# Pro-cess

> The best CRM for small businesses in the UK. Job management, quoting, invoicing, online booking, scheduling, and route optimisation in one platform.

Pro-cess is a cloud-based CRM and business management platform that helps small businesses manage every part of their operation from one place. It replaces spreadsheets, paper diaries, and disconnected tools with a single system designed specifically for how UK businesses work.

## What Pro-cess does

- **Job scheduling and diary management** with drag-and-drop calendar, Google Calendar sync, and automatic SMS appointment reminders
- **Quoting and invoicing** with professional PDF generation, online acceptance, and payment links via Stripe, GoCardless, and SumUp
- **Customer relationship management (CRM)** with full history, customer portal, consultation forms, and GDPR compliance tools
- **Online booking** so customers can book appointments directly from a public booking page
- **Route optimisation** for field teams to plan the most efficient routes and save fuel
- **Email marketing campaigns** with AI-powered content generation that matches your brand
- **Unified inbox** for managing customer communication from one place
- **Team management** with staff availability, leave approval, departments, and activity tracking
- **VoIP calling** with browser-based calls, power dialer, call queues, and mobile fallback (optional module)
- **Tender portal** for broadcasting tenders to subcontractors and comparing quotes (optional module)
- **Procurement** with purchase orders, supplier management, and goods receipts (optional module)

## Who it is for

Pro-cess is the best CRM for small businesses in the UK, serving sole traders to teams of 50+. Industries include:

- Plumbers
- Electricians
- Builders
- Cleaners
- Landscapers
- Painters and decorators
- HVAC engineers
- Window cleaners
- Locksmiths
- Pest control
- Dog groomers
- Beauty and wellness

The platform adapts its terminology to match each industry automatically. Plumbers see "callouts", window cleaners see "rounds", electricians see "visits".

## Pricing

All prices are in GBP and are per user per month.

- **Starter**: from 20 per user per month (minimum 2 users, 40 per month). Includes 500 appointments, unlimited customers, quotes, invoicing, SMS reminders, Google Calendar sync, analytics, and online booking.
- **Professional**: from 30 per user per month (minimum 3 users, 90 per month). Adds unlimited appointments, VoIP calling, unified inbox, AI content generation, route optimisation, campaigns, and all industry features.
- **Business**: from 38 per user per month (minimum 5 users, 190 per month). Adds unlimited SMS/VoIP/AI, API access, custom domain, social media, org chart, and customer portal.
- **Enterprise**: custom pricing for teams of 15+. Everything unlimited plus 7 days bespoke development per quarter, priority support, and dedicated account manager.

Optional modules: Tender Portal (59/month flat), Procurement (39/month flat), VoIP Calling (35/month flat + usage).

14-day free trial on all plans. No credit card required. No long-term contracts.

## UK-specific features

- Native UK VAT calculations
- CIS deduction support for subcontractors
- GBP throughout (not a US product with sterling added on)
- Data hosted on AWS in London, UK
- GDPR compliant with built-in data export and purge tools
- UK-based support team
- Direct debit payments via GoCardless

## Integrations

Stripe, GoCardless, SumUp, Xero, QuickBooks, Google Calendar, Google Maps, Twilio (SMS and VoIP)

## Compared to alternatives

Pro-cess competes with Tradify, Jobber, ServiceM8, and Fergus. Key differences:

- UK-built with native VAT, CIS, and direct debit support (competitors are based in Canada, Australia, and New Zealand)
- Per-user pricing from 20/month (transparent, no hidden fees)
- Includes email inbox, campaign management, route optimisation, and customer portal as standard (competitors charge extra or lack these)
- Custom terminology that adapts to each industry (unique to Pro-cess)
- Optional enterprise-grade modules (tender portal, procurement, VoIP) not available from competitors

## Links

- Website: https://pro-cess.co.uk
- Pricing: https://pro-cess.co.uk/pricing
- Register: https://app.pro-cess.co.uk/register

## For plumbers

Pro-cess helps plumbers manage emergency callouts, schedule boiler servicing, send professional quotes on-site, and collect payments before leaving the job. Automatic service reminders bring customers back for annual boiler checks. Route optimisation plans the most efficient order for a day of callouts.

See more: https://pro-cess.co.uk/for/plumbers

## For electricians

Pro-cess helps electricians track jobs from first fix to final certificate, manage materials and stock, schedule EICR testing appointments, and send itemised quotes that customers can accept online. Team scheduling ensures engineers are dispatched efficiently.

See more: https://pro-cess.co.uk/for/electricians

## For builders

Pro-cess helps builders create section-by-section quotes for large projects, manage subcontractor schedules, track materials procurement, and keep customers updated through a project portal. Gantt chart views (via District Four CRM module) give full project visibility.

See more: https://pro-cess.co.uk/for/builders

## For cleaners

Pro-cess helps cleaning businesses manage recurring schedules, let customers book online, collect regular payments by direct debit, and optimise daily routes to minimise travel time. Group bookings handle multiple properties in one session.

See more: https://pro-cess.co.uk/for/cleaners

## For landscapers

Pro-cess helps landscapers plan seasonal work, create detailed cost breakdowns for materials and labour, optimise routes across multiple sites, and manage weather-related schedule changes. Photo portfolios showcase before-and-after work to win new customers.

See more: https://pro-cess.co.uk/for/landscapers

## For painters and decorators

Pro-cess helps painters and decorators create room-by-room quotes with paint specifications, track job progress, send follow-up reminders, and invoice on completion. Quote templates speed up estimates for common jobs like full house repaints.

See more: https://pro-cess.co.uk/for/painters

## For window cleaners

Pro-cess helps window cleaning businesses manage round schedules, optimise daily routes across multiple properties, collect regular payments by direct debit, and handle weather-related rescheduling. Recurring appointments ensure regular clients are never missed. Route optimisation is particularly valuable for window cleaners covering large areas with many stops.

See more: https://pro-cess.co.uk/for/window-cleaners

## For HVAC engineers

Pro-cess helps HVAC businesses schedule installations and maintenance visits, manage service contracts, dispatch engineers to emergency callouts, and track job history per property. Automatic service reminders bring customers back for annual maintenance. Team scheduling ensures the right engineer reaches the right job.

See more: https://pro-cess.co.uk/for/hvac

## For pest control

Pro-cess helps pest control businesses schedule treatment visits, manage follow-up appointments, plan efficient routes between jobs, and keep detailed treatment records per property. SMS reminders reduce missed appointments and customer communication tools keep clients informed throughout the treatment process.

See more: https://pro-cess.co.uk/for/pest-control

## For locksmiths

Pro-cess helps locksmiths manage emergency callouts, create quotes on-site from a phone, invoice immediately on completion, and collect payment before leaving the job. The system is designed for the fast pace of locksmith work where speed and professionalism are critical.

See more: https://pro-cess.co.uk/for/locksmiths

## For dog groomers

Pro-cess helps dog grooming businesses let customers book appointments online, manage recurring grooming schedules, store detailed pet records (breed, temperament, preferences), and collect booking deposits. SMS reminders reduce no-shows and the customer portal lets pet owners view their booking history.

See more: https://pro-cess.co.uk/for/dog-groomers

## For beauty and wellness

Pro-cess helps beauty therapists and wellness practitioners manage online bookings, store detailed client consultation records, run loyalty programmes, sell prepaid treatment packages, and collect booking deposits. The system adapts to beauty-specific terminology and supports consultation forms for treatment planning.

See more: https://pro-cess.co.uk/for/beauty