The Operating System for Service Businesses
A client portal that connects your team and your clients — backed by a dashboard for every role, predictable project delivery, and finance visibility from lead to paid invoice.
14-day free trial. Card required - you won't be charged until day 15. Cancel anytime before then and pay nothing.
10
modules covering every business function
11
user roles from sales to client portal
14+
integrations with tools you already use
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Your tools are expensive. Your disconnected stack is more expensive.
The average service business loses 8–12 hours a week to tool-switching, manual updates, and chasing status across apps. Bizosto ends that.
One source of truth
When every team works from the same system, nothing gets lost in handoffs, nothing gets double-entered, and nothing falls through the cracks.
Built for how you actually work
Bizosto isn't generic project management dressed up as ERP. It's purpose-built for service businesses — agencies, consultancies, operations teams — that live and die by delivery.
Visibility you can act on
Know your revenue, project health, team performance, and cash position in real time — not at month-end when it's too late to change anything.
Your competitors are paying $779/month for less.
The average 20-person service business runs Monday.com, HubSpot, and QuickBooks separately. That stack costs $779/month — and still doesn't cover HR, production workflows, or client portals. Bizosto covers everything for $149/month flat.
| Platform | 20 users/mo | Finance | HR | AI Agents | Client Portal |
|---|---|---|---|---|---|
| Monday + HubSpot + QuickBooks | $779+/mo | ✓ | — | — | — |
| HubSpot Professional | $2,000+/mo | — | — | Basic | — |
| Zoho One | $800–1,800/mo | ✓ | ✓ | Basic | — |
| Salesforce Essentials | $1,200+/mo | — | — | Add-on | — |
| Bizosto ProYOU | $149/mo | ✓ | — | ✓ | ✓ |
| Bizosto EnterpriseYOU | $299/mo | ✓ | ✓ | ✓ | ✓ |
Competitor pricing based on published list prices for 20 users. Verified May 2026.
From reactive chaos to predictable operations.
Service businesses that run on Bizosto stop firefighting and start leading. Here is what that looks like in practice.
Operational clarity
When your pipeline, delivery, and finance all live in the same system, every decision gets faster and every handoff gets cleaner.
Predictable revenue
Invoice clients the moment work is complete, track retainers automatically, and see your cash position without opening a single spreadsheet.
Accountability at every level
Every task has an owner. Every project has a deadline. Every team member knows exactly what to do next — without another meeting.
From first enquiry to final invoice — it all lives in one place.
Bizosto is designed around the way service businesses actually run. Every step flows into the next — no manual handoffs, no copy-pasting, no chasing updates.
Capture every lead
Every enquiry lands in your CRM, gets assigned to the right person, and moves through your pipeline automatically. Nothing gets missed.
Deliver with confidence
Assign tasks, track milestones, manage production queues, and keep clients updated — all from one screen your whole team actually uses.
Get paid and grow
Invoice the moment work is done, track what's been collected, manage payroll, and see your real margin — automatically connected to the work that generated it.
Every tool your service business needs. Built to work together.
Six years of agency and service business pain went into building these modules. Every feature exists because someone needed it — and couldn't find it anywhere else.
End-to-end workflow automation
From the moment a lead comes in to the day an invoice is paid — every step is mapped, assigned, and tracked without manual chasing.
Data that drives decisions
Every number in Bizosto is live. Revenue, delivery performance, team utilization — real dashboards you can act on today, not export tomorrow.
A client portal they'll actually use
Give clients their own login to see project progress, approve deliverables, view invoices, and pay — no WhatsApp thread required.
Finance that follows your work
Invoices, expenses, payroll, and tax are connected to the projects that generate them. Know your margin before a project closes, not after.
Reports that actually show up
No more building decks from exports. Bizosto generates delivery reports, revenue breakdowns, and performance dashboards automatically.
Role-based access done right
11 user roles. Finance sees finance. HR sees HR. Clients see what you want them to see. Sensitive data never ends up in the wrong hands.
Your business runs on Bizosto. Now your AI agents do too.
Bizosto AI Workforce gives service businesses intelligent agents that work inside your existing system — reading live data, surfacing what matters, and handling routine work automatically.
COO Agent
Daily plain-English briefing — overdue invoices, open leads, active projects, team status. No dashboards to open. Just answers.
Finance Agent
Flags overdue invoices, drafts payment reminders, monitors cash flow. Every action requires your approval before anything is sent.
Sales Agent
Spots stalling leads, proposes stage updates. Approval-gated — nothing changes in your pipeline until you say so.
AI Reports
Ask any business question in plain English. Get a live chart in seconds. Revenue by client, leads by stage, invoice aging — all instant.
Powered by your own OpenAI or Anthropic key. Pro and Enterprise plans.
A system your team will actually want to use.
Bizosto looks and feels premium because your team deserves software that doesn't slow them down. Clean, fast, and built for the way modern service businesses operate.
Built inside a real service business — not a boardroom.
Bizosto began as the internal operating system of a working digital agency. Six years of real client operations — quoting, delivery, invoicing, hiring — shaped every module before it ever had a name.
10 modules
CRM, sales, projects, production, approvals, finance, HR, reports, notifications, and a client portal — one system, no integrations to babysit.
11 role dashboards
Every seat gets its own view — sales, account management, production, finance, HR, leadership, and your clients — so nobody works blind.
Security first
Tenant isolation, role-based permissions, and an append-only finance ledger are built into the core — not bolted on after the fact.
2026 is the year service businesses stop improvising.
The tools, pricing models, and manual processes that worked at 5 people are actively hurting you at 20. Here is what the market data is showing — and what the leading service businesses are doing about it.
5–7
Disconnected tools
The average service business runs 5 to 7 separate tools for CRM, projects, finance, HR, and communication. Each tool is a data silo. Each gap between them is a revenue leak.
18–24%
SaaS price increases since 2022
Major SaaS platforms have raised per-user prices significantly since 2022. Teams that haven't consolidated are paying more every year for the same disconnected stack.
8–12h
Per week lost to tool-switching
Service business employees lose 8 to 12 hours per week to context-switching, manual data entry, and chasing status across applications. That is one full working day, every week.
340%
Growth in AI business adoption
AI adoption in business operations accelerated dramatically between 2023 and 2025. Businesses that don't have AI built into their workflows are already operating at a structural disadvantage.
What leading service businesses are doing differently in 2026
Consolidating to a single platform
The fastest-growing agencies and consultancies are cutting their tool stack from 6+ to 1 integrated operating system. The savings in subscriptions alone fund the switch — the productivity gains fund the next hire.
Demanding flat pricing
Per-user pricing punishes growth. Service businesses scaling from 10 to 25 people are actively switching to flat-rate platforms so their software costs don't scale faster than their revenue.
Expecting AI to be built in
In 2026, AI agents are not a luxury add-on. The businesses winning are the ones where AI reads their data, flags what matters, and drafts recommendations before the leadership team has had their morning coffee.
One flat price. Your whole team included.
No per-user fees. No hidden charges. One monthly price covers everyone — whether you have 5 people or 50.
Switch to annual and get 2 months free
Starter
$79/month
For small teams replacing scattered tools. Up to 10 users.
- Up to 10 users
- 20GB storage
- CRM, Sales & Project management
- 10 client portal seats
- Notifications & basic Reports
- Email support (48h response)
14-day free trial • Cancel anytime
Pro
$149/month
For growing teams that need finance and production. Up to 20 users.
- Up to 20 users
- 75GB storage
- Full Finance & Production suite
- Unlimited client portal seats
- Approvals & full Reports
- AI Workforce — COO, Finance & Sales agents
- Natural language AI reports
- Website embed integration
- Priority support + live chat
14-day free trial • Cancel anytime
Enterprise
$299/month
For larger teams needing HR and unlimited everything.
- Unlimited users
- 250GB storage
- All modules including HR
- Client Stripe Connect payments
- AI Workforce — all 4 agents + AI Reports
- Website embed integration
- White-label options
- Dedicated same-day support
14-day free trial • Cancel anytime
All prices subject to applicable local tax based on billing location. On the Enterprise plan, a 0.5% platform handling fee applies only when your clients pay invoices through Bizosto's built-in Stripe Connect payments — never to your subscription.
Answers for service leaders
Everything you need to prepare for a Bizosto rollout.
Your business deserves a system, not a subscription pile.
Start your 14-day free trial today. Card required - you won't be charged until day 15. Cancel anytime before then and pay nothing. See why service businesses that try Bizosto don't go back.