Starter
CRM and invoicing for solo freelancers and sole traders.
£75
- Customer records
- Leads & sales pipelines
- Follow-ups & customer history
- Invoicing
Ideal for: solo freelancers, sole traders, new businesses
Choose StarterFor Small Businesses, Freelancers & Service-Based Organisations
Bringing your business together in one place.
Nexvisory is a web-based business management platform, delivered as a Software as a Service (SaaS) solution, that brings the essential day-to-day functions of running a business — CRM, project management, HR administration, and financial record-keeping — into a single, unified online dashboard. No traditional software installation required.
- 14-day money-back guarantee
- One-off payment, lifetime access
- Cancel any time
Customers
+ Add customerTotal customers128+8 this month
Active leads22+5 this week
Won this month£12,400↑ from £9,800
Follow-ups due62 overdue
Riverside LtdWon
Bright StudioLead
4
Connected modules in one dashboard
14
Day money-back guarantee
1
Login for your whole business
Everything, connected
One dashboard. Every module.
Capture every lead and customer
Every client and prospect lives in one searchable record, with contact details, follow-ups and a fully customisable sales pipeline so you always know where a deal stands.
Learn more →Total customers128+8 this month
Active leads22+5 this week
Won this month£12,400↑ from £9,800
Follow-ups due62 overdue
Deliver on time, every time
Break every project into tasks with a clear owner and deadline. View work as a board, list or timeline, and staffing updates automatically when someone's on approved leave.
Learn more →Active projects14+2 this week
Due this week215 urgent
Completed37+9 this month
On track92%steady
A secure home for HR
Contracts, performance reviews, certifications and personal details live in one place, with approved leave reflected automatically across project staffing so no one gets double-booked.
Learn more →Team members18+2 this quarter
On leave2this week
Open roles1hiring
Docs on file46up to date
Know what you're owed
Generate a branded invoice straight from a finished project, log income and expenses, and see profit-and-loss at a glance — all payments processed securely through Stripe.
Learn more →Revenue£4,320this month
Outstanding£9,94012 invoices
Overdue£8601 invoice
Collected91%on time
How it works
From new lead to paid invoice.
01
Capture the lead
A new enquiry becomes a customer record in the CRM, with details, notes and follow-ups attached in one place.
02
Turn it into a project
Once the work is agreed, turn that same record into a project, with its own tasks, deadlines and team assignments.
03
Manage the work
Your team tracks tasks and deadlines from the project, so everyone knows what's next and who owns it.
04
Invoice and get paid
When the work is delivered, raise an invoice straight from the same dashboard and track whether it's been paid.
Ease into Nexvisory
Add your customers
Bring in your existing client list, or start fresh — add contacts as new enquiries come in.
Invite your team
Add teammates and set who can see what, in a couple of clicks.
Set up your first project
Turn a customer record into a project with tasks and deadlines.
Send your first invoice
Bill straight from a finished project and track when it's paid.
A dependable platform
Simple onboarding
No developer, no IT department, no lengthy setup. Nexvisory is designed to feel intuitive from your very first login.
Direct email support
Questions go straight to our team, not a ticket queue or a chatbot.
Secure by design
Passwords are stored encrypted, data in transit is encrypted throughout, and subscription payments are processed securely through Stripe, including Bacs Direct Debit where available.
Clear about our role
A software provider — not a professional adviser
Nexvisory gives you the tools to organise your own business information. You remain responsible for your customer relationships, your projects, your employment obligations, and your accounting, tax, and legal compliance.
What Nexvisory gives you
- Customer records, leads, and sales pipelines
- Follow-ups and customer history
- Projects, tasks, deadlines, and team assignments
- Employee records, leave, onboarding, and documents
- Invoicing, income and expense tracking, and payment status
- Business reporting
What Nexvisory doesn’t do
- Hold or transmit customer funds on behalf of third parties
- Process payroll, or act as an employer of record
- Provide accounting advice, or operate as an accounting firm
- Provide tax advice, or file tax returns on your behalf
- Provide financial, investment, or legal advice
Simple, one-off pricing
One payment. Lifetime access.
No recurring subscription charges. Choose a plan, pay once, and get lifetime access — backed by a 14-day money-back guarantee.
Growth
Full financial record-keeping for businesses tracking real money in and out.
£95
- Everything in Starter
- Income & expense tracking
- Payment status monitoring
- Business reporting
Ideal for: growing businesses that need a full financial picture
Choose GrowthTeam
Adds project management for teams delivering client work.
£125
- Everything in Growth
- Projects, tasks & deadlines
- Team task assignment
- Multiple simultaneous projects
Ideal for: agencies and growing teams delivering client work
Choose TeamBusiness
The full platform, including HR administration, for businesses with employees.
£145
- Everything in Team
- Employee records & leave management
- Onboarding workflows
- Employee documents
Ideal for: established businesses managing their own employees
Choose BusinessAll plans are a single one-off payment for lifetime access — not a recurring subscription.
Common questions
Frequently asked questions
What is Nexvisory?
Nexvisory is a web-based business management software platform, delivered as a Software as a Service (SaaS) solution. It brings together customer relationship management (CRM), project management, HR administration, and financial record-keeping into a single online dashboard, so businesses don't have to rely on several disconnected tools to manage their day-to-day operations.
Who is Nexvisory designed for?
Nexvisory is designed for small businesses, freelancers, independent consultants, agencies, and other service-based organisations that need practical tools for managing customers, projects, employees, and financial records. Whether you're a solo consultant juggling a handful of clients or a growing agency with a full team, Nexvisory is built to scale with the way you work.
Do I need to install any software to use Nexvisory?
No. Nexvisory is entirely web-based, meaning you access it through your browser rather than installing anything on your computer. This also means updates and improvements are rolled out automatically, without requiring you to manually download or install new versions.
Is Nexvisory suitable for a one-person business, or only larger teams?
Nexvisory is built to work for businesses of different sizes. A freelancer or sole consultant can use it to keep their own customer records, project tasks, and invoices organised in one place, while an agency with a growing team can use the same Platform to coordinate multiple people across shared projects and customer accounts. Your selected Subscription package determines the specific features and usage limits available, so you can choose a plan that matches where your business is right now.
Does Nexvisory replace the need for any other business software?
Nexvisory is designed to reduce the number of separate tools you need for day-to-day administration by bringing CRM, project management, HR, and financial record-keeping together in one place. That said, Nexvisory is a business management and record-keeping platform, not a replacement for specialist software in areas outside its scope, such as dedicated payroll processing, accounting software required for statutory filings, or industry-specific tools your business may also rely on.
Choose Nexvisory. Simplify your business.
Get Started- 14-day money-back guarantee
- One-off payment, lifetime access
- Cancel any time