Run your expertise business from one clean workspace.
Verra helps consultants, coaches, advisors, freelancers, and service providers manage the business behind their expertise — from first conversation to paid invoice.
30-day free trial. No credit card required.
The problem
Your business is growing, but your tools are scattered.
Most expertise business operators do not lose control because they lack skill. They lose control because the business behind their expertise is spread across too many places.
Verra brings the operating side of your expertise business into one organized workspace.
The better way
One workspace for clients, work, and revenue.
Verra gives you a simple way to manage the full client business flow without jumping between disconnected tools. You can see who you are speaking with, what opportunities are active, which proposals need follow-up, what invoices are outstanding, what tasks need attention, and how your business is performing.
How Verra works
From conversation to client to revenue.
Verra is built around the way expertise businesses actually operate.
Capture the relationship
Add contacts and keep track of prospects, clients, notes, and key details in one place.
Track the opportunity
Turn conversations into deals so you can see what is active, what needs follow-up, and what is likely to close.
Send the proposal
Create and manage proposals connected to your contacts and deals, so nothing gets lost after the conversation.
Manage the work
Use tasks to stay on top of delivery, follow-up, admin, and next steps connected to your clients.
Invoice and track revenue
Create invoices, track payments, monitor income and expenses, and see the numbers behind your business.
Review performance
Use reports and dashboards to understand your pipeline, revenue, expenses, profit, and overall business activity.
Why it matters
Bring structure to the business behind your expertise.
Your expertise creates value. Verra helps you manage the business that turns that value into clients, income, and growth. With Verra, you can move from scattered admin to a clearer operating rhythm.
- Know where every client and opportunity stands
- Follow up before deals go cold
- Keep proposals and invoices connected
- Track income and expenses without separate spreadsheets
- See your business performance at a glance
- Spend less time piecing things together manually
Built for expertise business operators
For professionals who sell knowledge, strategy, advice, skill, or specialized services.
Verra is designed for service-based professionals who need a simple way to manage client work, sales activity, documents, and revenue without complex enterprise software.
Consultants
Manage prospects, proposals, invoices, and follow-up in one place.
Coaches
Track discovery meetings, opportunities, tasks, and payments with less admin friction.
Advisors
Keep your client pipeline, proposals, and business numbers organized.
Freelancers
Replace scattered spreadsheets and documents with one business workspace.
Strategists
Move engagements from conversation to signed proposal to paid invoice.
Trainers
Run cohorts, programs, and engagements without juggling separate tools.
Fractional professionals
Keep multiple clients, retainers, and deliverables clear and current.
Service providers
Run the operating side of your client business without overcomplicating it.
Simple by design
Not another bloated business platform.
Verra is not trying to be enterprise CRM software. It is not built to overwhelm you with features you do not need. It is built to give expertise business operators the essentials: a clear place to manage clients, opportunities, proposals, invoices, tasks, income, expenses, and business performance.
More structured than spreadsheets
Spreadsheets can track numbers, but they were not built to manage the full client journey.
Simpler than complex CRMs
Traditional CRMs often focus only on sales pipelines. Verra helps you manage the broader business workflow.
More focused than all-in-one platforms
Verra keeps the operating essentials simple, clear, and affordable.
What's inside
Everything you need to manage your expertise business.
Verra brings the essential operating tools for your client-based business into one organized workspace.
Simple pricing
One plan. All features included.
Start free for 30 days. Then continue with simple pricing built for expertise business operators.
All features included.
Save compared to monthly billing.
No confusing tiers. No hidden feature locks. No unnecessary complexity.
Common questions
Quick answers before you start.
Short answers to what people ask most. Visit the full FAQ for more.
Who is Verra built for?
Expertise business operators — consultants, coaches, advisors, freelancers, strategists, trainers, fractional professionals, and other professional service providers running client-based work.
Is Verra a CRM?
Verra includes contacts and a deal pipeline, but it goes further. It covers proposals, invoices, tasks, income, expenses, and reports so the full business runs in one workspace.
What does Verra replace?
Scattered spreadsheets, separate proposal and invoice tools, and the admin work spread across email and documents.
Can I use Verra if I am just starting?
Yes. Verra is built to be simple from day one and grow with you as your client base expands.
Does Verra include proposals and invoices?
Yes. Create, send, and track proposals and invoices connected to your contacts and deals.
How much does Verra cost?
$29/month or $299/year. Every feature is included — no tiers, no hidden locks.
Is there a free trial?
Yes. 30 days free, no credit card required.
Stop running your expertise business from scattered tools.
Bring your clients, deals, proposals, invoices, tasks, income, expenses, and reports into one clean workspace with Verra.
30-day free trial. No credit card required.