NOTES
Context that
never gets lost.
Notes that live inside contacts, projects, and bookings. Everything stays connected — no copy-paste, no digging.
CONTEXT
Attached to
everything.
Link a note to a contact, a project, and a booking at once. Wherever you are in bizzOS, the relevant notes are already there.
- Linked to contacts, projects, bookings
- Notes show inside each record
- No separate notes app to manage
Onboarding call notes
Mar 22 · 2 min read
Confirmed ready to go. Needs migration docs before Friday. Budget approved internally.
Context
SEARCH
Search across
everything.
One search bar. Notes from CRM, projects, and bookings all surface together — with the source tagged so you know exactly where it came from.
- Full-text search across all note types
- Source tag on every result
- Instant — no filters to configure
COLLABORATION
Your whole team
stays in the loop.
Share a note with your team and everyone sees the full edit history — who wrote what, and when. No more “did anyone take notes on that?”
- Shared notes with team access
- Full edit history with timestamps
- Contributors shown on every note
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.