Customers & CRM
One complete customer history across sales, work, billing and communication.
Learn moreBring customers, sales, projects, scheduling, production, payments and communication into one intelligent platform—configured around how your company actually works.
One connected platform
Your business should not have to adapt to five different programs. EveryBusiness OS brings the full operation together without losing the workflows that make your company unique.
One complete customer history across sales, work, billing and communication.
Learn moreMove cleanly from opportunity to estimate, approval, deposit, invoice and payment.
Learn moreSee where every job stands, who owns the next step and what is holding it up.
Learn moreCoordinate teams, resources, appointments and delivery dates in one connected calendar.
Learn moreGive customers a clear place for approvals, updates, files and decisions.
Learn moreTurn daily activity into decisions with live operational and financial visibility.
Learn moreEveryBusiness AI
Your assistant understands the customer, the project, the schedule and the next decision. It helps your team act without switching tools or rebuilding context.
See how intelligent operations workSummarize jobs and customer history
Draft estimates and communications
Identify delays and missing information
Recommend the next best action
Automate repetitive administrative work
Built for real industries
Each EveryBusiness OS edition begins with the language, processes and daily decisions of a specific industry—not a blank generic CRM.
Customer intake, design approvals, production, installation, payments and follow-up—built from a working wrap-shop operation.
Explore the first editionLead-to-job coordination for service teams that live by the schedule.
In developmentProject flow for businesses that design, build and deliver custom work.
ResearchingA clear path to launch
Start with workflows already designed for your industry.
Shape roles, stages, documents and decisions around your team.
Import customers and active projects with guided support.
Train the team, verify the workflow and go live with confidence.
Build a better operating rhythm
See how EveryBusiness OS can be configured around the way your team already succeeds.