Business Operating System
One login for the
whole company.
Capture the lead. Run the job. Send the invoice. Staff, freelancers, and clients walk through three doors — one ErgonBOS.
Lead Hub
Workflows
Stripe invoices
Ergon AI
Clock-in
Mail
Team score 21.2%
Clocked in 10:15:00
Ergon AI · 3 things to review
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01 / The core engine
Lead → work → paid,
on one loop.
The dashboard sees the whole company.
Leads, clock-ins, invoices, and Ergon AI sit on one canvas. No HubSpot + Asana + QuickBooks shuffle.
Every module.
Same login.
Simple · fast · connected
Five taps from signup to a live job.
01
Account
Open the company workspace. Invite staff, freelancers, and clients.
02
Capture
Lead Hub takes the enquiry. A workflow starts itself.
03
Run
Stages, assignees, documents, and clock-ins live on the case.
04
Review
Ergon AI briefs performance. Supervisors rate. Gaps show up.
05
Paid
Invoice from the catalog. They pay by card in the portal.
Guide · Account
Cases
Cases move as a pipeline, not a chat pile.
The latest open case as a stage pipeline. Green Acres LC moves through Leads, Finance, and IT. The rail holds every other open case.
Ergon AI
Ask the company, not a chatbot.
On this site, Ergon AI walks you through every official guide — staff, freelancer, and client portal — without touching a company database. Inside the app it can also brief live scores.
Guides on the site · live data in the app
Communication
The thread sits next to the work.
Team, groups, departments. Drop a performance snapshot into TMI Insights. Mention with @. Ergon AI stays in the corner when you need a second read.
Catalog
Price the service once. Invoice it forever.
Change of address, registered agent, asylum paperwork, contact center, mobile app design — labour, duration, and total charges on every card.
Inbox 130
One workspace
Mail
Every company inbox. Built into the OS.
Run every company email address from one native workspace. Real inboxes, sent mail, drafts, archive, and trash — all managed directly in the BOS.
No separate Gmail or Outlook tabs. Just your company’s email, where the rest of your business lives.
All company inboxes
Compose, reply & forward
Inbox, sent, drafts & archive
One native mail workspace
The rest of the OS
Guide, files, daily plan, company tasks.
Ergon Guide
People, operations, finance, communication — the in-app docs the team actually opens.
Resource Center
Training, compliance, policies, help guides, company files.
Notebook
Daily planner, reminders, carry-forward. Stripe & Gusto on the list.
Company Tasks
Nine jobs, four in progress, five done. Priority, due date, assignee, mark complete — the operating table.
05 / The moat
One company.
Three doors.
Clock-in with geofence, Gusto payroll, freelancer assigned work, client portal. That is not a CRM add-on.
01 · Staff
Staff workspace
Location-aware clock-in, live tasks, performance scores, and the navy sidebar they already live in.
02 · Freelance
Freelancer portal
Assigned stages only. Deliverables in, status out. No wandering the whole OS.
03 · Client
Client portal
Branded status, invoices, documents, and card pay. They log in instead of calling.
1 workspace, plus you
Ready to run
the business?
Lead to ledger, with Ergon AI on the same login.
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