Operations Suite
Manage CRM, contacts, deals, projects, tasks, invoices, sales, inventory, and daily business activity.
The problem
Most small businesses are operating from scattered tools.
Spreadsheets, inboxes, separate finance tools, disconnected customer lists, manual invoices, and scattered notes make it harder to see what is actually happening in the business. SBS gives owners one place to organize the work and connect the flow from activity to financial review.
Core workspace
One platform. Modular access. Room to grow.
Finance Center
Track transactions, payroll, accounting review, financial activity, and connected business records.
HR Center
Bring employee records, time and leave, Payroll setup, and lifecycle checklists into one company workspace with controlled access.
Productivity and AI
Use business tools for planning, writing, SOPs, KPI review, messages, and owner focused productivity.
Marketing Center
Build campaigns tailored to your business, create materials in Content Studio, and review campaign results.
Business Decision Center
Explore pricing, break-even analysis and scenarios, with Business Radar and AI-powered decision support.
Distribution Module
Support product databases, purchase orders, manufacturer workflows, order status, and customer communication.
Client Portal
Give customers controlled access to the information, orders, and updates that matter to their relationship with your company.
Company Admin
Manage users, module access, company settings, dashboard visibility, and workspace permissions.
People belong in the picture
One employee. One connected history.
HR Center gives your team an Employee 360 directory, controlled access to employee documents, and checklists for each stage of employment. Set up Payroll from an existing People record instead of entering the same employee twice.
HR Center requires company-enabled access. Choose the workspace and permissions that fit your team.
Ask about HR Center01Welcome your people
Employee 360, onboarding checklists and policy receipts.
02Support the working day
Organization, time and leave, employee files and Payroll setup.
03Keep the history connected
Offboarding, retirement and rehire with retained employee records.
Membership plans
Start lean. Add power when your business needs it.
Entrepreneur
$19.99/month
For solo founders, consultants, creators, and small operators who need a clean business command center.
- Operations Suite
- Productivity and AI
- Invoices, sales, and inventory tools
- Single primary user
Business
$35/month
For small businesses that need connected operations and finance in one workspace.
- Everything in Entrepreneur
- Finance Center
- Accounting Manager
- Transactions, payroll, and review queue
- Up to 3 users
Business Complete
$49/month
For growing companies that need the full SBS workspace with broader team and customer access.
- Everything in Business
- Distribution Module
- Client Portal
- Advanced company controls
- $19 per additional seat
Enterprise Plan
Need a tailored SBS workspace?
Enterprise plans are built around the customer’s needs. This may include custom modules, branded workspace options, implementation support, custom seat structure, and advanced permissions.
Ready for action
Build your business from a clearer dashboard.
Start your 7 day trial and see how SBS can organize your daily work, customer activity, financial review, and company growth.
Start 7 Day Trial