CatalystOS is a custom-built operations platform — 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 owned by you — 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 handled by automation and agents. Your team focuses on the work that needs a human.
Real visibility into pipeline, throughput, and bottlenecks. Stop running on gut feel; start running on signal.
Every workflow we automate and every dataset we organize makes the next change cheaper. CatalystOS gets sharper the longer you run it.
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. You own the deployment.
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.
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.