Agency operating software
Run your agency smarter.
The AI-enabled operating system for marketing agencies. Proposals, time, invoicing, reporting and profitability in one place. AI makes the repetitive work quicker and puts the right information in front of your team at the right moment, ready to act on in one click.
- Retainer renewed · Northline Studio$18,000Paid
- Follow-up drafted by AI · Marrow Health proposalReview
- Payment matched · Halcyon Group$24,000Paid
- Time logged · Dana L. on Northline SEO audit2h 15mOn pace
- Invoice INV-2051 sent · Kestrel Robotics$22,000Sent
- Proposal signed · Kestrel Robotics$22,000/moSigned
Why agencies switch
When your tools don’t communicate, your team works in the dark.
The pipeline, the contract, the hours and the invoices each live in a different tool. When something changes in one, the others never hear about it, and the people who need to know find out late. Verbial connects all of it, so the answer is there when you need it.
Is the scope signed yet?Are we over the retainer?Did that invoice get paid?Connected in VerbialEveryone knows what they need toTools that don’t talk
The scope changes in the proposal, but the project, the budget and the invoice never hear about it. Each tool keeps its own version of the truth.
A team in the dark
The account manager does not know the retainer is nearly used. The bookkeeper does not know the deal closed. The owner finds out a client lost money a quarter late.
Answers that are hard to find
Is the scope signed? Are we over the retainer? Did that invoice get paid? Each one means opening three tools and asking someone.
Connected, so everyone knows
The proposal, the budget, the hours, the invoices and the margin update each other, and the right information reaches the person who needs it, in time to act.
How it connects
Send a proposal. Everything else follows.
Every part of Verbial knows what the others are doing, so each step starts the next and the people involved find out straight away. Nothing falls between tools.
AI drafts the proposal
From the discovery call and your own packages. You review it, then send.
The client signs
On your domain. The signed agreement is the contract, with no separate tool.
The deal is won
The company becomes the client, with the retainer budget the team will work against.
The first invoice goes out
Created at signature with a pay link. Payment is matched and posted to your books.
The work is tracked
Hours pace against each department’s allocation, with a warning before the month runs out.
AI drafts the report, margin updates
Results and retainer usage on your brand, with the real margin beside them.
One connected record
Sign once. Everything follows.
The deal, the proposal, the invoice, the hours and the report all know about each other.
- Same-day start. The signature creates the agreement, the first invoice and the project.
- Numbers that agree. Nothing left to reconcile at month end.
- Nothing slips. Renewals, overages and unpaid invoices surface while there is time to act.
Profitability
Know your margin this week, not at month end.
Profitability sits beside time and billing. Every hour logged moves the margin the same day.
- Catch it at 85%. The retainer warning arrives while there is still time to bill the overage.
- Real margin per client. Contracted revenue minus fully loaded cost, by client, project and person.
- Hours for the team, money for you. Delivery never sees a rate. Leadership sees everything.
AI built in
The repetitive work gets quicker. The right information shows up on time.
Verbial drafts what someone would otherwise type, and pulls what your team needs from deals, hours and invoices into the moment they need it, ready to act on in one click. Every draft waits for a person before it reaches a client.
Draft the proposal from the call
The right packages picked, your recommendation pre-selected, and a note that quotes what the prospect said.
Recommend what to lead with
From your own catalog, matched to this prospect, with a results section written around their goals.
Follow up at the right moment
A stalled proposal gets a follow-up drafted from what was read and for how long. You review, you send.
Keep outreach improving on its own
Sequences test, promote the winner and draft the next challenger.
Log time by saying it
"Two hours on the Northline audit yesterday" becomes an entry, ready to confirm.
Read the month in a paragraph
Every client report opens with a written summary of what moved and why.
Built around how you work
Run the agency your way, not the software's way.
Every agency bills, staffs and reports a little differently. Verbial follows your decisions.
Bill the way you like to bill
Retainers, hourly, project deposits, media pass-through, or a mix on one client. Even when it is complicated or changes often.
Organise it your way
Departments, brands, roles and rate cards that match how your agency is built.
Change your mind mid-engagement
Reset the scope, rate or billing model and the budgets, invoices and reports follow.
The platform
Everything the agency runs on, in one system.
Six modules and the features inside them, each one aware of what the others know. Click any of them to see how it works.
Getting started
Up and running within a week.
- 01
Bring your agency in
Clients, projects and billing history come across from the tools you use now. Preview first, undo in one click.
- 02
Run it together
Sign a client once. The billing, the project and the retainer follow.
- 03
See the whole picture
Know which clients earn their keep and where the month is heading, this week.
One system
The whole agency, one place away.
Proposals, time, invoicing, reporting and profitability, connected. Ask any question about the business and the answer is already there.
Profitability, September
Compared
Each covers a piece. Verbial covers the business.
Great for leads. Your billing, hours and margin still live somewhere else.
Compare with Verbial
HighLevelRuns your clients' campaigns. Running your agency still happens somewhere else.
Compare with Verbial
Productive.ioStrong on projects. Proposals, CRM and client reporting still lean on other tools.
Compare with VerbialWhat it costs
Less than the stack it replaces.
List prices for a 15-seat agency, checked 2026-09-03. The spreadsheet that reconciles them is the most expensive part.
| Tool | Plan | 15 seats / mo |
|---|---|---|
| HubSpot | Sales Hub Professional | $1,350 |
| Harvest | Teams | $135 |
| PandaDoc | Business | $735 |
| SSpreadsheet | Reconciling the three | unpriced |
| Stack total | $2,220 | |
| Verbial Pro, 5 full and 10 contributor seats | $172 | |
Common questions
What is Verbial?
Verbial is the AI-enabled operating system for marketing agencies. Proposals, time, invoicing, reporting and profitability are connected, so the team always knows where every client and the business stand.
Who is Verbial for?
Owners and COOs of marketing agencies with 5 to 150 people, and the account managers, directors and bookkeepers who run the day to day with them.
How does Verbial use AI?
AI drafts the proposal from the discovery call, recommends the packages to lead with, writes the follow-up from what the prospect read, logs time from a sentence and summarises client reports. Nothing reaches a client until you have looked at it.
Will it force us to change how we work?
No. Bill the way your agency likes to bill, even when it is complicated or changes often. Organise by department or brand, mix retainers and projects, and change the model mid-engagement.
How is Verbial different from HubSpot, HighLevel or Productive.io?
Each of those covers a piece. Verbial connects the whole business, so nothing falls between tools, and puts the right information in front of your team when they need it, ready to act on.
How do I start?
Join the waitlist. Your clients, projects and history come across from HubSpot, Pipedrive, Harvest, Toggl, Clockify and others, with a preview first and one-click undo.
Agency operating software
Run your agency smarter.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.