CRM, proposals, quotes
& invoices in one place.
Solo Desk gives fractional executives, small teams, and solopreneurs a single workspace to track contacts, build winning proposals, close deals, and get paid — without enterprise complexity.
One-time payment · No recurring fees · Lifetime access
Not ready? Join the waitlist for updates:
Trusted by fractional CFOs, CMOs, COOs & independent consultants
Contact & Pipeline CRM
Keep every prospect, client, and deal in one organised view. Tag, filter, and follow up without switching tabs.
Proposals That Win
Create branded, interactive proposals in minutes. Send a link, track views, and get sign-off without chasing PDFs.
Quotes & Estimates
Build line-item quotes with optional packages, discounts, and tax. Convert to invoices in one click.
Invoicing & Payments
Send professional invoices with payment links. Automated reminders keep you out of the awkward follow-up business.
From first contact to paid invoice — in one place.
Every step of your client workflow lives inside Solo Desk. No copy-paste between tools, no lost threads, no chasing payments across five different apps.
Capture Lead
Add a contact or inbound enquiry in seconds. Your pipeline stays organised, always.
Send Proposal
Build a branded proposal and share a link. Know the moment a prospect opens it.
Raise Invoice
Convert accepted scope into a professional invoice with a payment link — one click.
Get Paid
Automated reminders follow up late payments so you never have to send that awkward nudge.
One workspace. Zero context-switching. The whole client journey, start to finish.
Your business, running clean.
Stop juggling spreadsheets, email threads, and five different SaaS tools. Solo Desk brings it all together — so you can focus on the work, not the admin.
Start Solo Desk Pro — $29Not ready? Join the waitlist