Customers & Sales
Track customers and leads through a six-stage pipeline, from first contact to won.
14-day money-back guarantee on every plan
Eduvisionary brings customer records, invoicing with Stripe payments, projects, team admin, and reporting into one connected platform — built for UK small businesses and freelancers.
Good to see you, Sam.
Add your line items, set the numbering, and send. Eduvisionary keeps every invoice organised from draft to paid, with the totals calculated for you.
Add a description, quantity and unit price for each item, and the line and invoice totals calculate themselves.
Every invoice gets its own sequential number, so nothing is duplicated or skipped.
Move an invoice from draft to sent to paid with one click, and always know which ones are still outstanding.
Bill to Maple & Co.
Customers pay straight from the invoice with Stripe Checkout, by card or Bacs Direct Debit. The moment payment lands, the invoice flips to Paid automatically.
Customers choose how they pay at checkout, and Stripe handles the transaction securely.
As soon as Stripe confirms payment, the invoice status updates to Paid — nothing to reconcile by hand.
Eduvisionary's own plan purchase runs on the same Stripe Checkout, so it's one payment flow across the whole platform.
Log income as it comes in and categorise expenses as they happen. Eduvisionary keeps a running total so you always know where the business stands.
Tag income and expenses by category so patterns are easy to spot at a glance.
No end-of-month tally — income and expense totals update the moment you add an entry.
Customers, invoices, projects and reports all share the same data — nothing to export or reconcile between separate tools.
One login, one account, and every part of the business stays isolated to you.
Nothing to install — it all runs in the browser.
See every featureCustomers
Name, email, phone and notes live on a single customer profile, with follow-ups you've scheduled sitting right alongside it. No separate spreadsheet to keep in sync.
Leads & pipeline
Every lead sits in one of six stages, from New to Won or Lost, so you always know what to chase next. When a lead is ready, convert it to a customer record in a single action.
Projects & tasks
Give a project a name, a deadline and, if it's client work, a linked customer. Break it into tasks with an assignee and a status, then track it as a simple to-do, in-progress, done board.
Team
Keep a record for every employee — job title, start date and status — alongside leave requests, an onboarding checklist and their documents, all in one place.
One app
Customers, finances, projects and reporting aren’t separate tools — they live inside Eduvisionary and share the same data.
Track customers and leads through a six-stage pipeline, from first contact to won.
Send invoices, collect payments through Stripe, and track income and expenses.
Plan projects, assign tasks, and manage employee records, leave and onboarding.
See revenue, invoices, pipeline and expenses at a glance on one dashboard.
Four things Eduvisionary does well, built into every plan.
Customer, invoice, project and revenue counts update live in one dashboard view.
Learn moreRevenue by month, invoice status, expenses by category and pipeline by stage.
Learn moreOwner and admin roles control who can approve leave and see sensitive records.
Learn moreCard and Bacs Direct Debit payments are processed securely through Stripe.
Learn moreWhy Eduvisionary
Six reasons, no fluff.
Choose the package that fits your business today with a single one-off payment — and move up to a larger package later if your needs grow.
Not right for you? Request a full refund within 14 days of your payment.
Card payments and Bacs Direct Debit, both processed securely through Stripe.
Four tiered plans mean you only pay for the customer, finance, team and reporting tools you use.
Your business’s data is isolated from every other account on the platform.
Eduvisionary runs entirely in your browser — no downloads and no updates to manage.
No subscription and no renewals — a single one-off payment gives your business lifetime access to its package.
100% browser-based, on any device with an internet connection.
Isolated per business account, never mixed with anyone else’s.
Not satisfied within 14 days of your payment? Get a full refund.
Eduvisionary is a web-based business management platform for small businesses, freelancers, sole traders, consultants and service-based businesses. It brings together customer records, leads, sales pipelines, invoicing, payments, income and expense tracking, projects, tasks, team and employee records, and business reports in one place.
No. Eduvisionary is entirely web-based, so you can access it from any device with a modern browser and an internet connection — there’s nothing to download or install.
The right package depends on the size of your business and the features you expect to need. A freelancer managing a small number of clients is likely to need a different level of functionality than an agency coordinating multiple team members and a larger number of active projects. Reviewing the available packages before buying can help you choose a package that fits without being unnecessarily limited or paying for functionality you will not use.
Each package is a single one-off payment for lifetime access, processed securely through Stripe. You can pay by card, Bacs Direct Debit or Klarna, depending on eligibility and availability.
Eligible purchases are covered by a 14-day money-back guarantee, subject to the applicable refund terms. Full details of eligibility, the request process, and how refunds are handled are set out in Eduvisionary’s Refund Policy.
No. Eduvisionary is not a recurring subscription. Your package is a single one-off payment for lifetime access, so there are no renewals and no automatic charges. If you pay by Bacs Direct Debit or Klarna, Stripe collects that one payment only.
You do. You retain ownership of all customer, financial, project and employee data you input into the platform. Eduvisionary processes it on your behalf to provide the Service.
Yes. Eduvisionary includes standard account access controls, so you can manage who within your business has access to the platform, including sensitive areas like financial records or employee documents, as your team grows.
Choose a package, pay once for lifetime access, set up your account, and start managing customers, finances, projects and reporting in one place.
14-day money-back guarantee · No subscription