Solutions

One OS. Every team. Any industry.

WorkBOS ships as a complete back office, then shapes itself to your business: pick a team workflow, start from an industry-ready setup, or let the Business Architect design your workspace from a five-question conversation.

Free for up to 5 seats · no card required

By 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 and the general ledger in one workspace, so the question "is this project actually profitable" has an answer without an export.
Read the operations and pmo page →
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 a deal, the project that delivers it and the invoice that bills it are records in the same workspace, linked to each other.
Read the sales and crm page →
HR and people
HR software usually ends where accounting begins, so payroll becomes a monthly export and a manual journal entry. WorkBOS runs recruiting through to the pay register, and the pay run posts real journal entries to the same ledger your accountant reads.
Read the hr and people page →
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 and the people, so a figure can be traced back to the thing that caused it without leaving the workspace.
Read the finance page →
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 and approvals that are theirs, and nothing that is not.
Read the client services page →
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 and the ledger are one workspace, the summary is a view rather than a project.
Read the leadership page →

Industry-ready setups

Statuses, templates, automations and sample data flavoured to your industry: applied in minutes, wipeable any time. Resellers: save your perfected setup as a snapshot and every new client starts there.

The Business Architect

Describe your business.
Approve the blueprint. Done.

1 · Converse
Answer a few questions: what you do, your industry, how your team works.
2 · Review the blueprint
The Architect proposes your setup: modules, forms, booking pages, starter agents, industry sample data. Every operation listed, nothing hidden.
3 · Approve & go
One approval executes the blueprint through the same permission-checked paths as a human admin: reversible, audited, safe.