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CRM & CONTACTS

Every relationship.
One view.

Contacts, activity, invoices, bookings — all connected. No tabs to switch. No tools to reconcile.

All modules

ENRICHMENT

Enriched
automatically.

When a contact comes through discovery or your outreach pipeline, bizzOS fills in what it already knows. You review, not research.

  • Profile completeness scoring
  • Auto-linked company context
  • Confidence-rated fields
Lynn Rae

Lynn Rae

Lynn Group Co

Auto-enriched
Industry
Media & Marketing
Company size
12–50 employees
Website
lynngroup.co
Lead score
87 / 100
Profile completeness92%

ACTIVITY

Activity that
tells a story.

Every email, booking, invoice, and note — in one chronological feed. Open a contact and know exactly where the relationship stands.

  • Cross-module activity in one feed
  • Engagement tracking across touchpoints
  • Payment and booking history linked

Activity Feed · Lynn Rae

Email sent

Proposal follow-up — 2 days ago

Booking confirmed

Upcoming

Strategy call, Mar 21 · 2:00 PM

Invoice paid

$1,800 · Invoice #0043

Note added

Interested in annual plan — Mar 18

Email opened

Welcome sequence · Mar 15

ACTIONS

One click
away from action.

Send an email. Create an invoice. Book a meeting. Start a sequence. All without leaving the contact — because switching tools is how momentum dies.

  • Email directly from the contact record
  • Invoice creation in one step
  • Outreach sequence trigger
Lynn Rae

Lynn Rae

Lynn Group Co

Active

Send email

Draft or use a saved message

Create invoice

Bill this contact

Book meeting

Open booking link

Start sequence

Add to outreach flow

READY TO START

See every contact.
Know every story.

Fully connectedCRM updates cascade to invoices, bookings, tasks, and email — automatically.
No third-party CRMNo HubSpot. No Salesforce. No subscription stacking.
White-Glove SetupReal people help you migrate contacts and configure your pipeline.