Roles & permissions
Define who can use which areas of your workspace.
AEGIS OS · YOUR WORK PLATFORMYour team.
Your team.
One shared system.
Manage customers, organise appointments reliably and process orders without switching tools. AEGIS OS connects CRM, Smart Records and Cloud with automation and approved AI knowledge.
Customers & relationshipsAppointments & capacityTasks & teamwork
LESS SWITCHING. MORE DOING.
Turn many tasks into one connected working day.
See typical AEGIS OS workflows in a marketing animation using illustrative example data.
View features00 / 24 s
BUILDING BLOCKS FOR DAILY WORK
Built for your working day. Not just one task.
Connect customers, organisation, commerce and knowledge. Explore the actual scope, with the right plan and access for your team.
CRM & customer relationships
Prepare for the next conversation with contacts, companies and past activity in one place.
Appointment system
Manage customer bookings from the booking page to completion, with clear capacity planning.
Team calendar
Give meetings, internal events and absences their own calendar, separate from customer bookings.
Tasks & collaboration
Turn “someone should do this” into a task with an owner, priority and deadline.
Projects & work
Keep customer projects, participants and progress together instead of chasing status updates.
Smart Records & specialist data
Structure the information that does not fit a standard customer form.
Cloud & documents
Store documents where your team needs them for everyday work.
Shop & orders
Bring your Shopify shop’s daily operations into your team’s workspace.
Prices & ready2order
Find product and price information from your connected ready2order catalogue directly in AEGIS OS.
Quotes & invoices
Keep commercial work connected to the customer, from a quote to the recorded payment status.
Automations & approvals
Define what should happen next after an appointment, task or customer event.
AI data & company knowledge
Use approved business information to support useful, source-backed answers.
FROM ENQUIRY TO NEXT STEP
One workflow. Less information chaos.
Help your team focus on its work. Keep information accessible and organise next steps together.
- 01
Know your customers
Record contacts and important details in CRM.
- 02
Plan the next appointment
Coordinate time, service and responsibility.
- 03
Move work forward
Assign tasks and follow progress in the dashboard.
BUILT FOR SHARED WORK
Collaborate with clear ownership.
Existing systems
Plan integrations and data transfer around your existing tools.
Gradual rollout
Introduce the workspace around your team’s needs and workflows.
AEGIS OS INDIVIDUAL
Your workflows are unique. Your software can be too.
Custom modules, a tailored interface or specific integrations: tell us what you need. We assess feasibility and scope and build your own version of AEGIS OS.
AEGIS OSINDIVIDUALTHE RIGHT SCOPE
Think ahead with your business.
Core for daily teamwork, Business for extended operations and Enterprise for AI-supported knowledge. Custom development is agreed separately.
Core
A shared workspace for CRM, customer bookings, team calendars, tasks, projects, Smart Records, Cloud and Shopify.
View scope & pricingBusiness
Everything in Core plus quotes and invoices, HR, ready2order product prices and configurable automation.
View scope & pricingEnterprise
Enterprise adds AI data and approved company knowledge to Business, for up to 100 users and 10 locations. Subscribe to all three standard plans online.
View scope & pricingFREQUENT QUESTIONS
Start informed.
What can I do with AEGIS OS?
Manage CRM customers, customer bookings, internal events, tasks and projects. Structure business data in Smart Records, store files in Cloud and manage Shopify orders and products. Business adds invoices, HR, ready2order prices and automation; Enterprise adds AI data. Access depends on roles and configured connections.
How do appointments and the team calendar differ?
The appointment system handles customer bookings, availability, breaks, waiting lists, customer requests and statuses including completion and no-show. The separate team calendar organises internal events and invitations with their own visibility.
How do I purchase AEGIS OS?
Subscribe to Core, Business or Enterprise online: create an account, verify email, enter company details and pay through Stripe. Manage your plan and available billing actions in Subscriptions. Monthly and annual billing are available; custom development is agreed separately.
Can every employee see all company data?
No. Roles, module permissions and protected records restrict access. Staff can be authorised to manage appointments or shop orders without automatically accessing administrative AI analysis, billing or other confidential data. Configure permissions for your team.
Make your next working day easier to manage.
Compare the actual feature scope and subscribe online. Discuss specific requirements with AEGIS OS Individual.