VerbialCB Platforms
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Related Products
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About
Create and send professional invoices and estimates then receive update notifications. Get paid faster and on time via cash, checks, ACH, Credit and Debit cards and PayPal. Track the number of goods you have on hand for better control of what you buy and sell. Client portal allows your clients to keep track of all the transactions that have taken place. Help your team push things forward with simple planning and direct communication. All the files for your Todos live in one secure place so your team always has access to them. Quickly find clients, contacts, notes and outstanding balance all in one place. Track expenses against your clients and add them to invoices in a few clicks. Get paid in over 160 different currencies with rates updated hourly. View and share interactive reports and budget in real-time – no waiting for month-end. Search across all of your transactions and clients to find the information you’re looking for.
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About
Verbial is web-based agency management software for marketing agencies. It combines a CRM pipeline with proposals and e-signatures, client and project records, time tracking, invoicing and profitability reporting. Teams can turn a won deal into a proposal, client, project and first invoice, approve weekly timesheets, and use approved hours when preparing invoices. The software supports recurring retainers, hourly and project billing, usage overages and ad-spend pass-through. Client portal reporting and profitability views help agencies review delivery and account performance. Integrations include Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs and selected AI and meeting tools. Verbial helps agencies coordinate client work, recurring revenue, delivery budgets and margins.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies searching for a solution to create and send professional invoices and estimates
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Audience
Marketing agencies
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
$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 Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationServicejoy
Founded: 2011
United States
servicejoy.com
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Company InformationCB Platforms
United States
verbial.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Not Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
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Integrations
Asana
Not Supported
ChatGPT
Not Supported
Claude for Legal
Not Supported
Close
Not Supported
Everhour
Not Supported
Fireflies.ai
Not Supported
Gmail
Not Supported
Google Calendar
Not Supported
Google Workspace
Not Supported
Harvest
Not Supported
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Integrations
Asana
Supported
ChatGPT
Supported
Claude for Legal
Supported
Close
Supported
Everhour
Supported
Fireflies.ai
Supported
Gmail
Supported
Google Calendar
Supported
Google Workspace
Supported
Harvest
Supported
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