Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
As an agency grows, information can get lost in the heads of people or spread across multiple systems. This can lead to lost control, wasted time, and even loss of profits. Agency management software combines all the information you need to manage your clients, projects, and finances in one place. You can save time and let everyone see the information they need. This software also gives you real-time data that will help you make informed decisions to improve your agency's performance. Intelligent agency management software gives you a clear view of your agency's performance, profitability, and capacity utilization. You can easily see the profitability of each client and project, and pinpoint areas where you need to focus your efforts. Accurate quotes can reduce under-quoting or over-delivering, and billing plans can ensure regular payments.
Description
Verbial is an online management software specifically designed for marketing agencies. It seamlessly integrates a CRM pipeline with features such as proposals and e-signatures, along with managing client and project information, time tracking, invoicing, and profitability analytics. Teams can efficiently transform a secured deal into a proposal, client account, project framework, and initial invoice, while also managing weekly timesheet approvals and utilizing approved hours for invoice preparation. The platform accommodates various billing methods, including recurring retainers, hourly rates, project-based billing, usage overages, and ad-spend pass-through. Agencies benefit from client portal reporting and profitability assessments that enable them to evaluate delivery and account performance effectively. Verbial also boasts integrations with popular tools such as Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs, as well as selected AI and meeting solutions. By streamlining the coordination of client projects, ensuring consistent revenue generation, and managing delivery budgets and profit margins, Verbial empowers agencies to operate more efficiently and effectively. Ultimately, this software solution enhances the overall workflow and productivity of marketing teams.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
Claude
No
Clockify
No
Close
No
Everhour
No
Gmail
No
Google Workspace
No
Harvest
No
Hermes Agent
No
HubSpot CRM
No
Integrations
QuickBooks Online
Yes
Claude
Yes
Clockify
Yes
Close
Yes
Everhour
Yes
Gmail
Yes
Google Workspace
Yes
Harvest
Yes
Hermes Agent
Yes
HubSpot CRM
Yes
Pricing Details
$19 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$82/month
The Pro plan costs $99/month or $82/month billed annually and includes three full seats and five contributor seats. A 14-day free trial is available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Synergist Express
Founded
2003
Country
United Kingdom
Website
www.synergist.co.uk
Vendor Details
Company Name
CB Platforms
Country
United States
Website
verbial.io
Product Features
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
Yes
Invoice Management
Yes
Overrun Reporting
Yes
Percent-Complete Tracking
Yes
Production Cost Tracking
Yes
Purchase Order Management
Yes
Quotes / Estimates
Yes
Time Tracking
Yes
Work Order Management
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
No