Docs

BusinessOS guide.

A guide to CRM, proposals, projects, documents, portal workflows, and how they connect to invoices and reporting.

Client flow

Start with client and sales context.

Lead

Contact

Account

Deal

Activity

Proposal

Track the work that creates billable value.

Project

Task

Assignee

Due date

Time log

Document

Convert accepted work into financial records.

Proposal accepted

Invoice draft

Review

Send

Payment

Report