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.
Contacts & CRM
Centralize your network. Keep track of conversations, notes, and history effortlessly so you never forget an important detail about a client.
- Organize all clients and leads
- Rich contact profiles and notes
- Complete interaction history
- Custom tagging and segmentation
Meetings & Booking Links
Create your discovery meeting offer, connect your external booking link, share it with prospects, and track meeting activity alongside contacts, deals, and proposals.
- Create meeting offers
- Share booking links
- Track scheduled meetings
- Link meetings to contacts and deals
- Set reminders and view history
Deal Tracking
Visualize your pipeline. Understand exactly where every opportunity stands and what needs to happen next to move it forward.
- Customizable pipeline stages
- Drag-and-drop deal management
- Revenue forecasting
- Automated follow-up reminders
Client Email Composer
Draft client emails in Verra, then open them in your connected mail app for final editing and sending. Keep correspondence tied to contacts and deals.
- Gmail-style composer
- Opens your connected mail app
- Proposal and invoice PDF links included
- Tied to client activity timeline
Proposals
Win more business with clear, trackable proposals. Let clients review and approve scopes of work without confusion.
- Clean proposal builder
- Reusable service line items
- Acceptance status tracking
- Auto-link to deals and invoices
Task Management
Bring order to your daily operations. Link tasks to specific clients or deals so nothing falls through the cracks.
- Prioritized to-do lists
- Status grouping by stage
- Due dates and overdue alerts
- Contextual contact and deal linking
Invoicing
Get paid faster with polished invoices. Track what is owed, what is paid, and follow up on overdue balances.
- One-click invoice generation
- Status tracking: draft, sent, paid, overdue
- Linked to clients and deals
- Outstanding and overdue summaries
Income Tracking
Monitor your cash flow in real time. Know exactly where your revenue is coming from and which clients are most profitable.
- Log every payment received
- Revenue per client and method
- Monthly and annual summaries
- Connected to invoices
Expense Tracking
Keep tabs on your business spending. Easily categorize expenses to make tax season completely painless.
- Quick expense entry
- Category and vendor tracking
- Date-based summaries
- Profit margin visibility
Reports
Gain clarity on your business performance. Generate clean, easy-to-read reports that highlight growth opportunities.
- Visual revenue and profit charts
- Pipeline conversion analysis
- Monthly profit summary
- Outstanding and paid invoice totals
Dashboard
Your business command center. Start your day with a clear view of your most important metrics, tasks, and recent activity.
- Live KPI overview
- Today's tasks and meetings
- Pipeline and invoice snapshots
- High-level financial overview
Guided Action Tutorials
Verra includes live step-by-step guides that highlight what to click, what to enter, and what to do next. Get help creating your first contact, proposal, invoice, newsletter, or report — 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
All features included on every plan.
No feature limits. No artificial paywalls. Start free for 30 days.