CRM
Manage prospects and customers before they become invoices.
Leads
Contacts
Accounts
Deals
Activities
Pipeline views
BusinessOS
The workspace around your accounting source of truth.
Capture demand, manage clients, send proposals, track work, share documents, and convert accepted work into invoices without rebuilding context.
Explore crm
Commercial workflows
Move from proposal to work to invoice in one connected motion.
Proposal editor
Versions
Pricing blocks
Contracts
Approvals
Convert to invoice
Work execution
Keep delivery and billing context together.
Projects
Tasks
Assignees
Due dates
Time logs
Linked invoices
Client collaboration
Share the right records with clients without exposing the whole workspace.
Client portal
Shared files
Comments
Payment status
Notifications
Document search
Deep product detail
What this page covers in practice
Workflow continuity
BusinessOS modules should preserve context as work moves from demand capture to invoicing and collection.
Lead source
Deal amount
Proposal version
Project delivery
Invoice status
Payment follow-up
Shared records
Every object should show its relationship to clients, work, documents, billing, and accounting outcomes.
Client timeline
Linked documents
Related invoices
Open tasks
Portal visibility
AI context chips