Books, rebooks, and retail — the client chair relationship in one CRM.
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
(01 — The status quo)
Where salon teams lose the most time.
Every one of these is a workflow VertaFlow was built to replace — not a feature we added later.
Rebooking happens in the parking lot — or not at all
If the next visit is not booked before they leave, half your calendar gaps are silent revenue leaks.
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
Appointment lands on the calendar
VertaFlow keeps this step on one timeline per customer so your salon team moves faster without losing context.
- 02
Service notes and formulas saved to the client
VertaFlow keeps this step on one timeline per customer so your salon team moves faster without losing context.
- 03
Retail purchase ties to loyalty
VertaFlow keeps this step on one timeline per customer so your salon team moves faster without losing context.
- 04
Automatic reminder before the visit
VertaFlow keeps this step on one timeline per customer so your salon team moves faster without losing context.
- 05
Rebook prompt after checkout
VertaFlow keeps this step on one timeline per customer so your salon team moves faster without losing context.
(03 — What you get)
Built specifically for salon workflows.
Not generic CRM fields renamed. Real features mapped to how you actually run the day.
Appointment calendar
Built for salons — not a generic CRM with renamed fields.
Client service history
Built for salons — not a generic CRM with renamed fields.
Loyalty + retail
Built for salons — not a generic CRM with renamed fields.
SMS/email reminders
Built for salons — 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 salon 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 salon teams actually ask before they switch. See the full Salon FAQ →
› Can clients book online?
Yes — share your public booking page and appointments flow straight into the calendar.
› 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 salon template loaded — pipeline, records, and terminology match your trade on day one.
See VertaFlow with the Salon 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.