14-day free trial

Try agency lead capture forms free for 14 days

Put a form on your site and every submission arrives as a contact, a company and a deal. No spreadsheet in between.

Start free trialSee the full CRM

No card to start. Your trial opens in lead forms, with the rest of the platform a click away.

  • Branded forms you can embed anywhere
  • Duplicates matched by email and company domain
  • Every lead lands in the pipeline, ready to work

What you get

Everything Pro has for lead forms, from day one.

The trial is the real thing, not a cut-down version. Bring the whole team and run a live month through it.

Ten branded forms

Build forms with your fields, embedded on your site or shared by link. More as an add-on.

Straight into the pipeline

Each submission creates or updates the contact, matches the company by domain and opens a deal.

Consent captured

Consent source and date are recorded on every contact the form creates.

No duplicates

Submissions are deduplicated by email, so one prospect is one record.

Follow-up that starts itself

Workflows can put a new lead into a sequence or create the first task the moment the form is sent.

Your agency's look

Forms carry your name, colours and logo, with no Verbial branding on Pro.

How it works

Up and running in an afternoon.

  1. 01

    Start your trial

    Your workspace and CRM are ready in a few minutes.

  2. 02

    Build the form

    Pick the fields you need, style it to match your site and copy the embed.

  3. 03

    Work the leads

    Submissions open as deals in your pipeline, with the contact and company already attached.

The trial

14 days of Pro. Then $99 a month, only if it earned it.

Pro includes 3 full and 5 contributor seats, then pay only for the people who sign in each month.

  • Every Pro feature for 14 days, no card to start
  • Bring your whole team; seats are free during the trial
  • Keep everything when you subscribe. Nothing is re-entered
  • Import from the tools you use now, with a preview first and one-click undo

Also in your trial

Each tool is useful on its own and better together, because they all read the same client record.

CRMTrack every prospect from first call to signed retainer, in a pipeline that reads as recurring revenue. Free for 14 days, no card.ProposalsTurn an afternoon of proposal writing into minutes. Packages you already sell become a scope table, a signed agreement and a first invoice.InvoicingBill retainers, hours and projects from one client record, with a pay link on every invoice. Free for 14 days, no card.Time trackingKnow whether the client is paying for the hours, not just how long the work took. Free for 14 days, for the whole team.ProjectsRun each client's work as a project that knows its budget, its hours and its invoices. Free for 14 days, for the whole team.

Questions

What does the trial include?

Everything on Pro for 14 days, including ten branded forms and the CRM they feed. No card is needed to start.

Where do submissions go?

Into your CRM. Each submission creates or updates a contact, matches the company by its email domain and opens a deal in the pipeline.

Can I embed a form on my website?

Yes. Every form has an embed and a shareable link, so it works on your site, in a proposal or in an email.

Can I have more than ten forms?

Yes. Packs of ten more forms are a Pro add-on, and Enterprise has no limit.

Agency operating software

Start with lead forms. Keep the whole system.

14 days free, no card, and every tool you add later reads the same client record.

Start free trialStart with another tool