Stop Wasting Time on Disconnected Tools - Run Your Entire Service Business from One Place
Business Workplace is the flexible, all-in-one platform built for ops leaders who are scaling fast - without the chaos of juggling CRMs, billing software, and operations tools that don't talk to each other.
One source of truth - every customer, job, invoice, and conversation in one place -> less admin waste.
Fits your real workflow - handles the 90% most businesses share and the 10% that makes yours different (no duct tape).
Grows without re-implementation - Add people, locations, and services without system chaos or rebuilding your stack.
When your tools don't talk, your team becomes the glue.
You're stuck chasing updates, fixing handoffs, and troubleshooting processes - instead of focusing on leading growth. Weeks lost, visibility gone, energy drained.
- Disconnected customer data - notes in one place, payments in another, operations somewhere else
- Manual handoffs - details get missed between sales, scheduling, and delivery
- No real-time visibility - you find problems after customers do
- Reporting is unreliable - numbers do not match because systems are out of sync
One Platform. Total Clarity. No Duct Tape.
My Business Workplace brings CRM, marketing, operations, billing, and communications into one system that fits your real-world workflow from first contact through payment and delivery.
- One source of truth - every job, customer, invoice, and message in one place
- 90% ready out of the box - built for service businesses like yours
- Customizable where it matters - adapt the workflow without forcing your process into someone else's system
- Real-time reporting & seamless handoffs - so your team stops guessing and starts executing
Why Choose Us ?
Big-name platforms lock you into rigid workflows or overpriced features you don't use.
" We're different "
Most software covers one part of your business. My Business Workspace connects the whole workflow.
CRMs focus on leads. Accounting tools focus on invoices. Marketing tools focus on campaigns. But operational businesses run on handoffs: lead -> opportunity -> customer -> service -> invoicing -> payment -> follow-up and retention.
My Business Workspace brings CRM, operations, billing, and payments into one workspace with one customer record - so every step stays connected and nothing gets lost between systems.
| Business Coverage | My Business Workspace | Salesforce | HubSpot | Zoho | GoHighLevel | Ops Platforms (ServiceTitan, Jobber) |
|---|---|---|---|---|---|---|
|
CRM & Marketing Leads, customers, campaigns, email, SMS, pipeline |
Built-in - CRM + marketing | Strong CRM | Strong CRM | CRM suite | Marketing-focused | Limited CRM |
|
Job Scheduling & Operations Jobs, appointments, tasks, crews, facilities, time |
Built-in - scheduling + jobs | Not included | Not included | Separate apps | Limited | Core strength |
|
Events, Courses & Lessons Events, training, classes, recurring lessons |
Built-in - events + training | Not included | Not included | Add-ons | Basic | Varies by platform |
|
Point of Sale In-person sales, products, inventory, returns |
Built-in - POS + inventory | Not included | Not included | Separate apps | Not included | Limited |
|
Recurring Subscriptions Subscriptions, packages, pricing tiers, automated billing |
Built-in - recurring billing | Add-ons required | Limited | Separate apps | Included | Included |
|
Payments & Net Payments Saved payments, processing, net revenue visibility |
Built-in - payments + net | External processor | External processor | External processor | Integrated | Integrated - service payments |
|
Unified Customer Record One record across CRM, ops, billing, payments |
Built-in - one system | Product silos | Marketing-first | App silos | Marketing-first | Operations-first |
|
Multi-Location Oversight Standardized workflows + roll-up reporting |
Built-in - multi-location | Enterprise tier | Basic | Limited | Not focused here | Varies by platform |
Built to work with QuickBooks
Keep the powerful accounting features in QuickBooks. My Business Workspace runs your CRM, scheduling, operations, billing, and payments - then syncs the financials into QuickBooks.
Standard where it should be - flexible where it must be
Most businesses share the same 90%. Growth creates the 10% that makes your workflow different.
The Core: CRM, Marketing, Billing and Payments
These essentials should not live in separate tools. My Business Workspace keeps them connected so your team stops bouncing between systems to do basic work.
Customer Relationship Management
Manage contacts, leads, conversations, and customer history in one place.
- Segment profiles
- Track all email/SMS conversations
- Offer customers a self-service portal
Marketing and Communications
Manage communication, announcements, bookings, and engagement from one hub.
- Send email/SMS campaigns
- Use reusable branded templates
- Automated follow-ups
Invoicing and Payments
Create invoices and take payments, manage subscriptions, and sync with QuickBooks.
- Create invoices and line items
- Accept one-time and recurring payments
- Support deposits and installment plans
Operational Tools That Adapt to How Your Business Works
Operations look different for every business. Scheduling, services, inventory, and workflows vary across industries. That is why My Business Workspace lets you enable only the operational tools that match how your business works and hide everything else.
Scheduling, Classes and Events
Schedule one-off or recurring appointments, classes, and events.
- Manage calendars and resources
- Track sign ups and attendance
- Send automated reminders
Point of Sale (POS)
Fast in-person checkout with inventory sync and receipts.
- Scan barcodes or quick add items
- Apply taxes, discounts, and tips
- Print or email receipts
Subscriptions and Plans
Charge plan-based or recurring fees with clear tracking.
- Define plans, tiers, and pricing
- Automate recurring billing
- Track entitlements and balances
Documents and e-Sign
Collect signatures, store files, and keep everything tied to records.
- Send contracts for e-signature
- Store proposals, waivers, and documents
- Keep all files organized in one place
Products, Services and Inventory
Offer services, packages, or products and track stock and pricing.
- Manage products, services, and packages
- Track inventory levels
- Control catalog and pricing
Jobs, Operations and Tasks
Run day to day operations: schedule work, assign staff, and track progress.
- Schedule jobs and crews
- Capture time sheets
- Use mobile views in the field
Reporting and Exports
See activity and revenue at a glance, or export data anytime.
- View operations and revenue dashboards
- Export CSV or Excel files
- Drill into category level insights
Vendors and Purchasing
Track vendors, purchase orders, and related communications.
- Maintain vendor records
- Track orders and reconciliation
- Log vendor contact updates
Templates, Training and Admin
Get users started quickly and keep the system consistent.
- Use shared page templates
- Provide built in training and onboarding videos
- Manage company settings and roles
See where your workflow breaks - then fix it in one system
Switching systems is a high-trust decision. Start with clarity, not commitment.
We will map your current stack, identify the handoffs causing chaos, and show what it looks like when everything is connected.
No setup fees. No long term contracts. Turn features on or off any time.
Built for service businesses hitting the stitched-together tools stage
If you are running across multiple tools, growth turns into chaos. My Business Workspace is built for the moment your stack stops keeping up.
Early Stage
Start simple with CRM, scheduling, invoicing, and payments - and keep it connected from day one.
Growth Stage
Stop losing work in handoffs as you add team members, services, and volume. Make work visible and repeatable.
Multi-Location
Standardize workflows across locations while keeping local flexibility - with roll-up reporting the home office can trust.
Who Uses My Business Workspace
Home and Field Services
HVAC, plumbing, electricians, mobile technicians.
Health, Wellness and Fitness
Gyms, martial arts academies, yoga and training centers.
Education and Training
Tutoring centers, enrichment programs, after-school classes.
Beauty and Personal Services
Tutoring centers, enrichment programs, after-school classes.
Retail + Service Hybrid
Pet grooming, repair shops, specialty retail.
Professional Services
Consultants, agencies, coaches, and service firms.
Contractors and Project Work
Landscaping, construction, home improvement.
Franchise and Multi-Location Teams
Standardized workflows with roll-up reporting.
Event and Mobile Services
DJs, photographers, entertainers, mobile service providers.