Verra for consultants
CRM and business workspace 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.
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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 profit per client
How Verra works for consultants
One connected workflow from first conversation to money in the bank.
Manage your clients
Keep every prospect, referral source, and retained client in one contact record with history, notes, and next actions.
Stay in front of your market
Send email campaigns to segments of your client base and publish LinkedIn posts on a schedule, all from the same contact records.
Track the opportunity
Track consulting engagements through stages with value, probability, and a visible follow-up date so nothing stalls.
Make the offer
Build branded consulting proposals in a clean document editor, share a client room, and convert accepted proposals to invoices in one click.
Do the work
Turn engagement milestones into tasks and checklists so delivery stays on schedule across concurrent clients.
Manage the money
Invoice on milestones or retainers, record installment payments, and watch outstanding balances and income update automatically.
See the business
See pipeline, revenue, expenses, and profit per client — with an AI business brief that flags what needs attention this week.
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. Verra is built for independent consultants and small consulting practices. It covers the whole workflow — contacts, deals, proposals, tasks, and money — without the setup burden of an enterprise CRM.
Can I send consulting proposals and get them signed?
Yes. Verra includes a document-style proposal editor, shareable client rooms with e-signature, and one-click conversion from accepted proposal to invoice.
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.