Product overview

Agency management software for marketing agencies.

A won deal becomes the proposal, the agreement, the invoice and the client your team tracks time against. Nothing falls between tools, so the numbers agree.

3 deals won today

CRM

See your recurring revenue, keep every lead in one pipeline and hand won clients straight to your team.

Add proposals and a won deal becomes an accepted proposal and first invoice. Nothing falls between.

CRM for marketing agencies →
85% of retainer

Time tracking

Hours that actually get logged, clients you can see running hot and timesheets you can bill from.

Add invoicing and approved hours become invoice lines for hourly clients and usage statements for retainers.

Time tracking software for marketing agencies →
Paid · $26,000

Invoicing

Get paid before the work starts, charge for every extra hour and spend less time chasing payments.

Add time tracking and hourly invoices pull from approved entries. Deleted lines return to unbilled.

Invoicing software for marketing agencies →
Drafted by AI

Proposals

Send custom proposals in minutes, get a yes on your brand and start billing the same day.

Add the CRM and every proposal starts from the deal's value and term.

Proposal software for marketing agencies →
Sent to 14 clients

Client reporting

Show clients the value of your work in minutes, without rebuilding a deck every month.

Add time tracking and the client sees retainer usage next to results in the same portal.

Client reporting software for marketing agencies →
38.2% margin

Profitability

See which clients make you money from day one, using the hours and invoices already in Verbial.

Add the CRM and each client's margin sits beside the deal that sold it.

Profitability software for marketing agencies →

AI built in

The repetitive work gets quicker. You make the calls.

AI reads your catalog, your clients and your calls, drafts what someone would otherwise type, and brings the right deal, invoice or hours into view when you need them. Every draft waits for your review.

ProposalsProposals drafted from the call.Packages picked, recommendation pre-selected, note in the prospect's own words.
CRMFollow-ups that know what was read.Drafted from what the prospect opened and how long they stayed. Reps hear when a proposal turns hot.
SequencesOutreach that improves itself.Sequences test, promote the winner and draft the next challenger.
TimeTime logged from a sentence.Say what you did and confirm the entry against the right project.
ReportingReports that explain themselves.A written summary of what moved and why, on every report.
HelpYour house rules, on demand.The assistant answers from your knowledge base and names its source.

Who sees what

Hours for the team, budgets for the leads, cost for admins only.

RoleSeesNever sees
MemberTheir own hours and utilizationRates, revenue, cost
ManagerTeam hours, approvalsRates, revenue, cost
Account managerBudgets, retainer pacing, revenue, invoicesCost, salary, margin
DirectorDepartment budgets and revenueCost, salary, margin
AdminEverything, including cost and marginNothing is hidden

One system tied together beautifully.