Guides
Guides for managers.
Short explanations of questions that come up in the daily work of each kind of business, and how Verbum helps with each of them.
Choose a subject
Verbum Accounting
How to Organize Obligations by Client Company
A practical guide for accounting firms: calendar of obligations, owner and due date per task, working-day rules, client reminders and evidence of delivery.
Read the guideVerbum Health
How to Organize a Clinic's Schedule and Records
A practical guide for clinics: a schedule that cuts no-shows, one record per patient, anamnesis before the visit and follow-up after the care.
Read the guideVerbum Law
How to Control Legal Deadlines and Client Matters
A practical guide for law firms: one record per client, a task and owner for each deadline, client reminders and conversations kept with the matter.
Read the guideVerbum Real Estate
Lease Administration Step by Step
From the signed contract to the transfer to the owner: monthly billing, rent adjustment, fees, charges, inspection reports, guarantee and annual statement.
Read the guideVerbum Automotive
Used Vehicle Stock: Days Parked and Depreciation
How to manage a used-vehicle stock: days in stock, preparation cost, depreciation, price against the market, cars in trade and negotiation records.
Read the guideVerbum Construction
Construction Materials and Average Cost
How to buy and control construction materials with weighted average cost: balance by location, minimum stock, payables, installments and one cash book per SPE.
Read the guideVerbum Industry
How to Control Orders and Stock in a Small Factory
A practical guide for small factories: orders, stock of materials with minimum levels, batches, production through the day and the customer kept informed.
Read the guideVerbum Commerce
How to Know What to Reorder in a Shop
How a shop can decide what to reorder and when: sales rate, minimum stock, lead time, slow items and why stock and customer conversations belong together.
Read the guideVerbum E-commerce
One Stock for Every Sales Channel
How to keep one stock for an online store, marketplaces and a physical shop: avoid overselling, reserved balance, alerts and returns.
Read the guideVerbum Importer
Landed Cost of an Import, Item by Item
What goes into the real cost of an imported item: goods, freight, insurance, taxes and local expenses, how to spread them and why the exchange rate matters.
Read the guideVerbum Services
How to Organize Quotes and Recurring Clients
How a service business can keep quotes, contracts, appointments and recurring clients organized: one record per client, deadlines, reminders and billing.
Read the guideVerbum Marketing
How to Know Which Campaign Brought Each Customer
How to link ads to conversations and sales: cost per conversation, one record per contact, approval before spending and following the lead to the close.
Read the guideBuying guide
How to Compare Plans of a Customer Service Platform
What to compare before you buy: users, contacts, channels, history and support, what is billed apart, monthly or annual billing, and how to find the real cost.
Read the guideBuying guide
WhatsApp Business App or API: Which One Fits You
The difference between the free WhatsApp Business app and the WhatsApp Business Platform (API): who answers, the 24 hour window, templates, opt-in and fees.
Read the guideBuying guide
From Spreadsheets to One Platform Without Stopping
How to move from spreadsheets and scattered tools to one platform: take stock, choose what to bring, run both for a while, train by role, avoid mistakes.
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