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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 Servicejoy?

Create and send out professional invoices and estimates while receiving prompt update notifications. Speed up your payment collection process with a variety of options, including cash, checks, ACH, credit and debit cards, as well as PayPal, to ensure timely payments. Keep a close watch on your inventory to refine your purchasing and sales tactics. The client portal allows your customers to easily track all their transaction histories. Equip your team to propel projects forward with clear planning and effective communication. All task-related files are securely stored in one place, ensuring your team has access whenever necessary. Quickly find clients, contacts, notes, and outstanding balances all in one consolidated view. Track client-related expenses and seamlessly integrate them into invoices in just a few clicks. Accept payments in over 160 currencies, with exchange rates updated every hour, to facilitate international transactions. Generate and share interactive reports while budgeting in real-time, eliminating delays associated with month-end reporting. Easily sift through all transactions and client data to swiftly obtain the information you require, thereby enhancing operational efficiency. This all-encompassing system significantly streamlines your financial management and client engagement processes, ultimately improving your overall workflow. With these robust features at your disposal, your business can operate more smoothly and effectively than ever before.

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Integrations Supported

Ahrefs
Asana
ChatGPT
Claude Duet
Claude for Legal
Close
Fireflies.ai
Gmail
Google Workspace
Harvest
Hermes Agent
HubSpot CRM
Instantly
Model Context Protocol (MCP)
Pipedrive
QuickBooks Online
Salesforce
Slack
Toggl Track
Zoho CRM

Integrations Supported

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

Pricing not provided
Free Trial Offered?

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

Servicejoy

Date Founded

2011

Company Location

United States

Company Website

servicejoy.com

Categories and Features

Categories and Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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