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01
Customer Relationship Management
For managing customer records, leads, sales pipelines, and follow-ups.
RLRiverside LtdWon
BSBright StudioProposal sent
FOR SMALL BUSINESSES & FREELANCERS
Business management software for the way small businesses actually work.
It is a web-based business management platform that brings customer relationship management, project management, HR administration, and financial record-keeping together in a single online dashboard. Instead of logging into four or five different tools to get a full picture of your business, you log into one. Instead of re-entering the same customer or project details in multiple places, you enter them once.
No install required · One-off payment · 14-day money-back guarantee
Customers128↑ 12% this month
Open invoices£4,320↑ 8% this month
Active projects14+3 this week
Team members122 onboarding
New leads8
Won this month£12,400
Revenue — 6 monthsYear ▾
Upcoming follow-ups
RL
Riverside LtdFollow-up call
2dBS
Bright StudioSend proposal
4dMC
Maple & Co.Contract renewal
1wRecent invoicesView all
InvoiceCustomerStatusAmount
INV-1042Maple & Co.Paid£1,240
INV-1043Bright StudioOverdue£860
INV-1044Riverside LtdSent£2,100
ONE DASHBOARD, FOUR CORE FUNCTIONS
Four parts of the business, one platform.
It is more accurate to think of it as four connected toolsets working from the same underlying data.
£
02
Financial Record-Keeping
For creating invoices, recording income and expenses, monitoring payment status, and generating business reports.
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03
Project Management
For organising projects, tasks, deadlines, and team assignments.
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04
HR Administration
For maintaining employee records, leave management, onboarding, and employee documents.
HOW EDUPEAK WORKS
Getting started with Edupeak is designed to be straightforward.
01
Choose a Package
Edupeak is sold as a one-off purchase, with a range of packages available. Each package is built around a different combination of features and usage limits, so that businesses of different sizes and needs can select the option that best fits how they operate.
02
Set Up Your Dashboard
Once you have completed your purchase, you can begin setting up your Edupeak dashboard: adding your existing customers, importing or entering your current projects, setting up employee records if relevant to your business, and configuring your invoicing details.
03
Run Your Business Day to Day
Edupeak becomes the place you and your team return to throughout the working day: logging a new lead, updating a project's progress, recording a new employee's leave request, or raising an invoice once a milestone is delivered.
04
Review and Report
Periodically, whether weekly, monthly, or at whatever cadence suits your business, you can step back and use Edupeak's reporting tools to review how your business is performing: which leads converted, which projects are on track, how your team's leave balances look, and what your current financial position is.
This approach, capturing information as part of normal day-to-day activity rather than as a separate reporting exercise, is at the core of how Edupeak is designed to reduce the administrative burden on small business owners.
Why Businesses Choose One Dashboard Over Several Tools
The old way
With Edupeak
When customer, project, HR, and financial information live in separate systems, the same details often need to be entered more than once.
Within Edupeak, information entered once, such as a customer's details, is available wherever it's needed across the platform, whether that's a project, an invoice, or a report.
When your customer data lives in one tool and your financial data lives in another, understanding something as simple as "which of our clients are most profitable" can mean manually exporting data from two systems and combining it in a spreadsheet.
Because Edupeak holds CRM, project, HR, and financial data within the same platform, reporting can draw on a more complete picture without that manual reconciliation step.
Running four separate tools usually means four separate logins, four separate bills, and four separate vendors to deal with if something goes wrong.
Edupeak consolidates this into a single purchase and a single dashboard, which is often a meaningful simplification for small teams who don't have the bandwidth to manage a sprawling software stack.
When different tools are used for different functions, managing who on your team has access to what can become complicated, particularly as a business grows and takes on more staff.
With everything inside one platform, access can be managed more consistently from a single place.
Most businesses end up managing all of this across a patchwork of spreadsheets, sticky notes, email threads, and separate apps that don't talk to each other.
There's no question of whether the CRM or the spreadsheet has the "real" version of a customer's details, because there's only one version to begin with.
THE PLATFORM AT A GLANCE
Built around how you actually work.
PRICING
Pay for what your business needs.
This structure exists because the needs of a solo freelancer are genuinely different from the needs of a twenty-person agency, and a one-size-fits-all package would either overwhelm smaller businesses with cost and complexity, or fail to give larger teams the capacity they need.
Most popular
Team
£119
Projects, tasks, and employee admin for businesses taking on staff.
Choose TeamWe offer a 14-day money-back guarantee on eligible purchases. If you're not satisfied within that window, you can request a refund in line with our published refund terms.
FAQ
Questions, answered.
Still have a question that isn't covered here? Edupeak's support resources are available to help you find an answer.
Is Edupeak suitable for a business with no employees?
Yes. Many freelancers and sole traders use Edupeak primarily for its CRM, project management, and financial record-keeping tools, without needing to use the HR administration features at all. The platform and its packages are structured so you can use the tools relevant to your business.
Does Edupeak process payments from my own customers?
No. Edupeak's invoicing and financial record-keeping tools are designed to help you create invoices and track whether they have been paid, for your own internal record-keeping. Edupeak does not hold or transmit funds between you and your customers.
How is my Edupeak purchase paid for?
Payments are processed securely through Stripe. Depending on availability, you can pay by card or by Bacs Direct Debit.
What happens if I decide Edupeak isn't right for my business?
We offer a 14-day money-back guarantee on eligible purchases. If you're not satisfied within that window, you can request a refund in line with our published refund terms.
Can I change my package later?
Each package is a separate one-off purchase. If your needs change, whether you need more features, higher usage limits, or a simpler package, you can purchase a different package separately, in line with our published terms.
Bring your customer relationships, projects, HR administration, and financial records into a single dashboard.
Choose a package, set up your dashboard, and see how much simpler running your business can be with everything in one place.
Get started14-day money-back guarantee · One-off payment, lifetime access