Four core areas. One dashboard.
Everything you need to win customers, deliver work, manage people and stay on top of money, without enterprise complexity.
Know every customer. Never miss a follow-up.
Structured customer records that go beyond a name and email: contact details, notes from past conversations, related projects and invoices, so knowledge doesn't live only in someone's inbox.
- Lead pipeline: New, Contacted, Qualified, Proposal, Won, Lost
- Drag leads between stages as deals progress
- Follow-up reminders against any lead or customer
- Convert a won lead into a customer in one click
- Customer history: invoices, projects and where they came from
Pipeline
12 openDeliver on time, with clear owners.
Turn client work and internal initiatives into projects, break them into tasks and give every task a deadline and an owner. See what's due soon and what's slipping at a glance.
- Projects with status: active, on hold, completed
- Task boards: To do, In progress, Done
- Assign tasks to named team members
- Deadline countdowns and overdue warnings
- Link each project to its customer
Website rebuild
ActiveSimple people admin for growing teams.
More structure than a spreadsheet, without the cost of a full HR system. Keep employee records, handle leave and onboard new starters the same way every time.
- Employee records with role, contact and start date
- Leave requests with owner/admin approval
- Onboarding checklists per employee
- Secure document storage on each record (PDF, Word, images)
HR tools are for record-keeping. Learnovia does not process payroll, act as an employer of record, or give employment law advice.
Onboarding · Priya
4 of 6Invoice, track and understand your money.
Create professional invoices from customer records, follow them until they're paid, log income and expenses, and see how the business is trending over the last 12 months.
- Invoices with line items and automatic numbering
- Status tracking: draft, sent, overdue, paid, void
- Income and expense records with categories
- Reports: money in vs out, invoice status, expenses by category
Learnovia records information you enter. It doesn't file tax returns or provide accounting, tax or financial advice.
Money in · 6 months
+18%The details that make it dependable.
Overview dashboard
Sales activity, deadlines, follow-ups and outstanding invoices on one screen when you log in.
Team roles
Owners, admins and members, so sensitive decisions like leave approval stay with the right people.
Secure sign-in
Hashed passwords, rate-limited login and protected sessions keep your account yours.
Stripe billing
Card and Bacs Direct Debit payments handled by Stripe. We never store card details.
Any device
Responsive design for desktop, tablet and phone, with light and dark themes.
Automatic updates
New features and improvements roll out to everyone, with nothing to install.
Ready to see it with your own data?
Pick a plan, pay securely through Stripe, and start adding your customers today. Covered by our 14-day money-back guarantee.