Looking for the best customer relationship management software? Stop guessing and see exactly what your business is doing.
- See the leads
- See the sales
- See the clients
- See the work
- See the money
- See the budgets
- See what is late
- See what is next
- One login
- One view
- Read it anywhere
- Decide with facts
Is this you?
If you find out too late, this business management software is for you.
Most owners compare the best customer relationship management software and still end up checking five places. Alive24 is small business management software that keeps it in one.
You check your bank balance and hope
The balance tells you what happened, not what is owed, what is due or whether this month works.
Your numbers live in six places
One app for invoices, one for leads, a notebook for costs and a spreadsheet nobody has updated since March.
You rebuild the week every Sunday
An hour of adding up before you can answer one simple question: is the business actually fine?
Business Dashboard walkthrough
See one owner read the whole business in five minutes on one business management system.
Watch leads, sales, client work, invoices, expenses and budgets come together in service business management software built for a business of one.
- Leads this week
- Sales made
- Quotes waiting
- Invoices unpaid
- Money received
- Expenses recorded
- Client work live
- Tasks due
- Budget position
- Trend over time
- Warnings first
- The next action
Prefer to speak to someone? Book a Live Walkthrough
Are you currently doing this?
Running a business on a feeling is exhausting.
Feelings are optimistic in good weeks and catastrophic in bad ones. Neither one is information.
The picture is scattered
- Numbers spread across apps
- No single place to look
- Answers take an hour to assemble
Problems arrive late
- Slow months noticed afterwards
- Unpaid invoices quietly ageing
- Costs rising without anyone noticing
Decisions are guesses
- No idea which work pays best
- Spending decided by mood
- Targets nobody measures
The admin never ends
- Sunday spreadsheet sessions
- Six logins for one question
- Reports you never build
You can stop reconstructing the business every week. Leads, sales, work, money and budgets can sit in one view you read in five minutes.
Introducing
Business Dashboard inside Alive24.
Searching for the best customer relationship management software? Alive24 goes further: one business management platform where leads, sales, clients, work and money meet in one clear view.
Prefer to speak to someone? Book a Live Walkthrough
Leads
Sales
Clients
Work
Money
Budgets
Next move
Money in
Payments and invoices in one place.
Money out
Recorded costs as they happen.
Leads
Who came in and from where.
Sales
What was sold and for how much.
Client work
What the business owes clients.
Tasks
The short list for today.
Budgets
Whether the month works.
Trends
This month against last.
Warnings
Late money and quiet weeks.
Next move
One clear priority.
- See the leads
- See the sales
- See the clients
- See the work
- See the money
- See the budgets
- See what is late
- See what is next
- One login
- One view
- Read it anywhere
- Decide with facts
How it works
From scattered numbers to one clear position.
Five simple steps. Click through to see how the dashboard stays accurate without you maintaining it.
You voice-note one thing…
“Here's the receipt from this morning — log it against the job.”
One voice note — your numbers update themselves around it
Step 1 · Connect it
Connect the business activity
The dashboard reads the records you already create as you work.
- Leads and enquiries
- Sales and quotes
- Client work
- Invoices and payments
- Expenses recorded
- Budgets entered
Then the money, the work, the leads and the budget all agree—because they come from the same records.
Solved, in one place
Meet the dashboard built for one person running everything.
Alive24 already holds your leads, sales, client work, invoices and expenses. The dashboard simply shows you what they add up to.
One owner
One connected set of numbers
Voice note → Leads updated
Money in
Payments received, invoices sent and what is still owed to you.
Money out
Recorded expenses and costs as they happen, not at tax time.
Leads and enquiries
Who came in, from where and what still needs a reply.
Tasks that matter
The short list of things worth doing today.
Budget position
How the month compares with the budget you set.
Warnings first
Late payments, gaps and rising costs surface before the damage.
Simple trends
This month against last so direction is visible, not guessed.
One next move
A clear priority instead of a wall of charts.
Prefer to speak to someone? Book a Live Walkthrough
Built for real businesses
The numbers that matter to you.
Different businesses watch different things.
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Massage therapist
Personal trainer
Beauty and skin therapist
Yoga and pilates teacher
Naturopath and nutritionist
Counsellor and psychologist
Physio and chiropractor
Health coach
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Electrician
Plumber
Builder and carpenter
Landscaper and gardener
Painter and decorator
Cleaner and home services
Handyman
Property and rental operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Website designer
Social media manager
Business coach
Business consultant
Marketing consultant
PR consultant
Bookkeeper
Accountant
Virtual assistant
Copywriter
Brand and graphic designer
Photographer and videographer
Course creator and tutor
Maker and product seller
Mobile and local operator
Wellness practitioners
Sessions booked, empty slots next week, packages remaining and monthly income.
Coaches
Program revenue, renewals due, discovery calls booked and pipeline value.
Consultants
Utilisation, proposals out, milestone billing and cash position.
Makers
Orders in production, deposits taken, stock and material costs.
Small agencies
Retainer income, delivery load and overdue accounts.
Say it out loud
Ask the business a question in normal language.
Use plain words about your own records, and review what comes back before you act on it.
“Stage two is complete. Upload these photos, update the client and remind me to send the second invoice tomorrow.”
- How much am I owed?
- What came in this week?
- What did I spend this month?
- Which invoices are late?
- How many leads this week?
- What work is live?
- Am I inside budget?
- What is due today?
- How does this month compare?
- Where did the money go?
- What should I chase first?
- Show me the quiet weeks
What that normally means
- Opening six separate apps
- Adding invoices up by hand
- Guessing what you spent
- Rebuilding a spreadsheet
- Searching for a bank statement
- Hoping the feeling is right
Alive24 answers from the records you already keep. You review the numbers and stay in control of every decision.
Time, money and energy saved
Stop spending the week working out where the business stands.
One connected view replaces the logins, the spreadsheets and the Sunday reconstruction.
What quietly drains the month
- Reporting subscriptions
- Spreadsheet dashboards
- Six separate logins
- Manual monthly summaries
- Adding up what is owed
- Guessing at profit
- Late warnings
- Decisions made on mood
Hours a week lost to assembling numbers you already own
Inside Alive24
- One connected view
- Money in and out
- Owed and overdue
- Live client work
- Budget comparison
- Early warnings
- Simple trends
- One clear next action
Five minutes to know where the business stands
Time and clarity returned
- No spreadsheet rebuilding
- No six-app hunt
- Payments chased sooner
- Completed work invoiced sooner
- Costs noticed in the month
- Quiet weeks filled earlier
- Budgets kept honest
- Calmer decisions
Alive24 is not a bank, payment processor, accountant, bookkeeper or tax, financial or investment adviser, and it is not enterprise accounting software. Budgets, records, inventory, projections and reports reflect the information and assumptions you enter. Keep your accountant for tax, compliance and advice.
See full pricingBefore and after
From “I think we are fine” to one clear position you can read.
The same business—the difference is whether the numbers sit in one connected view or in six apps and a notebook.
Before
- Six logins for one answer
- Bank balance used as accounting
- Money owed added up by hand
- Costs discovered later
- Budgets in a stale spreadsheet
- Slow months noticed afterwards
- Sunday rebuilt from memory
After
- One connected view
- Money in and out visible
- Owed and overdue clear
- Costs recorded as they happen
- Budget compared with reality
- Quiet weeks flagged early
- Five minutes, then done
Real examples
Perfect for the owner who has five minutes, not five hours.
The same simple view works for practical trades, wellness practices, consultants and creative businesses.
- A trades business checking quotes, jobs and unpaid invoices
- A wellness practice checking bookings and monthly income
- A consultant checking proposals out and cash position
- A coach checking programme income and renewals
- A maker checking orders, deposits and material costs
- A creative business checking projects and outstanding money
- A small business owner reading the business between appointments
- A quiet fortnight noticed two weeks early
- Two overdue invoices chased the same morning
- Completed work invoiced before it ages
- Rising costs caught in the month they rise
- A budget checked without a spreadsheet
- One priority chosen instead of six worries
- A calm Sunday with nothing to rebuild
Whole businessOne view, five minutes
Money, work, leads and budgets together.
MoneyIn, out and owed
The cash position without adding up.
BudgetsContext for the month
Whether this month is comfortable.
Client workWhat you owe clients
Live work, bookings and tasks due.
WarningsProblems arrive early
Late money and quiet weeks flagged.
Next moveOne clear action
A decision instead of a worry.
Swipe or scroll for more
Prefer to speak to someone? Book a Live Walkthrough
Two simple views
Read today first—then step back and look at the whole business.
One view for the next action, one view for direction, both built from the same connected records.
- Unpaid invoices
- Overdue tasks
- Enquiries waiting
- Quotes to follow up
- Work due today
- Bookings ahead
- Late payments
- Costs to record
- Budget warnings
- One clear priority
Open it with your coffee and know exactly what the day needs from you.
Two invoices overdue, three quotes waiting, four tasks due and one client update to send—visible in one place.
- Money in this month
- Money out this month
- Leads and conversion
- Sales by month
- Client work volume
- Budget versus actual
- Trend direction
- Slow periods
- Where income comes from
- What to change next
Step back and see whether the business is moving the way you intended.
Income steady, costs rising, one service carrying the month and a quiet fortnight coming—all visible before it happens.
See a real business dashboard exampleReal proof
The whole business stays readable—so you can get back to work.
Working Alive24 examples show money in and out, leads, sales, client work, budgets and the next action in one view.
These are realistic Alive24 product examples. The exact numbers, warnings and priorities come from your own records.
Prefer to speak to someone? Book a Live Walkthrough
Prefer to speak to someone? Book a Live Walkthrough
What you actually receive
The numbers that matter, live, in plain language.
Not an accounting package. A control panel for a one-person business.
Money
Where the cash actually is.
- Money in this week and this month
- Outstanding invoices by age and value
- Upcoming bills and expenses
- Cash position now and projected
- Profit, not just turnover
Sales
What is coming.
- New leads and where they came from
- Quotes out and their value
- Conversion rate from lead to sale
- Pipeline value by stage
- Bookings and capacity for the weeks ahead
Delivery
What needs doing.
- Jobs and sessions scheduled
- Work completed but not yet invoiced
- Clients waiting on something from you
- Overdue tasks and stuck workflows
- Capacity warnings before you overcommit
Direction
Progress against what you actually want.
- Income target versus actual
- Progress towards your personal goals
- Trend compared with last month and last year
- The one or two things worth doing today
- Warnings early enough to act on
Prefer to speak to someone? Book a Live Walkthrough
A simple, readable view
See the position, the warning and exactly what happens next.
Enough detail to run a real business day—without an enterprise dashboard getting in the way.
“This month · steady income, two payments late, one quiet week ahead”
Money, leads, sales, client work, tasks and budget position in one connected view.
- 01
Every number has a source
Leads, sales, invoices, payments and expenses come from your own records.
- 02
Warnings arrive before damage
Late payments, quiet weeks and rising costs surface while you can still act.
- 03
Every view ends in an action
You leave with one clear priority instead of a longer worry list.
- Money in
- Money out
- Owed to you
- Overdue amount
- Leads this week
- Quotes waiting
- Sales made
- Live client work
- Bookings ahead
- Tasks due
- Budget position
- Cost trend
- Warnings
- Simple comparison
- Next action
Alive24 is informed by more than 20 years of hands-on small-business experience—including knowing that a small business owner needs clear numbers they can read in five minutes, not an accounting course.
Prefer to speak to someone? Book a Live Walkthrough
One clear view instead of six separate logins.
From “I think we are fine” to knowing exactly where you stand.
Money, leads, sales, client work, tasks and budgets stay in one connected view—not scattered across apps and notebooks.
From daily activity to one clear position
See how everyday work becomes numbers you can actually read and act on.
- 01
Attract brings enquiries
Website, ads and social enquiries arrive as real records rather than scattered messages.
Enquiry captured
- 02
Leads become sales
Quotes, proposals and bookings record what was actually sold and for how much.
Sale recorded
- 03
Payments arrive
Invoices and confirmed payments show what came in and what is still owed.
Money in
- 04
Client work happens
Live work, bookings and tasks show what the business is committed to delivering.
Work visible
- 05
Expenses are recorded
Receipts and costs land against the business and the work they belong to.
Money out
- 06
Budgets give context
Your personal and business budgets show whether the month is comfortable or tight.
Context added
- 07
The dashboard adds up
One view shows the money, the work, the warnings and the direction together.
Position clear
- 08
You act on one thing
The day ends with a decision made on facts instead of a feeling.
Decision made
- No reporting subscription
- No spreadsheet dashboard
- No Sunday reconstruction
- No guessing at profit
Prefer to speak to someone? Book a Live Walkthrough
Connected, not bundled
Every number connects to the work, the client and the money behind it.
The Business Dashboard sits inside Money + Control, reading the leads, sales, client work, payments, expenses and budgets you already record.
- 1BudgetsWhat your life and business actually cost.
- 2Expenses + ReceiptsEvery receipt recorded and connected.
- 3InventorySimple product and material records.
- 4Projections + ReportingWhere the business is heading.
- Budgets provide the personal and business context
- Expenses + Receipts supply the cost side
- Invoices + Payments supply money in and money owed
- CRM + Pipeline supplies leads and sales
- Bookings + Calendar supplies scheduled work
- Client Management Area supplies live client work
- Tasks + Workflows supply what is due
- Projections + Reporting show where it is heading
- Inventory adds product and material cost where used
- The Business Dashboard is part of Alive24. It reads the records you enter and is not accounting software, a bank feed or financial advice. Solo supports one owner plus two helpers.
Protect your decisions
Know where you stand without another spreadsheet to maintain.
See the money, the work and the direction in one place so decisions stop being guesses.
Take the 2-minute business check
Free, no commitment, with a practical summary of the numbers worth connecting first.
Start with SolomonPrefer to speak to someone? Book a Live Walkthrough
Explore the connected system
See how business dashboard connects across the rest of your business.
Business Dashboard stays inside Money + Control while the leads, sales, client work and payments behind the numbers stay connected.
You
One voice note. One change.
Voice note → Website updated
Prefer to speak to someone? Book a Live Walkthrough
Questions
The Business Dashboard—the questions small business owners actually ask.
Still unsure? The full demo answers most of it in a few minutes, without a sales call.
Ready to see business dashboard working inside one connected system?
Searching for the best customer relationship management software? Alive24 goes further: one business management platform where leads, sales, clients, work and money meet in one clear view.
Book a Live Walkthrough
See business dashboard used the way a small business owner actually uses it.
Book a Live WalkthroughSee How Money + Control Works
Explore how budgets, expenses, records, dashboards and projections connect.
See How Money + Control WorksGet Alive24
Own the complete connected system, including Business Dashboard and every Solo money tool.
Get Alive24