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
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
- Client insights built in
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
- Pipeline insights built in
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
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
- Execution insights built in
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
- Financial insights built in
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
Embedded Insights
Reporting isn't a separate module. Performance lives inside the area of Verra where the work happens.
- Client insights inside Contacts
- 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
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.