Questions, answered.

Independent professionals who sell expertise: consultants, advisors, coaches, strategists, trainers, fractional professionals, freelancers and independent professional service providers.

Verra is primarily optimized for solo and independent expertise businesses, rather than large teams or enterprise operations.

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.

No. Money helps you create invoices, track payments and outstanding balances, record income and expenses, and understand profit. It is not a replacement for full accounting software.

No. Tasks keeps personal follow-ups and client work visible through Today, Upcoming, Overdue and Completed views. It is not a full project-management system.

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.

LinkedIn is the only supported social publishing platform. Verra does not offer publishing to Facebook, Instagram, Threads, X, TikTok or YouTube.

Connect your own email account in Verra to send broadcasts from your connected mailbox to your Verra Contacts. Sending requires a working email connection and is subject to your provider's limits and Verra's sending safeguards. Without a connection, mail-app drafts remain available.

Marketing emails include an unsubscribe link. An unsubscribe updates the contact immediately and excludes them from future broadcasts. Sending safeguards also exclude suppressed addresses.

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.

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.

AI is optional. You can manage Contacts, Marketing, Deals, Proposals, Tasks and Money without using AI.

The core commercial flow is Contact → Deal → Proposal → Task → Invoice → Payment. Known information carries forward so you do not have to recreate it. After a proposal is accepted, you choose when to create the work and review the invoice before saving it.

Share the proposal for your client to review, accept and sign. You can then create follow-up work or a prefilled invoice, reviewing the details before saving. Acceptance does not automatically create a task or invoice.

A concise view of revenue, profit, outstanding payments, pipeline, tasks requiring attention and proposals awaiting response, supported by the Verra AI Business Brief. It helps you understand what is happening and what needs your attention today.

Contacts, Email Marketing, LinkedIn Publishing, Deals, Proposals, Tasks, Invoices, Income & Expenses, Business Dashboard, Embedded Insights and Verra AI. Reasonable AI usage and email sending limits apply.

One plan at $29/month or $299/year. Start with a 30-day free trial. No credit card required.

Your card is charged at checkout for the monthly or annual plan you select. Upgrading starts your paid plan immediately and does not add another trial period.

Yes. Cancel from your account at any time. There are no contracts.

Follow the optional guided business cycle, with Skip, Pause, Resume and Dismiss controls. New users can also request a free, one-time 30-minute onboarding call from their user profile, subject to availability. Email, LinkedIn and AI setup are not required to complete the core guide.