Learnovia brings CRM, project management, HR administration and financial record-keeping together, so small teams stop stitching spreadsheets, inboxes and sticky notes together.
Customers, projects, people and money are rarely unrelated. Learnovia treats them as views of the same business, so you enter things once and see them everywhere.
Create a customer once and reference them everywhere: on the project you deliver, on the invoice you raise, in the follow-ups you log.
Track a lead through your pipeline and convert it to a customer in one click.
Spin up a project for that customer, break it into tasks and assign your team.
Raise an invoice against the same customer and watch its status until it's paid.
Reports pull from real records, so the numbers match the work that was done.
From a solo designer to a field-services firm, Learnovia adapts to the shape of your business.
Enquiries become leads with notes on scope and budget. A confirmed booking becomes a project with concepts, revisions and delivery. Once it ships, the invoice goes out and the month-end view shows what's still outstanding.
The pipeline shows every engagement in negotiation. Signed clients get projects with milestones for each phase, and follow-up reminders keep you in touch between deliverables, helping renewals and repeat work.
Leads from campaigns, projects across many client accounts with tasks for copywriters, designers and account managers, leave planned around deadlines, onboarding for new hires and monthly reports for the founder.
Customer records hold past jobs and site details. Each job is a project with stages. The HR module tracks who's scheduled and who's on leave, and reports show cash flow when payment timing varies job to job.
Most small businesses don't need enterprise software with hundreds of settings. They need the essentials done well.
Stop evaluating, paying for and learning separate CRM, project, HR and invoicing tools.
Information isn't re-entered in multiple places, so systems can't drift out of sync.
Start small and move up a plan as your team grows, without migrating to a new system.
Browser-based, so the office, client sites and home all see the same up-to-date information.
Fixes, security improvements and new features arrive automatically, with no upgrades to plan.
Payments are processed by Stripe, so card details never sit inside Learnovia.
Pick the package that matches your size and the modules you need.
Checkout via Stripe by card, or Bacs Direct Debit where available.
Start with active customers and live projects; bring history across later.
Add teammates and upgrade as your business expands.
Learnovia touches customer data, employee records and money, so we're upfront about where our responsibilities begin and end.
Start with the modules you need today and move up as your team grows. Every plan is covered by our 14-day money-back guarantee.
Pick a plan, pay securely through Stripe, and start adding your customers today. Covered by our 14-day money-back guarantee.
Learnovia