Track quotes through to payment with automated reminders.
Milestones, tasks, and owners without extra tools or spreadsheets.
Real-time cashflow visibility with overdue receivables tracking.
- Built for SMEs that sell services, projects, or retainers
- One data entry feeds quotes, invoices, and reports automatically
- Export anytime: CSV, JSON, PDF. No lock-in, your data stays yours
Create in minutes. Bring your data later.
See how BusinessOS snaps together: intake, delivery, and cashflow in one connected stack.
Setup
Create in minutes
Start fast with a clean workspace. Bring your data later without breaking your flow.
Pipeline to cash
Track leads, quotes, and invoices in one flow.
Projects & delivery
Milestones, tasks, and owners without extra tools.
Financial clarity
Cashflow view with expenses, forecasts, and reminders.
Why it fits
- Built for SMEs that sell services, projects, or retainers
- One data entry feeds quotes, invoices, and reports automatically
- Export anytime: CSV, JSON, PDF. No lock-in, your data stays yours
Key Features
Contact Management
Centralise your contacts and leads with full history, notes, and communication tracking.
Pipeline & Leads
Track opportunities from lead to close with customisable stages and win/loss analytics.
Quotes & Proposals
Create professional quotes, track versions, and convert accepted quotes to invoices instantly.
Project Tracking
Manage projects with milestones, deliverables, and team assignments in one place.
Invoicing
Generate and send invoices, track payments, and automate reminders for overdue accounts.
Cashflow Visibility
See your financial position at a glance with income, expenses, and forecasting tools.
What you can do
- Create and manage unlimited contacts and leads
- Build and track sales pipelines with drag-and-drop stages
- Generate professional quotes with your branding
- Convert quotes to invoices with one click
- Track project progress and milestones
- Monitor expenses and categorise spending
- View real-time cashflow dashboards
- Export reports for accounting and tax purposes
- Integrate with Document OS for compliance artefacts
- Collaborate with team members on deals and projects
Ready to get started?
Create a free Okhantu account to unlock BusinessOS and all platform features.