Everything your business runs on. One calm place for your customers.
Stop juggling spreadsheets and apps that don’t talk to each other. Keep every customer, job and payment in one place, so you follow up faster, get paid sooner and always know where the business stands.
Invite-only for now. Tell us about your business and we’ll be in touch.
Overview
Good morning, Jen
What needs you, how the business is doing, and how the team is tracking.
- INV-2074 is 12 days overdueOak & Iron · $1,500
- Call Owen about the porchTask · due today
- Retainer agreement awaiting signatureHalden Co. · sent Tue
- Chen bookshelves past close dateDeal · $4,850
| Person | Pipeline | Won | Overdue |
|---|---|---|---|
| JAJen Alvarez | $14,200 | $18,400 | 0 |
| SOSam Okafor | $11,050 | $9,600 | 2 |
| PNPriya Nair | $6,650 | $13,200 | 1 |
Modules
Switch on what you use. Nothing else shows up.
Most platforms hand you forty menus on day one. LioncrestOS starts with contacts and deals, and grows one switch at a time. Try it:
Sales
Work
Money
Marketing
Team
Follow one customer
From “can you quote this?” to money in the bank.
- 01
They ask
Someone fills in the quote request form on your website.
- 02
They’re in Contacts
A contact appears, marked with the form they came from.
- 03
You track the deal
Open a deal and drag it along your pipeline as it moves.
- 04
You quote
Send a clean PDF quote. They accept it online.
- 05
You get paid
Turn it into an invoice and record the payment when it lands.
- 06
It counts
Your dashboard shows the money collected this month.
Linked records
Everything about a customer, one click away.
Link any record to any other: the deal, the quote, the signed contract, the project and the invoice all sit on the same page. No more hunting across five tools.
- Links on every detail pageContacts, companies, deals and projects each show what they’re connected to.
- Link as you createAdd links while you create or edit a record, not just afterwards.
- Anyone can pick it upNotes and tasks sit alongside, so a teammate sees the whole story in one place.
Dashboards by role
Everyone opens to the numbers they’re responsible for.
The owner sees revenue and cash. Sales sees today’s tasks and deals going cold. Finance sees who owes what. Marketing sees whether leads are coming in.
- Needs attention
- 2 deals past their close date
- 3 overdue tasks on the team
Landing pages
Ask your AI for a page. Publish it here.
Describe the page to ChatGPT or Claude, upload the HTML it writes, and it’s live at your own address, with earlier versions kept.
- Upload a new version any time; switch back in one click
- Embed your forms so every enquiry lands in Contacts
- Preview before it goes live
Security and control
Built for the day something goes wrong.
Roles that fit your team
Owner, manager, sales, finance, marketing and read-only client access, each seeing what their job needs.
Every change on record
The audit log shows who changed what, field by field, with the before and after.
Nothing is lost by accident
Deleting archives instead. Records can be restored in one click.
Two-step sign-in
Protect accounts with an authenticator app code on top of the password.
Your data stays yours
Each business gets its own separate workspace. Nobody outside it can see in.
Fields you define
Add the details your business tracks, and choose which roles can see or edit each one.
Also inside
A password vault that’s yours alone.
Keep the logins for suppliers, banks and tools next to your work. Personal entries are encrypted and visible only to you; shared vaults open to the people you choose.
Start with what you need.
Add the rest when you’re ready.
LioncrestOS is invite-only. Request yours and we’ll set up your workspace.