All the features that power your service business
Here's how SoloCRM works. See exactly what each feature does and why it matters for your business.
Keep track of every lead
Capture leads from anywhere, get them scored, and convert to projects when ready. Turn prospects into clients without losing track of anyone.
Here's how it works
Capture from anywhere
Add leads manually, import from email, or connect your website form. All leads go into one place with consistent data.
AI lead scoring
Every lead gets a score from 0-100 based on budget, engagement, and fit. Focus on the leads most likely to convert.
Follow-up reminders
Get suggestions on when to follow up based on lead behavior. Helps you stay on top of the leads that matter most.
One-click conversion
Convert a lead to a project with one click. All lead data comes with it - no re-entering anything.
How it looks in practice
Monday 9:00 AM
New lead: "Sarah from TechCorp" via website form. Budget: £15,000. Score: 87/100.
Monday 2:00 PM
Reminder: "Follow up with Sarah - high score, no contact in 5 hours."
Tuesday 10:00 AM
Converted to project. Budget, notes, and contact info all came through.
Outcome: Lead converted in 25 hours. No copying data between systems.
Lead data you can track
- Contact info (name, email, phone, company)
- Budget and project scope
- Lead source (website, referral, etc.)
- Custom notes and interaction history
- Follow-up dates and reminders
What affects the score
- Budget size and fit
- Engagement level (email opens, replies)
- Response time and interest signals
- Company size and industry fit
- Historical conversion patterns
Deliver projects on time and on budget
Track progress, manage scope, monitor budgets, and catch issues early. Deliver projects profitably without the stress.
What you get
Budget tracking
Set a budget, track actual costs (time + expenses), and see profitability in real-time. Get alerts when you're approaching budget limits.
Project health scoring
We analyze budget, timeline, and scope to flag at-risk projects. Know which ones need attention before things get messy.
Scope change management
Track scope changes with client approval workflow. Document what changed, why, and get sign-off before work begins.
Integrated time tracking
Time tracking is built into every project. Log hours on tasks, see time vs budget, and invoice directly from tracked time.
Project dashboard
£6,500 / £10,000 used
Due in 3 days, 2 tasks incomplete
Design review - overdue
Timeline risk detected. Suggestion: "Review incomplete tasks and consider scope adjustment."
Task management
- Create tasks with due dates
- Assign tasks to team members
- Track completion status
- Link time entries to tasks
Budget & profitability
- Set fixed or hourly budgets
- Track actual vs planned costs
- Calculate profit margins
- Get budget alerts
Scope & changes
- Document original scope
- Request scope changes
- Client approval workflow
- Budgets adjust when scope changes
Track time where it matters
Log hours directly on project tasks. See exactly where time goes, bill accurately, and turn tracked time into invoices.
How it works
Log time on tasks
Start a timer or log hours manually. Every entry links to a project task. No switching between tools.
Billable vs non-billable
Mark time as billable or internal. Set different hourly rates per project. Track both for accurate profitability.
Invoice from time
Select time entries and generate an invoice with one click. Rates and totals are calculated for you.
Time analytics
See where time goes by project, task, or date range. Identify bottlenecks and improve estimates.
Time entry example
Website Redesign Project
Task: Homepage design
Today, 10:00 AM - 12:30 PM
Website Redesign Project
Task: Client meeting
Today, 2:00 PM - 3:00 PM
Time tracking features
- Timer or manual entry
- Link to project tasks
- Multiple hourly rates per project
- Billable vs non-billable tracking
- Time entry notes and descriptions
- Export time reports
Why it matters
- Accurate billing: Bill for every billable hour, not estimates
- Better estimates: Use historical data to quote accurately
- Profitability: See which projects are profitable vs time sinks
- No manual entry: Time becomes invoices with one click
Get paid faster
Generate invoices from time, create fixed-price invoices, send proposals, and get paid online. Manage your money without the hassle.
Invoice types
From tracked time
Select time entries and generate an invoice. Rates and totals are calculated for you. No manual math.
Fixed-price invoices
Create invoices for fixed-price projects. Add line items, set payment terms, and track what's paid.
AI proposals
Generate professional proposals from project details. AI creates the structure, you customize and send.
Online payments
Clients pay invoices online via Stripe. Payment status updates when they pay. No chasing checks.
Invoice workflow
12.5 hours from "Website Redesign" project
Total: £937.50 (calculated)
Email sent with payment link
Status: Paid (updated)
Payment features
- Stripe integration
- Payment tracking
- Payment reminders
- Multi-currency support
Invoice management
- Professional templates
- Custom branding
- Payment terms
- Recurring invoices
Time savings
- 5 minutes to create invoice from time
- No manual math - rates are calculated for you
- Automatic tracking of what's paid vs outstanding
- Faster payments with online payment links
Smart features that save time
Let the system handle the busywork so you can focus on clients. Get smart suggestions, scoring, and helpful automation.
Lead Scoring
Every lead gets scored 0-100 based on budget, engagement, company fit, and historical patterns. Focus on leads most likely to convert.
Follow-up Reminders
Get suggestions on when to follow up based on lead behavior, response patterns, and engagement signals. Stay on top of the leads that matter.
Project Health Scoring
We monitor budget, timeline, and scope to flag at-risk projects. Get alerts before things get out of hand.
Proposal Generation
Generate professional proposals from project details. You customize and send. Saves hours of writing.
Email Drafts
Generate email drafts based on client history, project status, and your communication style.
Meeting Summaries
Paste meeting notes and we'll turn them into action items, next steps, and project updates. No manual organization needed.
Know your numbers
See what's working and what's not. Track revenue, profitability, lead sources, and project performance.
Revenue Analytics
Track revenue by month, project, client, or time period. See trends, growth, and what's driving your income.
- Monthly/quarterly revenue
- Revenue by client
- Paid vs outstanding
Lead Source ROI
See which lead sources convert best and generate the most revenue. Double down on what works.
- Conversion rates by source
- Revenue per source
- Cost per acquisition
Project Profitability
See which projects are profitable and which are money pits. Use data to quote better and avoid bad projects.
- Profit margin by project
- Time vs budget analysis
- Historical comparisons
Time Analytics
Understand where time goes. See patterns, identify bottlenecks, and improve your estimates.
- Time by project/task
- Billable vs non-billable
- Estimate accuracy
One system vs many tools
See what you get with SoloCRM compared to using separate tools
Separate Tools
CRM: £49/month
HubSpot, Pipedrive, etc.
Project Management: £59/month
Monday, Asana, etc.
Time Tracking: £29/month
Toggl, Harvest, etc.
Invoicing: £25/month
FreshBooks, Invoice2go, etc.
- Total: £162/month
Plus manual data entry between tools
SoloCRM
CRM included
Lead management, scoring, conversion
Project management included
Tasks, budgets, timelines, health scoring
Time tracking included
Integrated with projects, invoices from time
Invoicing included
From time, fixed-price, online payments
- Total: £14.99/month
All connected, no manual entry
Save £147/month
Plus save hours of manual data entry every week
Ready to try it?
Start free. No credit card. See how it works for your business.