Business workspace — connected, not siloed

A full business CRM that stays connected to your life.

Run clients, jobs, and billing in a proper workspace — while your personal home still sees today’s tasks, planner, and shortcuts across work and life. One account, not five apps.

Included in business workspace — connected, not siloed

  • CRM inside your Life CRM

    Unlike HubSpot or Pipedrive, Keel business workspaces plug into your free personal home — unified tasks, today view, and AI planner across work and life.

  • Clients & pipeline

    Track leads, deals, and live clients. Move opportunities through your pipeline with full context.

  • Jobs & projects

    Plan work, assign team members, attach notes and files, and message on the job record.

  • Invoices, proposals & contracts

    Send professional documents, collect signatures, and keep finance tied to the client and job.

£0

Business Lite — apps & team

1 login

Personal + business together

Connected

Tasks & planner span workspaces

Why Keel is different

One Life CRM.Every workspace connected.

Most CRMs lock work in a silo. Keel links your personal life, business, family, property, and community spaces — so tasks, plans, and shortcuts flow through one calm home, not five disconnected apps. Your business CRM sits inside the same Life CRM — not a separate product you will abandon for personal stuff.

Your personal home

One calm command centre

Today’s focus · Planner · Tasks · Shortcuts

Business

Clients, jobs, invoices

Family

Calendar, meals, shopping

Property

Tenants, maintenance

Community

Events, volunteers

Add workspaces as life grows — personal home stays the hub that ties them together. Unlike traditional CRMs, nothing gets walled off.

All tasks, one list

See everything due today across personal life and every workspace — filter by space when you want, or keep the full picture.

Planner & today view

AI day planning pulls from all your open tasks and calendar. Today view shows your schedule and due items without clutter.

Shortcuts anywhere

Pin Rankly, invoices, family calendar, or any page from any workspace to your personal home and mobile bar.

Workspace overview

Glance at open tasks and next events per workspace from personal home — then jump straight in.

Shared calendar context

Meetings from work and family events surface together when you plan your day — not buried in separate apps.

Mobile, still connected

Custom bottom-nav shortcuts reach into any workspace from your phone — Home, Menu, and up to three pins you choose.

Not another siloed CRM

Typical CRM

  • Work lives in one product; life lives elsewhere
  • Separate logins, tabs, and mental models
  • Tasks trapped inside each tool
  • No shared “today” across work and home
  • Add-ons bolted on, never truly unified

Keel Life CRM

  • Personal home sees tasks across every workspace
  • One login — flip between spaces instantly
  • Unified planner, today view, and task list
  • Custom shortcuts to any page in any workspace
  • Toggle workspace tasks off when you need focus

Life and work in one account — the way real people actually live.

Everything you need for business workspace — connected, not siloed

Your business CRM runs inside Keel’s connected Life CRM — clients, jobs, and invoices link back to one account, not a separate silo.

CRM inside your Life CRM

Unlike HubSpot or Pipedrive, Keel business workspaces plug into your free personal home — unified tasks, today view, and AI planner across work and life.

Clients & pipeline

Track leads, deals, and live clients. Move opportunities through your pipeline with full context.

Jobs & projects

Plan work, assign team members, attach notes and files, and message on the job record.

Invoices, proposals & contracts

Send professional documents, collect signatures, and keep finance tied to the client and job.

Team & client messaging

WhatsApp-style threads for your team and clients, with shared files clients are allowed to view.

Client portal

Give clients a branded space for proposals, invoices, support tickets, and shared documents.

Finances & SOPs

Track income and costs, document repeatable processes, and onboard staff with checklist playbooks.

How it works

  1. 1

    Start free or trial

    Create Business Lite at £0 for apps and team settings, or start a 14-day trial on Solo, Team, or Scale.

  2. 2

    Import your clients & jobs

    Add clients, open jobs, and connect notes and files — your workspace is ready for day-to-day delivery.

  3. 3

    Invite your team & clients

    Staff and contractors join the workspace; clients get portal access when you are ready to share work.

Simple, transparent pricing

Add-ons such as Rankly (SEO), Feedflow (reviews), Videos, and Signatures (£9/mo) attach per workspace after signup. Annual billing saves about two months.

Business Lite

Free apps workspace — add Signatures, Rankly, and more.

Free

  • Apps marketplace
  • Team & brand settings
  • Pay per app add-on

Business Solo

Full business workspace for one person.

£29/mo

  • Clients, jobs, invoices & tasks
  • 1 team member
  • Docs, finances & pipeline
Popular

Business Team

Small agencies and teams.

£79/mo

  • Everything in Solo
  • Up to 5 team members
  • Shared client work

Business Scale

Larger teams with more seats.

£149/mo

  • Everything in Team
  • Up to 15 team members
  • Priority support

View full pricing, annual billing, and add-ons

Frequently asked questions

How is Keel different from other CRMs?+

Traditional CRMs silo work away from the rest of your life. Keel is a Life CRM — your business workspace connects to a free personal home where tasks, planner, shortcuts, and today’s focus span every workspace. One login, one mental model.

Can I plan my day across business and personal tasks?+

Yes. Keel Planner and Today view pull from all workspaces you enable. Solopreneurs see client work and personal errands in one AI-generated schedule — then push blocks to Google Calendar.

What is the difference between Business Lite and Solo?+

Business Lite is free and includes apps marketplace access, team settings, and brand basics — ideal if you mainly want add-ons like Signatures or Rankly. Solo adds full CRM modules: clients, jobs, invoices, pipeline, messages, SOPs, and more for one person.

Do my clients need to pay for Keel?+

No. Clients use your client portal or message threads at no cost. Billing stays with the workspace owner.

Can contractors access jobs without seeing finances?+

Yes. Role-based access lets contractors work on assigned jobs and tasks without full admin or billing visibility.

Is there a free trial?+

Paid business plans include a 14-day trial on your first paid workspace. Business Lite remains free with no card required.

More Keel workspaces — all connected

Add business, property, or community spaces anytime. Your personal home keeps tasks, planner, and shortcuts unified across every workspace.

Ready to get organised with Keel?

Join thousands using Keel as their Life CRM — personal life and work in one account.

Start your trial

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