ApexOS lite
APEXOS LITE Your business. In sync.

From the first conversation to the final invoice.
Bring your clients, projects and performance into one clear view.

One connected platformAdministrator-controlled access
ApexOS Lite / Business workspaceWORKSPACE PREVIEW
Workspace / Overview
Search workspaceAM
YOUR BUSINESS, IN PERSPECTIVE

One clear view. Every moving part.

Clients, work and finances. Connected.

New project
Client relationships
ConnectedBusiness activity, connected
Project progress
On trackBusiness activity, connected
Opportunities
OrganizedBusiness activity, connected
Billing overview
In focusBusiness activity, connected

Invoicing overview

Recent activity
Business, in view.Invoicing overview
MayJunJulAugSepOct

Project health

Projects
In progressCompletedPlanning

Work in motion

View projects
PROJECT / CLIENTSTATUSPROGRESS
Brand & website refreshNorthline Studio
In Progress
Customer portal platformOrbit & Oak
In Progress
Illustrative workspace · Fictional recordsCRM → Projects → Invoicing → Insights
Client relationships Projects & tasks Sales pipeline Invoicing
YOUR WORKSPACE
OverviewClientsLeadsProjectsTasksInvoicesReportsSettings
THE WORKSPACE, RECONSIDERED

Everything connects.
So you can move forward.

Less switching. More doing. Your clients, work and business performance, thoughtfully connected in one place.

ApexOS Lite / Business workspaceWORKSPACE PREVIEW
Workspace / Overview
Search workspaceAM
YOUR BUSINESS, IN PERSPECTIVE

One clear view. Every moving part.

Clients, work and finances. Connected.

New project
Client relationships
ConnectedBusiness activity, connected
Project progress
On trackBusiness activity, connected
Opportunities
OrganizedBusiness activity, connected
Billing overview
In focusBusiness activity, connected

Invoicing overview

Recent activity
Business, in view.Invoicing overview
MayJunJulAugSepOct

Project health

Projects
In progressCompletedPlanning

Work in motion

View projects
PROJECT / CLIENTSTATUSPROGRESS
Brand & website refreshNorthline Studio
In Progress
Customer portal platformOrbit & Oak
In Progress
Illustrative workspace · Fictional recordsCRM → Projects → Invoicing → Insights
Clients & CRM

Every relationship. In context.

Keep contact details, notes, projects and invoices together. Know where every conversation stands.

Projects & tasks

Keep good work moving.

Turn your next big idea into clear priorities, deadlines and task-based progress.

Sales pipeline

Make room for opportunity.

An accessible Kanban pipeline, from the first introduction to your next win.

Invoicing

Good work deserves clarity.

Professional invoices, precise calculations and payment records that make sense.

Business analytics

Find your next best move.

Understand your invoicing, client growth and project performance with connected reports.

Your workspace

A little more you.

Make your workspace yours with business details, appearance and preferences.

LESS GUESSWORK. MORE PERSPECTIVE.

The story behind
your next move.

Connect the work you do with the numbers that matter. Understand invoicing, client growth and project progress without losing the bigger picture.

Interactive, database-driven reportsDate filters that bring the details into focusCSV exports, ready for your next conversation
Explore business reports
Business performanceBusiness insights
CLIENT GROWTHA clearer trajectory.

Understand how your relationships evolve.

MayJunJulAugSepOct
Illustrative chart · Not business results
EVERY STEP, CONNECTED

Good systems.
Extraordinary possibilities.

Keep the big picture and the next step in view. A natural flow, from first hello to what comes next.

Build the relationship

Bring clients, conversations and opportunities into focus.

Move the work forward

Turn ideas into projects, tasks and visible progress.

Understand the outcome

Connect your work with invoices and useful business insights.

DESIGNED FOR YOUR KIND OF BUSINESS

Different paths.
The same need for clarity.

For people building something that matters. A focused operating rhythm for the way you work.

Digital agencies

From the first brief to the final invoice.

Connect client relationships, creative projects and the numbers behind your work.

Consultants

More time for your expertise.

Keep every engagement, deliverable and invoice close at hand.

Startups

Build with a clearer picture.

Create an operating rhythm as your customer relationships and projects grow.

Service businesses

Great service starts with good systems.

Follow opportunities, deliver work and understand your business performance.

YOUR NEXT CHAPTER, WITH A CLEAR PLAN

Simple plans.
More possibility.

A focused workspace. A little less complexity.

Plan estimates in USD · Contact us for workspace access.
ONE CONNECTED WORKSPACE

Choose the scope
that fits your next step.

Single administrator.
No payment gateway.
No currency conversion.
PAYMENT METHODS · VISUAL PREVIEW
APEXOS LITE WORKSPACE

Starter

A clear foundation for independent work.

$19/ month
Monthly plan estimateRequest access
  • Client directory
  • Projects & task boards
  • Workspace overview
  • Invoice PDFs
APEXOS LITE WORKSPACE

Business

A focused workspace for growing operations.

$99/ month
Monthly plan estimateRequest access
  • Everything in Professional
  • Business profile & branding
  • Workspace preferences
  • A tailored product walkthrough
A FEW HELPFUL ANSWERS

A little more
clarity.

The details behind a thoughtfully simple workspace.

GOOD WORK DESERVES A GREAT WORKSPACE

Your business.
Beautifully connected.

A little less juggling.
A lot more possibility.

Explore workspace Let’s talk about your next chapter