Solutions

Run the work on the systems you install.

Sales, marketing, operations, and enterprise use the same workspace. Install the system that fits, then govern how it runs.

Start with Sales Talk to Sales

Sales

From leads to orders.

CRM OS holds leads, accounts, contacts, deals, activities, and campaigns. Sales OS holds products, price lists, quotes, and orders. Both sit in the same workspace.

  • CRM OS v3.2.0 · 8 models
  • Sales OS v2.3.0 · 5 models
  • Owner on the record
  • Roles on the work
Open Sales OS See a Demo

Marketing

Campaigns on the same records as sales.

Campaign is a model on CRM OS, next to leads, accounts, and deals. Marketing does not need a second system for the pipeline it already shares.

  • Campaign on CRM OS
  • Leads, accounts, and deals
  • Same owner and roles
  • One workspace
Open CRM OS See a Demo

Operations

Projects, buying, and stock in one place.

Projects OS covers projects, milestones, tasks, time entries, and deliverables. Procurement OS covers buying. Inventory OS covers what is on hand. The records stay connected.

  • Projects OS v1.0.0 · 5 models
  • Procurement OS v1.1.0 · 4 models
  • Inventory OS v1.1.0 · 7 models
  • HR OS v1.1.0 · 13 models
Open Projects OS See a Demo

Enterprise

The same rules on every system.

Administrator, Editor, and Viewer are the roles. Ownership sits on the record. Assignment sits on the work. That holds for every system you install, including one you build yourself.

  • Administrator, Editor, Viewer
  • Ownership on the record
  • Assignment on the work
  • Build from scratch
See the systems See a Demo

Install one, or have it built.

Get started in the workspace, or talk to sales about a system built around the work you already run.

Get Started Talk to Sales