The product
Everything the work needs,
one calm place
Six things you juggle every day, finally in one place instead of ten tabs and a spreadsheet held together with hope.
Clients
Every client in one tidy place
Contacts, projects, notes, and history live together, so the whole team works from the same source of truth instead of five scattered docs.
- Client + project structure
- Shared context for the team
- No more digging through email
Workload & delegation
Work that never slips
Assign a task to one person or several, break it into subtasks, set due dates, and see exactly what is on everyone's plate, as a list or a drag-and-drop board.
- Multi-assignee tasks
- Nested subtasks
- List and Kanban board views
Projects
Bigger work, broken into phases
Group tasks into phases for anything bigger than a one-off, attach a budget, and watch progress roll up automatically.
- Phased project structure
- Budgets tied to a project
- Progress rolls up per phase
Time tracking
Hours, logged as you work
Track time against tasks in a click. No stopwatch tabs, no reconstructing the week from memory on a Friday afternoon.
- One-click time logging
- Tied to tasks and clients
- Effective rates, not guesswork
6.5h
today
Revenue
Know where you stand
Billable hours and revenue roll up across every client in real time, in USD, GBP, or EUR, so you always know how the month is shaping up.
- Live revenue roll-up
- Multi-currency
- No spreadsheet exports
Proposals
From draft to signed, tracked
Draft a proposal against a client, send it, and track it through to signed or declined, without a separate document tool.
- Draft, sent, signed, declined
- Tied to the client record
- One place to see what's outstanding
Team
The conversation next to the work
A shared channel, direct messages, mentions, reactions, and file drops, so context never gets lost in a separate chat app. Turn any message into a task in one click.
- Channels and DMs
- @mentions and reactions
- Turn a message into a task
Client portal
A window in, without another login for you
Clients see their project's progress and files, and can message you directly, in a branded space you don't have to maintain.
- Live project progress
- Shared files
- Direct messaging
AI reporting
The reports write themselves
Weekly and monthly reports, client health, and scope-creep signals, written for you. Paste a transcript and Verdolo drafts the tasks too.
- Weekly & monthly reports
- Client health & scope creep
- AI import from any transcript