Built and engineered in the UK by founders with over 30 years of experience refining systems for businesses of all sizes.
14-day free trial. No card. Cancel anytime.
Why we exist
Pro-cess wasn't born in a boardroom. We built it because looking after your customers properly shouldn't cost a fortune, or take four systems bolted together.
We're Pro-cess Business Solutions. We automate workflows, shape strategy, build websites for our clients. Pro-cess started as the toolkit we built for ourselves - because nothing existing fit how our team actually runs. You tell us today's problem, we give you tomorrow's solution.
Personal trainers selling session blocks. Dog groomers juggling multi-pet bookings. Life coaches running packages. Creatives invoicing per project. The middle ground that gets force-fit into trade software or a Salesforce-shaped monster. That's our lane.
Your terminology. Your layout, desktop and mobile. Your brand colours. Your tier of complexity. Pro-cess isn't a one-size-fits-no-one template - it adapts to the way you work, not the other way round.
See it customiseMake it yours
Every business runs differently, so Pro-cess bends to yours: layout, colours, wording, and which features you switch on. No consultant, no three-week setup. Here are four of the dials you control from day one.
Four desktop layouts, one toggle. Power-user sidebar with everything in reach, top-nav for cleaner real estate, compact for small screens, or a split layout for when you want both worlds.
Your phone isn't an afterthought. Four mobile layouts so your team out on jobs, your team in the office, and you all get the view that fits. Pick once and forget, or switch on the fly.
Live preview
Tap a tab to swap the phone screen
PWA-ready
Install to home screen on any device
Nine ready-made colour themes, plus a custom builder if you want to match your exact brand. Cool ocean blues, warm sunset ambers, deep midnight teals. Pick a vibe in two clicks. Or build a custom palette pixel-by-pixel.
Same dashboard. Nine palettes. Plus a custom builder behind the scenes.
Dog groomers have "customers". A coach has "clients". A tutor has "students". A vet has "patients". Pro-cess re-labels itself to match what you actually want to see. Buttons, emails, reports, the lot.
Every menu, button, email, and report rewords to match.
Set up for
What's in the box
Diary, quotes, invoicing, online booking, marketing, customer history. All in one place, all included.
Drag-and-drop appointments, recurring bookings, route optimisation when you need it, multi-staff in one view.
Send, accept online, take payment via Stripe or GoCardless, auto-chase the slow payers. Sundays free.
Your own /book/you-slug or custom domain. Customers self-book around your real availability. No more WhatsApp ping-pong.
Every quote, job, message and payment against the customer. Custom fields for what YOU care about. GDPR-friendly purge.
Appointment reminders, payment chasers, full marketing campaigns with AI-written content from your brand voice.
Switch on Procurement when you start buying in stock, or VoIP Calling to make and receive calls in-browser. Need something custom built? We built bespoke modules for District Four, and we can do the same for you.
The Tracker
The Tracker turns every booking into a story. Today's lineup, this week's pace, this month's revenue, and a 12-month trend line, all in one place. No spreadsheet pivot tables, no exports, no waiting.
Trends at a glance.
12 months of bookings on one bar chart. Spot peaks, troughs, and the months you forget to look at.
Booked jobs are nice. Booked revenue is nicer.
The Tracker shows you both, side by side. No exports, no spreadsheets, no waiting.
Service-mix donut. (Professional plan and above)
See which services are pulling weight and which are quietly tailing off, broken out by month, week, or day.
Top customers, top services. (Professional plan and above)
Pulls your biggest customers and best-earning services to the top, automatically. No filters, no fiddling.
Auto-cycling between views. Click a tab to pin one.
No bluster, three actual differences
Our agency runs on Pro-cess. Our diary, our quotes, our customer follow-ups, our team's routes. Every awkward edge gets sanded down fast, because if it annoys you, it annoys us too.
+ [mon] Diary status update bug we hit on a client invoice. Fixed same day.
+ [wed] Customer CSV import. Built it because Alex was up til midnight pasting.
+ [fri] Tour mode for new staff. Onboarded a colleague, realised we needed it.
_ the roadmap is what we needed yesterday
Start at £30 a month for up to 2 users. Switch on Procurement when you need it. Need something bespoke? Talk to us when you're ready.
UK VAT-native invoicing, GoCardless direct debit, GBP everywhere. And when you message us, you get the people who wrote the code.
In their own words
Running their businesses on Pro-cess every day. Both happy to be named, both reachable. Have a poke around their sites.
Four systems became one, and we are getting more out of it than the four put together.Read the full story
I was nervous enough starting a new business, let alone trying to work out how I’d handle all the admin. Bookings, payments, appointment reminders, the lot. Pro-cess takes care of everything, and the price is unbelievable for how much you actually get.
Kelsie L.
Snip Doggy Dogg · Doncaster
Both businesses are real, the websites work, and the quotes are theirs. We hate fake testimonials too.
Simple pricing
Start free for 14 days. No card needed. Pay only for what your team actually uses.
Starter
Up to 2 users
+ £20 per extra user
Diary, customers, quotes, invoices, online bookings. The essentials, done properly.
Professional
Up to 3 users
+ £30 per extra user
Everything in Starter plus email marketing, route optimisation, custom domains and bookings on autopilot.
Business
Up to 5 users
+ £38 per extra user
Add the REST API, advanced reporting, white-label customer portal and bigger sending limits.
Enterprise
15+ users
Bespoke modules built alongside you, dedicated support, deep integrations. Talk to us.
Ready when you are
Just sign up, plug in your business, and see if it bends the way you need it to. Pick a plan any time during the trial to slide straight into paid without missing a beat. If it isn't for you, just don't pick one.
Tell us what you do
Pick a trade or describe it. We'll set sensible defaults.
Pick your layout and theme
Or skip and tweak later. Either's fine.
Add your first customer
From the diary, an invoice, or a CSV. Up to you.
