Verra for consultants
Business operating system for independent consultants
Independent consultants win work on credibility and lose time on admin. Verra keeps prospects, engagements, proposals, delivery tasks, invoices, and profitability in one place so the business behind your expertise runs as cleanly as the advice you sell.
30-day free trial. No credit card required.
What usually gets in the way
The work is not the problem. The scattered admin around it is.
- Prospect conversations tracked across inbox, notes, and memory
- Proposals rebuilt from scratch for every engagement
- Scope and delivery milestones drifting after the deal is signed
- Invoices sent late and part-payments tracked in spreadsheets
- No clear view of pipeline value or realised business profit
How Verra works for consultants
Contacts → Marketing → Deals → Proposals → Tasks → Money. Supported by Dashboard, embedded Insights and Verra AI.
Contacts — Know the relationship.
Keep leads, prospects, clients, notes and activity connected in one place.
Marketing — Stay visible.
Email the contacts already inside Verra and maintain your professional visibility on LinkedIn without another complicated marketing system.
Deals — Track the opportunity.
See which conversations could become revenue, what they are worth and what needs to happen next.
Proposals — Make the offer.
Turn an opportunity into a clear professional proposal, share it with the client and move accepted work forward.
Tasks — Do the work.
Keep follow-ups and client work visible so you always know what needs your attention.
Money — Get paid.
Create invoices, track payments, record income and expenses, and understand the basic financial health of your business.
What changes
- Faster proposal turnaround on new engagements
- Fewer stalled opportunities and missed follow-ups
- Clear visibility of retainer and milestone revenue
- One workspace instead of spreadsheets, docs, and a separate invoicing tool
Questions consultants ask
Is Verra a good CRM for solo consultants?
Yes. Contacts and Deals give independent consultants focused relationship and opportunity management, connected to Marketing, Proposals, Tasks and Money without enterprise CRM complexity.
Can I send consulting proposals and get them signed?
Yes. Define scope, deliverables, timeline and pricing, then share the proposal for client review, acceptance and signature. Create a prefilled invoice after acceptance and review it before saving.
Does Verra handle retainers and milestone billing?
Yes. You can invoice on any schedule, record partial or installment payments, and Verra keeps balances, income, and reporting in sync.
Verra is also built for
Run the business behind your expertise.
30-day free trial. No credit card required.