Business Workspace
The operating system for your client work
Prime Workspace is where you run the commercial side of your business — CRM, projects, client invoices and payments — under your brand, with your own Stripe and mail. One system instead of a patchwork of tools.
See it in action
How it looks in the portal
Explore a live-feeling preview with sample data — the same modules your team will use day to day.
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.
Winning work and getting paid should not live across five products. Workspace gives you a clear path from lead to invoice: contacts and companies, deals and tasks, professional invoices, and card payments that settle to your account.
It sits alongside your Prime website, domains and phone — so digital delivery and day-to-day operations share the same account. Brand, bank details and payment gateway remain yours throughout.
Why it matters
Outcomes, not commodity specs
One commercial spine
CRM, projects, billing and payments in a single workspace — less switching, clearer follow-through from opportunity to cash.
Invoices that look like you
Branded documents, hosted payment pages and email delivery using your identity, SMTP and Stripe — so clients pay the right business.
Built for trust
Status clarity, send history, reminders and payment confirmation — a polished journey from issue to paid.
Included
What you get
- CRM for companies, contacts, leads and deals
- Tasks and projects linked to your pipeline
- Client invoicing with PDF, email and hosted pages
- Payment recording and online card checkout via your Stripe
- Brand, invoicing, mail and payment settings you control
- Reminders, resend and activity history on every invoice
How we deliver
A clear path
Set up your business identity
Configure brand, payment instructions, mail and Stripe in Workspace settings — once, then every invoice reflects you.
Run the work
Track clients and deals in CRM, organise delivery with projects and tasks, keep everything linked.
Invoice and get paid
Issue, send and remind with confidence — accept cards online when your gateway is connected, or guide clients to bank details.
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
Workspace ships with your Prime account — configure brand, mail and payments once, then operate with confidence.
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.
Capabilities
Related services
Delivery work that pairs with this product — design, build and specialised systems.
Next step
Prime Workspace
If you want more than a brochure site — a place to actually run the business — Prime Workspace is the difference. Digital presence and commercial operations, under one account.