Built for SMEs that outgrew spreadsheets

Squaria builds your CRM around how you work.

Enter your website. Squaria learns how you work, asks about your process and designs your workspace: leads, proposals, projects and margins in one place.

Free for 1 user · No card needed · English & French

Everything your business runs on

Sales, delivery, finance and AI, plus the platform to shape the rest. Every module works on the same records and the same permissions, so nothing is copied between tools.

See Squario in motion

A short film from the team that builds Squario: every module, one workspace, shaped your way. Best with the sound on.

Squario in under a minute: every module, one workspace. Short film, in English. It opens on “plan the project, protect your margin, with Squario”, then gathers the modules — pipeline, leads, Scopify, projects, tasks, time, budgets and expenses, the client portal, approvals, risks and issues, forms, dashboards, Drive, Squaria and MCP — into one workspace. When a process doesn’t fit the box, you shape it: a company record gets its own fields, filters and a chart, and a request to Squaria creates an Equipment data model linked to companies and projects, after a confirmation. An automation turns a submitted form into a deal when the budget is over €10,000, and Claude connects over MCP. It ends on “your operation, your way”.

From first contact to final margin

Follow one client through Squario: Delcourt, a deal worth €24,800.

  1. 01Sell

    Every deal, one pipeline. Companies, contacts, leads and deals move through stages you define, and a deal can’t enter a stage without the fields it requires.

    • Leads stay leads until they’re real. Qualify them, disqualify them with a reason, or convert them into deals, with owners and sources attached.
    • Where the day starts. Calls, meetings, emails and notes with outcomes, reminders and a calendar view of everything due.
    Pipeline
  2. 02Scope

    Scopes your clients sign off. Turn a brief into a branded scope with blocks, pricing and your terms, then share it. AI can write the first draft.

    • Shared, protected, tracked. Clients open the scope with an emailed code or a password, download the PDF, and you see when they last looked.
    • Changes, approved one by one. After publishing, propose amendments. The client approves or rejects each one.
    Proposals
  3. 03Deliver

    Delivery on the record you sold. A won scope can become the project in one step. Tasks, dependencies, approvals, risks and issues live in one place.

    • Clients approve deliverables. Invite clients to their own portal to follow progress, open shared documents and approve what you deliver.
    • Risks before they’re problems. Log risks and issues with type, severity and probability, right next to the work they threaten.
    Projects
  4. 04Measure

    Margins while they’re still recoverable. Time, rate cards, budgets and expenses roll up on every project, so you see profitability while the work is in motion.

    • Time that knows its rate. A live timer, weekly timesheets you submit and lock, and rates resolved per member, role, project or workspace.
    • Every cost lands somewhere. Allocate expenses and recurring subscriptions to projects, clients or deals, and reconcile them against your bank transactions.
    Profitability
  5. 05Report

    The reports you run the business on. KPIs, bars, lines, donuts and pivots over any record, with drill-through, auto-refresh and a present mode. Or ask Squaria to build one.

    Dashboards

Squaria

An assistant that works inside the work. Squaria finds records, answers with charts and makes changes after you confirm. It runs as you, with your permissions.

  • Ask in plain language. “Which scopes were viewed but not signed this week?” Answers come from your records, and from your own documents if you add them.
  • Act, with a confirmation. Create, update, move or archive records. Squaria shows the change and waits for your yes.
  • Shape the workspace by asking. Filter a list, save a view, rearrange a record page or build a dashboard next to a live preview.
  • MCP for Claude and other AI clients. Connect over OAuth 2.1 with the same tools and the same permissions. Included on paid plans.

Open it with ⌘J or Ctrl+J. Metered in AI credits: 1 per chat turn or MCP tool call, 5 per Scopify draft.

Start on your own, or shape it with us

Sign up free and follow the guided setup, book a demo with your own process, or let The Square build what you need.

  • Self-serve

    Start free today.

    A guided setup, a ready sales pipeline, activity types and project statuses on day one. Invite your team and upgrade per member when you need to.

  • With our team

    See it with your own process.

    In a 30-minute demo, bring your pipeline, a recent proposal or a project, and see how it runs in Squario.

  • Custom build by The Square

    Built around your process.

    Custom apps scoped around the way you work, built inside your workspace, on the same data and under the same roles.

Pricing

Simple plans, billed per active member. Start free, upgrade when your team joins, and get 2 months free with yearly billing.

Need custom quotas or seat terms?Talk to us about Enterprise

Compare plans
FAQ

Questions before you shape your system?

Still wondering if it will fit?

Bring us your process. We’ll show you what’s ready in the core and what belongs in a custom app.

Talk to the team
What is Squario?
Squario is an all-in-one operations platform for SMEs. It carries the work from lead to proposal, project, time, budgets and margin, with Squaria, an AI assistant, working inside your data.
Who is it for?
Small and mid-sized businesses that want sales, projects, time and margins in one place instead of spread across separate tools. Start with the core, then shape it with your own fields, tables and automations when your process calls for it. The Square, the team behind Squario, runs its own work on it.
How much does it cost? Is there a free trial?
There’s no time-limited trial: the Free plan is how you try Squario. It’s free for one member, with no time limit and no card needed. Paid plans are €29, €49 or €79 per active member per month, with 2 months free on yearly billing, and Enterprise plans are custom. Compare plans
Does Squario handle invoicing?
Not today. Squario tracks budgets, time, expenses and profitability per project, but it doesn’t issue client invoices. Keep your accounting or invoicing tool for that.
Can clients sign off proposals in Squario?
Yes. Clients open a shared scope with an emailed access code or a password and approve it. Each approval is recorded with a timestamp, IP address, browser and a signature hash. It’s a recorded approval, not a qualified electronic signature.
What can Squaria, the AI assistant, do?
Squaria finds records, answers questions with charts, builds dashboards and views, and creates or updates records after you confirm. It runs as you, with your permissions and field restrictions. Every plan includes a monthly allowance of AI credits.
How does MCP work with Squario?
On paid plans you can connect Claude and other MCP clients to your workspace over OAuth 2.1. They get the same tools and permissions as Squaria, so they can only read or change what your role allows. Each tool call uses one AI credit.
Which tools does Squario connect to?
Google and Microsoft calendars (read-only), bank accounts through Powens open banking on paid plans, any system that accepts a webhook from an automation, and AI clients over MCP. Custom apps can bring their own integrations. There’s no Slack, HubSpot or Zapier integration today.
What if our process is too specific?
That’s the reason Squario exists. Start with the core, add custom fields, data models and automations yourself, or have The Square build a custom app inside the same workspace.
How is our data protected?
Each workspace is isolated with row-level security, roles and field-level permissions decide who sees what, and you can export or erase personal data whenever you need to. More on security
How do we get started?
Sign up free: a new workspace comes with a sales pipeline, activity types and project statuses ready to use. Or book a demo and we’ll walk through your own process with you.
Which languages does Squario support?
This website is available in English, French, Dutch and German. The Squario app is available in English and French today.

Put your real work in motion.

Start with the core system, then shape the rest around your business. No eighteen-month ERP project required.