Now In Private Beta

Run Your Whole Business
In One Place.

Big Shot OS unifies your CRM, deals, invoicing, client portals, team, and field crew into a single, beautiful workspace — and keeps your personal life organized in the same app.

No Credit Card To Explore · Cancel Anytime
app.bigshotos.com
Big Shot Marketing
Dashboard
Clients
Deals
Invoices
Dispatch
Team
Inbox
Good morning, Alex
Here's how the business is moving today
Pipeline
$184K
Collected (MTD)
$52.3K
Active jobs
17
Revenue · last 8 weeks

Everything Your Business Needs, In One OS

CRM & Pipeline
Quotes & Invoicing
Client Portals
Team & Field App
Dispatch
AI Assistant
Finance & Payroll
One Workspace

Stop Duct-Taping Ten Tools Together.

The spreadsheet, the invoicing app, the CRM, the group texts, the sticky notes — Big Shot OS replaces all of it with one connected system that actually talks to itself.

CRM & Pipeline

Every client, deal, and conversation in one record — with health scores, AI account briefs, and a pipeline you can actually see.

$

Quotes → Invoices → Paid

Build a quote, win the deal, and the invoice generates itself. Clients pay online; your finance dashboard updates in real time.

Client Portals

Give every client a branded portal to see progress, approve work, message you, and grab their files — no more email chaos.

Team & Field App

Your crew gets a focused mobile app for their day — routes, jobs, and updates — while you watch it all from the operator view.

Dispatch & Scheduling

Plan the day, assign the route, and keep every job on track with a calendar and dispatch board built for real operations.

Unified Inbox

Every email account and every client portal message in one threaded inbox — filter by project, sort, and reply from one place.

Your AI, Everywhere

A Personal AI Agent That Knows Your Business.

One assistant across every workspace — it learns your brand voice, your clients, and your numbers, then does the busywork. Ask it anything, or let it work quietly in the background. Fully customizable to how you run things.

Brand-Voice Aware Photo SEO Account Briefs Lead Extraction Every Workspace
Already use an AI you love? Connect your own:
GrGrok GPTChatGPT Claude Gemini LlLlama PxPerplexity

Social On Autopilot

Writes captions and schedules posts across Facebook, Instagram & X.

Calendar Optimization

Arranges your day into the smartest order around fixed events.

Route Optimization

Solves the fastest crew route and re-optimizes live as the day shifts.

Inbox Triage

Summarizes your inbox and drafts replies in your voice.

$

Price-Checks Jobs

Estimates quotes from your pricing so you never undercharge.

Marketing Analysis

Reads your SEO, competitors & ad performance and tells you what's next.

Built Different

More Power Tools, Fewer Tabs.

The stuff we built because we actually run these businesses — quietly saving you hours every week.

Marketing & Ad Intelligence

SEO and competitor research, a website health scorecard, campaign analytics, and an AI "what happened, why, what's next" — your whole marketing picture in one workspace.

Photo Optimizer

Drop in an image and AI writes the SEO metadata — filename, alt text, title, keywords — scores it, and exports web/social/ad/print sizes in one package.

Growth Planner

Model your next hire, see the payroll impact, and run revenue scenarios before you commit — plan growth with real numbers, not gut feel.

Smart Estimate Calculators

Built-in calculators for web, print, and apparel turn a few inputs into an instant price range — and feed straight into a quote.

Fully Customizable Platform

Edit Mode lets you drag, resize, hide, and rearrange cards on any page — plus rename and reorder your whole menu. Your workspace, your layout, your rules.

Learning Center

Searchable, step-by-step guides for every feature — built in, so you and your team are never stuck.

Tables

Spreadsheet power meets Notion-style databases — formulas, filters, and sorting alongside rich fields, custom views, and linked records. Build a tracker for anything in minutes.

Custom Builds

Don't See It? We'll Build It.

Got an idea we haven't thought of? We design and build fully custom modules — even entire apps — right inside your Big Shot OS. Your workflow, your tools, native to the platform you already run on.

Custom Modules Custom Apps Custom Integrations Custom Workflows
Request A Custom Build →
Data Pipelines

Connect the Tools You Already Use.

Plug in your email, social, accounting, ads, and analytics — Big Shot OS pulls it all together so everything lives in one place.

G
Gmail
Email
O
Outlook
Email
f
Facebook
Social
Instagram
Social
X
X / Twitter
Social
qb
QuickBooks
Accounting
S
Stripe
Payments
Ads
Google Ads
Advertising
M
Meta Ads
Advertising
GA
Google Analytics
Analytics
GB
Google Business
Listings
+
More Coming
Request One

New connectors are added regularly. Don't see yours? It's probably on the way.

Business + Life

The First OS For Everything You Run.

You don't stop being a person when you run a business. Big Shot OS keeps both sides organized — switch workspaces in a click.

◆ Business

Run the Operation

From first lead to final invoice — and every client, employee, and dollar in between.

CRM, Deals & Pipeline
Quotes, Invoices & Finance
Client Portals & Team Portals
Dispatch, Mobile App & AI
✦ Personal

Run Your Life

The same calm, organized feeling — for your money, your health, and your day-to-day.

Personal Finance & Planning
Fitness & Nutrition Tracking
Notes, Tasks & Automations
One Login For All of It
Personal · Finance

Meet Your Zero Date.

The day you become completely debt-free — calculated to the month, then pulled closer. Big Shot OS maps every balance, orders your payoff the smartest way, and shows you exactly when you'll be free — saving you hundreds of thousands in interest along the way.

Avalanche payoff order — kill the most expensive debt first
A full payoff schedule, month by month
Scenario simulator — see how an extra $100/mo moves the date
Watch the interest you don't pay stack up
Find Your Zero Date →
Debt-Free By
Sep 2034
3 yr 4 mo sooner than your current path
Drag to add an extra payment: $250/mo
$128,000
Interest Saved
3y 4m
Sooner
Pricing

Simple Plans. Add the Other Side Anytime.

Start with what you need today. Nothing's locked in — upgrade to cover both your business and your life whenever you're ready.

Personal
For Your Life
$19/mo
Start With Personal
Finance · ZeroDate · Scenarios
Fitness & Nutrition Tracking
Notes, Tasks & Automations
Up To 2 Personal Workspaces
Most Popular
Business
For the Operation
$79/mo
Start With Business
CRM · Projects · Inbox AI
Quotes · Invoices · Finance
Marketing & Social Tools
Client + Team Portals · Mobile App
Up To 2 Business Workspaces
Personal + Business
Best Value
$89/mo
Get Everything
Everything In Both Plans
2 Personal + 2 Business Workspaces
Unlimited Client & Employee Portals
Priority Support

All plans include the guided setup, AI assistant, and free updates while in beta.

Ready To Run Things Like A Big Shot?

Bring your business and your life into one calm, powerful workspace. Setup takes minutes.

Get Started Free →