Run the business behind your expertise.
Manage clients, opportunities, proposals, work and money from one simple workspace — with AI helping you understand what matters and what to do next.
30-day free trial. No credit card required.
The problem
Your business is growing, but your tools are scattered.
Most independent professionals do not lose control because they lack skill. They lose control because the business behind their expertise is spread across too many places.
Verra brings the operating side of your expertise business into one organized workspace.
The better way
One workspace for clients, work, and money.
Verra gives you a simple way to manage the full client business flow without jumping between disconnected tools. You can see who you are speaking with, what opportunities are active, which proposals need a decision, what work is due, what you are owed, and how your business is performing.
How Verra works
Manage clients. Track opportunities. Make offers. Do the work. Manage the money. See the business.
Verra is built around the way expertise businesses actually operate.
Manage your clients
Use Contacts to keep leads, prospects, and clients organized.
Track the opportunity
Use Deals to manage the pipeline and understand where future revenue is coming from.
Make the offer
Create and send proposals and manage client acceptance.
Do the work
Use Tasks to keep follow-ups and client work moving.
Manage the money
Invoice clients, record income and expenses, monitor outstanding payments, and understand profitability.
See the business
Use Dashboard and embedded Insights to understand performance without navigating to a separate reporting module.
Six simple parts that cover the whole business
Contacts, Deals, Proposals, Tasks, Money, and your Dashboard — with Insights built into each one.
Manage Relationships
Keep every prospect and client organized in one place. Contacts hold the people, the history, and the context behind your work — with insights showing how your client base is growing.
Convert Opportunities
Move opportunities forward with a connected pipeline. Track deals, send branded proposals, and let clients review, accept, and sign — with the deal and invoice updating as they do.
Deliver and Get Paid
Stay on top of the work, then see the money clearly. Tasks keep delivery and follow-up moving, and Money brings invoices, income, and expenses together in one view.
AI assistance
Meet Verra AI
Verra AI works inside your business workspace to summarize client activity, help draft proposals, flag opportunities that need attention, explain financial performance and surface your next best action.
Summarize client relationships
Get a quick read of a contact's history, status, and what to do next.
Identify deals that need attention
Spot deals that are stalled, at risk, or ready for follow-up.
Draft and improve proposals
Generate a first draft from a brief, then refine sections or the full document.
Suggest next actions
Receive task suggestions based on real business events.
Explain financial performance
Turn income, expenses, and outstanding invoices into plain-language takeaways.
Generate your Business Brief
A concise AI summary of what is happening across your business.
Ask questions about your Verra data
Ask natural-language questions and get grounded answers with links to records.
AI that understands the business behind your expertise.
Verra AI is an assistant, not an autonomous decision-maker. Review any generated content before acting on it.
Product preview
See how Verra keeps your business connected
A clean, focused workspace for every part of your client business — from the first conversation to the paid invoice.
Contact Profile
See client details, notes, deals, proposals, tasks, invoices, and activity in one place.
Deal Pipeline
Track opportunities from lead to won and create proposals or tasks directly from each deal.
Proposal Builder
Create clean proposals, add line items, export PDFs, and share a link where clients review, accept, and sign.
Invoices and Payments
Create one-time or recurring invoices, record payments, and track balances — all inside Money.
Embedded Insights
Review income, expenses, invoices, and profit in simple visual insights built into the Money module.
Guided Action Tutorial
Follow step-by-step prompts that highlight what to click, what to enter, and what to do next.
Why it matters
Bring structure to the business behind your expertise.
Your expertise creates value. Verra helps you manage the business that turns that value into clients, income, and growth. With Verra, you can move from scattered admin to a clearer operating rhythm.
- Know where every client and opportunity stands
- Follow up before deals go cold
- Get proposals reviewed, accepted, and signed faster
- Keep invoices, income, and expenses together under Money
- See performance where the work happens, not in a separate report
- Spend less time piecing things together manually
Built for independent professionals
For professionals who sell knowledge, strategy, advice, skill, or specialized services.
Verra is designed for independent professionals who need a simple way to manage clients, opportunities, proposals, work, and money without complex enterprise software.
Consultants
Manage prospects, proposals, invoices, and follow-up in one place.
Coaches
Track opportunities, client work, tasks, and payments with less admin friction.
Advisors
Keep your client pipeline, proposals, and business numbers organized.
Freelancers
Replace scattered spreadsheets and documents with one business workspace.
Strategists
Move engagements from conversation to signed proposal to paid invoice.
Trainers
Run cohorts, programs, and engagements without juggling separate tools.
Fractional professionals
Keep multiple clients, retainers, and deliverables clear and current.
Service providers
Run the operating side of your client business without overcomplicating it.
Simple by design
Not another bloated business platform.
Verra is not trying to be enterprise CRM software. It is not built to overwhelm you with features you do not need. It is built to give independent professionals the essentials: Contacts, Deals, Proposals, Tasks, Money, and a Dashboard — nothing more to manage.
More structured than spreadsheets
Spreadsheets can track numbers, but they were not built to manage the full client journey.
Simpler than complex CRMs
Traditional CRMs often focus only on sales pipelines. Verra helps you manage the broader business workflow.
More focused than all-in-one platforms
Verra keeps the operating essentials simple, clear, and affordable.
What's inside
Everything you need. Nothing you do not.
Verra brings the essential operating tools for your client-based business into one organized workspace, with insights embedded where the work happens.
Simple pricing
One plan. All features included.
Start free for 30 days. Then continue with simple pricing built for independent professionals.
All features included.
Save compared to monthly billing.
No confusing tiers. No hidden feature locks. No unnecessary complexity.
Common questions
Quick answers before you start.
Short answers to what people ask most. Visit the full FAQ for more.
Who is Verra built for?
Independent professionals who sell expertise — consultants, coaches, advisors, freelancers, strategists, trainers, fractional professionals, and other professional service providers running client-based work.
Is Verra a CRM?
Verra includes contacts and a deal pipeline, but it goes further. It covers proposals, tasks, and money — invoices, income, and expenses — with insights built into every module.
What are the core parts of Verra?
Contacts, Deals, Proposals, Tasks, Money, and your Dashboard. Insights are embedded inside each one rather than living in a separate reporting tool.
What does Verra replace?
Scattered spreadsheets, separate proposal and invoice tools, and the admin work spread across email and documents.
Can I use Verra if I am just starting?
Yes. Verra is built to be simple from day one and grow with you as your client base expands.
How do clients accept a proposal?
Share a proposal link and your client can review the offer, accept it, and sign — with the deal and invoice updating on your side automatically.
Where do invoices, income, and expenses live?
All three live under Money, so what you bill, what you collect, and what you spend stay connected in one place.
How much does Verra cost?
$29/month or $299/year. Every feature is included — no tiers, no hidden locks.
Is there a free trial?
Yes. 30 days free, no credit card required.
Stop running your expertise business from scattered tools.
Bring your contacts, deals, proposals, tasks, and money into one clean workspace with Verra.
30-day free trial. No credit card required.