Verra for freelancers

All-in-one CRM and invoicing for freelancers

Freelancing means being the salesperson, the deliverer, and the finance department. Verra replaces the spreadsheet-and-docs stack with one workspace for leads, proposals, project work, invoices, and profit.

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.

  • Leads sitting unanswered in the inbox
  • Quotes and proposals rebuilt from old files
  • Project tasks tracked across three different apps
  • Invoices sent late and chased manually
  • No clear picture of what the year has actually earned

How Verra works for freelancers

One connected workflow from first conversation to money in the bank.

Step 1

Manage your clients

Keep clients, leads, and past project contacts in one searchable list with notes and history.

Step 2

Stay in front of your market

Stay top of mind with past clients through email campaigns and scheduled LinkedIn posts, without a separate marketing tool.

Step 3

Track the opportunity

Track every enquiry as an opportunity with value, stage, and a follow-up date so quotes do not go cold.

Step 4

Make the offer

Send professional proposals and quotes from templates, share them in a client room, and convert to an invoice on acceptance.

Step 5

Do the work

Break projects into tasks, checklists, and deadlines with list, board, and workload views.

Step 6

Manage the money

Invoice deposits and balances, record instalments as they arrive, and send payment reminders without manual maths.

Step 7

See the business

See income, expenses, outstanding invoices, and profit for any period at a glance.

What changes

  • Faster quotes and fewer cold leads
  • Deposits and balances tracked correctly
  • Project deadlines visible in one place
  • A real view of profit, not just revenue

Questions freelancers ask

Does Verra replace separate invoicing software?

For most freelancers, yes. Verra creates invoices, tracks partial payments and balances, sends reminders, and records income against your profit reporting.

Can I send quotes and proposals from Verra?

Yes. Use the document editor and templates, share a client room, and convert accepted proposals straight into an invoice.

How much does Verra cost for freelancers?

One plan at $29 per month or $299 per year, with everything included and a 30-day free trial. No credit card required to start.

Run the business behind your expertise.