Customer Records
Every client and prospect in one searchable database, with contact details, communication history, and documents attached.
Learn more →For Freelancers, Agencies & Service Businesses
One Dashboard for Clients, Projects, People and Money
Profivanta brings your CRM, project management, HR administration, and financial record-keeping into one connected dashboard, so your team stops re-entering the same customer and project details in four different places.
One login · One source of truth · 14-day money-back guarantee
Customers
Every client and prospect, in one place.
Total customers128+8 this month
Active leads22+5 this week
Won this month£12,400↑ from £9,800
Follow-ups due62 overdue
Today, across the business
View allRiverside LtdWon
2 days ago
Bright StudioLead
4 days ago
- One-off, lifetime access
- Clear feature tiers
- UK & global businesses
- No install required
The problem
Running a Service Business Means Juggling a Dozen Hats
Somewhere between the fifth browser tab and the third spreadsheet, most business owners lose the very thing they started their business to gain: control over their own time. Profivanta was built to solve exactly this problem.
Data silosDouble-entry errorsWasted subscription spendContext-switching fatigueMissed follow-upsMissed deadlines
Modules
Everything a Service Business Actually Needs, Connected
Four modules that work from the same underlying data, so nothing needs to be typed in twice.
Sales Pipelines
Fully customisable pipelines so you can see exactly where every prospect stands, and drag deals forward as they progress.
Learn more →Follow-up Tracking
Log every call, email and meeting to a client's profile, with reminders so a follow-up never gets forgotten.
Learn more →Projects & Tasks
Break every project into tasks with a clear owner and deadline. View work as a board, list, or timeline.
Learn more →Employee Records
A secure digital home for contracts, performance reviews, certifications and personal details.
Learn more →Leave Management
Approved leave is reflected automatically across the project module, so you never double-book someone who's away.
Learn more →Invoicing
Generate a professional, branded invoice straight from a completed project or milestone, in minutes.
Learn more →Business Reports
Generate profit-and-loss statements, revenue forecasts, and expense breakdowns with a click.
Learn more →What you get
One Login. One Source of Truth.
Zero-click dashboard
The most important information needs zero clicks to find when you log in.
No re-entering data
When a lead becomes a client, their record flows straight into projects and invoicing.
Fully responsive
Works as well on a phone between client meetings as it does on a laptop at your desk.
Your data stays yours
Profivanta does not claim ownership over your content, and never sells it to third parties.
Data export on request
Export your content from the platform at any time during your active access period.
Encrypted at rest
Passwords are stored encrypted, and data in transit is encrypted throughout.
Secure Stripe payments
All payments are processed securely through Stripe.
Direct email support
Questions go straight to our team, not a ticket queue.
14-day money-back guarantee
Try Profivanta against your real business, with your investment protected.
How it works
From New Lead to Paid Invoice
- Step 01
Capture the Lead
A new enquiry becomes a customer record in the CRM, with details, notes and follow-ups attached in one place.
- Step 02
Turn It Into a Project
Once the work is agreed, turn that same record into a project, with its own tasks, deadlines and team assignments.
- Step 03
Manage the Work
Your team tracks tasks and deadlines from the project, so everyone knows what's next and who owns it.
- Step 04
Invoice and Get Paid
When the work is delivered, raise an invoice straight from the same dashboard and track whether it's been paid.
Featured plans
Start With a Plan That Fits Today
All plans are a one-off payment in GBP covering lifetime access, and include the 14-day money-back guarantee.
Starter
£89
Customer records and invoicing for solo freelancers and sole traders.
- Customer records
- Follow-up tracking
- Invoices and line items
- Stripe payment collection
Ideal for: Solo freelancers, Sole traders, New businesses
Team
£119
Projects, tasks, and employee admin for businesses taking on staff.
- Everything in Growth
- Projects and task deadlines
- Employee records and leave
- Onboarding and documents
Ideal for: Growing agencies, Businesses taking on staff, Small teams
Pro
£139
The full platform, including reporting, for growing service businesses.
- Everything in Team
- Business dashboard
- Sales and finance reporting
- Project status overview
Ideal for: Established agencies, Professional service firms, Contractors
Who it's for
Built Around Service-Based Businesses
Freelancers & Solo Consultants
Every minute spent on admin is a minute not spent on billable work. Profivanta consolidates the CRM, project tracking and invoicing you need into one lightweight system.
Creative & Marketing Agencies
Pipeline visibility, project boards and team workload tracking give agency owners the oversight they need to keep every client happy.
Professional Service Firms
Accountants, legal consultants and architects get a dependable system for managing client engagements from first contact through invoicing.
Small Businesses With Growing Teams
As you add your first few employees, Profivanta's HR tools give you a structured foundation for managing people.
Why Profivanta
A More Practical Approach to Business Software
One dashboard, four modules
CRM, projects, HR and finance all live under one roof, informing each other in real time.
Nothing typed in twice
When a lead becomes a client, their record flows straight into your projects and invoices.
Software provider, not an advisor
We build the tools. We are not your accountant, lawyer, or payroll bureau.
Transparent pricing
Every plan price is published on this site before you sign up.
Secure by design
Data is encrypted, access is protected, and we continually invest in keeping it that way.
You own your data
Profivanta does not claim ownership over your content, and never sells it on.
Scales with you
Start solo with the CRM and invoicing, add HR tools the moment you hire your first employee.
Direct support
Questions reach our team directly — no ticket queue, no chatbot.
No unrealistic guarantees
The platform is guaranteed to work. Business outcomes are always down to you.
Project management
Deliver On Time. Every Time.
Break every project down into manageable tasks, each with its own deadline, owner and status. Depending on how your team works, a project can be viewed as:
- Kanban board
- Linear list
- Timeline
- Deadline alerts
- Workload view
Approved leave is reflected automatically across project staffing, so you never assign someone who's away.
Projects
Every task, deadline and owner, in one board.
Active projects14+2 this week
Due this week215 urgent
Completed37+9 this month
On track92%steady
Today, across the business
View allBrand refreshActive
Due 12 Sep
Website rebuildIn progress
Due 28 Sep
Finance
Every invoice and expense, tracked.
Revenue£4,320this month
Outstanding£9,94012 invoices
Overdue£8601 invoice
Collected91%on time
Today, across the business
View allINV-1042Paid
£1,850
INV-1043Overdue
£860
Financial record-keeping
Know What You're Owed and What You're Keeping
Invoicing is only half the picture. Log every income source and operating expense to see not just what you're billing, but what you're actually keeping. A financial overview covers:
- Branded invoices
- Income tracking
- Expense tracking
- Payment status
- P&L reports
All payments are processed securely through Stripe, with Bacs Direct Debit available for UK customers.
One connected flow
From First Lead to Loyal Client
Every module feeds the next, so nothing has to be re-entered by hand.
01Lead
02Customer
03Project
04Tasks
05Team
06Invoice
07Paid
Payment
Clear, Transparent One-Off Pricing
Every Profivanta plan is a one-off payment in GBP, with the plan scope and features clearly stated before you buy.
One-off payment
One payment covers lifetime access.
14-day money-back guarantee
Full refund on your first payment if it isn't the right fit.
Lifetime access
No recurring charges — pay once, and keep access for good.
Transparent pricing
All four plan prices are published openly on this site.
Bacs Direct Debit
Available for UK customers, alongside standard card payment.
Secure checkout
Payment is handled securely by Stripe on this website.
FAQ
Questions, answered.
Everything you need to know about how Profivanta works, from your first login to what's covered by your plan. Can't find what you're after? Our team is a message away.
01What exactly is Profivanta?
Profivanta is a web-based business management platform built for freelancers, consultants, agencies, and small service businesses. Instead of juggling a separate CRM, project management tool, HR spreadsheet, and invoicing app, Profivanta brings all four of those functions into one unified dashboard.
02Do I need any technical skills to use Profivanta?
No. Profivanta was designed to feel intuitive from the very first login, without requiring an IT department, a developer, or a lengthy onboarding process.
03Is Profivanta only for businesses that already have staff?
No. A solo freelancer can use the CRM, project management, and invoicing tools without ever needing to touch the HR module. As your business grows, the HR tools are already there, ready to go.
04Is there a free trial?
Profivanta does not currently offer a free trial. You can review the full feature set for each plan on this page before purchasing, and every purchase is covered by our 14-day money-back guarantee.
05How secure is my business data on Profivanta?
Security is a foundational priority. Your data is protected using industry-standard practices, including encryption of data in transit and strict access controls.
06Is there anything to cancel?
No. Profivanta is a one-off purchase, not a recurring subscription, so there's nothing to renew or cancel — you pay once and keep access for good.
Next step
Ready to Simplify Your Business?
Stop juggling disconnected apps. Bring your client relationships, your projects, your team, and your finances into one clear, connected system.