Help center
Step-by-step articles for every part of Verbial, written by the people who run it. Search below or browse by area.
Getting started
Create a workspace, run the setup wizard, and add your first client and project.
Team and roles
Invite people, choose roles, and understand what each role can see.
CRM
Pipeline, contacts, forms, sequences, campaigns, booking links, and Google connections.
Proposals
Build proposals from your service catalog, send them, and collect e-signatures.
Time tracking
Timers, quick log, weekly timesheets, approvals, locks, and retainer pacing by department.
Invoicing
Retainers in advance, hourly from approved time, usage statements, pay links, and reconciliation.
Client reporting
Reports with auto-fetched metrics, scheduled sends, the client portal, and white label.
Profitability
Contract revenue, absorbed cost, idle time, servicing gap, and data health.
Integrations
Claude via MCP, the write API for leads, Slack, and connected accounts.
Migration
Bring your history across from your previous CRM, time tracker or project tool, with a preview first and one-click undo.
Account and billing
Plans, seats, add-ons, the trial, checkout, and cancellation.
Security and data
Dedicated databases, snapshots, JSON export, deletion grace, sign-in, and the audit log.