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
Client Rooms
Give every proposal a branded, password-free public link where clients review the offer, accept it, sign, pay the deposit, and start onboarding — without back-and-forth email threads.
- Review → Accept → Sign → Pay → Onboard in one link
- Optional drawn signature and agreement terms
- Payment link with deposit amount and due label
- Onboarding checklist and secure file vault
- Acceptance auto-creates the invoice, advances the deal, and seeds tasks
- Room templates: services, retainer, fixed-fee deposit, lightweight
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
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, emails, meetings, deals, proposals, 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 email proposals to clients.
Invoice and Payment Tracking
Create one-time or recurring invoices, add payment details, email invoices, and track payment status.
Reports Dashboard
Review income, expenses, invoices, proposals, meetings, tasks, and cashflow in simple visual reports.
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.