Desktop and windows
Open several apps side by side, return to your tasks from the launcher and customize the look of your space.
- Windows and quick search
- Personal settings
- In-system notifications
System features
Your company's work tools in one environment
Business OS brings everyday processes together: people get tasks, communicate, manage customers, store materials and work in the apps they need — with a single sign-in.
Apps and scenarios
Choose a work task
What the apps can do, how to use them and what to keep in mind. All descriptions refer to existing tools; access depends on your company's settings.
Customers and sales
Business CRM
Customers, the pipeline and next steps on each deal in the team's workspace.
Learn moreTeamwork
Tasks
Boards, cards, due dates and several views of one workflow.
Learn moreFiles and office
Business Office
Recent files, folders, personal templates, versions and access to working materials.
Learn moreFiles and office
Documents
Text, tables, images and page layout in a dedicated app.
Learn moreFiles and office
Spreadsheets
Sheets, basic formulas, filters and formatting for everyday calculations.
Learn moreFiles and office
Presentations
Slides, themes, images, shapes and presentation mode in your workspace.
Learn moreTeamwork
Messenger
Direct and group chats with search, folders, files and pinned messages.
Learn moreMoney and procurement
Finance
Invoices, due dates, payments and partial payment with a shared workflow history.
Learn moreMoney and procurement
Procurement
Suppliers, prices and the path of a request through approval to order and receipt.
Learn moreTeamwork
Team
Employees, departments and reporting lines in a list and a visual org chart.
Learn morePeople and time
HR
Three work tools for time tracking, leave planning and payroll sheets.
Learn moreIndustry solutions
Catering
Guest menu, tables, orders and cash register shifts in connected apps.
Learn moreIndustry solutions
Barbershop
Time-slot bookings, barbers, services, clients and visit history.
Learn moreWork tools
Password Vault
Accounts, search and a generator in a vault with its own master password.
Learn morePeople and time
Calendar
Personal and shared events, invitations, participant responses and recurrence.
Learn moreMoney and procurement
Warehouse
Stock levels, batches, expiry dates, scanning and shipping against deals.
Learn moreIndustry solutions
Screenwriter
Screenplay editor, storyboard, characters, breakdown and sharing links.
Learn moreIndustry solutions
Content Studio
Content plan, content card, media library and publishing queue.
Learn moreCustomers and sales
Calculator
Quotes by link, inquiries into CRM and orders to the warehouse, procurement and tasks.
Learn moreIndustry solutions
Work Permits
Permit types, stages with signatures, photos, tasks and crew pay.
Learn moreTeamwork
Meetings
Video meetings, guests by link, whiteboard, polls and decisions as tasks.
Learn moreIndustry solutions
IT service
Tickets, releases and SLA — separately or as one system.
Learn moreWork tools
BOs AI
Answers about the system, data search and actions with confirmation.
Learn moreOne desktop01 / WORKSPACE 02 / PEOPLE 03 / EXECUTION 04 / COMMUNICATION 05 / MATERIALS 06 / PLANNING
From first sign-in to everyday work
The system opens in the browser. Apps run in windows, and access to them depends on the employee's role and the company's settings.
Team and permissions
Bring together employees and departments. Managers assign roles and control who sees apps and work data.
- Department structure
- Roles and access
- Working hours and statuses
Tasks and projects
Assignments, due dates, priorities and boards help the team see the next step and track progress.
- Assignees and due dates
- Task views
- Discussing the result
Chat and news
Internal messages, attachments and company announcements sit right next to your work apps.
- Team communication
- Files in conversations
- Company news feed
Documents and files
Working files and the document editor let you prepare materials without constantly switching between services.
- File workspace
- Editor
- Role-based access
Calendar
Team meetings and events appear in the calendar so the schedule is visible next to your tasks.
- Events and reminders
- Personal planning
- Shared work context
Business modules
Connect tools that fit your processes
Business OS has dedicated apps for working with customers, goods and money. The set depends on your company's settings and connected modules.
Contacts, deals, activities and pipelines for the sales team.
Goods, suppliers, purchases and stock movements in work modules.
Payments, invoices, budgets and financial workflows.
Additional scenarios for specific types of business are connected as needed.
How it all connects
A sample workday
A manager assigns a task
They set the assignee, due date and context. The employee sees the assignment in their space.
The team discusses the details
Messages, documents and events stay inside the workspace.
The result becomes visible
The task status and linked data show what is done and what comes next.
Features of individual modules may depend on the role, plan and company settings. The administrator decides what the workspace includes.
Next step
See how work is organized in the system
From the company address and sign-in to apps and access rights.
How Business OS works