Professional services management software
Plevar takes an engagement from first enquiry to paid invoice. The pipeline, the quotation, the project and the invoice share one record, so partners see the whole picture without chasing spreadsheets.
Problems Plevar solves
Leads live in inboxes and spreadsheets
Leads, deals, accounts and contacts sit in one pipeline that the whole team can see.
Proposals are slow and inconsistent
Send a branded quotation as a PDF. Quotations can go through your approval chain before they are sent.
No view of who is working on what
Projects and daily work reports show the work as it happens.
Invoices go out late
An accepted quotation turns into an invoice, so billing does not start from a blank page.
People admin is scattered
Staff records, leave, certificates and documents are in one place, with payroll runs and payslips beside them.
Chasing payment
Receivables aging shows what is overdue and by how long.
How Plevar handles it
- Capture the lead
Log the enquiry and follow it through the pipeline.
- Quote
Price the work and send a branded PDF.
- Approve
Route the quotation through your approval chain when your policy asks for it.
- Deliver on a project
Set up the project and assign the work.
- Report the work
Staff submit daily work reports against their projects.
- Invoice and collect
Turn the accepted quotation into an invoice, record payments and watch the aging.
Modules you use
Every module works on the same records. See what each plan includes.
CRM and sales
Leads, deals, accounts and contacts in one pipeline.
Quotations
Price a job, send a branded PDF, turn the accepted quote into an invoice.
Projects and work reports
Run delivery and collect daily work reports from the field.
Accounting and invoices
Invoices, expenses, payments and a ledger that balances.
HR
Staff records, leave, certificates and documents.
Payroll
Payroll runs, payslips and a bank file for your accountant.
Questions
Something else? Contact us and we will answer.
Can partners approve quotations before they go out?
Yes. Quotations can go through an approval chain you set, with every decision recorded.
Can staff request leave in Plevar?
Yes. Leave requests, balances and approvals are part of HR.
Does it run payroll?
Yes. Payroll covers payroll runs, payslips and a bank file for your accountant.
Can I send quotations as PDFs?
Yes. Quotations produce a branded PDF that you can send to the client.
Can I use it on a phone?
Yes. Plevar runs in your phone's browser, with the same data as the office.
See how Plevar helps you run your business
Start a 14-day free trial. We set it up with you, using your own products, team and approval steps.
Illustration of a Plevar quotation and payment confirmation with sample data
Run a different kind of business? Tell us about it.