Getting Started
Create your account, start the 60-day trial, pick your vertical, and take the dashboard tour.
VertaFlow Docs
One operator-run platform — CRM, widgets, contracts, and your site, shaped around your business.
Welcome to VertaFlow
Section titled “Welcome to VertaFlow”VertaFlow is a single, operator-run platform that combines a CRM, embeddable widgets, e-signed contracts, and your website. It reshapes its terminology and navigation around your business type — your jobs might be matters, shoots, reservations, or cases, depending on the vertical you pick at onboarding.
CRM by Feature
Clients, leads, pipeline, estimates, invoices, scheduling, projects, and more — every surface, explained.
Verticals
Five bases (Agency, Service Pro, Restaurant, Retail, Wellness) plus a terminology engine that renames records per industry.
Billing & Plans
Free through Multi-Site Unlimited — entitlements, caps, the Studio Build bundle, and Stripe payments.