What's in each plan (entitlements)
Every feature in VertaFlow is tied to a plan. This page is the full matrix: what each plan unlocks, in the order the plans stack. Higher plans include everything in the plans below them.
Feature matrix
Section titled “Feature matrix”| Feature | Free | Pro | Power Lister | Multi-Site | Multi-Site Unlimited |
|---|---|---|---|---|---|
| Dashboard | ✓ | ✓ | ✓ | ✓ | ✓ |
| Clients (Contacts) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Leads & inbox | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lead-capture widget | ✓ | ✓ | ✓ | ✓ | ✓ |
| Live chat (canned replies) | ✓ | ✓ | ✓ | ✓ | ✓ |
| Visit tracking / pixel | ✓ | ✓ | ✓ | ✓ | ✓ |
| Notifications | ✓ | ✓ | ✓ | ✓ | ✓ |
| Pipeline | — | ✓ | ✓ | ✓ | ✓ |
| Estimates | — | ✓ | ✓ | ✓ | ✓ |
| Invoices | — | ✓ | ✓ | ✓ | ✓ |
| Appointments | — | ✓ | ✓ | ✓ | ✓ |
| Projects / jobs | — | ✓ | ✓ | ✓ | ✓ |
| Tickets & support | — | ✓ | ✓ | ✓ | ✓ |
| Activity feed | — | ✓ | ✓ | ✓ | ✓ |
| UTM tracking | — | ✓ | ✓ | ✓ | ✓ |
| Analytics | — | ✓ | ✓ | ✓ | ✓ |
| Premium widgets | — | ✓ | ✓ | ✓ | ✓ |
| Contracts | — | ✓ | ✓ | ✓ | ✓ |
| Lighthouse audits | — | ✓ | ✓ | ✓ | ✓ |
| Messages | — | ✓ | ✓ | ✓ | ✓ |
| SEO panel | — | ✓ | ✓ | ✓ | ✓ |
| AI chat (grounded) | — | ✓ | ✓ | ✓ | ✓ |
| Security settings | — | ✓ | ✓ | ✓ | ✓ |
| API keys | — | ✓ | ✓ | ✓ | ✓ |
| Outreach (Power Lister) | — | — | ✓ | ✓ | ✓ |
| White-label widgets | — | — | — | ✓ | ✓ |
| Multi-site management | — | — | — | ✓ | ✓ |
| Internal keys | — | — | — | ✓ | ✓ |
A dash means the feature is locked on that plan. When you open a locked feature in the app, VertaFlow shows it behind a frosted panel with an “Upgrade to [plan]” prompt naming the lowest plan that unlocks it — see Upgrading & downgrading.
How the surface grows, plan by plan
Section titled “How the surface grows, plan by plan”- Free is the lead-capture surface: capture inquiries, answer them with canned-reply chat, watch traffic, and work the unified inbox. The operating tools are off.
- Pro turns on the whole solo-operator CRM — pipeline, estimates, invoices, appointments, projects, tickets, activity, analytics, premium widgets, contracts, Lighthouse audits, the SEO panel, AI chat, and API keys.
- Power Lister = Pro plus outreach — the citation and Google Business Profile runs covered in SEO & outreach.
- Multi-Site = Power Lister plus the agency surface — white-label widgets, multi-site management, and internal keys.
- Multi-Site Unlimited is the same feature set as Multi-Site with the caps removed. See Plan caps.
A note on terminology
Section titled “A note on terminology”The feature names above are generic. The actual labels in your app depend on your vertical — “Clients” may read as Patients, Guests, or Members; “Projects / jobs” may read as Jobs, Matters, Shoots, Reservations, or Cases. The features themselves are the same. See the terminology reference.