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Business Operations Platform

The operating system your business runs on.

CRM, invoicing, proposals, email, calendar, and an AI assistant - all in one dashboard. Stop juggling tools. Start operating.

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No credit card required. 14-day free trial.

Everything in one place

Six modules. Zero tab-switching.

IBIS consolidates the tools your business runs on into a single intelligent dashboard.

CRM Track every deal, contact, and pipeline stage in one place.
Invoicing Send professional invoices and get paid faster.
Proposals Close deals with a polished, branded quote builder.
Email Multi-account inbox built directly into the dashboard.
Calendar Scheduling and appointments, synced and organized.
AI Assistant Plain-English commands for everything in your dashboard.

CRM

A pipeline you can actually see.

Track every contact, company, and deal in one place. Drag deals through your pipeline and watch the stage totals update in real time. Works fully standalone - no external CRM required.

  • Visual deal pipeline: Lead, Qualified, Proposal, Negotiation, Closed
  • Contacts and companies linked to every deal
  • Drag-and-drop kanban with live per-stage value totals
  • An activity log on every deal and contact
  • Optional two-way sync with HubSpot, Pipedrive, or Salesforce
Connects with
HubSpot Pipedrive Salesforce

AI Assistant

Just tell it what you need.

The IBIS assistant understands plain English. Ask it to find deals, create contacts, move records between stages, or check your invoices. It reads and updates your dashboard for you, so you skip the clicking.

  • Natural-language commands across your whole workspace
  • Searches and creates CRM contacts on request
  • Moves deals between pipeline stages and logs activity
  • Answers questions about your deals and invoices

Invoicing & Proposals

Get paid. Win the deal. On brand.

Send clean, numbered invoices and track them from draft to paid. Build proposals from reusable templates and export everything to PDF. Your quotes, invoices, and clients all live with the deals they belong to.

  • Auto-generated, sequential invoice numbers
  • Status tracking: draft, sent, paid, overdue
  • Line items with one-click PDF export
  • Professional proposals from reusable templates
  • Quote builder with tax, discount, and recurring billing

How it works

Up and running in an afternoon.

No migrations to dread, no consultants to hire. Sign in and start operating.

1

Set up in minutes

Create your workspace and add your contacts, deals, and first invoice. Optionally connect HubSpot, Pipedrive, or Salesforce and your data syncs straight in.

2

Operate from one place

Run your pipeline, send invoices and proposals, manage email and calendar, all from a single dashboard. No more tab-switching between disconnected tools.

3

Let IBIS do the busywork

Ask the AI assistant in plain English to find deals, create contacts, move records, and check invoices. You stay focused on the work that matters.

Pricing

Simple pricing that scales with you.

DRAFT PRICING - placeholder tiers, confirm real IBIS numbers before launch

Starter

For solo operators getting organized.

$XX/mo
Start free trial
  • CRM with deal pipeline
  • Invoicing and proposals
  • Email and calendar
  • Single user
Most Popular

Pro

For growing teams that run on IBIS.

$XX/mo
Start free trial
  • Everything in Starter
  • AI assistant across your workspace
  • HubSpot, Pipedrive, Salesforce sync
  • Up to 10 users

Enterprise

For operations that need more.

Custom
Contact us
  • Everything in Pro
  • Unlimited users
  • Priority support
  • Custom onboarding

14-day free trial. No credit card required.

6 Modules in one platform
3 CRM integrations
1 Unified dashboard
14 Day free trial

FAQ

Questions, answered.

Do I have to replace my current CRM?
No. IBIS includes a fully standalone CRM, so you can start fresh with nothing to connect. If you already use HubSpot, Pipedrive, or Salesforce, you can sync instead of switching.
Can I connect HubSpot, Pipedrive, or Salesforce?
Yes. Connect any of the three and IBIS keeps your contacts, companies, and deals in two-way sync, pulling their records in and writing your changes back.
Is IBIS for solo operators or teams?
Both. A single operator can run their whole business from one dashboard, and growing teams get shared CRM, invoicing, proposals, and the AI assistant across more users.
How does the AI assistant work?
You type plain-English requests. The assistant can search and create contacts, move deals between pipeline stages, log activity, and answer questions about your deals and invoices, then it makes the change for you.
Where does my data live?
In your own IBIS workspace database. Connecting an external CRM is optional, and when you do, IBIS syncs with it rather than replacing where your records already live.
Is there a free trial?
Yes. Every plan starts with a 14-day free trial and no credit card is required to begin.

Your business deserves a real operating system.

Bring your CRM, invoicing, proposals, email, calendar, and AI assistant into one place. Start today, free for 14 days.

Get Started Free See it live

No credit card required.