CRM
Pipeline, contacts, forms, sequences, campaigns, booking links, and Google connections.
- Work the deal pipeline
Create deals, drag them through stages, link proposals, and mark deals won so owners carry over to delivery and billing. - Manage contacts, companies, and marketing consent
Keep contacts and companies clean, merge duplicates, and understand how Verbial records consent so email stays compliant. - Build a lead capture form
Create a hosted or embedded form that turns submissions into contacts, companies, and deals with routing and consent built in. - Run email sequences, campaigns, and workflows
Enrol contacts in timed sequences, send one-to-many campaigns, and automate CRM actions with event-driven workflows. - Connect Gmail, Google Calendar, and booking links
Log email both ways from your own Gmail, check free/busy across your calendars, and publish booking pages with Meet links. - Build a workflow in the editor
Open a workflow on the canvas, change its trigger and steps while it is off, switch it live, run it by hand on one record, and read the run history. - Lifecycle stages on contacts and companies
What each lifecycle stage means, why a stage only moves forward, how an admin moves one back with a recorded reason, and how merges and bulk edits treat the stage.