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Features

Four core areas. One dashboard.

Everything you need to win customers, deliver work, manage people and stay on top of money, without enterprise complexity.

Customer relationship management

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 open
New
Harbour & Co.Website
Qualified
BrightlineReferral
Proposal
NorthwindRetainer
Won
Kite LegalCustomer ✓
Project management

Deliver 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

Active
WireframesSam · done
Done
Build homepagePriya · due Thu
In progress
Content migrationAlex · 2 days late
Overdue
HR administration

Simple 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 6
✓
Contract signed
✓
Laptop & accounts set up
○
Meet the team
○
First client shadowing
Financial record-keeping

Invoice, 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%
Built in

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.

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