Advisentra
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FOR UK SMALL BUSINESSES & FREELANCERS

One connected place to run your business admin.

Advisentra brings customer records, sales pipelines, invoicing, payments, projects, team admin, and business reports into a single web-based platform — so nothing gets lost between a spreadsheet, an inbox, and a sticky note.

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No install required · Cancel any time · 14-day money-back guarantee

EVERYTHING INSIDE

Four parts of the business, one platform.

Pay only for the tools your business actually needs — plans are built around these four areas.

◔

Customers & Sales

Store structured customer records, track leads from first contact, visualise your sales pipeline, and stay on top of follow-ups so opportunities don't quietly go cold.

£

Finances

Create and send invoices straight from customer records, collect payments securely through Stripe — including card and Bacs Direct Debit — and track income and expenses.

▤

Projects & Team

Break work into projects and tasks with deadlines, assign responsibilities to team members, and manage employee records, leave, onboarding, and documents as you grow.

◫

Reporting

Business reports draw on customer, sales, financial, and project data together — so you can see how the business is really performing without compiling spreadsheets.

WORKFLOW

From first enquiry to paid invoice,
without switching tools.

01

Capture the lead

Log enquiries from referrals, your website, or social media, and move them through a sales pipeline as conversations progress.

02

Invoice & get paid

Convert a customer record straight into an invoice and collect payment securely through Stripe, by card or Bacs Direct Debit.

03

Deliver the work

Break the engagement into a project with tasks and deadlines, and assign work to team members as the business grows.

04

See the numbers

Business reports pull it all together, so you always know where sales, cash, and projects actually stand.

Set up takes a few minutes — start with the tools your business needs today.

Admin spread across five apps, or admin that's connected.

the old way

  • A spreadsheet for leads that's always one edit behind reality
  • A separate invoicing app that doesn't know who your customers are
  • A shared drive for employee documents and onboarding paperwork
  • A notes app for tasks and deadlines nobody else can see
  • Email threads holding together the rest of the business

with Advisentra

  • Customer records, leads, and pipelines kept in one place
  • Invoicing connected directly to customer and sales history
  • Employee records, leave, onboarding, and documents together
  • Projects and tasks tracked against deadlines, with clear ownership
  • Reports built from data across the whole platform

PRICING

Pay for what your business needs.

Plans are billed every 6 months and built around the four areas above — a sole trader isn't paying for team tools they don't use.

Starter

£59/ 6 months

Customer records and invoicing for solo freelancers and sole traders.

Choose Starter

Growth

£89/ 6 months

Adds sales pipelines and finance tracking as client work picks up.

Choose Growth
Most popular

Team

£119/ 6 months

Projects, tasks, and employee admin for businesses taking on staff.

Choose Team

Pro

£139/ 6 months

The full platform, including reporting, for growing service businesses.

Choose Pro

All plans include a 14-day money-back guarantee. Prices shown in GBP, billed every 6 months.

FAQ

Questions, answered.

Can't find what you're looking for? Get in touch and we'll help directly.

Contact us See all FAQs
What is Advisentra?

Advisentra is a web-based business management platform for small businesses, freelancers, sole traders, consultants, and service-based businesses — bringing customers, invoicing, projects, team admin, and reporting into one place.

How does pricing work?

Advisentra is offered through subscription plans, each including a different combination of tools. You pay only for the services and tools included in the plan you choose.

How do I pay for my subscription?

All payments are processed securely through Stripe, supporting card payments as well as Bacs Direct Debit where available.

Does Advisentra offer a money-back guarantee?

Yes. Advisentra offers a 14-day money-back guarantee on eligible purchases, subject to our published Refund Policy.

Does Advisentra hold my business's money?

No. Payments are processed by Stripe, which handles the transfer of funds between your paying customer and your business — Advisentra does not hold customer funds.

Bring order to your business admin.

Choose a plan that matches your business and start adding customers, invoices, and projects today.

Get started

14-day money-back guarantee · Cancel any time