Run the business
behind your expertise.
Verra brings your contacts, marketing, opportunities, proposals, tasks and money into one connected workspace — with AI helping you understand what matters and what to do next.
30-day free trial. No credit card required.
Your business at a glance.
A concise view of revenue, profit, outstanding payments, pipeline and work requiring attention — supported by your Verra AI Business Brief.
Sample workspace · Hypothetical data
The problem
Your expertise shouldn’t require six different systems to run the business.
Contacts in one place. Opportunities somewhere else. Proposals in documents. Follow-ups in notes. Invoices in another application. Marketing somewhere else again.
Verra brings the essential operating pieces together without turning your business into a software-management project.
How Verra works
Six essential parts. One focused workspace.
Verra is built around the way expertise businesses actually operate.
Contacts
Know the relationship.
Keep leads, prospects, clients, notes and activity connected in one place.
Marketing
Stay visible.
Email the contacts already inside Verra and maintain your professional visibility on LinkedIn without another complicated marketing system.
Deals
Track the opportunity.
See which conversations could become revenue, what they are worth and what needs to happen next.
Proposals
Make the offer.
Turn an opportunity into a clear professional proposal, share it with the client and move accepted work forward.
Tasks
Do the work.
Keep follow-ups and client work visible so you always know what needs your attention.
Money
Get paid.
Create invoices, track payments, record income and expenses, and understand the basic financial health of your business.
One connected business flow.
Information moves with the relationship, so you spend less time recreating records, switching systems and figuring out what happens next.
- Contact
- Deal
- Proposal
- Task
- Invoice
- Payment
A contact becomes an opportunity. Create a Deal, then turn it into a Proposal. Once accepted, choose to create the work and review an Invoice. Record Payment when it arrives.
AI that helps you run the business.
Verra AI works inside the workflow to help you create faster, understand what’s happening and identify what needs your attention next.
CREATE
Draft and improve the business communication you already need.
Proposals, marketing emails, LinkedIn posts and follow-ups.
UNDERSTAND
Turn your Verra data into concise, useful summaries.
Client relationships, opportunities, marketing activity, financial performance and your overall business state.
ACT
Surface the next action when something needs your attention.
Choose what to do next. You review and approve important actions.
You remain in control. AI does not automatically contact clients, change financial records or make decisions. Core workflows remain usable without AI.
Understand the business where the work happens.
Instead of sending you to a separate reporting system, Verra keeps the most useful performance information inside the part of the business you’re already managing.
- Contacts
- Relationship insights
- Marketing
- Campaign activity
- Deals
- Pipeline
- Proposals
- Proposal acceptance
- Tasks
- What needs attention
- Money
- Revenue, expenses, profit and outstanding payments
Your business at a glance.
Your Dashboard brings revenue, profit, outstanding payments, pipeline, tasks requiring attention and proposals awaiting response into one concise view, with a Verra AI Business Brief.
The place to understand what is happening and what needs your attention today.
See How It WorksWhy 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
- Get proposals reviewed, accepted, and signed faster
- Keep invoices, income, and expenses together under Money
- Stay visible with email broadcasts and LinkedIn publishing
- See performance where the work happens, not in a separate report
- Spend less time piecing things together manually
Built for independent professionals
For professionals who sell knowledge, strategy, advice, skill, or specialized services.
Verra is designed for independent professionals who need a simple way to manage clients, opportunities, proposals, work, and money without complex enterprise software.
Consultants
Manage prospects, proposals, invoices, and follow-up in one place.
Coaches
Track opportunities, client work, 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
Keep client engagements, follow-ups and payments connected.
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
Everything you need. Nothing you don’t.
Verra is deliberately built around the essential operating cycle of an independent expertise business. Manage relationships, stay visible, convert opportunities, deliver work and manage the money — without the complexity designed for large teams and enterprise operations.
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.
Focused on your operating essentials
Verra keeps the operating essentials simple, clear, and affordable.
Simple pricing
One plan. The essentials to run your expertise business.
Start free for 30 days. Then continue with simple pricing built for independent professionals.
The operating essentials included.
Save compared to monthly billing.
No confusing tiers. One focused workspace. 30-day free trial. No credit card required.
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?
Independent professionals who sell expertise: consultants, advisors, coaches, strategists, trainers, fractional professionals, freelancers and independent professional service providers.
Is Verra a CRM?
Contacts and Deals provide the relationship and opportunity-management capabilities an independent expertise business needs, without enterprise CRM complexity. They connect to Marketing, Proposals, Tasks and Money in one focused workspace.
What does Marketing include?
Email broadcasts to the contacts already stored in Verra, groups, simple segments, scheduling and basic campaign performance, plus LinkedIn drafting, scheduling and publishing. Verra AI can help draft and repurpose content.
What is Verra AI?
Verra AI supports three jobs inside the workflow: CREATE drafts and improvements for proposals, emails, LinkedIn posts and follow-ups; UNDERSTAND your relationships and business activity through concise summaries; and ACT by identifying what needs your attention next.
Does Verra AI take actions automatically?
No. Verra AI helps draft, summarize and suggest. It does not autonomously contact clients, change financial records or make business decisions. You remain in control of important actions, including sending and publishing.
What happens if I don't want to use AI?
AI is optional. You can manage Contacts, Marketing, Deals, Proposals, Tasks and Money without using AI.
How much does Verra cost?
One plan at $29/month or $299/year. Start with a 30-day free trial. No credit card required.
Stop running your expertise business from scattered tools.
Know the client. Stay visible. Track the opportunity. Make the offer. Do the work. Get paid. Know what needs your attention next.
30-day free trial. No credit card required.