CRM
CRM help for Verbial: set up pipelines, contacts, forms, sequences, campaigns, booking links, lifecycle stages and Google connections for your agency.
Work the deal pipelineCreate deals, drag them through stages, link proposals, and mark deals won so owners carry over to delivery and billing.September 3, 2026Manage contacts, companies, and marketing consentKeep contacts and companies clean, merge duplicates, and understand how Verbial records consent so email stays compliant.September 7, 2026Build a lead capture formCreate a hosted or embedded form that turns submissions into contacts, companies, and deals with routing and consent built in.September 8, 2026Run email sequences, campaigns, and workflowsEnroll contacts in timed sequences, send one-to-many campaigns, and automate CRM actions with event-driven workflows.September 3, 2026Connect Gmail, Google Calendar, and booking linksLog email both ways from your own Gmail, check free/busy across your calendars, and publish booking pages with Meet links.October 4, 2026Build a workflow in the editorOpen a workflow on the canvas, change its trigger and steps while it is off, switch it live, run it by hand on one record, and read the run history.September 4, 2026Lifecycle stages on contacts and companiesUnderstand each lifecycle stage, why stages move forward, how admins move them back, and what happens during merges and bulk edits.September 7, 2026