How can we help?

Setup, billing, permissions and the things people ask in their first week. Verbial is self-serve, so everything here is written to be done by you, without a call.

Getting startedGetting started with Verbial: create your workspace, complete the setup wizard, configure the essentials, and add your first client and delivery project.6 articlesTeam and rolesInvite teammates, assign the right roles, structure departments, and understand which records, modules, and financial details each role can see.5 articlesCRMCRM help for Verbial: set up pipelines, contacts, forms, sequences, campaigns, booking links, lifecycle stages and Google connections for your agency.7 articlesProposalsBuild agency proposals from your service catalog, set pricing and terms, send for approval, and hand accepted work to billing.2 articlesTime trackingTime tracking help for Verbial: configure timers, quick log, weekly timesheets, approvals, period locks, retainer allocations, overages and pacing.5 articlesInvoicingInvoicing help for Verbial: create and send retainer, hourly, project and usage invoices, add pay links, reconcile payments and keep billing in sync.4 articlesClient reportingBuild client reports with refreshed performance metrics, schedule delivery, share the client portal, and apply your agency's white-label brand.3 articlesProfitabilityProfitability help for Verbial: measure contract revenue, absorbed cost, idle time, servicing gaps and data health, so every client has a real margin.2 articlesIntegrationsIntegrations help for Verbial: connect Claude through MCP, send leads through the write API, configure Slack, and manage every linked account.6 articlesMigrationMigration help for Verbial: bring your history across from a previous CRM, time tracker or project tool, with a full preview first and one-click undo.2 articlesAccount and billingChoose a plan, start the trial, manage full and contributor seats, understand checkout and invoices, or change and cancel a subscription.3 articlesSecurity and dataSecurity and data help for Verbial: private workspace databases, snapshots, JSON export, the deletion grace period, sign-in controls and the audit log.5 articles

Asked most often

Import from your previous CRM, time tracker, or project toolMigrationUnderstand roles and what each role seesTeam and rolesHandle a retainer overage and read drawdownTime trackingCreate and send an invoiceInvoicingRead the profitability pageProfitabilityWhite label client pagesClient reporting
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