CatalystOS is a custom built operations platform that saves you time and money by taking the repetitive work off your team. Contacts, leads, deals, tasks, and AI agents tailored to your workflow. Start with One; grow into a system that runs the company.
Every CatalystOS deployment starts with the same six modules and gets tailored (fields, stages, automations, AI hooks) to fit your operation. Add modules as the team grows.
A single source of truth for everyone you do business with. Custom fields, segmentation, and bidirectional sync with the tools you already use.
Configurable pipelines that mirror how your team actually sells. Stage by stage forecasting, with AI surfacing the deals that need attention.
Automated assignments, reminders, and SLA tracking. Routine work runs itself; exceptions surface to the right person, fast.
Triage, drafting, enrichment, and forecasting agents wired into the seams. Your team works with AI quietly in the background, not a chatbot in the foreground.
Custom dashboards for owners, ops leads, and reps. Track the metrics that move the business, not vanity charts.
Email, calendar, billing, telephony, e sign, and the rest. Bidirectional, audited, and under your control. No black box vendors in your critical path.
Legacy CRMs charge by the seat, so the more your team grows, the more you pay to log into the same database. CatalystOS flips it. Price the work the system does, not the people who touch it.
A CRM only earns its keep when everyone is in it: front desk, field techs, finance, the owner. Per-seat pricing punishes that adoption. Usage based pricing rewards it. You stop rationing access and start running one shared source of truth.
A platform you can stand on. Designed for owners who want their business to run without them in every loop.
Routine triage, follow-up, and reporting run themselves. The busywork your team used to do by hand stops being their job.
Work that took hours happens in minutes. Leads routed, follow-ups drafted, and reports built without anyone waiting on them.
With the admin off their plate, your team spends its time on the work that needs a human, and you spend less to get more done.
A small Pilates studio with small classes, a tight team of trainers, and an owner who is there every day. They needed booking software that works the way they do, at a price a small studio can afford.
With a template, the studio has to bend to fit the software. This works the other way around. The owner's membership rules, waiver rule, and pay formula are the system's rules, so nobody has to work around them at the front desk. And when the studio wants a change, they ask the people who built it, instead of waiting in a vendor's request line.
A restaurant in Colorado with one location and about thirty staff, split between the dining room and the kitchen. It serves lunch and dinner, and tips are pooled and split by job. The owner is in the building every day. Their tools didn't talk to each other, so the owner and one manager carried numbers between them by hand.
Most restaurant management apps charge per user, so a thirty-person team means a monthly bill that grows every time someone is hired. With CatalystOS, you pay for the server the system runs on, not for how many people log in. Every restaurant owner runs their business a little differently, and off-the-shelf software makes you change how you work to fit what it can do. CatalystOS works the other way around. We build the system around the way your restaurant already runs.
A landscape design studio takes a contractor's request, turns it into a 2D drawing, gets it approved, then delivers a 3D picture of the finished yard. Requests, approvals, and job tracking all lived in email and shared folders. We replaced that with one system built for the studio: a step-by-step form for contractors, a real approval step, and a staff screen that shows who is overloaded.
A landscape brief has a lot of parts: which areas of the yard are in the project, what features the client wants, the style they like, a map of the lot, any HOA rules or easements, a budget, and a folder of photos. Sent by email, briefs arrived in pieces and staff had to chase down the rest.
Later, approvals lived in email threads with no record of who said yes to which version. Links to the project's shared folder were pasted into every task by hand. The owner couldn't tell how busy each designer was without asking around.
The studio needed one place where contractors send briefs, look at designs, and approve them, and where staff track every job behind the scenes. It had to work for a small team and stay affordable as more contractors joined.
Contractors log in and fill out a step-by-step form: the site, what's in the project, inspiration and style, budget, and notes for the build crew. Photos, lot maps, and videos upload straight to secure storage. Staff get an email the moment a request comes in.
If something is missing, staff click Request More Info. The contractor gets the question by email, answers in the portal, and can attach more files. Approvals and rejections each send their own email.
An approved request becomes a project in one click. A project template then creates the whole task list: who does what, what has to happen first, required checklists, and approval rules. Setup drops from an hour of copy and paste to a few seconds.
Designs show up in the contractor's portal as items to approve. They approve or ask for changes and write feedback. Every decision is saved to a history that can't be edited. Staff can't approve their own work.
Each task knows what has to finish before it can start. When that happens, the next person gets a message that they can begin. Required checklist items must be checked off before handing off. Project progress and start dates update on their own.
Four roles: Admin, Staff, Production, and Client. Staff see only the records assigned to them. Contractors see only their own company's requests, projects, and approvals, and only the fields the studio chooses to show.
Open leads, deals, projects, and tasks on one screen, plus charts of open tasks per designer and active projects per lead. The owner can see who is overloaded without asking.
The shared folder link is set once on the project and shows up on every task. Expected 2D and 3D dates show on the contractor's project card. A "payment confirmed" step sits in front of production until billing is automated.
Custom systems usually take a year. Ours don't. Here's how.
A focused month understanding your workflows, data, and pain points. We deliver a roadmap and signed scope.
CatalystOS deployed to your environment and customized: modules, fields, automations, AI hooks, integrations.
Hands on training, documentation, and refinement based on real world feedback. The system feels like yours by go-live.
We handle hardware, software, updates, and one included hour of support a month. You run the business.
Where we usually get pushback or curiosity. If yours isn't here, send us a brief.
No. It's a custom operating system we build for your business: modules, workflows, and AI hooks tailored to how you actually work.
Your environment, your rules. We deploy to your cloud or run a managed instance on your behalf. No data leaves your control without your sign-off.
It handles the repetitive work a person would otherwise do by hand: triage incoming leads, draft follow-ups, enrich contact records, summarize conversations, forecast pipeline, and surface anomalies. Specifics depend on your workflow.
Yes. Email, calendar, billing, telephony, e sign, and most modern SaaS, bidirectional and audited. We list integrations during discovery.
CatalystOS is designed to flex. We hand over a runbook and stay on call for changes, whether through your in house team or a follow on engagement with us.
Book a discovery call. We'll talk through your workflow and tell you, candidly, whether CatalystOS is the right fit.