Small Business Software for Teams
Small business management software for growing teams.
Polar Professional keeps the simplicity of Polar while adding Polar Sales Manager, Polar Logistics Hub, team access, permissions, approvals, adviser collaboration, advanced reporting and multi-business management for growing UK businesses.
See how Professional fits into growing your business, explore the wider small business management system, or see how Polar works.
PROFESSIONAL OVERVIEWNorthshire Services Group
All businesses
P
POLAR PROFESSIONALOne business needs a pricing review. Two adviser comments are waiting.
Who Professional is for
Built for growing businesses that have outgrown doing everything alone.
Use Professional when more people, more locations or more decisions need to stay organised without making Polar complicated. It adds control where a growing business needs it while keeping everyday management understandable.
Growing teams
Give each person the access and responsibilities they actually need.
Advisers & mentors
Share approved business summaries without exposing private conversations.
Multiple businesses
Move between businesses and compare performance from one account.
Approval-led businesses
Review quotes, campaigns, documents and changes before they go live.
A guided Professional journey
Grow the control—not the confusion.
Polar introduces advanced features in a clear order so the owner remains confident.
Add the right people
Invite employees, advisers or managers and choose the business they can access.
Set clear permissions
Choose what each role can view, edit, approve, export or manage.
Create approval routes
Decide which quotes, campaigns, payments or documents need review.
Compare performance
See businesses, teams and key results without drowning in reports.
Strengthen what works
Use adviser guidance, deeper reports and consistent systems as the business grows.
Inside Polar Professional
One calm control centre for a growing small business.
GROUP OVERVIEW
Good morning, Alex
Three businesses. Twelve users. Four approvals need attention.
BUSINESS COMPARISON
See where attention is needed
1
Northshire HeatingHealth 89 · Revenue up 14%
Strong2
Northshire RenewablesHealth 76 · Marketing needs attention
Review3
Northshire MaintenanceHealth 82 · Capacity at 91%
WatchAPPROVALS
Waiting for you
£
Quote #2084£18,400 · manager approval
↗
Autumn campaign3 posts ready
D
Policy updateAdviser comment added
Team, roles and permissions
People see what they need—without seeing everything.
Create simple roles for staff, managers, accountants and advisers. Control viewing, editing, approvals, exports and financial access.
OOwnerFull control · all businesses12 permissions
MManagerJobs, customers, team and approvals8 permissions
AAccountantFinance, reports and approved documents5 permissions
VAdviserApproved summaries and mentor notes3 permissions
Professional capabilities
Advanced small business control, still explained in plain English.
Polar Sales Manager NEW
Manage the people who bring the business in — opportunities, ownership, targets, follow-ups, forecasts, performance and coaching.
INSIDE POLAR
Sales Manager
Explore Polar Sales Manager →
Open pipelineSee ownership and movementManager view
Targets & forecastTrack progress in contextConnected
Next actionsKnow where support is neededPrioritised
Polar Logistics Hub NEW
Manage logistics jobs, dispatch, drivers, carriers, delivery, POD, invoice readiness and margin in one connected flow.
INSIDE POLAR
Logistics Hub
Explore Polar Logistics Hub →
DispatchSchedule and move live jobsOperational
Drivers & carriersKeep reusable records connectedOrganised
POD → invoiceMove delivered work towards moneyConnected
Team users
Add people, assign businesses and manage responsibilities.
INSIDE POLAR
Team & Users
Sarah MilesOperations ManagerNorthshire Heating · Approvals enabled
James ColeEngineerJobs, customers and documents
Rachel GreenAccountantFinance reports only
Roles & permissions
Control who can view, edit, approve, export or manage sensitive information.
INSIDE POLAR
Roles & Permissions
OwnerFull control12 permissions
ManagerJobs, customers and approvals8 permissions
AdviserApproved summaries only3 permissions
Approval workflows
Require review before quotes, campaigns, payments or documents progress.
INSIDE POLAR
Approval Centre
Quote #2084£18,400 · manager approvalReview
Autumn campaign3 posts readyReview
Supplier payment£4,250 · owner approvalApprove
Adviser access
Share approved summaries with accountants, mentors or consultants.
INSIDE POLAR
Adviser Access
Rachel GreenFinance reportsView only
Martin ShawBusiness PlanComment
Ask Polar chatsPrivateNot shared
Multiple businesses
Use one account to manage separate companies, branches or brands.
INSIDE POLAR
Business Portfolio
Northshire HeatingHealth 89Strong
Northshire RenewablesHealth 76Review
Northshire MaintenanceCapacity 91%Watch
Advanced reports
Compare trends, teams, businesses and performance over time.
INSIDE POLAR
Advanced Reports
Revenue£284,600+12% YTD
Quote conversion46%Up 4 points
Team capacity78%One team above 90%
Activity history
See important changes, approvals and user actions when accountability matters.
INSIDE POLAR
Activity History
09:42Quote #2084 approvedAlex Miles
09:18Campaign post editedSarah Miles
YesterdayRole permissions changedOwner
Advanced automation
Use more detailed rules while keeping every automated action visible.
INSIDE POLAR
Automation Rules
Quote follow-upAfter 5 daysActive
Document expiry30 days beforeActive
Campaign reminder2 days beforePaused
Shared document controls
Keep approved documents, versions and access organised across the team.
INSIDE POLAR
Shared Documents
Health & Safety Policy.pdfVersion 4Approved
Insurance Certificate.pdfExpires 18 Sep 2026Current
Employee Handbook.pdfVersion 2Review
✓ Example Professional workspaces
✓ No changes can be made from a preview
✓ Live access follows the owner’s permissions
✓ Sensitive information stays restricted
Adviser collaboration
Share the right information—not the whole account.
The owner chooses which summaries, plans, documents and reports an adviser can see. Private Ask Polar conversations stay private unless the owner deliberately shares approved information.
✓ Approved business summaries
✓ Comment and recommendation areas
✓ Read-only or contributor access
✓ Clear removal of access
ADVISER ACCESS
Rachel Green · Accountant
Finance reportsView
Funding PlanComment
Document VaultApproved files
Ask Polar chatsPrivate
Advanced reporting
See the story behind the numbers.
Professional reports should explain what changed, why it may matter and where the owner should look next.
Growth intelligence
Six connected Professional workspaces—not just a list of features.
Each area has its own guided analysis, evidence, recommendations and logged-in workspace, helping growing businesses turn more complex information into practical decisions.
↗Opportunity FinderFind growth opportunities supported by real business signals.Explore →
£Service ProfitabilityCompare margin, delivery time and service-level pressure.Explore →
◎Customer & Sales TrendsUnderstand demand, conversion, repeat work and changing behaviour.Explore →
👥Capacity & Hiring InsightsSee whether the business is genuinely ready for more help.Explore →
◷Advanced Goals & ForecastsCompare cautious, expected and ambitious growth scenarios.Explore →
GGrowth RecommendationsBring all the evidence together into prioritised next moves.Explore →
Professional without unnecessary complexity
Advanced features remain optional and visible.
Polar Professional should never hide important decisions behind automation. Owners can review permissions, approvals, adviser access and changes at any time.