CRM & CONTACTS
Every relationship.
One view.
Contacts, activity, invoices, bookings — all connected. No tabs to switch. No tools to reconcile.
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 Group Co
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
UpcomingStrategy 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 Group Co
Send email
Draft or use a saved message
Create invoice
Bill this contact
Book meeting
Open booking link
Start sequence
Add to outreach flow
Let's get started.
Live work sessions, every week, each built around different workflows in your business. Come ready to build your business on bizzOS together, so you can stop juggling countless tools.
- A different focus each day. Branded email campaigns that land in your customers' inbox. SOPs that stick. Finances that help you grow instead of weighing on you.
- Pick the session that fits what you need. Each one is built around a single workflow, so you see the modules that matter to you.
- Build it live. Set up what you use today in bizzOS as we go.
- 45 minutes of work, then 15 of Q&A. Build first, then ask us anything.
See upcoming sessions.