CRM command center
Move leads from first contact to won business with a clear, personalized pipeline.
Your business.Fully connected.
Run your business from onebranded command center.
Capture leads, manage customers, activate referral partners, create branded content, and see what drives revenue—without stitching together disconnected tools.
All core systems includedPersonalized to your brandCancel anytime
secure.businesssystem360.app
Dashboard
Referral Hub
CRM
School
Analytics
Marketing Plan
Templates
Settings
yourbrand.com/r/jane-cooper Active
Clicks
512
Leads
89
Payouts
$1,350
Monthly goal — 14 of 20 leads70%
Recent Referrals
Jane CooperWon
Robert FoxQualified
Amy WatsonNew
Business insight
Top referral source identified
The operating system
Every growth system,working together.
Business System 360 connects the customer journey from first click to closed revenue. Your team sees one source of truth instead of ten disconnected subscriptions.
Referral tracking
Create branded links, attribute leads, manage partners, and review eligible payouts.
Referral marketplace
Publish approval-gated opportunities and give partners more offers to promote.
Revenue analytics
Compare clicks, leads, conversions, sources, partner performance, payouts, and won revenue.
Brand studio
Store approved logos, colors, voice guidance, templates, and business-specific AI instructions.
AI content workspace
Draft campaigns, landing copy, lessons, and client content for review before publishing.
Email workspace
Keep business communication close to customer records without exposing sensitive data.
Agreements
Organize customer and partner agreements alongside the people and workflows they support.
Fast Form
Create branded agreements, intake forms, applications, referrals, registrations, and surveys. Completed answers are delivered to your connected Microsoft OneDrive.
Automations
Draft workflow rules and run safe dry-run tests. Rules start disabled, and nothing runs or sends automatically yet.
School content
Create structured courses, lessons, quizzes, and branded learning materials.
PLANS & PRICING
Choose the system built foryour next level.
Run your business from one complete Business System 360 workspace. Choose monthly or annual billing after your 7-day free trial.
FOR BUSINESSES · MAIN OFFER
Business System 360
Run referrals, CRM, customer follow-up, marketplace listings, analytics, branding, agreements, automations, and business tools from one connected workspace.
Monthly
$99
per month
Annual
$990
two months free
Referral Hub 360 included
CRM and customer pipeline
Full business analytics
Brand, content, agreement, and automation tools
7-day free trial
Subscriptions are not charged until the applicable checkout and payment system is connected, verified, and approved for release.
Ready-made forms
Forms for the way your business actually runs.
A sample of the 25 professional templates, each an editable starting point.
Monthly Profit & Loss Statement
Quarterly Profit & Loss Statement
Annual Profit & Loss Statement
Self-Employed Profit & Loss Statement
Rental Property Profit & Loss Statement
Individual Tax Preparation Agreement
Business Tax Preparation Agreement
Tax Client Intake Form
Tax Document Checklist
Tax Preparer Contractor Agreement
Daily Babysitting Log
Weekly Babysitting Log
Browse all forms
Every form is available as an editor copy, PDF, Word or CSV.
Referral opportunity marketplace
List your offer once. Let the right partners share it everywhere.
Businesses create clear referral listings that explain the offer, ideal customer, reward, deadline, and destination. Partners browse opportunities, choose the ones that fit their audience, generate a unique tracked link, and share it by text, email, social media, or their website. The dashboard shows clicks, leads, conversions, and earned rewards.
Branded company profile
Clear offer and reward details
Audience and eligibility
Clicks, leads and results
Each listing gives partners the details, disclosure, and trackable link they need to promote responsibly and measure results.
Featured opportunity
Posted September 20, 2026
AC
Accounting Client Referral
Professional services · United States
Refer qualified small-business owners who need monthly bookkeeping and financial reporting support.
Reward
$100
Expires
Dec 31
Results
Tracked
Built around your business
Not another generic template.
Your workspace can carry your identity while Business System 360 supplies the connected operating structure underneath it.
01 · Personalize
Make the workspace yours
Add your logo, colors, brand voice, industry, modules, and approved content so the experience reflects your business.
02 · Operate
Run the customer journey
Capture leads, manage customers, activate referral partners, send approved content, and keep agreements organized.
03 · Optimize
See what creates revenue
Use source, funnel, partner, payout, and conversion analytics to decide what to repeat, improve, or stop.
Flexible by design
Built for businesses that grow through relationships.
Adapt the pipeline, participant roles, brand voice, referral journey, and modules to the way your business actually operates.
Consultants
Real estate
Beauty & wellness
Home services
Schools & coaches
Professional offices
Retail & e-commerce
Growing service firms
Separate professional service
Get your own customized business app.
Your brand. Your customers. Your business—all connected.
We build a custom app around how your business works. Choose the features you need to manage customers, sell services, collect information, and follow up.
Custom branding. Your logo, colors, navigation, and dashboard—designed for your business.
Unlimited edits. Within the approved scope for 14 days after the first preview.
Delivered in your own app-building account. Your app lives in an account you control, under your own brand.
Your app can include:
Customer portal. Give customers a place to access services, resources, and updates.
CRM and lead management. Organize contacts, inquiries, sales stages, and follow-ups.
Landing pages and VIP lists. Promote your offers and capture interested customers.
Forms and applications. Collect client intake, registrations, referrals, and feedback.
Appointment requests. Let customers request or schedule appointments through your forms and pages.
Referral hub. Give referral partners their own links and track referral progress.
Courses and training. Organize lessons, quizzes, assignments, and student progress.
Digital product store. Showcase templates, downloads, and other digital offers.
Memberships and subscriptions. Organize access to paid content and services.
Email and SMS workflows. Automated reminders and follow-ups. Email is available today; SMS works when a supported tool is connected.
Business dashboards. Track leads, activity, and available business results.
Custom workflows. Build around the steps your team uses to serve customers.
Payment tracking. Track paid, pending, and overdue amounts across your jobs, invoices, or services.
Store calculator. A built-in calculator that prices products, orders, or service packages for you or your customers.
Estimator tool. Let customers get instant project or service estimates right from your app or landing page.
Anything else — just ask. Tell us what you can imagine and we'll build it. If you can think of it, we can build it.
Revision window: unlimited edits are included for 14 calendar days beginning when the first preview is delivered. Edits must remain within the approved buildout scope; new features, integrations, or a changed project scope require a separate quote.
Features are selected for your quoted package—the list above shows what we can build, not what every build includes automatically. The features you choose are confirmed in the quoted buildout scope before the build begins.
The signature Business System 360 buildout
Your business, organized in an app built around the way you work.
Discovery, confirmed scope, a first working preview, 14 days of in-scope revisions, and delivery in your own app-building account. Full details, sample builds, and pricing live on the buildout page.
$1,500
One-time professional service
Need payment options? Ask Business System 360 about the payment plan.