Onboarding & support
Software only works if your team uses it.
CRM projects fail at adoption, not at features. Verna onboarding is built around that fact: setup done with you, training by role on your own data, and support from people who know your account.
What every account gets.
Guided setup
Your account is configured with us on a call, not from a checklist: companies, projects, inventory structure, lead sources, approval levels, and document templates.
Role-based training
Agents learn the pipeline, managers learn approvals and reporting, finance learns invoicing and collections. Nobody sits through training for screens they will never open.
Train the trainer
For larger teams we train your power users to run internal sessions, so new hires onboard from someone who knows both Verna and your process.
Support that answers
Email support on every plan and priority response on Professional and above. Questions go to people who work with the product daily, not a ticket queue reading from scripts.
A named contact
Enterprise accounts get a dedicated account manager who knows your setup, reviews your usage quarterly, and brings product changes to you before you find them.
Help center
Answers to the common questions live in the help center, organized by module, so your team can solve the small stuff without waiting on anyone.
A first month that sticks.
Foundation
Environment set up, data migrated, roles and permissions configured, document templates branded.
Training
Live sessions per role on your own data. Your team ends the week having worked real leads and real deals.
Live, with a safety net
The team works fully in Verna with fast-lane support and a scheduled check-in to tune workflows against reality.
Reviews
Periodic reviews of usage and setup: what the team ignores gets simplified, what they lean on gets deepened.
Get started
Start with a team that has done this before.
Tell us about your team and your current tools, and we map out your first month before you commit to anything.