A CRM built into your operation. Not rented from one.
Contacts, pipeline, and follow-up — running on infrastructure you own, wired to work alongside the rest of your BSP stack.
No per-seat fees · Own the code outright · Live in days, not months
Contacts
+ Add contactSarah Chen
sarah@example.com · Acme Studios
Marcus Patel
mp@example.com · Northwind Co
Elena Rossi
elena@example.com · BrightLab
Jordan Reyes
jordan@example.com · Fieldworks
Trusted by growing teams in agencies, home services, and SaaS
One platform, four jobs done right
Capture → Nurture → Close → Grow.
The full revenue loop in one workspace — no Zapier tape, no per-feature upsells.
Turn every visit into a lead you can actually work
Forms, booking links, inbox, and imports — one clean inbox for every new contact. No more copy-pasting leads between tabs.
- Embeddable forms & booking widgets
- One-click CSV import from Sheets, HubSpot, Pipedrive
- Auto-tag by source (web, ads, referral, import)
- Owner routing so nothing sits unclaimed
New this week
+14 leadsHow it works
From discovery call to yours, outright.
No lengthy build cycles, no vague timelines.
We learn your business
A short discovery call. We map your pipeline, your team, and how leads actually move through your business today.
We build your CRM
Deployed, branded, and configured around your process — on infrastructure that's yours, not ours.
Designed to fit your stack
If you're already running HelloLobby, InboxOS, or Rebook, your CRM is architected to become the record everything else feeds into over time.
You own it, live
A short training call, and it's yours. You're not locked into a subscription to keep using it — optional ongoing support is available if you want it, but the CRM itself is never something you have to keep paying for just to access.
Everything in one workspace
Replace five tools with one you'll actually use.
A CRM, pipeline, booking tool, and AI assistant that work together — built for teams that want to stop juggling tabs and start closing.
Contact hub, not a spreadsheet
Every lead and customer in one searchable place. Tags, sources, notes, and a full activity timeline attached to every record.
AI that drafts the next touch
Personalized follow-ups, summaries, and next-best-actions from your timeline context.
“Following up on our call — want me to send over a quick onboarding plan?”
Pipelines that stay in sync
Drag deals across stages. Your team sees every move in real time.
Booking in two clicks
Share a link, meetings land on the right contact with notes and reminders.
Automations, not Zapier
Move stages, send welcome emails, tag by source — all built-in.
Smart segments
Build lists on the fly by tag, stage, source, or activity — and act on them in one click.
Real-time sync
Every seat sees changes live. No refreshes, no merge conflicts, no stepping on teammates' toes.
Secure by default
Owner-scoped data, SOC 2-ready infrastructure, and one-click export anytime you want it.
Own vs. rent
Stop renting your client relationships.
No forced upgrades. No surprise price increases. No losing your client data because you missed a renewal.
Who it's for
Built for businesses that are done renting.
Health & Wellness
Physiotherapy, chiropractic, massage, med spas, dental — practices already running on appointments and referrals.
Sports, Fitness & Education
Martial arts, dance studios, gyms, sports academies, tutoring — anywhere registrations and follow-up matter.
Professional Services
Insurance, mortgage brokers, accounting, law firms — high-touch relationships that deserve a real pipeline.
Real Estate
Listings, showings, and long follow-up cycles — built around how deals actually move, not a generic sales funnel.
Trades & Home Services
Contractors, HVAC, plumbing, electrical — quote-to-job pipelines and a place to track every client, every property.
Agencies & Consultants
Running CRMs for your own clients? Every deploy is single-tenant and independently owned — a clean way to offer a real CRM without reselling someone else's SaaS.
Don't see your industry? If your business runs on leads, follow-up, and relationships — this is built for you.
Book a Free Discovery CallFrequently asked
Can't find what you're looking for? Email hello@bizsolutionspartner.com.
ClientOS is built for small teams that want the essentials done well — contacts, pipeline, and calendar in one place — without the enterprise sprawl or enterprise pricing. If you need heavy marketing automation or a 40-person sales org, the big CRMs are still a fit. If you want something your team will actually use on day one, that's us.
Yes — drop in a CSV and map the fields to get everyone into ClientOS in minutes. (Smart auto-mapping from tools like HubSpot or Pipedrive is on our roadmap.)
Teams. Every contact, pipeline stage, and note updates in real time for everyone — no refresh, no stale data. Built so two or twenty people can work the same pipeline without stepping on each other.
Contacts, pipeline, and calendar are all live and included from day one — there's no waiting on a roadmap. Every ClientOS build ships with the full set, all included in your one-time build. No feature-gating, no upsells later. (Self-serve booking — where a lead picks their own open time slot — is on our roadmap.)
There's no subscription — ClientOS is a one-time build you own outright, not a monthly rental. Pricing depends on your setup; book a discovery call and we'll walk through what fits your business.
Optional ongoing support is available if you want it — but it's never required to keep using your CRM. You own the code outright, so there's nothing to lose if you ever decide to go it alone.
Your client relationships shouldn't be on a lease.
Every month you rent a CRM is a month of fees you'll never see again. Let's build you one you actually own.
No per-seat fees · You own the code · Export your data anytime