CRM with scheduling, quoting, invoicing and inventory

Stop losing money to admin. Start running your business processes effectively.

Quotes, invoicing, scheduling, route planning, customer management, and online bookings. One platform. No fuss.

Start Free Trial See Pricing

No credit card required. 14-day free trial.

500+
Active Users
3hrs
Saved Per Week
28%
Faster Payments
100%
UK Hosted
UK Hosted
GDPR Compliant
256-bit Encryption
Two-Factor Auth
Works with Stripe • GoCardless • Google Calendar • Xero • QuickBooks

Sound familiar?

Running a business is hard enough without the paperwork

Your diary is a mess

Appointments on scraps of paper. WhatsApp messages you forget to reply to. Double-bookings that cost you customers. Your team never knows where they are supposed to be tomorrow.

Chasing payments instead of earning

Hours spent writing quotes in Excel. Chasing invoices by text. Losing track of who owes what. Spending your Sundays doing the books instead of being with your family.

Doing admin meant for a team of ten

Customer records live in your head. No system for recurring work or service reminders. Planning routes manually. You are running a proper business with zero admin support.

There is a better way

Features

Everything you need. Nothing you do not.

Over 50 features. Here are the ones that matter most.

Jobs & Scheduling

Your whole team on one calendar. Day, week, and month views. Drag jobs around to reschedule. Colour-coded by status, team member, or service type. Your customers can book directly into available slots, 24 hours a day.

  • Drag-and-drop diary with day, week, and month views
  • Online booking page your customers can use 24/7
  • Google Calendar two-way sync
  • Automatic SMS appointment reminders
  • Staff availability, holidays, and working hours
  • Waiting list for fully booked slots
  • Group bookings with capacity limits
  • Booking deposits collected via Stripe

Jobs & Scheduling

8 features included

Quotes & Payments

Create professional branded quotes and turn them into invoices with one click. Customers accept quotes and pay invoices online. Track everything from sent to paid without chasing.

  • Professional quotes with one-click online acceptance
  • Invoicing with secure online payment links
  • PDF generation with your logo and branding
  • Card payments via Stripe, terminal via SumUp
  • Direct debit collections through GoCardless
  • Automatic payment reminders for overdue invoices
  • Recurring invoices for regular customers
  • Product and service catalogue with pricing
  • Xero integration for your accounts

Quotes & Payments

9 features included

Customer Management

Every customer in one place. Full appointment history, communication log, invoices, and notes. Give your customers their own portal to view bookings and pay invoices. Built-in GDPR tools to keep you compliant.

  • Full CRM with appointment and payment history
  • Customer portal with branded login
  • Consultation and intake forms
  • Automatic service reminders and recalls
  • Loyalty points and referral rewards
  • Prepaid session packages and credits
  • Custom data fields for your specific industry
  • Contracts with digital signatures
  • GDPR data export and purge tools
  • CSV import and export

Customer Management

10 features included

Communication

All your customer emails in one inbox. Send appointment confirmations, quote follow-ups, and marketing campaigns without switching between apps. Generate professional content with built-in AI.

  • Unified email inbox with multiple mailboxes
  • SMS messaging for reminders and updates
  • Email and SMS marketing campaigns
  • AI-powered content generation
  • Reusable email templates for every situation
  • Quick reply templates for common questions
  • Professional email signatures per team member
  • Social media scheduling and publishing

Communication

8 features included

Team & Operations

Plan the most efficient routes for your field team. Manage leave requests, track who is doing what, and keep a full audit trail. Two-factor authentication keeps your account secure.

  • Route optimisation to save fuel and time
  • Week planner and staff schedule management
  • Leave request and approval workflow
  • Departments and organisational chart
  • Before, during, and after job photos
  • Custom job statuses to match your workflow
  • Job add-ons and additional charges
  • Full audit trail of every change
  • Two-factor authentication on all plans
  • Lead source tracking and reporting
  • Team activity log and performance tracking

Team & Operations

11 features included

Industry Tools

Tell us your industry and the system adapts. Plumbers see "callouts". Flooring fitters see "fittings". Window cleaners see "rounds". Plus specialist tools for equipment booking, stock tracking, travel charges, and more.

  • Custom terminology that adapts to your industry
  • Service packages and bundles
  • Equipment, vehicle, and room booking
  • Before and after photo portfolio
  • Distance-based travel surcharges
  • Order management and fulfilment tracking
  • Stock management and inventory
  • Special instruction templates
  • Bulk and tiered pricing rules

Industry Tools

9 features included

Want to see exactly which features are included in each plan?

View full feature comparison

Why Pro-cess

Built by people who understand your business

We are not a Silicon Valley startup guessing what small businesses need. We are UK-based, we speak your language, and we build tools that actually fit how you work.

Speaks your language

Our system automatically adapts terminology to your industry. Plumbers see "callouts". Flooring fitters see "fittings". Window cleaners see "rounds". No confusing generic jargon.

UK VAT and tax built in

Proper UK VAT calculations, CIS deductions for subcontractors, and GBP throughout. Not a US product with sterling bolted on as an afterthought.

Bespoke when you need it

Enterprise clients get dedicated development time each quarter. Custom modules, integrations, and workflows built specifically for your business.

UK-based support

Real people, based in the UK, who understand British business. Not a chatbot in a different timezone.

Intelligent Terminology

One system. Every industry.

Pick your industry and watch the system adapt

Getting Started

Up and running in minutes

No complicated setup. No IT department needed. Just sign up and go.

1

Sign Up Free

Create your account in 30 seconds. No credit card. No commitment. Your 14-day trial includes every feature.

2

Tell Us Your Trade

Pick your industry and the system adapts. Add your services, team, and working hours. The setup wizard handles everything.

3

Run Your Business

Book jobs, send quotes, take payments, optimise routes. Your entire operation in one place from day one.

Built to deliver results

The numbers speak for themselves

40%
Fewer no-shows

Automatic SMS reminders mean your customers actually turn up.

3hrs
Saved per week

Per team member on admin, scheduling, and invoicing.

28%
Faster payments

Online payment links and automatic reminders get invoices paid sooner.

100%
UK hosted

Your data is stored securely on UK servers in London with daily encrypted backups.

Trusted by businesses across the UK

What our users say

Real feedback from businesses using Pro-cess every day.

"We switched from spreadsheets and WhatsApp reminders to Pro-cess about three months ago. The online booking alone has saved us hours every week. Customers book in themselves and get automatic reminders. No-shows have dropped massively."

JT

James T.

Plumbing & Heating, Manchester

"The route optimisation is brilliant. We cover a wide area and used to waste half the morning driving back and forth. Now the lads follow the planned route and we fit an extra two jobs in most days. Pays for itself."

SW

Sarah W.

Cleaning Services, Bristol

"Being able to send a professional quote from my phone while I am still on site has changed how we work. Customers see the price, accept it there and then, and I can invoice the same day. Cash flow has never been better."

MD

Mark D.

Electrical Contractor, Leeds

Pricing

Simple, per-user pricing

Start with a 14-day free trial. Pay per user, scale as you grow. No hidden fees.

Monthly Annual Save 15%

Starter

Run your business properly

£20 /user/mo
£17 /user/mo
Billed annually (£408/yr)

Minimum 2 users

Starts at £40/month

Starts at £34/month

  • 500 appointments/month
  • Unlimited customers
  • Unlimited quotes & invoices
  • SMS appointment reminders
  • Google Calendar sync
  • PDF generation & online booking
  • Analytics dashboard
  • Product catalogue
  • Direct debit payments
Start Free Trial
Most Popular

Professional

The complete toolkit for growing teams

£30 /user/mo
£25 /user/mo
Billed annually (£900/yr)

Minimum 3 users

Starts at £90/month

Starts at £75/month

  • Everything in Starter
  • Unlimited appointments
  • SMS & VoIP calling included
  • Unified inbox (3 mailboxes)
  • AI content generation
  • Route optimisation
  • Campaigns & advanced analytics
  • Leave approval & activity tracking
  • All industry features
Start Free Trial

Business

Scale with confidence

£38 /user/mo
£32 /user/mo
Billed annually (£1920/yr)

Minimum 5 users

Starts at £190/month

Starts at £160/month

  • Everything in Professional
  • Unlimited SMS, VoIP & AI
  • API access & custom domain
  • Social media channels (20 posts/mo)
  • Org chart & departments
  • Customer portal
  • Custom email signatures
Start Free Trial

Enterprise

Your platform, built your way

Custom

For teams of 15+

Tailored to your needs

  • Everything unlimited
  • 7 days bespoke dev per quarter
  • Priority support & SLA
  • Dedicated account manager
  • Priority directory listing
Contact Us

Modules

Powerful add-on modules

Extend your platform with specialist modules. Activate only what you need. Flat monthly fee, not per user.

Tender Portal

Broadcast tenders to verified subcontractors, compare quotes side-by-side, manage compliance, and award work. All from one dashboard.

  • Contractor marketplace
  • Quote comparison & awarding
  • Insurance & CIS compliance
£59 /month Learn more →

Procurement

Supplier management, purchase orders, goods receipts, and shipment tracking. Keep your supply chain organised and costs under control.

  • Purchase orders & approvals
  • Supplier database & ratings
  • Shipment & delivery tracking
£39 /month Learn more →

VoIP Calling

Make and receive calls directly from your browser. Power dialer, call queues, voicemail, and automatic call logging against customer records.

  • Browser-based calling
  • Power dialer & call queues
  • Mobile fallback & voicemail
£35 /month + usage Learn more →

Modules are flat-rate, not charged per user. Activate only what you need, cancel anytime.

Honest Comparison

How we stack up

We want you to pick the right tool for your business, even if it is not us. Here is how we honestly compare.

Feature Pro-cess Jobber ServiceM8 Tradify
Starting price £20/user/mo £30/mo £29/mo £35/user/mo
Route optimisation Included Extra cost Limited No
Email inbox Built in No No No
Direct debit payments GoCardless & Stripe Stripe only No No
Marketing campaigns Built in No No No
UK VAT / tax Native Basic Basic Basic
UK-based support Yes Canada Australia New Zealand
Bespoke development Enterprise No No No
Xero integration Built in Yes Yes Yes
QuickBooks integration Built in Yes Yes No
Customer portal Included Add-on No No
VoIP phone system Module No $19/mo add-on No
Custom terminology Built in No No No
Social media management Business+ Plus only ($599/mo) No No
Loyalty & referrals Built in No No No

3-year cost for a team of 5

Professional-tier equivalent across all platforms

Pro-cess
£5,400
£150/mo (5 x £30/user)
Jobber
£5,184
£144/mo (5 users)
Tradify
£6,120
£34/user x 5
Fergus
£9,000
£50/user x 5

Similar price to Jobber. Significantly cheaper than Tradify and Fergus. And with more features included as standard.

Versatile

Built for every industry

Whatever your industry, Pro-cess adapts its terminology and tools to the way you work.

Plumbers
Electricians
Builders
Cleaners
Landscapers
Painters
Window Cleaners
HVAC
Locksmiths
Pest Control
Dog Groomers
Beauty

FAQ

Frequently asked questions

Yes. Every new account gets a 14-day free trial with full Professional-tier features. No credit card required. After the trial ends, simply choose the plan that fits your business.
Pro-cess is the best CRM for small businesses across dozens of industries. Plumbers, electricians, cleaners, builders, dog groomers, beauty therapists, landscapers, locksmiths, HVAC engineers, pest control, and many more. The platform adapts its terminology to match your industry automatically.
Absolutely. Every account gets a public booking page your customers can use to request appointments or book directly into available slots. Share the link on your website, social media, or business cards.
Yes. Create professional PDF quotes and invoices, send them by email or SMS, and let customers accept quotes or pay invoices online. We support card payments via Stripe, terminal payments via SumUp, and direct debit via GoCardless.
Yes. Pro-cess integrates directly with Xero so your invoices and payments sync with your accounting software automatically.
Your data is hosted on secure UK servers (AWS, London) with daily encrypted backups. Each business account is completely isolated from others. We offer two-factor authentication on all plans and are fully GDPR compliant with built-in data export and purge tools.
Yes. Pro-cess is a progressive web app (PWA) that works on any device. Install it on your phone home screen for an app-like experience. No app store download needed.
Yes. You can import your customer database from a CSV spreadsheet. The import tool maps your columns to Pro-cess fields so nothing gets lost in the move.
Pro-cess is UK-built for UK businesses with native VAT, CIS, and direct debit support. We charge per user with transparent pricing from 20 pounds per user per month, so you only pay for the team you have. We also include features like email inbox, campaign management, and route optimisation that competitors either lack or charge extra for.
Yes. There are no long-term contracts. You can upgrade, downgrade, or cancel your subscription at any time. Your data remains available for 30 days after cancellation.

Your business deserves better than spreadsheets

Stop wasting hours on admin. Start your 14-day free trial and see the difference in your first week.

Start Free Trial View Pricing

No credit card required. Cancel anytime.