← All services
CRM, quotes & invoices
Your customers, jobs and paperwork.\nOne easier place.
Start free, or use PARTECH PRO's simplified Home, Work and Money workspace. Run customers, quotes, invoices and organise records ready for financial review.
Built for the way
you work.
Start with something useful. Every commissioned project is reviewed before payment. Free and PRO keep their instant account routes.
Keep receipts and supporting accounts documents together.
Prepare VAT records for review; submission requires compatible software.
SEE WHAT WE MEAN
Try the PARTECH workflow.
Explore a fictional customer, quote, invoice and planner. Try the workflow with sample information before creating your own workspace.
TRY BEFORE YOU REGISTER
A fictional customer. A useful next step.
Explore the simplified quote-to-invoice workflow on our homepage, then use the actual tools in your own account.
Try the free sample →Create a free workspace ↗CLEAR STARTING POINTS
Choose your starting point.
Starting service prices. Optional extras and any necessary third-party costs are agreed before you pay. The approved order shows the total payable and tax breakdown.
PARTECH PLATFORM
PARTECH Free
Existing customer management, planner, quotes and invoices. No creative-service purchase required.
Freeyour free workspaceStart free ↗
What’s included, what isn’t, and what happens next
Included
- Existing PARTECH free workspace tools
- Customers, planner, quotes and invoices
Outside this scope
- PRO-only features and separately commissioned development
Timing: Use the available tools after registering.
You supply: Create your own PARTECH account
PARTECH PLATFORM
PARTECH PRO
PARTECH PRO — the streamlined Home, Work and Money workspace for customers, quotes, jobs, invoices, receipt filing, VAT working papers and manual bank matching. £49.99/month or £499/year.
£49.99per monthExplore PRO ↗
What’s included, what isn’t, and what happens next
Included
- Existing Home, Work and Money PRO workspace
- CRM, planner, quotes, invoices and payments
- Receipt filing, VAT preparation and manual/CSV bank matching
- ZOID assistance and business document storage
Outside this scope
- MTD or other HMRC return submissions
- Professional managed bookkeeping, payroll processing, Xero/QuickBooks and Open Banking feeds
- Separately commissioned websites and custom software
Timing: Continue through the existing PRO checkout.
You supply: An existing or new PARTECH account
SCOPED TO YOUR BUSINESS
Workspace Setup
Help configuring your existing workspace, business details and standard documents.
From£49one-off serviceRequest this package ↗
What’s included, what isn’t, and what happens next
Included
- Agreed workspace configuration
- Business details and standard document appearance
- Written checklist and handover
Outside this scope
- Custom development and unsupported imports
Timing: Scope and session timing confirmed before payment.
You supply: Configuration requirements; access arranged securely
SCOPED TO YOUR BUSINESS
Customer Import Help
One clean spreadsheet in a supported format, with scope checked before real data is transferred.
From£49one-off serviceRequest this package ↗
What’s included, what isn’t, and what happens next
Included
- One agreed clean spreadsheet
- Field mapping and supported import
- Import checks and handover
Outside this scope
- Data cleanup, multi-system migration and unsupported formats
Timing: Timing follows field and format review.
You supply: An anonymised field list and approximate record count; no real customer file in this form
DEFINED STARTER PACKAGE
Quote / Invoice Design
One document layout within supported PARTECH functionality. Standard tools remain free.
£49one-off serviceRequest this package ↗
What’s included, what isn’t, and what happens next
Included
- One quote or invoice layout using supported fields
- Supplied business branding
- One revision and a sample preview
Outside this scope
- New financial logic, custom database fields and legal drafting
Timing: First draft target: 3–5 working days after a complete brief.
You supply: Logo, style preference and fictional example layout
SCOPED TO YOUR BUSINESS
CRM Customisation
A small configuration or enhancement project, not a complete new CRM.
From£299one-off serviceRequest this package ↗
What’s included, what isn’t, and what happens next
Included
- One defined configuration or enhancement
- Acceptance tests and scoped handover
Outside this scope
- Entire new CRM, unapproved integrations and migration
Timing: Milestones confirmed after review.
You supply: Your workflow, fields and desired improvement using fictional examples
SCOPED TO YOUR BUSINESS
Focused Custom CRM
A tailored customer system from a reusable foundation: one pipeline, agreed fields and one main workflow.
From£799one-off serviceRequest this package ↗
What’s included, what isn’t, and what happens next
Included
- One customer pipeline and primary workflow
- Agreed records, access roles and fields
- Written specification and handover
Outside this scope
- Large migrations, complex permissions and unspecified integrations
- Hosting and recurring platform costs unless quoted
Timing: Full specification and schedule agreed before payment.
You supply: User roles, workflow, fields and fictional data examples
From first idea
to handover.
Tell us the task.
Create your own PARTECH account
Know what you’re buying.
Review inclusions, timing, total and separate running costs. All commissioned work needs our approval first. No charge is made when you submit a brief.
See it take shape.
Review the work against your agreed scope. Your private service-order page tracks progress. Free and PRO tools have their own account routes.
Before we start.
Must I buy a website to use the CRM?
No. PARTECH Free is separate. Register and use the available free tools without buying a creative service.
Is a custom CRM included with PRO?
No. PRO is the existing PARTECH membership. A commissioned CRM or bespoke enhancement has a separate scope and price.
Can you move my customer data?
We assess supported imports. Data quality, lawful access, permissions, backups and migration checks are agreed before real records are transferred.
Does PARTECH PRO submit MTD returns directly?
Not currently. PRO can prepare financial records and VAT working papers. HMRC submissions need compatible MTD software and the appropriate authorisation.