for retail workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Unified customer profile
In-store and online purchases merge into one record. Lifetime value, average order, return rate — all in one view.
Size and style preferences
Capture sizes, fits, colors, and brands the customer favors. Sales associates personalize the next conversation without guessing.
Restock alerts by SKU and size
Customer requests a restock — VertaFlow watches inventory and pings them automatically when it comes back in.
Tiered loyalty program
Bronze, Silver, Gold tiers with auto-promotion by lifetime spend. Birthday rewards, anniversary perks, and early-access drops baked in.
VIP segmentation
Auto-segment top 10% spenders for private sales, exclusive previews, and high-touch outreach. List rebuilds daily.
Wishlists tied to the profile
Online wishlists and "save for me" requests from the floor team both attach to the same record. One source of truth.
Clienteling messages from the floor
Sales associate sends a "this just came in for you" email from the app. Customer replies, conversation logs to the profile.
Sits alongside your POS, not on top of it
Keep whatever POS you run. Import customers by CSV, export segments and loyalty data any time, and build a custom feed against our REST API and webhooks. Your checkout flow never changes.
Plays nicely with
Your existing stack stays.
Native connections plus a real REST API and webhooks — wire VertaFlow into whatever your retail team already runs.
Outcomes our customers report
The numbers that move when the workflow tightens.
repeat purchase rate from customers receiving sized restock alerts
lifetime value of customers in the VIP tier vs general shoppers
saved per week vs manual punch cards and birthday email exports
Frequently asked
The questions retail teams actually ask before they switch.
› Will this replace my Shopify or Square POS?
No — VertaFlow sits alongside your POS as the customer brain. Your checkout flow does not change; the CRM gets richer.
› How do online and in-store customers merge?
By email or phone number. When the same identifier appears in both channels the profiles unify automatically. Manual merge available for edge cases.
› Can my sales associates message customers from the floor?
Yes — iPad or phone view with a "message customer" button that sends email and logs the conversation to the profile. (SMS is on the roadmap; today messaging is email-based.)
› How do tiered loyalty tiers work?
Set the thresholds (e.g., $500 = Silver, $2K = Gold). Customers move up automatically based on rolling 12-month spend. Perks per tier are configurable.
› How do email blasts work?
VertaFlow has a built-in email engine for transactional and lifecycle messages (bring your own Resend key). Need your existing email platform? Export segments to CSV or pull them via the API.
› How are restock alerts triggered?
Customer requests via the product page or in-store. Mark the SKU/size restocked (manually or via a webhook you POST to our API) and VertaFlow emails everyone on the waitlist.
› Can I manage multiple store locations?
Yes. Multi-location with shared customer profiles. See spend by location, top sellers per store, and which staff member sold what.
› What about returns — do they hurt LTV reports?
Returns net out of lifetime value automatically. The customer profile shows gross and net spend so you do not over-reward serial returners.
See VertaFlow with the Retail template loaded.
Start free — 30 days, no card. Import your customers by CSV in five minutes.
VertaFlow Free $0 · VertaFlow Pro $19/mo · VertaFlow Multi-Site $199/mo — paid tiers include 30 days free, no card — 60 with a card.