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Solutions

One OS. Every team. Any industry.

WorkBOS ships as a complete back office, with a phone system, video meetings, booking pages, team chat and an AI team built in, then shapes itself to your business: pick a team workflow, start from one of Twelve ready-made industry setups, or let the Business Architect propose your workspace from a short conversation.

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Phone and call flowsVideo meetingsBooking pagesTeam chat and callingForm StudioAI teamClient portalReal accountingAll features

By team

By team

Team

Operations and PMO

Operations is where a plan meets a timesheet meets an invoice, and in most companies those three live in three products that do not speak. WorkBOS runs projects, portfolios, workload, time, team chat, meetings and the general ledger in one workspace, so the question "is this project actually profitable" has an answer without an export.
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Team

Sales and CRM

Most CRMs stop at "Won". Yours is the moment the work starts, and that is exactly where the copy and paste begins. In WorkBOS the lead, the call, the deal, the project that delivers it and the invoice that bills it are records in the same workspace, linked to each other, with a phone line and booking pages feeding the pipeline directly.
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Team

HR and people

HR software usually ends where accounting begins, so payroll becomes a monthly export and a manual journal entry. WorkBOS runs your careers page and applications through offer letters, onboarding, attendance and leave to the pay register, and the pay run posts real journal entries to the same ledger your accountant reads.
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Team

Finance

Your accounting package knows the numbers and nothing about where they came from. WorkBOS keeps the ledger next to the projects, the invoices, the bills, the stock and the people, so a figure can be traced back to the thing that caused it without leaving the workspace.
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Team

Client services

Clients do not want another login, and they especially do not want four. The WorkBOS client portal carries your brand and shows them the projects, files, invoices, reports and approvals that are theirs, and nothing that is not, with booking pages, video meetings and a support desk behind it.
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Team

Leadership

The board pack is usually four exports and a spreadsheet, and by the time it is assembled it is a week old. When sales, delivery, people, phones and the ledger are one workspace, the summary is a view rather than a project, and an AI chief of staff can answer the question that crosses all of them.
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By industry

By industry

Each page shows the tools that industry runs on, a day in the product, the AI agents that help, and the ready-made setup to start from.

  1. 01Marketing agenciesRun the agency and, when you are ready, sell the platform to your clients.See it for marketing agencies
  2. 02Consulting firmsEngagements, the hours behind them and the invoice at the end, without three systems.See it for consulting firms
  3. 03Law firmsIntake, conflict check, signed engagement letter and the bill, in one workspace.See it for law firms
  4. 04Accounting firmsEvery client’s paperwork, deadlines and fees, chased without you doing the chasing.See it for accounting firms
  5. 05IT and software servicesSprints, a support queue and subscription billing that agree with each other.See it for it and software services
  6. 06Construction and tradesThe job, the crew who turned up and the progress invoice, from one record.See it for construction and trades
  7. 07Recruiting and staffingCandidates, placements and the contractor pay run, without a handover between products.See it for recruiting and staffing
  8. 08E-commerce and retailStock, supplier bills and the support inbox, over books that balance.See it for e-commerce and retail
  9. 09Real estateListings, viewings, signed offers and commissions, over books that know about all of them.See it for real estate
  10. 10NonprofitsProgrammes, donors and grant budgets, with an audit trail a funder can read.See it for nonprofits

The setups

Twelve ready-made setups

The Business Architect ships a complete starting setup for twelve kinds of business: pipeline stages, fields, team roles, the emails and texts you send most, document templates, automations, enquiry forms and a dashboard. The phone system has a ready-made call flow for the same twelve, and Form Studio ships 49 ready-made forms. Optional sample data shows it all working, and clears under Settings. Resellers: save your perfected setup as a snapshot and every new client starts there.

Marketing agencyConsulting firmReal estate brokerageLaw firmAccounting firmConstruction contractorHome services businessClinic or med-spaE-commerce or wholesaleRecruiting agencyEducation or training providerNonprofit organization

Comparing before you choose? Read the honest comparisons, or browse every feature.

The Business Architect

Describe your business.
Approve the blueprint. Done.

You describe the business. It builds the workspace around it, one approved step at a time.

  1. 1 · Answer
    Pick your industry, team size, how you get paid, the tools you use today and your goals. Every question is a pick-list, so nothing has to be typed.
  2. 2 · Review the blueprint
    The Architect proposes your setup: modules, a ready-made industry template, forms, a booking page, a starter AI team and optional sample data. Every step listed, nothing hidden.
  3. 3 · Approve & go
    Each step waits in Agent Approvals and runs as the owner or admin who approved it, through the same permission checks as clicking every button by hand. It only adds what is missing.
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