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Product, trials, pricing, comparisons, guides, glossary, help and legal.
Product
Solutions
Compare
- All comparisons
- HubSpot alternative for marketing agencies
- Harvest alternative for marketing agencies
- PandaDoc alternative for marketing agencies
- Replace HubSpot, Harvest and PandaDoc
- Productive.io alternative for marketing agencies
- GoHighLevel alternative for marketing agencies
- Scoro alternative for marketing agencies
- Teamwork alternative for marketing agencies
Integrations
Guides
- All guides
- When to hire at a marketing agency (and when to let someone go)
- Marketing agency KPIs and benchmarks: the 10 numbers that run the business
- How to scale a marketing agency past the seven figure plateau
- How marketing agencies are valued, and how to build one worth buying
- Client concentration risk: when one client is too much of your agency
- Cash flow management for marketing agencies: profitable on paper, short on payroll
- Replacing HubSpot, Harvest and PandaDoc with one agency stack
- How to price agency retainers
- How to invoice retainer clients
- Client profitability for marketing agencies
- Agency utilization and capacity planning
Blog
- All posts
- Project accounting for marketing agencies: see margin per client, not per company
- Agency resource management software: what to look for and 9 tools compared (2027)
- Agency capacity planning: know who has room before you say yes
- Agency pricing models: six ways to charge, and what each does to margin
- Marketing agency org chart: the structure to run at 10, 25, 50 and 100 people
- Agency client onboarding: the first 30 days decide the margin
- Agency workflow: fix the handoffs, not the stages
- Agency rate card: how to build one that protects your margin
- Accelo alternatives: 8 options for marketing agencies in 2027
- Workamajig competitors: 8 alternatives for marketing agencies in 2027
- Proposal signed → invoice + project without retyping (proposal-to-cash for agencies)
- Productive.io vs Verbial for marketing agencies
- Agency profitability: hours × rate is lying to you
- HubSpot vs Verbial for marketing agencies
- What is an agency operating system? (And what AI still gets wrong)
- Time tracking for agencies: pace the retainer, don't police the team
- Invoicing for marketing agencies: the four billing models
- CRM for marketing agencies: what a generic CRM gets wrong
- How to price a marketing agency retainer (and stop giving work away)
- Time tracking that agency teams actually do
- White-label client reporting: what 'on your own domain' really means
- Switching agency software: a migration checklist that doesn't lose a month
Topics
Glossary
- All terms
- Utilization rate
- Realization rate
- Retainer burn rate
- Unbilled work (WIP)
- Blended rate
- Scope creep
- Servicing gap (over-servicing)
- Billable hours vs non-billable hours
- Effective hourly rate
- Gross margin (agency)
- Net margin
- Retainer vs project vs hourly billing
- Pass-through costs (media spend)
- Capacity planning
- Revenue recognition for retainers
- Drawdown retainer
Help center
- Help center
- Getting started
- Team and roles
- CRM
- Proposals
- Time tracking
- Invoicing
- Client reporting
- Profitability
- Integrations
- Migration
- Account and billing
- Security and data
- Create your workspace and sign in
- Run the setup wizard
- Add your first client and project
- Customize your sidebar
- Your team's knowledge base and the assistant
- Find anything with search
- Understand roles and what each role sees
- Invite a teammate and set their role
- Set up departments and directors
- Choose which modules your team sees
- Permissions: roles, permission sets and the access check
- Work the deal pipeline
- Manage contacts, companies, and marketing consent
- Build a lead capture form
- Run email sequences, campaigns, and workflows
- Connect Gmail, Google Calendar, and booking links
- Build a workflow in the editor
- Lifecycle stages on contacts and companies
- Create and send a proposal
- Manage service items, packages, and content blocks
- Log time with timers, quick log, or the timesheet
- Submit and approve weekly timesheets
- Configure time tracking rules and period locks
- Set up retainer periods and allocations by department
- Handle a retainer overage and read drawdown
- Create and send an invoice
- Collect payment by card, bank transfer, or stablecoin
- Issue a usage statement instead of an invoice
- Record, reconcile, and sync payments to QuickBooks
- Build a client report with auto-fetched metrics
- Share reports, schedule sends, and open the client portal
- White label client pages
- Read the profitability page
- Fix data health issues and set cost allocations
- Connect Claude, Codex or ChatGPT to Verbial
- Send leads from your website with the write API
- Set up Slack notifications and connected accounts
- Connect ChatGPT to Verbial
- Connect Grokbot to Verbial
- Connect Hermes Agent to Verbial
- Import from your previous CRM, time tracker, or project tool
- Dry run an import and roll it back
- Change or cancel your subscription
- Choose a plan and start a subscription
- Manage full and contributor seats
- How your data is stored and protected
- Export all workspace data as JSON
- Delete your workspace
- Turn on two-factor authentication
- Sign-in methods and two-factor policy