Plans overview
VertaFlow ships in five plans. One is free forever; the other four are monthly subscriptions you start (or upgrade to) from inside the app. Every account opens on a 60-day full-access trial first — see The 60-day trial & website-client perk — so you can try the whole CRM before you pick a plan.
The five plans
Section titled “The five plans”| Plan | Price | Who it’s for |
|---|---|---|
| VertaFlow Free | $0 | A forever-free starter. One site, lead capture, canned-reply chat, visit tracking, and the unified inbox. |
| VertaFlow Pro | $19/mo | A solo operator. One site, the full widget kit, pipeline, estimates, invoices, appointments, contracts, SEO panel, and AI chat. |
| VertaFlow Power Lister | $79/mo | Pro, plus citation / Google Business Profile outreach runs (the Power Lister). |
| VertaFlow Multi-Site | $199/mo | Agencies. Up to 25 client sites, white-label widgets, and the internal-keys surface. |
| VertaFlow Multi-Site Unlimited | $499/mo | Agencies at scale. Same features as Multi-Site with no caps — unlimited client sites, contacts, and seats. |
Prices are monthly and in USD. The plans stack: each tier includes everything in the tier below it.
How the plans differ
Section titled “How the plans differ”- Free vs paid is the biggest jump. Free gives you the lead-capture surface (capture, chat, inbox, visit tracking) but not the operating tools — pipeline, estimates, invoices, appointments, contracts, SEO, and AI all turn on at Pro. See Free tier limits for the exact line.
- Pro → Power Lister adds the outreach engine: monthly citation runs and Google Business Profile work (the Power Lister). Everything else is the same.
- Power Lister → Multi-Site is the agency jump: you go from one site to up to 25, and you unlock white-label widgets so each client site can be branded on its own.
- Multi-Site → Multi-Site Unlimited removes the caps. The feature set is identical; you’re paying to drop the 25-site / contact / seat ceilings.
What’s bundled
Section titled “What’s bundled”- The website build (Studio Build) is a separate one-time product, not a plan. Studio Build clients get 60 days of Pro free as a perk — see Studio Build & the bundle.
- A 1% platform fee applies only to Free-tier payments you collect through Stripe. Every paid plan drops that to 0% — see Stripe payments & platform fee.
Next steps
Section titled “Next steps”- What’s in each plan (entitlements) — the full feature-by-feature matrix.
- Plan caps — the contact / site / seat limits per tier.
- Upgrading & downgrading — how to change plans.