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What is Verbial?

Verbial is a dedicated online management platform tailored for marketing agencies, combining a CRM pipeline with essential functionalities like proposals and e-signatures, while also organizing client and project details, tracking time, handling invoicing, and analyzing profitability. Teams can easily convert a secured deal into a detailed proposal, set up client accounts and project structures, and generate initial invoices, all while overseeing weekly timesheet approvals and using the recorded hours for billing. The software supports multiple billing options, such as recurring retainers, hourly charges, project-based payments, usage overages, and ad-spend reimbursements. Additionally, agencies gain access to client portal reporting and profitability evaluations that help them assess their delivery and account performance in a comprehensive manner. Verbial also integrates seamlessly with widely-used tools like Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, and Ahrefs, along with certain AI and meeting applications. By facilitating better coordination of client projects and ensuring stable revenue streams, the platform aids agencies in managing their delivery budgets and profit margins more effectively. As a result, Verbial significantly boosts the workflow and productivity of marketing teams, ultimately leading to improved performance outcomes. This powerful software solution allows agencies to focus more on their core activities while reducing administrative burdens.

What is Indy?

Indy is a comprehensive management software designed for freelancers, enabling them to effortlessly manage everything from invoicing to project proposals. By simplifying time management and organizational tasks, Indy allows users to concentrate on their core work. The platform features an array of templates for contracts, proposals, and forms, which facilitate easier client acquisition. With its task tracking system, users can allocate tasks to designated projects or categories efficiently. The integrated time tracker helps users log and organize their time spent on various tasks, making it simpler to juggle multiple projects and generate invoices. When payment time arrives, Indy can create detailed invoices for clients, ensuring a smooth transaction process. Clients can feel secure knowing that Indy supports leading payment options like PayPal and Zelle. Additionally, Indy boasts versatility and can seamlessly integrate with other tools, including Profiles, Drive, and Client Contacts, enhancing its overall functionality for freelancers. This makes it an indispensable resource for managing a freelance business effectively.

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Integrations Supported

Google Calendar
Claude
Claude for Legal
Clockify
Close
Fireflies.ai
Gmail
Harvest
Hermes Agent
HubSpot CRM
Instantly
Model Context Protocol (MCP)
Pipedrive
QuickBooks Online
Salesforce
Slack
Toggl Track
YouTube
Zoho CRM

Integrations Supported

Google Calendar
Zapier

API Availability

Has API

API Availability

Pricing Information

$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.

Pricing Information

$19/month
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

CB Platforms

Company Location

United States

Company Website

verbial.io

Company Facts

Organization Name

Indy

Date Founded

2016

Company Location

United States

Company Website

weareindy.com

Categories and Features

Categories and Features

AI Finance

Not specified

Billing and Invoicing

Contact Database
Customizable Invoices
Hourly Billing
Invoice History
Multi-Currency
Online Invoicing
Online Payments
Project Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Scheduling
Time & Expense Tracking

Contract Management

Completion Tracking
Electronic Signature
Full Text Search
Pre-built Templates
Specialty Contracts
Workflow Management

Online Form Builders

Assign Roles / Permissions
Collaboration Tools
Drag & Drop / No Code

Proposal Management

Calendar Management
Collaboration
Contact Management
Document Management
Electronic Signature
Templates

RFP

Collaboration

Task Management

Collaboration
Mobile Access
Task Board View
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Mobile Time Tracking
Multiple Billing Rates
Online Time Tracking
Time per Project Reporting
Timesheet Management

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