Is there free all-in-one software for startups?

PrimeBase offers a 14-day free trial with all 11 modules — no credit card required. Most startups trial PrimeBase with a real operation, then upgrade to a paid plan (starting at $29/month) once they see it fits.

Does PrimeBase work for SaaS startups?

Yes. PrimeBase covers the workflows SaaS startups care about: lead pipeline, customer onboarding, project tracking (for customer success), invoicing, and a client portal for B2B SaaS where customers need access to invoices and documents. Pure self-serve consumer SaaS doesn't need PrimeBase — it's built for B2B operations where customer relationships matter.

Can I switch to PrimeBase later, after I have grown?

Most teams switch at exactly the wrong time — after they've stitched together 6 tools, built fragile integrations, and accumulated bad data. Switching to PrimeBase as a startup means you build the foundation correctly the first time. The same platform fits at 5 people and at 50.

PrimeBase/Built for/Startups

All-in-One Business Software · For Startups & Founders

Look bigger than you are. From your first invoice to your tenth hire.

All-in-one business software for bootstrapped teams — from solo founders to fifty-person startups — that need CRM, projects, invoicing, real double-entry accounting, and a branded client portal without paying for six subscriptions and gluing them together on Saturday mornings.

Get started free See pricing

14-day free trial No credit card Support team on hand

app.primebase.io/crm

One login — CRM, books, portal, all of it

Before PrimeBase

8 people. Paying like 80.

Six subscriptions. Six logins. Six renewal emails. None of the tools talk to each other — you’re the integration. Every customer gets typed into HubSpot, then QuickBooks, then Asana.

~12 hrs/week of glue work, on the founder

NORTHVANE — 8 PEOPLE, APR 2026

Cost of running on 6 tools

RCPT #0008 · PAID BY FOUNDER CARD

JobTool$Time

CRMHubSpot Starter$ 50/mo4 hrs/wk

AccountingQuickBooks Simple Start$ 30/mo3 hrs/wk

ProjectsNotion or ClickUp$ 20/mo2 hrs/wk

PaymentsStripePAYG1 hr/wk

e-SignaturesDocuSign Personal$ 10/mo1 hr/wk

SchedulingCalendly$ 10/mo1 hr/wk

SUBTOTAL — software$ 120+

SUBTOTAL — founder hours @ $100$ 1,20012 hrs

TOTAL / MONTH$ 200–30048+ hrs

× × × 5 LOGINS, 0 PORTAL, ~12 HRS/WK ON GLUE × × ×

DUCT TAPE

Here’s what changes

Three things stop happening on Saturday morning.

“

No. 01 · The pain

Your biggest prospect asks, "Do you have a client portal?" on the discovery call. You say, "we’ll email things over."

The fix

Your client logs into yourname.com. Real portal. Real login.

Branded on your domain. Clients see signed MSAs, project status, and open invoices the moment they log in. The conversation goes from "we’ll email it over" to "it’s in your portal" — and you stop looking like the smallest vendor on the shortlist.

NVapp.northvane.com• ACME VIEWING

INV-0009$42,000View invoice →

MSA — AcmesignedDownload →

Kickoff plansharedOpen →

“

No. 02 · The pain

You spent Saturday morning re-typing the same customer into HubSpot, QuickBooks, and Asana.

The fix

Customer goes in once. Lives everywhere.

One record. One row in one database. CRM, invoice, project, portal — same customer, no re-keying, no Zapier subscription firing at midnight. Saturday morning goes back to being Saturday morning.

Acme Co. — one record, four modules

CRM

Acme Co.

Invoice

INV-0009

Project

auto-spawned

Portal

same row

typed once · lives everywhere · zero CSVs

“

No. 03 · The pain

Tax time, your bookkeeper asks for a P&L. You open three tools and start exporting CSVs.

The fix

Real double-entry accounting. One report, not three CSVs.

A real general ledger, posted in real time, with P&L, balance sheet, and AR aging that pull from the same numbers as your invoices. No QuickBooks subscription. Your bookkeeper opens one report and closes the books.

P&L — YTD

generated from GL · bookkeeper-ready

LIVE

Revenue

$162k

Gross

78%

Net

$36k

one ledger · one source of truth · export to PDF

The full arc

Northvane · day one through year five

From sign-up to fifty people, on the same workspace.

Hour 0 · +0

01DAY 1

Week 2 · +14 days

02FIRST CUSTOMER

Month 3 · +90 days

03FIRST HIRE

Workspace · Brand

Workspace, branded, in five minutes.

Day 1 · workspace setup

Workspace created

Logo + brand colors

Custom domain pointed

First user invited

Founder signs up, picks brand colors, points app.northvane.com at PrimeBase, and the team is in. No SaaS Tetris before you’ve sent the first email.

5 minsign-up to live

CRM · Estimates

First invoice, paid in the portal.

NVapp.northvane.com

INV-0001 — Acme Co.

$ 4,200

Sent 04/12PAID 04/14

Quote in CRM, convert to invoice with one click, customer pays through the branded portal. No Stripe link in a Gmail thread, no QuickBooks copy-paste.

$4,200first dollar in

Permissions · Roles

First sales hire is productive on day one.

INVITED

priya@

ROLES

Sales

ACCESS

CRM + Docs

AKFounder

PRSales

Invite Priya, assign the “Sales” role, scope her to CRM and Documents. No 40-minute provisioning across HubSpot, QuickBooks, Asana, and DocuSign. Onboarded between coffee and lunch.

1 loginreplaces 5 seat-buys

Month 9 · +270 days

04FIVE-FIGURE CLIENT

Year 1 · +12 months

05YEAR ONE DONE

Year 5+ · Future you

06GROWN UP

Documents · Portal

Biggest client yet. You don’t look smaller than they expected.

Globex · MSA signed in portal

MSA-08 · $48,000 / yr

Marcus L. · CTO GlobexSIGNED

SOW + INV-0014 drafted automatically

Marcus signs the Globex MSA in your branded portal. He sees the SOW, the project plan, and the first invoice the same week. Their previous vendor used three tools and email. You use one URL.

1 portalreplaces 4 tools

Books · Bookkeeper

Tax time, no spreadsheet panic.

Year-end report · one click

Jan$162k revenueDec

Sent to bookkeeper · 0 CSVs

Bookkeeper opens one report. P&L, balance sheet, AR aging — all pulled from the same GL that posted every invoice for twelve months. No CSV exports, no QuickBooks reconciliation, no “can you forward that receipt again?”

1 reportno CSVs needed

Custom roles · Access rules

Fifty people, same workspace.

Headcount · 1 workspace, the whole way

Y1Y2Y3Y4Y5

Custom roles · access rules · same DB

You never migrated. Custom roles on Business+ now scope sales to deals, ops to vendors, finance to the GL. Access rules cap each rep to their own customers. Same database, same records, just more guardrails for the bigger team.

0tool migrations done

Net for Northvane

1workspace

0tool migrations

11modules included

5 yrsand counting

Built for what comes next

The modules that matter for you

Five modules. The rest are upside.

PrimeBase ships with eleven. For a bootstrapped startup, these five do the heavy lifting from day one — and they’re in every plan.

01 / 05

Customer Portal

Branded login on your domain. Make 8 people look like 80.

8 people look like 80.

1 domain

app.yourstartup.com

02 / 05

CRM & Pipelines

Pipeline · contacts · activity. Built for the deal that pays this month’s rent.

Every deal, every email, one place.

1 record

per customer

03 / 05

Estimates

Send a quote in 4 minutes. Convert to invoice in one click on accept.

Convert to invoice in one click.

4 min

quote → sent

04 / 05

Smart Documents

NDAs, MSAs, SOWs. eSigned in the portal. No DocuSign subscription.

NDAs, MSAs, SOWs — signed in the portal.

DocuSign subscriptions

05 / 05

Accounting

Real double-entry accounting. P&L, balance sheet, GL — no QuickBooks subscription needed.

The P&L your bookkeeper actually trusts.

Day 1

real GL, real reports

05 / 11 visible — six more modules included in every plan.

See all 11 modules

Questions

What founders ask before switching.

Still have a question? We're an email away.

Email the team

For bootstrapped startups — whether you're a solo founder or a fifty-person team — that don't want to pay for 6 separate subscriptions, PrimeBase ships CRM, accounting, projects, documents, and a client portal in one platform. Starts at $29/month on Starter; scales to Growth ($79/mo, 3 users) and Business ($179/mo, 10 users) without changing tools. Compared to Zoho One ($37/user/month) or HubSpot + QuickBooks + Asana + DocuSign ($200–300/month combined), PrimeBase is the simpler option for teams that want one login, one bill, and one tool to grow into.

Built for other businesses too

Not a startup? PrimeBase fits these too.

See all 9 industries

Marketing & Creative Agencies Consulting & Professional Services Wholesale & Distribution Real Estate & Property Health, Wellness & Clinics Field Services & Trades Photography & Event Studios Architecture & Construction D2D & Door-to-Door Sales

Get started

Build it right the first time.

Five minutes to set up. 14-day free trial. The same platform at 8 people and at 80.

Open my workspace Compare plans

✓ 14-day free trial · ✓ No credit card · ✓ Support team on hand