Operating company · Agency software

Verbial

One system for the whole agency. Pipeline, proposals, delivery hours, invoicing, and margin, connected end to end.

CRM

Pipeline, contacts, and forms

Proposals

Scope, approval, and e-signature

Projects

Delivery planning and time tracking

Invoicing

Retainer, hourly, and project billing

Profitability

Margin by client, department, and person

Client reporting

White-label results summaries

Verbial is the software company in the portfolio, and it came out of the operating problem rather than a product roadmap. Most agencies run a CRM that knows nothing about hours, a time tracker that knows nothing about invoices, and a proposal tool that knows nothing about either. Verbial connects them, so margin is a view that opens rather than a quarter-end reconstruction.

Verbial ran inside seven and eight figure agencies before it was sold to anyone, and those agencies still run on it.

Who it serves

Agencies of 5 to 150 people

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