bizzOS

OPERATIONS

Run your whole business. One login.

See Platform

CRM

One contact record.
Every interaction.

Every module feeds the contact record automatically. When a booking is confirmed, the contact updates. When an invoice is paid, the record reflects it. You see the full picture without connecting a single dot.

  • Activity feed across all modules
  • Auto-linked bookings, invoices, and tasks
  • Duplicate detection on import
See CRM
Lynn Rae

Lynn Rae

Founder @ Lynn Group Co

Active
lynn@lynngroup.co
(704) 555-0192
Lynn Group Co
Score: 87
Last contact 2 days ago

Quick Actions

Send email
Create invoice
Book meeting
Add note

CALENDAR & BOOKING

Your schedule. Their convenience.

One booking page. Every service. Real-time availability enforced automatically — with invoices sent, reminders scheduled, and your calendar blocked the moment they confirm.

  • No double-bookings — ever
  • Invoice auto-generated on confirmation
  • Reminders sent without you touching them
See Calendar

FINANCE

Your money.
Always current.

Invoices, transactions, and reports — all in one place. See what you've billed, what you've collected, and what's outstanding without opening a spreadsheet.

  • Invoice creation in seconds
  • Automatic transaction categorization
  • Income statement, balance sheet, cash flow
See Finance

Transactions

Auto-categorized

Adobe Creative Cloud

Today, 9:14 AM

Software-$54.99

Lynn Group Co — Retainer

Yesterday

Client Revenue+$3,200.00

WeWork — Office

Mar 22

Facilities-$299.00

Chase Business

Connected

Syncing live

TASKS

Every task
linked to something real.

Create tasks from contact records, invoices, or projects — so context is never lost. Assign to your team. Check what's due today from a text message.

  • Tasks created from any record
  • Team assignment with due dates
  • Canvas view for visual thinkers
See Tasks
My Tasks4 open
Send final proposal to Lynn Group Co
High
Today
LR
Review onboarding checklist
Medium
Mar 25
RL
Follow up: March invoices
Medium
Mar 26
LR
Schedule strategy call — Q2
Low
Mar 28
RL

Assign to

LR
Lynn Rae
RL
Rae Lynn

WORKSPACE

The numbers that matter.
One view.

Build your own view of the business — pull live numbers into cards, arrange them your way, and stop hunting through different pages for what you actually check every day.

  • Live metric, percentage, and comparison cards
  • Arrange sections and cards exactly your way
  • Switch between Edit and a clean View mode
See Workspace
My Workspace
Edit
View

Open invoices

$18.4k+12%

New contacts

34+6%

Booking rate

72%-3%

Avg. response

2.1h-18%

TABLES

Your spreadsheet.
Now inside bizzOS.

Bring in a spreadsheet or start one from scratch, and edit it right inside bizzOS — no separate tool, no exporting a new version every time something changes.

  • Import a spreadsheet or start one from scratch
  • Every change saves automatically
  • One place — no scattered spreadsheet links
See Tables
Client Tracker
Saved
Name
Status
Value
Rae Lynn Café
Lead
$4,200
Bloom & Co
Client
$1,850
Park Ave Salon
Lead
$2,600
Lynn Group Co
Client
$9,100

READY TO START

One platform.
Every module you need.

Built togetherEvery module was designed and built by the same team — so they actually work together.
White-labeledYour clients never see bizzOS. Your brand, front and center.
White-Glove SetupReal people help you configure your CRM, booking, and workflows from day one.