Features

The essentials to run your expertise business.

Contacts → Marketing → Deals → Proposals → Tasks → Money. One connected operating journey for independent professionals who sell expertise, supported by Dashboard, embedded Insights and optional Verra AI.

Contacts

Know the relationship.

Keep leads, prospects, clients, notes and activity connected in one place.

Leads, prospects and clients
Notes and activity
Related business records
Verra AI summary and suggested next step

Marketing

Stay visible.

Email the contacts already inside Verra and maintain your professional visibility on LinkedIn without another complicated marketing system.

Email broadcasts to Verra Contacts
Groups and simple segments
Scheduling and basic campaign insights
LinkedIn drafting, scheduling and publishing
Verra AI drafting and content repurposing

Deals

Track the opportunity.

See which conversations could become revenue, what they are worth and what needs to happen next.

Pipeline and deal stages
Value and expected close
Clear next action
Concise pipeline insights and Verra AI assistance

Proposals

Make the offer.

Turn an opportunity into a clear professional proposal, share it with the client and move accepted work forward.

Scope, deliverables, timeline and pricing
Client sharing and review
Acceptance and signature
Verra AI drafting and improvement

Tasks

Do the work.

Keep follow-ups and client work visible so you always know what needs your attention.

Today, Upcoming, Overdue and Completed
Client and deal context, including related proposals
Simple follow-up management

Money

Get paid.

Create invoices, track payments, record income and expenses, and understand the basic financial health of your business.

Invoices, payments and outstanding balances
Income, expenses and profit
Concise financial summary

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 Works

Focused tools, clear boundaries.

Tasks supports personal execution and follow-up, not full project management. Money helps you understand and manage the money around your business; it is not a replacement for full accounting software.

One plan. The operating essentials included.

30-day free trial. No credit card required.

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