# Verbial

> The AI-enabled operating system for marketing agencies. Invoicing, time, proposals, reporting and profitability in one place, with AI that drafts the proposal, recommends the packages and writes the follow-up. Built by agency operators.

Verbial is operating software for marketing agencies, made by CB Platforms LLC. Category: Agency operating software. It is AI-enabled: AI drafts proposals from the discovery call and the service catalog, recommends packages, writes client messages and follow-ups grounded in what the prospect read, runs self-optimising email tests, logs time from a sentence and summarises client reports, always with a person reviewing before anything reaches a client. It runs a marketing agency's entire business in one consolidated system: invoicing, billing, time tracking with retainer pacing by department, client reporting (white label, client portal), profitability (contracted revenue minus absorbed cost, idle time, servicing gap), proposals with native e-signature, CRM and projects. Every part talks to the others, so an owner can understand the whole agency without stitching tools together. Built for marketing agency owners and COOs with 5 to 150 employees. It was built by people who run marketing agencies on it. Alternatives it consolidates: HubSpot (marketing and CRM), HighLevel (client campaigns), Productive.io (project and resource management), Harvest (time), PandaDoc (proposals). Every customer has a dedicated database. A permanent Free plan is available with no card; paid plans start with a 14-day trial.

## Plans
- Pro: $99/mo ($82/mo billed annually), 3 full and 5 contributor seats included. Extra active full seats are $19/mo; contributor seats are $7/mo. 14-day free trial, no card. The whole team on one system, with your branding, and the add-ons your agency actually needs.
- Enterprise: priced per agreement. Every module and add-on, unlimited brands, and the controls a large agency's security and finance teams ask for. Every add-on included. White label and unlimited brands. Dedicated database region, SLA and priority support. Audit log export and invoice billing.
- Pro add-on Client reporting: $59/mo. Coverage and KPI reports on your brand, with numbers fetched for you, an AI summary and scheduled sends. Included in Enterprise.
- Pro add-on Profitability: $49/mo. Real margin by client, department and person from contracted revenue and fully loaded cost. Included in Enterprise.
- Pro add-on API & Claude access: $39/mo. Connect your own tools and work your workspace from Claude. Included in Enterprise.
- Pro add-on White label: $159/mo. The whole platform on your own domain, with your fonts, colours and logo, email sent from your own domain, and no Verbial branding anywhere. Included in Enterprise.
- Pro add-on Additional brand: $39/mo per brand. Another agency brand with its own identity, domain and signing flow. Included in Enterprise.
- Pro add-on More pipelines: $29/mo per pack of 5. Five more pipelines for separate services, regions or brands. Included in Enterprise.
- Pro add-on More workflows: $29/mo per pack of 10. Ten more automations that move deals, send sequences and create the follow-up work. Included in Enterprise.
- Pro add-on More forms: $19/mo per pack of 10. Ten more branded lead capture forms. Included in Enterprise.
- Pricing configurator: https://verbial.io/pricing

## Modules
- [CRM for marketing agencies](https://verbial.io/product/crm): A CRM for agencies should show next quarter's recurring revenue and hand won clients straight to delivery. In Verbial, the won deal becomes the proposal, signature, first invoice and the client your team works against. Nothing is re-typed.
- [Time tracking software for marketing agencies](https://verbial.io/product/time-tracking): Time tracking should tell you which clients are quietly costing you money. Verbial paces every hour against what the client pays for and warns your account manager before the month goes underwater, in time to bill the overage.
- [Invoicing software for marketing agencies](https://verbial.io/product/invoicing): Agency cash leaks in billing: work never invoiced, overages never charged, retainers sent late. Verbial bills retainers, overages, hourly work and pass-through media from one client record, starting at signature, so you get paid on time.
- [Proposal software for marketing agencies](https://verbial.io/product/proposals): Growth comes from shortening the gap between yes and started. Verbial builds the proposal from packages you already sell, takes the signature on your own domain, and turns the signed deal into a client and first invoice the same day.
- [Client reporting software for marketing agencies](https://verbial.io/product/client-reporting): Clients renew when they can see what they are getting. Verbial gives every client a branded report and portal on your own domain, keeps the numbers current automatically, and puts retainer usage next to results.
- [Profitability software for marketing agencies](https://verbial.io/product/profitability): Most agencies learn a client was unprofitable a year too late. Verbial compares what each client paid against what your team cost, so you see which clients fund the agency and which to re-price at renewal.

## Start a trial from one tool
- [Try the agency CRM free for 14 days](https://verbial.io/try/crm): Try Verbial's CRM for marketing agencies free for 14 days. Retainer pipeline, contacts and lead forms, with a won deal that becomes a proposal, a client and a first invoice.
- [Try agency lead capture forms free for 14 days](https://verbial.io/try/forms): Try Verbial's branded lead capture forms free for 14 days. Submissions land in an agency CRM, deduplicated by email and matched to the right company.
- [Try agency proposal software free for 14 days](https://verbial.io/try/proposals): Try Verbial's proposal software for marketing agencies free for 14 days. Packages, scope tables, e-signature on your domain and a first invoice at signature, with AI drafting the first version.
- [Try agency invoicing software free for 14 days](https://verbial.io/try/invoicing): Try Verbial's invoicing for marketing agencies free for 14 days. Retainers, hourly work and projects billed from one client record, with a pay link on every invoice.
- [Try agency time tracking free for 14 days](https://verbial.io/try/time-tracking): Try Verbial's time tracking for marketing agencies free for 14 days. Timers, weekly timesheets and retainer pacing by department, with hours that flow to invoices.
- [Try agency project tracking free for 14 days](https://verbial.io/try/projects): Try Verbial's project tracking for marketing agencies free for 14 days. Projects tied to the client, the retainer and the hours, so delivery and billing read from the same record.

## Comparisons
- [HubSpot alternative for marketing agencies](https://verbial.io/compare/hubspot-alternative-for-agencies): Verbial is a HubSpot alternative for agencies that need a CRM plus operations, not marketing automation. A won deal becomes the proposal, agreement, invoice and retainer budget in one record; keep HubSpot Marketing if you run large-scale automation for your own funnel.
- [Harvest alternative for marketing agencies](https://verbial.io/compare/harvest-alternative-for-agencies): Verbial is a Harvest alternative for agencies that need time paced against retainers by department. Time tracking, invoicing and proposals are on every plan from $79 per month and your Harvest history imports intact; Harvest still suits a simple timer with hourly invoicing.
- [PandaDoc alternative for marketing agencies](https://verbial.io/compare/pandadoc-alternative-for-agencies): Verbial is a PandaDoc alternative for agencies that want a signature to produce the agreement, first invoice and retainer budget. Proposals and e-signature are on every plan, built from your packages, not a blank page; PandaDoc is better for HR, procurement and legal documents too.
- [Replace HubSpot, Harvest and PandaDoc with one system](https://verbial.io/compare/hubspot-harvest-pandadoc-stack): Verbial replaces HubSpot for CRM, Harvest for time and PandaDoc for proposals with one record: the deal becomes the proposal, the signature becomes the invoice, and the numbers agree. Keep the stack if you rely on HubSpot's marketing automation or PandaDoc's non-sales documents.
- [Productive.io alternative for marketing agencies](https://verbial.io/compare/productive-io-alternative): Verbial is a Productive.io alternative built only for marketing agencies: retainers paced by department, agreement and first invoice from the proposal, an agency CRM, white-label reports and margin from absorbed cost. Productive.io is the better fit if resource scheduling and project management breadth matter more.
- [GoHighLevel alternative for marketing agencies](https://verbial.io/compare/gohighlevel-alternative-for-agencies): Verbial and GoHighLevel do different jobs. HighLevel is marketing automation you resell to clients: funnels, SMS, email and a CRM per client; Verbial runs your own agency, from pipeline and proposals to time, invoicing, margin and client reporting, and many agencies run both.
- [Scoro alternative for marketing agencies](https://verbial.io/compare/scoro-alternative): Verbial is a Scoro alternative for agencies whose revenue is monthly retainers. Scoro centres on the project and its quote; Verbial centres on the retainer period and its department allocations. Scoro may suit you better if you mostly run quoted projects.
- [Teamwork alternative for marketing agencies](https://verbial.io/compare/teamwork-alternative): Verbial is a Teamwork alternative for agencies that live on retainers and billing rather than task management. Teamwork.com is task management with billing layered on top; Verbial puts delivery, billing, CRM and reporting on one record. Teamwork wins if deep task management matters most.

## Glossary
- [Utilization rate](https://verbial.io/glossary/utilization-rate): Utilization rate is the share of a person's available working hours that is spent on billable client work. It is the primary measure of how much of an agency's paid capacity turns into revenue.
- [Realization rate](https://verbial.io/glossary/realization-rate): Realization rate is the percentage of billable work, valued at standard rates, that an agency actually invoices to clients. It measures how much of the billable time recorded on timesheets turns into revenue after write-downs, fixed-fee caps and discounts.
- [Retainer burn rate](https://verbial.io/glossary/retainer-burn-rate): Retainer burn rate is the percentage of a retainer's scoped hours or fee value that has been consumed at a given point in the billing period. It tells the account team whether the engagement is on pace, running hot or being under-delivered before the month closes.
- [Unbilled work (WIP)](https://verbial.io/glossary/unbilled-work): Unbilled work, also called work in progress or WIP, is billable time and expenses that have been delivered to a client but not yet invoiced. It is revenue the agency has earned and is still waiting to bill, and it sits between the timesheet and the invoice.
- [Blended rate](https://verbial.io/glossary/blended-rate): A blended rate is a single hourly rate charged for an engagement regardless of which team member does the work, calculated as a weighted average of the individual rates by expected hours. Agencies use it to quote retainers and projects without pricing each role separately.
- [Scope creep](https://verbial.io/glossary/scope-creep): Scope creep is the gradual addition of work to a client engagement beyond what was agreed, without a corresponding change in fee, hours or deadline. In agencies it is the most common reason a retainer that was priced at a healthy margin ends the year unprofitable.
- [Servicing gap (over-servicing)](https://verbial.io/glossary/servicing-gap): The servicing gap is the difference between the hours an agency delivers on an engagement and the hours the fee was priced to cover. A positive gap is over-servicing, where the agency gives away work; a negative gap is under-servicing, where the client pays for hours it does not receive.
- [Billable hours vs non-billable hours](https://verbial.io/glossary/billable-vs-non-billable-hours): Billable hours are working hours spent on client deliverables that the agency can charge for under the terms of the engagement. Non-billable hours are all other paid working time, including internal meetings, admin, sales, training and internal marketing, and they are the cost the billable hours have to cover.
- [Effective hourly rate](https://verbial.io/glossary/effective-hourly-rate): Effective hourly rate is the revenue an agency actually collects divided by the hours it actually worked to earn it. It is the realized rate, as opposed to the rate printed on the rate card, and it is the single clearest measure of whether a client, a project or a retainer is priced correctly.
- [Gross margin (agency)](https://verbial.io/glossary/agency-gross-margin): Gross margin for an agency is fee revenue minus the direct cost of the people who delivered the work, expressed as a percentage of fee revenue. It measures how much of every dollar a client pays is left after paying the team, before rent, software, sales and management overhead.
- [Net margin](https://verbial.io/glossary/net-margin): Net margin is the profit an agency keeps after paying all costs, including delivery labor, overhead, owner salaries and taxes, expressed as a percentage of fee revenue. It is the bottom-line measure of whether the agency works as a business rather than as a well-paid job for its founders.
- [Retainer vs project vs hourly billing](https://verbial.io/glossary/retainer-vs-project-vs-hourly-billing): Retainer, project and hourly billing are the three ways an agency converts work into invoices: a fixed recurring fee for ongoing service, a fixed price for a defined deliverable, or a rate multiplied by approved hours. Each model puts the risk of estimating wrong on a different party and changes how predictable revenue, margin and administration are.
- [Pass-through costs (media spend)](https://verbial.io/glossary/pass-through-costs): Pass-through costs are third-party expenses an agency pays on a client's behalf and bills back without earning them, such as ad spend, printing, influencer fees and software licenses. They flow through the agency's invoices and bank account but are not the agency's revenue, so they must be separated from fees before any margin is calculated.
- [Capacity planning](https://verbial.io/glossary/capacity-planning): Capacity planning is the practice of comparing the hours an agency's team can deliver in a period with the hours its contracts commit it to, then deciding what to sell, hire or decline. It answers whether the agency can take the next retainer without missing deadlines or burning out the team.
- [Revenue recognition for retainers](https://verbial.io/glossary/revenue-recognition-for-retainers): Revenue recognition for retainers is the accounting rule that a retainer fee is earned evenly across the period the service covers, regardless of when the invoice is issued or paid. A retainer billed in advance sits as deferred revenue on the balance sheet and moves to the income statement as each month of service is delivered.
- [Drawdown retainer](https://verbial.io/glossary/drawdown-retainer): A drawdown retainer is a pre-paid balance that a client funds in advance and the agency draws down as hours are worked or deliverables are shipped, at agreed rates. It combines the advance payment of a traditional retainer with the pay-for-what-you-use logic of hourly billing, and it ends the month with a balance rather than an assumption.

## Guides
- [Replacing HubSpot, Harvest and PandaDoc with one agency stack](https://verbial.io/guides/replacing-hubspot-harvest-pandadoc): HubSpot, Harvest and PandaDoc each do their own job well, but the retainer cap, the proposal-to-budget handoff, overage invoicing and profitability fall between them. At 15 seats the three-tool stack is $2,220 per month; Verbial Growth is $274. Migrate CRM first, then time, then proposals, then billing, and keep the old tools read-only for one billing cycle.
- [How to price agency retainers](https://verbial.io/guides/how-to-price-agency-retainers): Price a retainer as the sum of its departments: hours per department times the billing rate of the people who will do the work. Set each billing rate from loaded cost per billable hour times a multiplier of 2.0 to 2.5, which lands gross margin on labor between 50 and 60%. Track the servicing gap monthly and reprice at renewal from the usage statements.
- [How to invoice retainer clients](https://verbial.io/guides/how-to-invoice-retainer-clients): Invoice retainers in advance on the 1st of the month for the month ahead, with net 7 to net 15 terms. Send a usage statement at month end showing hours by department against the cap. Overages are approved, invoiced and paid before the work starts, and pass-through costs go on a separate line or invoice.
- [Client profitability for marketing agencies](https://verbial.io/guides/client-profitability-for-marketing-agencies): Client profitability is contracted revenue for the period minus the labor cost absorbed by that client. Hours times billing rate is not revenue, and salary divided by hours logged is not cost. Use the retainer you actually invoiced, cost salaried staff at monthly cost divided by 173.3 hours, and report idle time on its own line.
- [Agency utilization and capacity planning](https://verbial.io/guides/agency-utilization-and-capacity-planning): Utilization is billable hours divided by available hours. Delivery specialists should run at 70 to 75%, senior leads at 55 to 65%, directors at 30 to 45%, account managers at 40 to 50% and owners at 10 to 25%. Capacity is 173.3 hours per FTE per month minus PTO and holidays, times target utilization, and a department sustaining 85% or more for two months is a hiring trigger.

## Blog
- [Time tracking for agencies: pace the retainer, don't police the team](https://verbial.io/blog/time-tracking-for-marketing-agencies-retainer-pacing): Time tracking earns its place by pacing the retainer: how much of this month's cap each department has burned, how many working days are left, and where it lands at month end. Run it that way and your account manager acts at 80%, while the overage conversation is still about work that has not happened yet. Match the rules to how you bill, match visibility to the role, approve weekly, lock after 30 days.
- [Invoicing for marketing agencies: the four billing models](https://verbial.io/blog/invoice-tool-for-marketing-agencies-four-billing-models): One agency invoice usually carries four billing models: the retainer billed in advance, pre-paid overages approved before the work, hourly lines from approved time in arrears, and media passed through at cost or with markup. Generic invoicing handles the first and third, then gets the other two wrong, usually by counting media spend as your revenue or billing hours nobody signed off.
- [CRM for marketing agencies: what a generic CRM gets wrong](https://verbial.io/blog/crm-for-marketing-agencies-what-a-generic-crm-gets-wrong): A generic CRM treats a deal as one number and stops at closed-won. Your deals are a scope: departments, hours, a retainer cap, a start date. That scope has to become a proposal, then a project with budgets, then a first invoice. Either pick a CRM that models the engagement, or keep the generic one for outreach and accept that someone re-types everything after the win.
- [How to price a marketing agency retainer (and stop giving work away)](https://verbial.io/blog/how-to-price-a-marketing-agency-retainer): Price the retainer from the hours each department will really spend, at the rate of the people who will really do the work, with a margin target on top. Put the overage rule in the agreement. Then check the servicing gap every month, because that number, not your hourly rate, tells you whether the account is worth keeping.
- [Time tracking that agency teams actually do](https://verbial.io/blog/time-tracking-that-agency-teams-actually-do): Time tracking dies when your team cannot see why it matters and the rules are stricter than your billing actually needs. Track against project and department, round only where you bill hourly, require notes only where a client will read them, approve weekly, lock after 30 days, and show each person their own utilization and nobody else's rate.
- [Agency profitability: hours × rate is lying to you](https://verbial.io/blog/agency-profitability-hours-times-rate-is-lying-to-you): Real margin is what the client actually paid you minus what your team actually cost, with the salary no client absorbed shown as idle on its own line. Multiplying hours by your billing rate books free work as income, and dividing salary by hours logged makes bench time vanish into your client costs.
- [White-label client reporting: what 'on your own domain' really means](https://verbial.io/blog/white-label-client-reporting-for-agencies): A white-label report should carry no trace of the vendor: your domain, your fonts and colors, your logo, your footer, your sending address, and no 'powered by' unless you decide to add one. Just as important, a number one of your people typed by hand must never be quietly overwritten by tonight's automated fetch.
- [Switching agency software: a migration checklist that doesn't lose a month](https://verbial.io/blog/switching-agency-software-migration-checklist): Migrate CRM first (companies, contacts, deals), then time tracking (clients, projects, entries), then billing. Dry-run every import and actually read the problem rows, match people by email, keep the old tools read-only for a full billing cycle, and refuse any importer without a whole-import rollback. That is the difference between a bad mapping costing you an hour and costing you a month.

## Topics
- [CRM](https://verbial.io/topics/crm): Pipeline, contacts and follow-up for agencies that sell retainers, and what a generic CRM gets wrong about that.
- [Client reporting](https://verbial.io/topics/client-reporting): Reports and portals clients actually read: what to show, how often, and how to keep the agency's brand on all of it.
- [Finance](https://verbial.io/topics/finance): Cash, cost and margin for agency owners: what to measure, what the numbers hide, and how to read them each month.
- [Invoicing](https://verbial.io/topics/invoicing): Billing retainers, overages, hourly work and media so cash arrives on time and nothing delivered goes unbilled.
- [Migration](https://verbial.io/topics/migration): Moving an agency off HubSpot, Harvest, PandaDoc and spreadsheets without losing a month or a record.
- [Operations](https://verbial.io/topics/operations): How well-run agencies organise departments, roles, capacity and the weekly routines that keep delivery on budget.
- [Pricing](https://verbial.io/topics/pricing): Pricing retainers and projects from real hours and real rates, with a margin target that holds at renewal.
- [Profitability](https://verbial.io/topics/profitability): Which clients make money and which quietly cost it: contracted revenue, absorbed cost, idle time and the servicing gap.
- [Retainers](https://verbial.io/topics/retainers): Scoping, pacing, billing and repricing monthly retainers, the model most marketing agencies run on.
- [Sales](https://verbial.io/topics/sales): Winning agency work and turning the yes into a client, an agreement and a first invoice on the same day.
- [Time tracking](https://verbial.io/topics/time-tracking): Time tracking teams actually do, paced against what the client is paying for rather than policed by the hour.
- [White label](https://verbial.io/topics/white-label): Putting the agency's own brand and domain on reports, proposals, portals and emails.

## Authors
- [Ty Smith](https://verbial.io/authors/ty-smith): Founder of Verbial. Runs two marketing agencies on the product and writes about pricing, time, billing and margin from the operator's chair.

## Integrations
- [Google sign-in](https://verbial.io/integrations/google-sign-in) (available): Everyone signs in to Verbial with their Google Workspace account; there are no passwords to manage.
- [Gmail](https://verbial.io/integrations/gmail) (available): Each rep connects their own Gmail so email with CRM contacts is logged in both directions without BCC addresses.
- [Google Calendar](https://verbial.io/integrations/google-calendar) (available): Booking links check free/busy across every Google account a rep connects and create a Google Meet event for each booking.
- [Stripe](https://verbial.io/integrations/stripe) (available): Card payments on invoices are recorded against the invoice with the Stripe payment reference, so payouts reconcile to open invoices.
- [Bank transfer](https://verbial.io/integrations/bank-transfer) (available): Clients pay invoices by wire or ACH using the bank details on the invoice, then submit the reference for your bookkeeper to confirm.
- [Stablecoins (USDC, USDT)](https://verbial.io/integrations/stablecoin-payments) (available): Clients can pay invoices and proposal deposits in USDC or USDT to the wallet address on the invoice.
- [Postmark](https://verbial.io/integrations/postmark) (available): Proposals, invoices, receipts, notifications and CRM sequences go out through Postmark from your own sending domain.
- [Slack](https://verbial.io/integrations/slack) (available): The Verbial Slack app sends each person their notifications as a direct message and posts team celebrations to a channel.
- [Documenso](https://verbial.io/integrations/documenso) (available): Documenso is the e-signature backend behind proposals, agreements and estimates; clients sign on your branded page and never see it.
- [Ahrefs](https://verbial.io/integrations/ahrefs) (available): Domain Rating and estimated organic traffic are fetched from Ahrefs for the domains in client reports.
- [YouTube](https://verbial.io/integrations/youtube) (available): View, like and comment counts for YouTube videos in client reports refresh on their own.
- [QuickBooks Online](https://verbial.io/integrations/quickbooks) (available): Every paid invoice and payment is handed to QuickBooks Online automatically, matched on the invoice number so your books never record anything twice.
- [HubSpot](https://verbial.io/integrations/hubspot) (import-only): Bring companies, contacts, deals and notes across from HubSpot by connecting your account or uploading HubSpot's own exports.
- [Pipedrive](https://verbial.io/integrations/pipedrive) (import-only): Bring organizations, people, deals and notes across from Pipedrive by connecting your account or uploading its exports.
- [Salesforce](https://verbial.io/integrations/salesforce) (import-only): Import Accounts, Contacts, Opportunities and Notes from Salesforce reports or Data Export files.
- [Close](https://verbial.io/integrations/close) (import-only): Import leads as companies, contacts and opportunities from Close CSV exports.
- [Zoho CRM](https://verbial.io/integrations/zoho-crm) (import-only): Import Accounts, Contacts and Deals from Zoho CRM exports.
- [Harvest](https://verbial.io/integrations/harvest) (import-only): Bring clients, projects, tasks and every time entry across from Harvest by connecting your account or uploading its exports.
- [Toggl Track](https://verbial.io/integrations/toggl-track) (import-only): Bring clients, projects and time entries across from Toggl Track by connecting your account or uploading its detailed report.
- [Clockify](https://verbial.io/integrations/clockify) (import-only): Bring clients, projects, tasks and time entries across from Clockify by connecting your account or uploading its detailed export.
- [Everhour](https://verbial.io/integrations/everhour) (import-only): Bring clients, projects, tasks and time entries across from Everhour by connecting your account or uploading its exports.
- [Productive.io](https://verbial.io/integrations/productive-io) (import-only): Import companies as clients, projects, services as tasks and time entries from Productive.io export files.
- [Asana](https://verbial.io/integrations/asana) (import-only): Bring projects from Asana exports into Verbial as the clients and projects your team tracks time against.
- [monday.com](https://verbial.io/integrations/monday) (import-only): Bring boards from monday.com exports into Verbial as projects, with a client column mapped to clients.
- [Claude by Anthropic](https://verbial.io/integrations/claude-mcp) (beta): Ask Claude about your clients, invoices, hours and pipeline, and it sees exactly what you are allowed to see, nothing more.
- [Leads from other tools](https://verbial.io/integrations/service-api) (beta): Your website, ad platform or another tool can send new leads straight into your pipeline, where they are handled exactly like a lead from a Verbial form.
- [Fireflies](https://verbial.io/integrations/fireflies) (beta): A rep connects Fireflies so proposal drafting can pull the calls they have already had with a prospect.

## Help center
- [Create your workspace and sign in](https://verbial.io/help/getting-started/create-your-workspace): Start a 14-day trial of Verbial with a verified email and Google sign-in, no card and no sales call required.
- [Run the setup wizard](https://verbial.io/help/getting-started/run-the-setup-wizard): Turn how your agency sells, bills, and tracks time into real settings with the ten-step wizard, and change any answer later.
- [Add your first client and project](https://verbial.io/help/getting-started/add-your-first-client-and-project): Create a client under a brand, add its first project on a billing model, and set a budget so the team has a target.
- [Customize your sidebar](https://verbial.io/help/getting-started/customize-your-sidebar): Pin the pages you open most to the top of the sidebar and hide the ones you never use. The layout is yours alone and follows you to every device.
- [Your team's knowledge base and the assistant](https://verbial.io/help/getting-started/your-teams-knowledge-base-and-the-assistant): Write down how your agency does things so the whole team, and the assistant, can find it. Ask the assistant from any page.
- [Understand roles and what each role sees](https://verbial.io/help/team-and-roles/understand-roles-and-visibility): How admin, director, account manager, manager, and member roles differ in Verbial, and who sees hours, revenue, cost, and margin.
- [Invite a teammate and set their role](https://verbial.io/help/team-and-roles/invite-a-teammate): Add a person to Verbial, choose their role and department, and have them sign in with Google or an emailed link. No Google account needed.
- [Set up departments and directors](https://verbial.io/help/team-and-roles/set-up-departments-and-directors): Create the departments you allocate retainers against, assign directors, and understand what a director can see.
- [Choose which modules your team sees](https://verbial.io/help/team-and-roles/choose-which-modules-your-team-sees): Hide the parts of Verbial your agency does not use, or keep them for admins only, so everyone's sidebar shows just the work that matters.
- [Permissions: roles, permission sets and the access check](https://verbial.io/help/team-and-roles/permissions-roles-sets-and-the-access-check): How access fits together, how to apply a bundle of permissions to a whole department or team, and how to see exactly what one person can do and why.
- [Work the deal pipeline](https://verbial.io/help/crm/work-the-deal-pipeline): Create deals, drag them through stages, link proposals, and mark deals won so owners carry over to delivery and billing.
- [Manage contacts, companies, and marketing consent](https://verbial.io/help/crm/manage-contacts-and-consent): Keep contacts and companies clean, merge duplicates, and understand how Verbial records consent so email stays compliant.
- [Build a lead capture form](https://verbial.io/help/crm/build-a-lead-capture-form): Create a hosted or embedded form that turns submissions into contacts, companies, and deals with routing and consent built in.
- [Run email sequences, campaigns, and workflows](https://verbial.io/help/crm/run-sequences-campaigns-and-workflows): Enrol contacts in timed sequences, send one-to-many campaigns, and automate CRM actions with event-driven workflows.
- [Connect Gmail, Google Calendar, and booking links](https://verbial.io/help/crm/connect-gmail-calendar-and-booking-links): Log email both ways from your own Gmail, check free/busy across your calendars, and publish booking pages with Meet links.
- [Build a workflow in the editor](https://verbial.io/help/crm/build-a-workflow-in-the-editor): Open 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.
- [Create and send a proposal](https://verbial.io/help/proposals/create-and-send-a-proposal): Build a proposal from your service catalog, activate it, send it with an access code, and follow up from the same page.
- [Manage service items, packages, and content blocks](https://verbial.io/help/proposals/manage-service-items-and-pricing): Maintain the catalog proposals draw from: service items with pricing and deliverables, reusable content blocks, and proposal templates.
- [Set up e-signature and agreements](https://verbial.io/help/proposals/set-up-e-signature-and-agreements): Configure the agreement template and signer per brand, use Documenso for signing, and invoice automatically at signature.
- [Log time with timers, quick log, or the timesheet](https://verbial.io/help/time-tracking/log-time-with-timers-and-quick-log): Three ways to log time in Verbial: a live timer, a plain-English quick log, or the weekly timesheet grid.
- [Submit and approve weekly timesheets](https://verbial.io/help/time-tracking/submit-and-approve-timesheets): Submit your week, review your team's submissions, approve or reject with a note, and fix a rejected week.
- [Configure time tracking rules and period locks](https://verbial.io/help/time-tracking/configure-time-tracking-rules-and-locks): Set rounding, required notes, timer limits, the approval workflow, auto-approval, auto-lock, and manual period locks.
- [Set up retainer periods and allocations by department](https://verbial.io/help/time-tracking/set-up-retainer-periods-and-department-allocations): Open a retainer period on a project, split it across departments in dollars or hours, and read pacing against the cap.
- [Handle a retainer overage and read drawdown](https://verbial.io/help/time-tracking/handle-overages-and-read-pacing): Catch a retainer trending hot, get the overage pre-paid, log it against the period, and read the credit ledger on the invoice.
- [Create and send an invoice](https://verbial.io/help/invoicing/create-and-send-an-invoice): Bill a retainer in advance, roll up approved hourly time, or convert a signed estimate, with the right billing model on each line.
- [Collect payment by card, bank transfer, or stablecoin](https://verbial.io/help/invoicing/collect-payment-by-card-bank-or-stablecoin): Set up the pay link clients use, accept card, wire or ACH, USDC or USDT, send reminders, and issue receipts on confirmation.
- [Issue a usage statement instead of an invoice](https://verbial.io/help/invoicing/issue-a-usage-statement): Show a retainer client what drew their prepayment down this period without asking for money, and keep it out of bookkeeping.
- [Record, reconcile, and sync payments to QuickBooks](https://verbial.io/help/invoicing/record-reconcile-and-sync-payments): The bookkeeper flow: record payments, use status flags on entries, close the month, and mirror paid invoices to QuickBooks through Airtable.
- [Build a client report with auto-fetched metrics](https://verbial.io/help/client-reporting/build-a-client-report): Create a coverage, campaign, deliverables, or weekly report, add pieces from the coverage library, and let Verbial fetch reach and views.
- [Share reports, schedule sends, and open the client portal](https://verbial.io/help/client-reporting/share-reports-and-the-client-portal): Create password-protected share links, email reports on a daily, weekly, or monthly schedule, and give clients a portal for hours and invoices.
- [White label client pages and use your own domain](https://verbial.io/help/client-reporting/white-label-and-custom-domain): Put your fonts, colours, logo, and footer on every client-facing page and email, and serve reports and the portal from your own hostname.
- [Read the profitability page](https://verbial.io/help/profitability/read-the-profitability-page): How Verbial computes margin from contracted revenue and absorbed cost, and what idle time and servicing gap mean.
- [Fix data health issues and set cost allocations](https://verbial.io/help/profitability/fix-data-health-and-cost-allocations): Work through the Data health panel, set employer cost for salaried people, backfill $0 rates, and split idle salary across departments.
- [Connect Claude to Verbial with a personal token](https://verbial.io/help/integrations/connect-claude-with-mcp): Create a personal access token and wire the Verbial MCP server into Claude Desktop, Claude Code, or claude.ai so Claude reads your data as you.
- [Send leads from your website with the write API](https://verbial.io/help/integrations/send-leads-with-the-write-api): Issue a service token fenced to one brand and one intake form, then POST leads to /api/v1/leads with idempotency keys.
- [Set up Slack notifications and connected accounts](https://verbial.io/help/integrations/slack-and-connected-accounts): Get budget alerts, approvals, and payment events as Slack DMs, and link personal accounts such as Fireflies under Connections.
- [Import from your previous CRM, time tracker, or project tool](https://verbial.io/help/migration/import-from-your-previous-tools): Use the migration hub to bring companies, contacts, deals, clients, projects, time, and invoices from HubSpot, Harvest, Toggl, Asana, and more.
- [Dry run an import and roll it back](https://verbial.io/help/migration/dry-run-and-roll-back-an-import): Preview what an import would create, update, or skip before writing, then undo a whole import from its history page.
- [Choose a plan and start a subscription](https://verbial.io/help/account-and-billing/choose-a-plan-and-start-a-subscription): Compare Pro and Enterprise, pick monthly or annual billing, and check out from Settings, then Account & billing.
- [Manage seats and add-ons](https://verbial.io/help/account-and-billing/manage-seats-and-add-ons): How seats are counted and billed on Pro, and how to add reporting, profitability, API access, white label, brands, or higher limits.
- [Cancel, pause, or change your subscription](https://verbial.io/help/account-and-billing/cancel-or-change-your-subscription): Update the card in the customer portal, switch plans, cancel at period end, resume, and understand what read-only means.
- [How your data is stored and protected](https://verbial.io/help/security-and-data/how-your-data-is-stored-and-protected): Each Verbial workspace runs in its own Postgres database with daily snapshots, logical backups, Google-only sign-in, and an audit log.
- [Export all workspace data as JSON](https://verbial.io/help/security-and-data/export-all-workspace-data): Take a complete copy of every record in your workspace from Settings, then Account & billing, then Data, and know what is left out.
- [Delete your workspace](https://verbial.io/help/security-and-data/delete-your-workspace): Schedule deletion from Settings, then Account & billing, then Data, understand the 30-day grace period, and cancel if you change your mind.
- [Turn on two-factor authentication](https://verbial.io/help/security-and-data/turn-on-two-factor-authentication): Add a second step at sign-in using an authenticator app on your phone, save your recovery codes, and know what to do if you lose your phone.
- [Sign-in methods and two-factor policy](https://verbial.io/help/security-and-data/sign-in-methods-and-two-factor-policy): Choose how your team signs in, decide who must use two-factor authentication, and reset it for someone who is locked out.

## Other pages
- [Security](https://verbial.io/security)
- [About](https://verbial.io/about)
- [Terms](https://verbial.io/terms), [Privacy](https://verbial.io/privacy), [DPA](https://verbial.io/dpa)