01
Customer relationships
Structured profiles with contact details, background and a running history of calls, meetings, projects and invoices. Follow-ups tracked against the record so nothing slips.
For freelancers, consultants, agencies & growing teams
Customers, leads, projects, people, invoices, income, expenses and reports: connected in one secure web workspace, instead of five tools that don't know about each other.
Customer profile
Sales pipeline
Enquiry
Discussion
Proposal
Closing
Project
Team
Invoices
Income & expenses
Income Expenses
Reports
Illustrative preview with sample data.
The problem
A spreadsheet for customers, an app for tasks, a document template for invoices, a folder of employee files, another sheet for expenses. Each works alone, until you need the full picture.
The platform
Use one area on its own, or link them together. Records reference each other, so what you enter once is reused everywhere it matters.
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Structured profiles with contact details, background and a running history of calls, meetings, projects and invoices. Follow-ups tracked against the record so nothing slips.
02
Move opportunities from enquiry to proposal to close, log every follow-up, and link won deals to a customer.
03
Break work into tasks with owners and deadlines. See progress across every project without chasing people.
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Employee records, onboarding, leave and documents in one place. Admin tools only: no payroll.
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Create invoices from customer and project records and track them from outstanding to paid.
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Record money in and out for your own records, alongside invoice and payment status.
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Which customers bring the most revenue? How many projects are live? Which invoices are unpaid? How are expenses trending? Reports draw on everything you've recorded.
Try it
Move a card to “Won” and watch it become a customer. On a keyboard: focus a card, then use ← and →.
Pipeline value £0
How it flows
Lead
Who it's for
Manage clients, projects, invoices and expenses from a single account, without paying for several separate tools or losing billable time to admin.
Keep client information, active engagements, follow-up activity and invoices organised: the structured relationships that repeat business and referrals depend on.
Multiple clients, concurrent projects and a team coordinating around deadlines. Agency work touches every area at once, so they all live together here.
Track customers, projects, tasks and invoices in a structured way, without adopting a heavier specialist system built for a different scale.
Once you're past a one-person operation, employee information, responsibilities, deadlines and records need to be accessible to the right people.
How it works
Pick the features and limits that fit today.
Set up the workspace and your login.
Add customers, active projects and team members.
Log leads, update tasks, raise invoices as they happen.
Check pipeline, projects and finances in dashboards.
Move package as you add clients, staff or reporting needs.
Pricing
A single one-off payment from £89 in GBP for lifetime access — not a recurring subscription. Each package adds connected areas to the one before, and every plan includes a 14-day money-back guarantee on eligible purchases.
Freelancers and sole traders keeping clients and money in order.
£89one-off
Start with EssentialsIncludes
Consultants who win work through a structured sales process.
£99one-off
Start with PracticeEverything in Essentials, plus
Agencies and service teams delivering projects with staff.
£129one-off
Start with StudioEverything in Practice, plus
Growing businesses that need reporting across every area.
£149one-off
Start with ScaleEverything in Studio, plus
Compare every area side by side → Payments by Stripe, including Bacs Direct Debit where available.
Package finder
We'd suggest
Essentials
£89 one-off
14-day money-back guarantee on eligible purchases.
Straight talk
Knowing a tool's limits matters as much as knowing its features. We're a software provider, and nothing more.
Tap a card to read more.