Business Management Software for Small Businesses and Service Providers

Edunexa is a web-based business management platform built for small businesses, freelancers, consultants, and agencies — bringing CRM, project management, HR, and financial record-keeping together under one login, one dashboard, and one consistent experience.

  • No install required
  • No subscription
  • 14-day money-back guarantee
Overview Every part of the business, at a glance.
+ Add customer
Active projects14+3 this week
Open invoices£4,320↑ 8% this month
Won this month£12,400↑ from £9,800
Team members122 onboarding
Today, across the businessView all
INV-1044Sent
Riverside Ltd £2,100
Website rebuildActive
Riverside Ltd Due 28 Sep
Bright Studio4 days ago
team@brightstudio.co 020 7946 0112
Sam KhanOnboarding
Junior Designer Started 3 days ago
0 Core modules in one dashboard
0 Login for the whole business
0 Day money-back guarantee
0 Recurring subscription fees

ONE PLATFORM, FOUR CORE AREAS

The Edunexa Dashboard: One Platform, Four Core Areas.

At the heart of Edunexa is a single online dashboard that brings together four core areas of business operation: customer relationship management (CRM), project management, HR administration, and financial record-keeping.

01

Customer Relationship Management (CRM)

The CRM component of Edunexa is designed to give service-based businesses a clear, organised view of everyone they sell to or hope to sell to — from a first-contact lead to a long-standing repeat customer.

  • Each customer record can hold key contact details, notes from previous conversations, a history of interactions, and any relevant documents or attachments the business wants to keep on file.
  • Beyond individual customer records, the CRM module supports lead and sales pipeline tracking.
  • Follow-up tracking is another central feature of the CRM.
Customers Every client relationship, in one place.
+ Add customer
Total customers128↑ 12% this month
Leads in pipeline228 new this week
Follow-ups due62 overdue
Won this month£12,400↑ from £9,800
Customer recordsView all
Riverside Ltd2 days ago
hello@riverside.co.uk 020 7946 0958
Bright Studio4 days ago
team@brightstudio.co 020 7946 0112
Maple & Co.1 week ago
info@mapleandco.uk 0121 496 0022
Ashgrove Design2 weeks ago
studio@ashgrove.design 0161 496 0087
02

Financial Record-Keeping

The financial record-keeping module in Edunexa gives service-based businesses a practical way to manage the day-to-day financial administration associated with running their operations.

  • Invoice creation is one of the most frequently used features of this module.
  • Once invoices are issued, Edunexa allows businesses to monitor their payment status — tracking which invoices are outstanding, which have been paid, and which may be overdue.
  • Business reporting features draw on this recorded financial data to generate summaries and reports, giving business owners an accessible way to review their financial position without needing to manually compile figures from separate sources.
Finances Invoices, income, and expenses at a glance.
+ New invoice
Open invoices£4,320↑ 8% this month
Paid this month£9,940↑ 15% this month
Overdue£8601 invoice
Expenses£2,180this month
Recent invoicesView all
INV-1042Paid
Maple & Co. £1,240
INV-1043Overdue
Bright Studio £860
INV-1044Sent
Riverside Ltd £2,100
INV-1045Paid
Ashgrove Design £980
03

Project Management

The project management component of Edunexa is built to help businesses plan, organise, and track the work they deliver to their customers, as well as internal work that keeps the business running.

  • At the project level, users can create structured projects that represent a piece of client work, an internal initiative, or any other body of work the business wants to track as a distinct unit.
  • Deadlines and scheduling sit at the centre of the project management module.
  • Team assignment features allow work to be allocated to specific individuals, so that responsibility for each task or project is clear.
Projects Every deadline and assignment, tracked.
+ New project
Active projects14+3 this week
Tasks due this week215 overdue
On hold2awaiting client
Completed37this year
Current projectsView all
Brand refreshActive
Maple & Co. Due 12 Sep
Website rebuildActive
Riverside Ltd Due 28 Sep
Q3 campaignOn hold
Bright Studio No deadline set
Product shootCompleted
Ashgrove Design Completed 3 Aug
04

HR Administration

As service-based businesses grow beyond a single founder, they typically need at least a basic system for keeping track of the people who work for them.

  • The module allows businesses to maintain employee records containing core information about each staff member, such as their role, contact details, and other relevant employment information the business chooses to record.
  • Leave management is a key feature of the HR module, allowing employees or administrators to record time off, and allowing managers to track and approve leave requests.
  • Employee document storage allows businesses to keep relevant employment-related documents attached to an employee's record, so that important paperwork associated with each staff member is stored in an organised, accessible location.
Team Every employee record and leave request, tracked.
+ Add employee
Team members122 onboarding
On leave this week21 pending approval
Onboarding2started this month
Documents on file34across the team
Team membersView all
Jordan BlakeActive
Account Manager On leave — back 12 Sep
Sam KhanOnboarding
Junior Designer Started 3 days ago
Priya NairActive
Project Lead 4 tasks this week
Tom WellsActive
Developer 2 tasks this week

HOW EDUNEXA WORKS

Getting Started with Edunexa.

Choose a Package

Businesses interested in using Edunexa typically begin by reviewing the available pricing packages to identify the plan that best matches their current size and needs, paying attention to which of the four core modules — CRM, project management, HR administration, and financial record-keeping — are included, along with any relevant usage limits such as the number of user seats or records supported.

Set Up Your Dashboard

From there, new customers can begin populating their account with real business information: adding customer and lead records into the CRM, creating initial projects and tasks, setting up employee records if their package includes HR administration, and beginning to track invoices, income, and expenses through the financial module.

Run Your Business Day to Day

When a user logs into Edunexa, they are presented with an overview dashboard summarising the state of their business: recent sales activity, upcoming project deadlines, pending leave requests, and outstanding invoices can all appear on the same screen.

Review and Report

As a business grows, its usage of Edunexa can grow alongside it — additional team members can be added, a higher package can be purchased directly, and the business's historical data within the platform continues to accumulate, building an increasingly valuable and complete record of its customers, projects, people, and finances over time.

This unified approach is intended to reduce the amount of duplicate data entry a business has to do.

A customer, a project, a team member, and an invoice are rarely unrelated to one another.
The Edunexa approach

Why Choose Edunexa

Eight reasons small and service-based businesses pick Edunexa over a patchwork of separate tools.

All-in-One Dashboard

CRM, projects, HR, and finances — every part of the business in one place.

One-Off Pricing

Pay once and keep access for good. No recurring subscription, ever.

14-Day Guarantee

Try Edunexa risk-free, backed by our published money-back guarantee.

Secure Payments

All payments are processed securely through Stripe, never stored by us.

Built for Small Business

Designed specifically for freelancers, consultants, and agencies — not enterprise bloat.

Your Data, Your Control

Everything you enter is yours, entered and managed by you for your own business.

No Installation

Fully web-based — nothing to install, update, or maintain on your own devices.

Real Support

Reach a real person by email whenever you need a hand.

THE PLATFORM AT A GLANCE

Built around how you actually work.

Follow-up tracking

It is easy for a promising lead or an important customer check-in to be forgotten in the busyness of day-to-day work, particularly for small teams juggling multiple responsibilities.

Team assignments

Tasks can be assigned directly to a named team member, creating accountability and making it easier for managers to understand each person's current workload.

Onboarding

The onboarding features are designed to help businesses bring new employees into the organisation in a structured, repeatable way.

Payment status

This gives business owners a clear, current view of their accounts receivable, helping them follow up on unpaid invoices in a timely way and maintain healthy cash flow.

Money-back guarantee

Edunexa offers a 14-day money-back guarantee on eligible purchases, giving new customers the opportunity to try the platform with reduced financial risk.

Payments

Edunexa uses Stripe, a widely used third-party payment processor, to handle customer payments securely.

Your records

Everything of substance within a Edunexa account is entered, maintained, and controlled by the customer themselves, for their own business purposes.

Reporting

These reports are intended to support day-to-day business decision-making and to give owners a clearer picture of how their business is trending over time.

Changing plans

Customers are generally able to move between packages as their circumstances evolve — upgrading to a higher-tier plan as their team grows and their usage increases.

Access control

Administrators can typically control which team members have access to which parts of the system, allowing a business to limit sensitive information to those who genuinely need it for their role.

PRICING

Pay for what your business needs.

Edunexa is also built with growing teams in mind. A freelancer working alone has very different needs from a ten-person agency, and a ten-person agency has different needs again from a fifty-person consultancy.

Starter

£79

Customer records and invoicing for solo freelancers and sole traders.

  • Customer records
  • Follow-up tracking
  • Invoices and line items
  • Stripe payment collection
Choose Starter

Growth

£99

Adds sales pipelines and finance tracking as client work picks up.

  • Everything in Starter
  • Leads and sales pipeline
  • Income tracking
  • Expense tracking
Choose Growth
Most popular

Team

£129

Projects, tasks, and employee admin for businesses taking on staff.

  • Everything in Growth
  • Projects and task deadlines
  • Employee records and leave
  • Onboarding and documents
Choose Team

Pro

£149

The full platform, including reporting, for growing service businesses.

  • Everything in Team
  • Business dashboard
  • Sales and finance reporting
  • Project status overview
Choose Pro

We offer a 14-day money-back guarantee on eligible purchases. If you're not satisfied within that window, you can request a refund in line with our published refund terms.

FAQ

Questions, answered.

Still have a question that isn't covered here? Edunexa's support resources are available to help you find an answer.

01What precisely is Edunexa?

Edunexa is a web-based business management platform, sold as a one-off purchase, meticulously engineered for small enterprises, freelancers, consultants, agencies, and other service-oriented ventures. Rather than compelling proprietors to reconcile a disjointed assemblage of disparate applications, Edunexa consolidates customer relationship management, project administration, human resources record-keeping, and financial documentation within a single, unified dashboard, thereby minimising redundancy and maximising operational coherence.

02How is payment for Edunexa processed?

Payments are processed with exemplary security through Stripe, a preeminent third-party payment processor, and Bacs Direct Debit is available as an alternative remittance method where applicable, typically for customers domiciled in the United Kingdom. Edunexa itself does not custody or transmit customer funds, nor does it retain complete payment-card details upon its own infrastructure.

Access to Edunexa is sold as a one-off purchase conferring lifetime access from the date of payment, rather than a recurring subscription. There is no automatic renewal and no recurring charge — you pay once and keep access for good.

03Am I entitled to a refund should I be dissatisfied?

New customers are afforded a fourteen-day money-back guarantee applicable to their purchase payment, permitting a full refund should the platform prove unsuitable, contingent upon the eligibility criteria delineated within the published Refund Policy. Requests submitted beyond this temporal window are not automatically covered, although Edunexa will nonetheless entertain discretionary requests pertaining to demonstrable billing errors.

04Does my access to Edunexa ever expire?

No. Because Edunexa is sold as a one-off purchase rather than a subscription, there is nothing to cancel and no recurring charge to stop — there is simply no further payment taken after your initial purchase. Access granted by that purchase is lifetime access and never expires; there is no need to make a further purchase to continue using Edunexa.

05Does Edunexa constitute a regulated financial or payroll service?

Emphatically not. Edunexa is, and remains, a software provider. It does not custody or transmit customer funds on behalf of third parties, does not process payroll or function as an employer of record, does not proffer accounting, tax, financial, investment, or legal counsel, does not file tax returns, and does not furnish any manner of regulated financial service.

EVERYTHING, ONE DASHBOARD

Edunexa brings these core functions together under one login, one dashboard, and one consistent user experience.

The platform was designed around a simple observation: most small and service-based businesses do not need enterprise-grade software with hundreds of configuration options and a steep learning curve.

  • CRM & sales pipeline
  • Project management
  • HR administration
  • Financial record-keeping
Get started

14-day money-back guarantee · No subscription