Verbum Services

From the contract to the payment, with each client in full.

Each client with the full history: conversations, contracts, installments and tasks in the same record.

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What stands out

Example: the client accepts by e-mail. The contract goes out for signature, the installments enter finance and an overdue one becomes a collection task.

Illustration with invented data.

  • Contract that becomes installments

    The signed contract generates the installments in finance, and the receivable follows the client.

  • Commitments that do not get lost

    What was promised in a conversation becomes a task with an owner and a deadline, and the client gets a reminder.

  • The business in a question

    Ask Verbum answers about finance, tasks, contracts and surveys, in the console or on WhatsApp.

Verbum Services

What you can do

Contracts and signature

  • Contracts from templates

    Generate the contract with the client data from a template and download it as a PDF. The ready-made templates await your legal review.

  • Signature through Clicksign

    Send, remind, cancel and follow the status of each signer.

  • Amendment, renewal and expiry

    Amend, renew and import a contract signed elsewhere, with a worker that watches the expiry date.

  • Contract linked to finance

    The active contract generates the installments in finance.

Billing and finance

  • Receivables and payables

    Installments, partial payments, cash book and cash flow, by customer, company or family.

  • Installments and contracts

    Weekly, biweekly, monthly or annual installments, up to 360, for a company, contact or family.

  • Book by company

    Each company with its own receivables, cash and reports, and a consolidated view.

    Available on request

  • Invoice from the conversation

    An invoice sent in the service is read by the AI and becomes a receivable after your review.

    Available on request

  • Stripe subscriptions

    Customers, subscriptions and invoices of your Stripe account appear in Verbum and become receivables. Verbum does not charge for you.

    Available on request

  • Service invoices (NFS-e)

    Fiscal profile and invoice requests per company, released by customer and by city.

    Available on request

Tasks and obligations

  • Tasks with owner and deadline

    Calendar, list and board, with attachments, priority and actions in batch.

    Available on request

  • Recurring obligations

    Models of recurring tasks by client company or by regime, with business days and holidays.

    Available on request

  • Reminder to the client

    Send the task reminder by WhatsApp or e-mail, with the attachment.

    Available on request

  • Collection as a task

    An overdue installment becomes a task with an owner, and it closes by itself when it is paid.

    Available on request

Schedule

  • Professionals, rooms and equipment

    Calendar by day, week and month, with holidays, for people and resources.

  • Google and iCloud sync

    Your external calendar events block the schedule of Verbum.

Client portfolio

  • Companies, contacts and families

    One record for each customer, with conversations, finance and documents together, and duplicates unified.

  • One inbox

    WhatsApp, Instagram and e-mail on the same screen, with AI suggesting the reply and a person approving it.

  • Commercial record

    One negotiation per customer, with origin, value, meetings and the outcome.

    Available on request

  • Relationship record

    Health of the client, renewal and a summary of the conversations.

    Available on request

Goals and questions

  • Goals and indicators

    Goals by OKR or BSC, fed by the indicators of finance, service and tasks, with check-ins.

  • Ask Verbum

    Ask in plain language, in the console or on WhatsApp, and read the answer from your own data.

  • Reports

    Service, schedule, finance and tasks reports, with export to CSV and spreadsheet.

Verbum does not issue proposals, track hours worked or manage projects, and it does not generate Pix or payment links. Items marked as available on request are released per customer.

Frequently asked questions

Does Verbum issue proposals or track hours?

No. It does not issue proposals, track hours worked or manage projects. It handles contracts from templates, billing, tasks and the conversation with each client.

Does it charge my clients?

Verbum registers, splits into installments and follows what each client owes. It does not generate Pix, boletos or payment links. Subscriptions from your Stripe account can be synced.

Does a signed contract become installments?

Yes. The active contract generates the installments in finance.

Can I remind a client of a deadline?

Yes. The task reminder goes by WhatsApp or e-mail, with the attachment. This feature is released per customer.

Does it work with my calendar?

Yes. Events from Google and iCloud calendars block the schedule of Verbum.

On the same base as every Verbum

One inbox for WhatsApp, Instagram and e-mail, AI that suggests and people who approve, Ask Verbum, finance, schedule and contracts, all in the same record.

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