Advanced OS

The system your business runs on.

Advanced OS puts CRM, jobs, scheduling, automation and reporting on one data model. Add modules and industry editions as the business grows.

Book a walkthrough See the editions

Platform

One foundation under every module.

Identity, roles, data model, APIs and audit are shared, so each module you add works with what is already there.

Advanced OS

The platform at the center. CRM and operations are its core.

CoreCRM, pipeline, jobs, scheduling, historyLive
AutomateNotifications, approvals, workflow rulesLive
InsightsDashboards, KPIs and reportingLive
ConnectAPIs, webhooks, communicationsIn development
CommerceQuotes, invoices, POS, paymentsIn development
MarketingBrand, content, campaigns, SEOIn development
AISummaries, recommendations, assistantsIn development
AgentsMulti-step work with human approvalRoadmap

Modules

What each module does today.

Live: In production use today.
In development: Being built now. Available for early conversations, not general release.
Roadmap: Planned. Depends on the layers beneath it.

Advanced OS Core
Live
The operational foundation: customers, CRM, leads, pipelines, jobs, scheduling and day-to-day operations in one shared data model.
Deployed today through Advanced OS Service Edition.
- Customers + company records
- CRM + contact history
- Leads + pipelines
- Jobs + work orders
- Scheduling + assignment
- Operations + documents
Advanced OS Commerce
In development
Quotes, invoices, payments, POS and transactions connected to the customer, job and reporting layer instead of a disconnected terminal.
Quotes, invoices and payment workflows run in Service Edition; full POS is in development.
- Quotes + estimates
- Invoices
- Payments + payment links
- Point of sale
- Transaction history
Advanced OS Marketing
In development
An AI-powered marketing and business-development platform grounded in brand intelligence, audiences, offers and CRM outcomes.
Being built in stages. The AI Marketing Manager is roadmap.
- Brand intelligence
- Campaign planning
- Social presence
- SEO + website content
- Sales collateral
- Marketing analytics
About Advanced OS Marketing
Advanced OS Connect
In development
APIs, webhooks, communications and third-party integrations that let Advanced OS exchange trusted context with the rest of the business.
Integrations are delivered per engagement today; the productized Connect layer is in development.
- REST APIs
- Webhooks + events
- Communications (voice, SMS, email)
- Third-party integrations
- Integration monitoring
Advanced OS Automate
Live
Workflows, notifications, approvals and process orchestration that remove repetitive work while keeping people in control.
Running in production inside Service Edition; configured per client.
- Workflows
- Notifications + reminders
- Approvals + routing
- Process orchestration
- Exception handling
Advanced OS Insights
Live
Dashboards, KPIs, reporting and business intelligence that connect sales, marketing, service and operations.
Running in production inside Service Edition; configured per client.
- Executive dashboards
- KPIs
- Operational reporting
- Business intelligence
Advanced OS AI
In development
Context-aware assistants, summaries, recommendations and intelligent workflows grounded in the company's own data.
Assistive features are being built into the platform in stages.
- Assistants
- Summaries
- Recommendations
- Intelligent workflows
Advanced OS Agents
Roadmap
Future governed agents that carry out approved multi-step business processes across Advanced OS and connected systems.
Not available today. Depends on the identity, data, API and governance layers beneath it.
- Goal-driven multi-step execution
- Human approval gates
- Scoped permissions
- Full audit trails

Editions

Built for specific industries

An edition is Advanced OS configured for one industry's workflows, data and terms, on the same core.

LiveLive demo

Service Edition

For restoration and field-service companies: scheduling, jobs with photos and sign-off, estimates, invoices with online payment and a customer portal. In production at Gregg's Restoration Solutions.

Open the demo

Enter your name, company and email. You're in right away, with no sales call.

In developmentLive demo

Funding Edition

For ISOs, brokers and direct funders: applicant intake, document tracking, deal stages, follow-ups and reporting in one pipeline.

Open the demo

Enter your name, company and email. You're in right away, with no sales call.

In developmentLive demo

Commerce Edition

For retail stores and restaurants: POS, inventory across locations, kitchen display, team messaging, manager approvals and an AI assistant on store tablets.

Open the demo

Enter your name, company and email. You're in right away, with no sales call.

Roadmap