The Growth OS
Your Business Suite plus a website built to feed it. Every call, text, booking, and form lands right in your pipeline. Live in 14 days, or your first month is free.
The Business Suite · your super CRM
Your whole business. One dashboard.
Track every lead, client, dollar, and teammate in one place, see exactly where you stand against your goals, and know which lever to pull to grow. Built custom around how your business runs.
Sample business, sample numbers.
Why the Business Suite
It's not just a CRM. It's your whole back office.
Most businesses run on a pile of apps that don't talk to each other. We run all of it through one system and hand you one screen.
Today: 8 apps, 8 logins
Spreadsheets12 tabs openSeparate CRM3 loginsBookkeeping appoverdue: 7ChatGPT tabcopy, paste, repeatCalendar app2 conflictsSticky noteslost: 4Excel modellast updated: 2025Payroll sheetneeds fixing
With the Business Suite
8 tools, 8 logins, 8 bills. Or one Business Suite.
Money tracking covers what you check day to day. Your accountant still keeps the books.
Why it matters
Know exactly which lever to pull.
Every business runs on a few numbers. The Suite tracks each one live, so when you're behind, you know whether you need more leads, more appointments, or better closing, and by how much.
Leads124this month, by source
Appointments3831% of leads booked
Deals1334% of appointments closed
Revenue$48K3 deals short of goal
Example numbers. Yours come from your business.
What's inside
Everything your business runs on. Simple to use.
Five parts, one system. We turn on what you need and leave out what you don't. Anything marked AI does the busywork for you, and nothing ever sends without your OK.
01See your whole business
Know where you stand every day.
Owner dashboard
Leads, deals, money, and goals on one screen, arranged the way you like it.
Goals and pace
Set monthly, quarterly, or yearly goals and see the calls, appointments, and deals per week it takes to hit them.
Sales analytics
Close rate, speed to lead, and which sources actually make you money.
Money
Money in and out, invoices, recurring bills, and a month by month history.
Monday Huddle AI
A weekly brief written from your real numbers: what happened and what to focus on.
Payment tracking
Keeps setup payments and monthly payments separate so you always know who owes what.
02Never lose a lead
Every lead, every follow up, one place.
Leads and pipeline
Every lead from every source, in stages, with its whole history on one record.
Follow up queue
Who to call today and why, so nobody falls through the cracks.
Tasks AI
Your to do list with AI ranking what matters most today.
Activity timeline
Every call, text, note, booking, and payment logged in one place.
Meetings and calendar
Syncs with Google Calendar, shows availability, and tracks shows and no-shows.
Clients and relationships
A dashboard for each client (projects, what's owed, last touch) plus your referral partners.
Import any list AI
Drop in a messy spreadsheet and AI maps the columns for you.
Mass outreach AI
Pick your people, and AI drafts a personal text for each one. You press send.
03AI that does the busywork
Built in, not bolted on. Nothing sends without you.
Jarvis, your AI assistant AI
Ask your business anything ("who haven't I called this week?") and have it take actions after you confirm.
Conversation capture AI
Paste a text or email thread, and AI writes the notes, updates the lead, and suggests next steps.
Meeting notes AI
Paste a meeting transcript and get a summary plus action items you approve into tasks.
Voice recordings AI
Record a call or a voice memo and turn it into notes on the right client.
Receipt scanning AI
Snap a receipt and AI fills in the expense for you to check and save.
Playbook AI
Write down how you run things once. Your team reads it, and AI answers their questions from it.
04Run your team
Grow past yourself without losing control.
Roles and permissions
Each person sees exactly what they should, and nothing they shouldn't.
Scorecards and leaderboard
See each rep's activity and results, and make it a friendly competition.
Commissions and rep pay
Splits and caps calculated for you, approved in one click a week.
Instant alerts
Get notified the moment a rep books a call or closes a deal.
05Built for your industry
We add the modules your business actually needs.
Real estate
Critical dates, transactions, commission and net sheets, offer comparisons, and expense and mileage tracking.
Military relocation
Move timelines counted back from the report date, built for PCS moves.
Lending
Client checklists and a pipeline built around the loan process.
Events and sponsors
Guest lists, sponsors, and drawings for businesses that host events.
How we build it
Not software you set up. A system built around you.
1
Your free Growth Plan
Two hours with us. How leads come in, how you sell, how you get paid, and the number you're chasing.
2
We configure it for you
We turn on the parts you need, set up your stages, goals, and team, and move your data in. Your industry's modules included.
3
We train you and stay on
Your team trained, your dashboard live, and us on call to keep improving it as you grow.
Better together
Pair it with a website. Add automations.
Automations ADD-ON
Missed-call text back, Google review requests, instant lead replies, appointment reminders, and new lead follow up, all feeding your Business Suite.
Good to know
Straight answers.
Do I have to use every feature?
No. We turn on what fits your business and add more when you're ready. Most people start with the dashboard, pipeline, and follow up.
Is it hard to learn?
We set it up and train you and your team. Day to day, it's one queue: who to call, what to do, where you stand.
Can I bring my existing contacts?
Yes. Send us your spreadsheet or export and we move it in for you.
Is my data mine?
Always. Your data, exportable any time.
Free · 2 hours
Start with your free Growth Plan.
Two hours with us. We map your goals, your numbers, and the levers to pull, and you leave with a written plan whether you work with us or not.
Book your free Growth Plan