From first conversation to paid invoice.

Avaro Core is off-the-shelf CRM, PSA and billing for services firms. Your pipeline, quotes, contracts, projects, time and invoices live in one connected record, ready on day one.

  • Free for up to 5 people
  • No card needed
  • Data held in the UK

Built by Avaro Technologies, a UK company making software for firms that sell their expertise.

  1. AccountWho you work with
  2. DealWhat you might win
  3. QuoteWhat you'll charge
  4. ContractSigned online
  5. ProjectDelivered and costed
  6. InvoiceBilled and chased
Sales › Pipeline › Payments hardening
Pipeline / Payments hardening

Payments hardening Contract

Pendle Media (North) · £8,404.80 · 75% · closes 9 Oct 2026 · follows DQ-0744
Account
Pendle Media (North)
Deal
Contract · £8,404.80
Quote
DQ-0744 accepted 16 Sept
Contract
DC-0282 signed 1 Oct
Project
Created from the signed contract
Account
Pendle Media (North)
Close date
9 Oct 2026
Weighted
£6,303.60
Slipped
Never
Products & services · DQ-0744 Open quote
LineQtyRateTotal
Discovery engagement8.24 day£1,200.00£9,888.00
Total (15% discount applied)£8,404.80
What happens next
The project is being set upDC-0282 is signed. The project follows from it automatically.
Contracts
DC-0282 signed
Activityquiet 14 days
Email · Intro call21 Sept 2026
Email · Budget conversation13 Sept 2026
Every plan runs the whole cycleEven the free one. No upgrade to send an invoice.
The signature starts the projectContracts and e-signature built in.
Ready on day oneNo implementation project, nothing to connect.
Hosted in LondonUK company, UK data, private by default.

Most CRMs stop at closed-won. Avaro Core finishes the job.

A deal becomes a quote, a contract, a project, hours and an invoice. In most firms that chain runs through four tools and a spreadsheet, and somebody retypes it at every handover. In Avaro Core it's one record from first conversation to paid invoice.

Today

CRMstops at closed-won
Word + e-sign toolcontracts retyped
Project / timesheet toolbudgets drift
Spreadsheetjoins it all up, by hand
Accounts packageinvoices keyed by hand

With Avaro Core

Account & dealSell
QuotePrice
Contract, e-signedSign
Project, time & expensesDeliver
InvoiceBill

CRM, PSA and billing, built as one

Off-the-shelf software that runs the whole cycle. There's no implementation project and no tools to connect, so you can run your first client end to end on day one.

CRM & Sales

Win the work

Know what's coming in and what's stalling.

  • Accounts, contacts and a full activity timeline
  • Leads, pipeline and slipped-date tracking
  • Quotes from your rates and price books
  • Contracts with built-in e-signature
  • Renewals and a weighted forecast
Explore CRM & Sales
Delivery · PSA

Deliver it profitably

See margin while the project runs, not after it ends.

  • Projects created from signed contracts
  • Milestones, tasks, risks and owners
  • Timesheets and expenses with approvals
  • Profitability and utilisation
  • Capacity planning and support tickets on Growth
Explore Delivery
Finance

Bill all of it

Billing and financial control: turn delivered work into invoices, and invoices into cash.

  • Unbilled work, aged from the day it was done
  • Billing runs that draft invoices for you
  • Fixed-fee, time-and-materials and recurring billing
  • Overdue and unsent invoices on your Today screen
  • Invoices sent on to Xero
Explore Finance

One record, start to finish

Each step starts from the one before it. Nothing is retyped, and you can see where every deal has got to.

A pipeline that tells the truth

Leads convert to deals. Every deal carries its value, probability and close date, and Avaro Core counts how often that date has slipped.

  • Weighted pipeline by stage, with "mine" and "slipped" views
  • Accounts, contacts and every call, meeting and email in one timeline
  • Quiet deals flagged before they go cold

Discovery 28 · £2.4m

Data migrationArclight Studio (Group)
£90,060.61 · 25%6 Oct
Service desk rolloutNorthwind Foods (Group)
£133,580.02slipped 1×

Proposal 23 · £2.1m

Website rebuildFenwick Optical (Group)
£21,296.52 · 50%10 Oct
Service desk rolloutStanhope Windows
£81,323.61 · 50%2 Nov

Contract 14 · £1m

Payments hardeningPendle Media (North)
£8,404.80 · 75%9 Oct
Reporting rebuildElmslie Architects (Group)
£29,447.26 · 75%10 Oct

The questions every owner asks, on one screen each

What's coming in?

Signed work not yet invoiced and the open pipeline weighted by probability, side by side in one forecast.

Contracted, not yet invoiced£1,496,523.87
Weighted pipeline£1,917,773.48
Forecast · Northgate Consulting demo workspace

Are we delivering profitably?

Margin on every project, worst first, using real cost rates. You see it while there's still time to act.

Billed£972,791.89
Billable, not billed£421,235.23
Margin across projects42.9%
Project profitability · demo workspace

Has it been billed?

Everything delivered but not invoiced, aged from the day the work was done.

Ready to invoice£990,753.16
Oldest unbilled work297 days
Drafted, not sent67 invoices
Unbilled work · demo workspace

The Today screen opens on what's stuck

The first screen lists every step that's blocked and the one action that clears it. Each person sees only what they can act on, so a consultant isn't shown the finance queue.

  • Unsent invoices, overdue payments and unsigned contracts
  • Missed SLA targets and people booked beyond their hours
  • Timesheets and expense claims waiting for approval

Good morning

6 things need you · Northgate Consulting
Weighted pipeline
£2,725,234
99 open deals
Outstanding
£724,260
sent, unpaid
Overdue
£345,975
47 past due
Drafted, not sent
£442,551
67 invoices
Needs you blocked work, oldest first
£
£442,550.78 is drafted and has never been sentThe work is billed in here and the client hasn't been asked for it
Open invoices
!
47 invoices are overdue£345,974.52 past due
Open invoices
DSVC-0037 · Invoices are not reaching our finance inboxCoastline Interiors · not resolved, 2h past the promise
Open the ticket
Rae Okonjo is over-committedBooked beyond their hours in the week of 19 Oct
Open the bench

Built for the people doing the work, and the clients paying for it

Staff what you sell

See each person's weekly capacity and time away alongside the work you've booked. Ask "who could do this?" and get a shortlist with the reason for each name, based on skills, availability and past work for that client.

Growth and Business plans

A portal for your clients

Clients sign contracts, follow their projects, see approved hours and invoices, and raise support tickets in one place. Fewer "where are we?" emails.

Capture on your phone

Log time, expenses and client calls when they happen, and approve timesheets and claims on the go. Install it from the browser. It keeps working without signal and syncs when you're back online.

Your clients' data, handled properly

Built by a team with a background in identity and access management, for firms that hold sensitive client information.

Hosted in London

Your data is stored in the UK.

Kept separate by the database

Every organisation's records are isolated by the database itself, as well as by the application. Personal details are encrypted at rest.

A trail that can't be rewritten

Every change is recorded in an audit trail that is chained together, so any tampering shows.

Modern sign-in

Passkeys, two-factor codes, and sign-in with Microsoft or Google. Require two-factor for everyone and set session length.

Support access is off by default

Nobody at Avaro can open your records unless you grant access, one occasion at a time. Every visit is logged.

Signatures with evidence

Signers confirm with a one-time code. Signed documents are sealed and carry a signature certificate.

Cyber Essentials: we're working towards certification under the UK Government-backed scheme, and all five technical controls it checks are already in place, including multi-factor authentication on every cloud service we use and 14-day patching of critical updates. Read more

How we protect your data

One platform, built in layers

Avaro Core runs selling, delivery and billing today. Avaro One adds optional modules on top as they arrive, for sales growth and people management. Same records, same sign-in, nothing to move.

Avaro OneComing next
Same records, same sign-in
Avaro CoreAvailable today

One record from first conversation to paid invoice.

Start free. Pay per person as you grow.

Every plan includes the whole journey from first contact to paid invoice. Plans differ by team size and extra modules, never by leaving out a step.

Prices per person per month, billed monthly, excluding VAT.

Base

For small teams running the full cycle.

£0free

No card needed

  • Up to 5 people
  • CRM, quotes, contracts and e-signature
  • Projects, time, expenses and invoicing
  • Client portal for 25 contacts
  • Mobile capture and approvals
Get started free

Business

For larger firms with more people and more clients.

£45per person / month

Billed monthly · minimum 3 people

  • Everything in Growth, for up to 250 people
  • Client portal for 1,000 contacts
  • 250 GB of files
  • Read-only connections for your own tools
Talk to us

Compare plans in detail

You pay for the people you have, from the day they join. Moving down a plan shows exactly what would switch off before anything changes.

Made for services firms of 10 to 250 people

Firms that sell their people's time and expertise, and have outgrown a CRM plus spreadsheets, or a stack of tools that don't agree with each other.

Consultancies

Win the work, then protect the margin

Statements of work, day rates and change orders on one record, with margin visible while the project runs.

Agencies

Stop over-servicing quietly

Fixed-fee and retainer work tracked against what was sold, so scope creep shows up before the invoice does.

MSPs and IT services

Projects and support, billed properly

Delivery projects and contract-backed support tickets in one place, with SLAs that come from the contract.

Common questions

Does Avaro Core use AI?

Avaro Core has no AI features of its own today. Its warnings and suggestions run on clear rules and always tell you why. What it does have is a safe way to connect your own tools. On the Business plan you can issue read-only keys, so a dashboard, a report or another system can read your pipeline, projects, time and invoices as they stand now. Connections for AI assistants such as Claude, and Slack notifications, are in design. Whatever you connect can read, but it can never change anything: the database itself refuses the write.

Does it work with QuickBooks or Sage?

Not today. Xero is the only accounting connection, and invoices you send are posted to it automatically. Tell us what you use; it helps us decide what to build next.

Is there an onboarding or setup fee?

No. Sign up free, load the example firm, import your price book and run your first client the same day.

Is the Base plan really free?

Yes. Base is free for up to 5 people with no time limit and no card. It includes the whole journey from first contact to invoice, so you can run real clients on it before you decide to pay.

What happens when we grow past 5 people?

Move to Growth or Business from your plan settings. You're billed per person from the day they join, with a minimum of 3. Paying monthly, the count falls when someone leaves. Paying annually saves two months and the count is reviewed at renewal.

Does it work with Xero?

Yes. Connect Xero and invoices you send from Avaro Core are posted to your Xero account, so they're never keyed twice.

Can we bring our existing data across?

Yes. Upload your price book as a spreadsheet (CSV), check a preview of exactly what will be added, then import it. Imports for clients, contacts and leads are coming. Open deals, quotes and contracts aren't imported: they start fresh in Avaro Core, so every quote and signature has a real history behind it.

Can we try it with realistic data first?

Yes. You can load a complete example firm into your workspace, with clients, deals, projects, timesheets and invoices, then remove it in one step when you're ready to start for real.

How does Avaro Core relate to Avaro One?

They're the same product. Avaro Core covers selling, delivery and billing. Avaro One adds optional modules on top of any Core plan: marketing and sales automation, sales teams and territories, sales insights and reporting, and people modules for performance, coaching, pulse surveys, leave and delegated approvals. These modules are coming next. See how Avaro One builds on Avaro Core, or register your interest.

Run your next client from first call to paid invoice

Set up in minutes. Free for up to 5 people, with no card needed.

Prices exclude VAT.