Is there a free plan?

Yes. The Free plan needs no card and has no trial clock. Pro is £1 per month for the first 3 months, then £29 per month, and you can cancel anytime.

Does it replace my accounting software?

No. ProPortalBusiness manages customers, jobs, invoices and records, and produces accountant-ready exports. Keep the accounting tool you already use.

Can I move records from a paper diary?

Yes. PPB Capture reads photographs of diary pages and paperwork and proposes customer records for you to review before importing.

For sole traders

Customer management software for UK sole traders

As a sole trader you are the sales team, the delivery team and the admin team. ProPortalBusiness gives you one workspace so customer details, job history, invoices and files stop living in a notebook, a phone and an inbox at the same time.

Start Free See pricing

Free plan: no card required. Pro: £1 per month for 3 months, then £29 per month — cancel anytime.

A single record per customer

Open a customer and you see everything: contact details, notes, jobs, invoices, payments, uploaded documents and a running activity history. Nothing has to be reconstructed from memory before a call.

Sequential customer numbers (CL-0001 onwards) assigned automatically
Notes, files and contracts attached to the customer, not scattered
Universal search across customers, invoices and jobs

Sole Trader mode keeps the app simple

ProPortalBusiness adapts to your business type. In Sole Trader mode the interface hides VAT and limited-company reporting you do not need, so the workspace stays focused on customers, jobs and getting paid.

It works alongside your accountant

ProPortalBusiness is not an accounting package and does not replace one. Use it to run customers and invoicing, then export clean CSV and PDF records for your accountant or your own Self Assessment preparation.

Common questions

Is there a free plan?: Yes. The Free plan needs no card and has no trial clock. Pro is £1 per month for the first 3 months, then £29 per month, and you can cancel anytime.
Does it replace my accounting software?: No. ProPortalBusiness manages customers, jobs, invoices and records, and produces accountant-ready exports. Keep the accounting tool you already use.
Can I move records from a paper diary?: Yes. PPB Capture reads photographs of diary pages and paperwork and proposes customer records for you to review before importing.