How it works
A guided tour of your workspace.
Walk through Verra the way real work flows — manage clients, stay in front of your market, track opportunities, make offers, do the work, manage the money, and see the business clearly, with AI assistance at every step.
Step 1 of 7Contacts
Contacts
Manage your clients
Use Contacts to keep leads, prospects, and clients organized. Every relationship begins here, with rich profiles, notes, tags, and a complete interaction history. Verra AI summarizes client history and helps surface the next action.
- Add or import contacts in seconds
- Tag and segment your network
- See every deal, proposal, and invoice tied to a person
Contacts · preview
- Contact
- Sarah Chen — Acme Co.
- Status
- Lead
- Last touch
- Intro email sent
Flows into Marketing next.Try Contacts
Click any module above to jump to that step.
AI built into the workflow
Verra AI works inside the workflow — not as another separate app.
See it inside your own workspace.
Contacts, Deals, Proposals, Tasks, Money, Dashboard, and embedded Insights are included on every plan. Free for 30 days, no credit card required.