Features
Everything you need to run your expertise business.
Verra is built exclusively for expertise business operators — consultants, coaches, advisors, freelancers, and professional service providers. Now including Marketing, so staying visible sits in the same workspace as winning and delivering the work.
Contacts
The central place to manage leads, prospects, clients, and past clients — with the notes, activity, and relationship history behind each one.
- Leads, prospects, clients and past clients
- Rich profiles, notes and tags
- Complete activity and interaction history
- AI contact summary
- Suggested next action
- Client insights
Marketing
Stay in front of the market you already have. Marketing turns your contacts into an audience and runs email campaigns and LinkedIn posts without a second tool or a second contact database.
- Overview of marketable contacts, campaigns sent and scheduled sends
- Audience groups you manage by hand and segments that update by rule
- Email campaign composer with subject, preview text, sender, reply-to and audience
- Send now, send a test, or schedule — with per-recipient delivery status
- Unsubscribe, bounce and complaint suppression enforced automatically
- LinkedIn account connection, post composer with images, and publishing calendar
- Month, week and list calendar views for drafts, scheduled and published posts
- AI drafting, refining and repurposing for LinkedIn posts
Deals
A simple pipeline for tracking opportunities and the revenue coming your way — without complicated CRM machinery.
- Clear stages: Lead, Qualified, Proposal, Won, Lost
- Board and list views
- Expected value and future revenue
- AI deal health
- Next best action
- Follow-up drafting
- Pipeline insights
Proposals
Turn your expertise into clear client offers. Build, send, and share proposals clients can review and accept online.
- Clean proposal builder with reusable service lines
- Status tracking: draft, sent, viewed, accepted, declined
- Shareable client link for review, acceptance and signature
- Accepted proposals flow straight into Money
- AI proposal drafting
- AI proposal improvement
- Proposal conversion insights
Tasks
Simple work and follow-up management. See what's due today, what's coming, and what's already done.
- Today, Upcoming, Overdue and Completed views
- Linked to contacts, deals and proposals
- Checklists and recurring follow-ups
- AI task suggestions
- Workload insights
Money
One unified financial workspace for everything you invoice, earn, and spend — so you always know where the business stands.
- Invoices, including recurring invoices
- Income tracking and partial payments
- Expenses and categories
- Outstanding and overdue balances
- Net profit visibility
- AI expense category suggestions
- Financial summaries
- Financial insights
Dashboard
Your business pulse. See what's happening right now and what needs your attention today.
- Revenue, expenses, profit, pipeline and outstanding
- Tasks due today and overdue
- Proposals awaiting a response
- Recent activity across the whole workspace
- AI Business Brief
- Priority recommendations
AI built into the workflow — not another tool to manage.
Verra AI appears where you already work. Summaries, suggestions, drafts, and insights show up inside Contacts, Marketing, Deals, Proposals, Tasks, Money, and your Dashboard — so you stay in flow instead of switching contexts.
Embedded Insights
Reporting isn't a separate module. Performance lives inside the area of Verra where the work happens.
- Client insights inside Contacts
- Campaign and audience insights inside Marketing
- Pipeline insights inside Deals
- Conversion insights inside Proposals
- Execution insights inside Tasks
- Financial insights inside Money
Guided Action Tutorials
Verra includes live step-by-step guides that highlight what to click, what to enter, and what to do next — right inside every module.
- Auto-starts when you open a module for the first time
- Highlights the next button or field
- Skip, pause, resume, or finish anytime
- Always available from Help & Tutorials
Ask Verra
Ask questions about your business in plain language and get answers grounded in your Verra workspace.
- Natural-language questions about contacts, marketing, deals, proposals, tasks, and money
- Answers grounded in your workspace data
- Quick links to the records behind each answer
- Available from any module when AI is enabled
Product preview
See how Verra keeps your business connected
A clean, focused workspace for every part of your client business — from the first conversation to the paid invoice.
Contact Profile
See client details, notes, deals, proposals, tasks, invoices, and activity in one place.
Deal Pipeline
Track opportunities from lead to won and create proposals or tasks directly from each deal.
Proposal Builder
Create clean proposals, add line items, export PDFs, and share a link where clients review, accept, and sign.
Invoices and Payments
Create one-time or recurring invoices, record payments, and track balances — all inside Money.
Embedded Insights
Review income, expenses, invoices, and profit in simple visual insights built into the Money module.
Guided Action Tutorial
Follow step-by-step prompts that highlight what to click, what to enter, and what to do next.
All features included on every plan.
No feature limits. No artificial paywalls. Start free for 30 days.