Run the whole business from one login
CRM, HRM, payroll, and accounting that actually talk to each other — everything a growing business runs on, in one affordable system instead of five subscriptions.
- CRM, HR, payroll and books together
- One login instead of five
- Accountant-scoped access
Five subscriptions that don't talk to each other
The standard software stack for a growing business assembles itself by accident. A CRM gets adopted when the pipeline outgrows a spreadsheet, invoicing arrives with the first accountant, payroll comes next, and something for expenses turns up after that. Each was a sensible decision on its own day. Together they are five subscriptions, five logins, five exports, and a set of numbers that only agree after someone makes them.
The cost is rarely the subscriptions, though those add up. It is that the customer who owes you money, the staff member who served them, the payroll cost of that hour, and the margin on the job are facts held in four different systems — so any question that spans two of them becomes a manual exercise, and questions that would need three simply never get asked.
This puts contacts and pipeline, quoting and invoicing, employee records and attendance, payroll, expenses, and financial reporting in one system where those facts reconcile against each other by default. A quote becomes an invoice becomes a payment against the same customer record; hours worked become payroll become a cost line on the job.
It is deliberately positioned for businesses that have outgrown spreadsheets but are nowhere near needing enterprise software — the range where the alternative is either five tools or one system priced for a company ten times the size. Role-based access means staff and your accountant each see their part, and it runs standalone or alongside Pacific POS where you also have a counter.
The day-to-day, before and after Small Business Solution
Three frictions this replaces — described in the terms you'd recognise from your own week.
Today
Customer history in one tool, invoices in another
With Small Business Solution
Contacts, pipeline, quotes, and payment status live in the same record, so nothing gets re-keyed between systems.
Today
Payroll rebuilt by hand from attendance spreadsheets each cycle
With Small Business Solution
Attendance feeds payroll directly — salaries, deductions, and payslips are computed every cycle without re-entering a timesheet.
Today
Five subscriptions, five logins, five bills to reconcile
With Small Business Solution
CRM, HRM, payroll, and accounting run from one login, with role-based access for staff and your accountant.
Where it earns its keep
Customer history, staff records, payroll, and books live in one system, so they reconcile against each other instead of against four separate exports.
Inside Small Business Solution
CRM
Leads, pipeline, follow-ups, and full customer history in one view.
HRM
Attendance, leave, and people ops sized for small teams.
Payroll
Salaries, deductions, and payslips computed automatically every cycle.
Accounting
Invoices, expenses, and reports without the spreadsheet maze.
Who's in it every day
The three seats Small Business Solution is designed around.
Owner
Opens one dashboard to see pipeline, cash position, and payroll for the cycle without asking three people for exports.
Office manager
Raises quotes and invoices, tracks who has paid, files expenses for approval, and keeps employee records current.
Accountant
Signs in with their own role to work the books, reconcile payments, and pull financial reports and tax summaries.
How we get you live
Map what you run
We go through your current tools and list every customer record, staff file, and open invoice that has to move.
Import your records
Contacts, pipeline, employee records, and opening balances load in, so the system starts with your real history.
Set roles and rules
Pay structures, leave policies, approval chains, and role-based access for staff and your accountant get configured.
Switch the team over
Staff move onto one login for CRM, HR, payroll, and books — connected to Pacific POS if you run it.
Capabilities at a glance
- Contact and pipeline management
- Quotes, invoicing, and payment tracking
- Employee records and attendance
- Automated payroll with payslips
- Expense tracking and approvals
- Financial reports and tax summaries
- Role-based access for staff and accountants
- Works standalone or with Pacific POS
Works with your stack
Small Business Solution connects to the systems and hardware you already run — tell us what you use and we’ll confirm the fit before you commit.
- Pacific POS
- Customer Contact Records
- Quotes & Invoices
- Payment Tracking
- Attendance Records
- Expense Approvals
- Accountant Access Roles
- Tax Summary Reports
Industries this serves
Small Business Solution, answered
The questions we get asked before a demo.
Not seeing your question?
Tell us how you run today and we'll answer specifically.
See Small Business Solution in action
Book a demo and we'll walk through your workflow — or ask us anything first.
Or call us: 1-225-573-9244