Solutions

One OS. Every team. Any industry.

WorkBOS ships as a complete back office — then shapes itself to your business: pick a team workflow, start from an industry-ready setup, or let the Business Architect design your workspace from a five-question conversation.

By team

Operations & PMO
Projects with Gantt, workloads, approvals and time tracking — plus a Work Agent that drafts and triages approve-first.
Sales & CRM
Pipeline, lead scoring, sequences and proposals. Deals link to projects and invoices — no copy-paste between tools.
HR & People
Recruiting to onboarding to payroll — and payroll posts straight to the ledger.
Finance
Real double-entry books: chart of accounts, journal, trial balance, P&L, revenue recognition. Your accountant will approve.
Client Services
A branded client portal for projects, files, invoices and approvals — clients see progress without another login zoo.
Leadership
One dashboard: pipeline, cash, projects, people and every agent action awaiting your approval.

Industry-ready setups

Statuses, templates, automations and sample data flavoured to your industry — applied in minutes, wipeable any time. Resellers: save your perfected setup as a snapshot and every new client starts there.

Marketing agencies
Client workspaces, retainers, campaign projects, white-label resale
Consulting firms
Engagements, timesheets, milestone billing, knowledge docs
IT & software services
Sprints, SLAs, support queue, subscription billing
Construction & trades
Job projects, crew scheduling, expense claims, progress invoicing
Recruiting & staffing
Candidate pipeline, placements, contractor payroll
E-commerce & retail
Inventory, supplier bills, promotions calendar, support inbox
Real estate
Listings pipeline, commissions, document signing, client portal
Nonprofits
Programs as projects, donor CRM, grant budgets, volunteer HR
The Business Architect

Describe your business.
Approve the blueprint. Done.

1 · Converse
Answer a few questions — what you do, your industry, how your team works.
2 · Review the blueprint
The Architect proposes your setup: modules, forms, booking pages, starter agents, industry sample data. Every operation listed, nothing hidden.
3 · Approve & go
One approval executes the blueprint through the same permission-checked paths as a human admin — reversible, audited, safe.
Start free — meet the ArchitectHow approve-first AI works