SMBoSS is a modular, AI-native software suite that lets startups and SMBs assemble the exact internal system they need — and nothing they don’t. One connected platform to replace the dozen disconnected apps you’re paying for.
SMBoSS (SMB Operating System Software) is a complete internal software suite you assemble like building blocks. Instead of stitching together a CRM here, a billing tool there, and a project app somewhere else, you pick the modules your business needs — CRM, projects, finance, HR, client portals, and more — and SMBoSS composes them into a single operating system that shares one data layer, one login, and one AI engine.
Run only what you need. Add modules as you grow. Own your instance end to end. Every module is connected the day you turn it on.
Most growing companies don’t have a software problem. They have a sprawl problem.
The average SMB runs on a dozen or more tools that were never designed to work together. Your customer lives in the CRM, their invoice in the billing app, their project in a third tool, and their contract in a fourth — and none of them talk. So your team retypes the same data, reconciles by hand, pays a per-seat fee on every app with every hire, and babysits integrations that break every quarter. The tools were supposed to save time. Now they are the overhead.
SMBoSS exists because the answer was never “add another app.” It’s one system, shaped to your business, where every part already knows about every other part. We built it so a small company can run on software as coherent as an enterprise’s — without the enterprise price tag, the rip-and-replace project, or handing your data to fifteen vendors.
Five steps from an empty instance to an operating system shaped to your business.
Every SMBoSS instance ships with the same core: identity and access, workflow automation, a full audit trail, and a single AI gateway. This connective tissue is always included.
Choose from five families — Grow, Deliver, Know, People, and Govern — covering CRM and billing through finance, HR, and compliance. Skip what you don’t use. No bloat.
Modules share one data spine and communicate through a built-in event bus. A new lead in CRM can trigger an invoice in Finance and a project in Delivery — no middleware, no Zapier tax.
SMBoSS is self-hosted per company. Your instance, your database, your data — no multi-tenant black box, no lock-in.
Pick a ready-made vertical template for your industry, or compose your own from the module library.
Every SMBoSS system is built from five module families resting on one shared foundation. Pick only the modules you need.
Win customers and keep them.
Get the work done and out the door.
See clearly and stay in sync.
Hire, train, and retain your team.
Watch the money and the rules.
One foundation · one AI gateway · every module connected out of the box.
What a connected operating system gives you that a stack of separate apps can’t.
Consolidate your stack into a single platform. Retire the overlapping tools, the per-seat sprawl, and the integration bills you quietly pay every month.
Because every module sits on one foundation, your data is shared by design, not synced after the fact. A pile of separate SaaS tools structurally can’t do this.
Lead scoring, document drafting, forecasting, anomaly detection — routed through one secure gateway with built-in redaction and audit logging, not fifteen AI bolt-ons.
No paying for a warehouse module you’ll never touch. Your system is exactly as big as your business.
Self-hosted per company means your data stays yours. No lock-in, no vendor holding your operations hostage.
Start on a template tuned to how your vertical actually works, instead of configuring a generic tool for months.
Built for startups and small-to-midsize businesses that have outgrown spreadsheets and duct-taped SaaS — but don’t want heavyweight enterprise software. Ships with ready-made templates:
Project delivery, client proofing, retainer billing, and utilization insight.
Matter management, document control, trust-aware billing, confidentiality and compliance.
Engagement workflow, secure client document exchange, practice finance, and compliance.
Patient portal, claims billing, supply management, and HIPAA-aware compliance (complements your certified EHR).
A flexible horizontal template you can shape to any business.
Every SMBoSS module is AI-native, but the intelligence runs through one gateway, not a dozen disconnected integrations. That single design choice is what makes AI here trustworthy: your prompts pass through built-in PII redaction before they ever leave your instance, every AI action is written to the audit trail, and you control the model and the spend from one place.
The payoff is AI that sees your whole business, not one app’s slice of it — because it’s drawing on the same connected foundation every module shares.
Where SMBoSS is today and where it’s headed. Reflects current direction and may evolve as we ship.
Foundation (identity, automation, audit, AI gateway) plus the most-used modules: CRM, Projects, Client Portals, Billing, Docs, Communications, Analytics, Finance, and HR. Vertical templates for creative agencies, legal, and accounting.
The healthcare template, deeper Compliance/GRC, Inventory and Procurement, and Learning (LMS). A visual automation builder so teams can wire up their own cross-module workflows without code.
Voice-driven interfaces, automated document and report generation, a growing library of community and partner modules, and expansion into new verticals.
Start with a template, add only what you need, and run it all on one connected, AI-native platform you own.