Project management software for small business, from signed deal to invoice

What a small business needs from project software

In a small company, the same person sells, plans, works on the project and sends the invoice. Information is scattered across the inbox, a spreadsheet and a notebook of hours. ProjectLead brings it together: the project, its stages, tasks, hours, emails and appointments in one place.

Nothing has to be configured before you start: a project opens from a template with its stages and tasks ready, and dates shift to the start date.

• Projects with stages, budget and members
• Roles: admin, manager, member
• Teams, hourly rates and capacity
• Projects restricted to their members

Clients informed without phone calls

Each project can have a public tracking page opened by a personal link: the client sees progress, stages, shared notes and files, and can write to the team. You choose what is visible.

Updates can go out by email on their own, weekly, every two weeks, monthly or at each finished stage. Public booking pages let clients pick a slot, and several hosts can share appointments in rotation.

Hours and invoicing

Time is logged with the timer or in the weekly timesheet. Reports give hours, billable amounts, costs and margin per project, client or person. Read more on time tracking.

With InvoiceLead, each month produces one invoice draft per project: hourly, monthly fixed fee, per delivered stage or fixed price. Billed time is locked, and two drafts are never created for the same month.

The AI Assistant saves time

The built-in AI Assistant prepares the work for you: it can propose a full project plan (stages, tasks, milestones, dependencies and dates) or a batch of changes, shown in full on a "To confirm" card. One click on "Confirm" applies it with your permissions; the assistant never sends an email to your clients.

For a small business, that means the plan for a new job ready in seconds, to review before you confirm.

What ProjectLead costs a small business

To start, the Free plan is enough: 3 ongoing projects, one person, every feature. Pro+ welcomes up to 5 people with unlimited projects for EUR 39 per month or EUR 390 per year, excluding tax. The plan is taken inside ProjectLead; once paid, it also opens VisitLead and CashLead at the same level, at no extra cost.

Get a small business running in a week

Start with one admin who creates the first project from a template and connects the company mailbox. Then invite colleagues: each gets a role (admin, manager or member), a rate and a weekly capacity. A sensitive project can be restricted to its own members.

In the first week, everyone logs hours on ongoing projects. At the end of the month the profitability report already shows where time goes, and the Workload view helps plan the following weeks. If you use CRMlead, won deals then arrive as projects on their own, with nothing to retype.