How it works
One connected journey, from relationship to payment.
Know the client. Stay visible. Track the opportunity. Make the offer. Do the work. Get paid. Know what needs your attention next.
Contacts
Add the relationship.
Keep leads, prospects, clients, notes and activity connected in one place.
- Add the person, their context and your notes.
- Keep related opportunities and work connected.
One relationship. Connected work.
Verra gives independent professionals who sell expertise one focused place to run the business behind their expertise.
AI built into the workflow
Verra AI helps you CREATE, UNDERSTAND and ACT. You stay in control; email sending, LinkedIn connection and AI use are not required to complete your guided business cycle.
See it inside your own workspace.
Contacts, Marketing, Deals, Proposals, Tasks and Money — supported by Dashboard, embedded Insights and Verra AI. 30-day free trial. No credit card required.
One connected business flow.
Information moves with the relationship, so you spend less time recreating records, switching systems and figuring out what happens next.
- Contact
- Deal
- Proposal
- Task
- Invoice
- Payment
A contact becomes an opportunity. Create a Deal, then turn it into a Proposal. Once accepted, choose to create the work and review an Invoice. Record Payment when it arrives.