Prime Workspace
Everything commercial, in one place
Track clients, manage work and get paid — under your brand, with your own payment setup.
Why Workspace
Winning work and getting paid should not live across five tools. Workspace takes you from first conversation to paid invoice in one account.
It sits alongside your Prime website, domains and phone — so presence and operations share the same billing, support and brand.
Capabilities
What you get
Concrete outcomes — not a feature dump. Each product does one job well inside Prime.
- 01
One connected workflow
Relationships, projects, invoices and payments stay linked — less switching, sharper follow-through.
- 02
Invoices that look like you
Branded documents and payment pages that present your business, not a third-party default.
- 03
Get paid properly
Send, remind and confirm — a controlled path from issue to settlement.
The journey
From start to finish
Good morning
Business at a glance
Open deals
7
£18.4k
Due
3
£2.1k
This week
5
bookings
- CallFollow-up · Cedar & Co09:40
- EmailProposal sent · BeaconYesterday
- NoteSite visit · FridayMon
Interactive preview with sample data — not your live account.
Included
What's included
- Companies, contacts, leads and deals
- Tasks and projects linked to your work
- Client invoices with PDF and email
- Online card payments via your own gateway
- Brand and payment settings you control
- Reminders and history on every invoice
Setup
How it works
- 01Set up once
Add your brand, bank details and payment connection — every invoice reflects you.
- 02Run the work
Keep clients and deals organised, with projects and tasks in the same place.
- 03Invoice and get paid
Send with confidence, follow up when needed, and take cards online when you are ready.
Pricing
Prime Workspace plans
Start with Workspace on its own. Add websites or phone when you need them — checkout opens the product straight away.
Prime Workspace
CRM, tasks, projects, invoices and client files — one workspace for your business.
£15/mo per account
- CRM & pipeline
- Tasks & projects
- Client invoices & payments
- Calendar & bookings
- Files & client support
Modules
Built to sell the work — and run it
Live-feeling previews of CRM, invoices, calendar and files — the same modules your team will use day to day.
CRM & pipeline
Companies, contacts and deal stages — everything attached to the work.
CRM
Pipeline
| Company | Stage | Value |
|---|---|---|
| Northwind RetailSam Okoye | Won | £4,200 |
| Cedar & CoPriya Shah | Proposal | £1,850 |
| Beacon LabsAlex Quinn | Qualified | £9,600 |
Invoicing & pay
Branded invoices, reminders and card checkout to your own Stripe.
Invoices
Branded & payable
| No. | Client | Status |
|---|---|---|
| HS-1042£1,250 | Northwind | Paid |
| HS-1041£480 | Cedar & Co | Sent |
| HS-1040£2,100 | Beacon Labs | Draft |
Calendar & bookings
Schedule the week and take appointments without another tool.
Calendar
This week
Files in context
Proposals and assets stored where the client record already lives.
Files
Linked to CRM
- Northwind-brand-guide.pdfClients · 2.4 MB
- Beacon-proposal-v3.pdfProposals · 890 KB
- Studio-rate-card.xlsxInternal · 120 KB
Included
Everything you need to run client work
Hosting and phone are optional add-ons — start with Workspace alone if that is all you need today.
CRM & pipeline
Companies, contacts, leads and deals — with tasks and notes that stay attached to the work.
Invoicing & payments
Issue branded invoices, send reminders, accept card payments through your Stripe, and track every payment.
Your identity
Brand, bank details, SMTP and payment gateway stay under your control — clients always see and pay your business.
Prime Workspace
Prime Workspace
More than a brochure site — a place to actually run the business. Presence and operations, under one account.