BBbizbasics
eSign
NDA — Acme Corp
3 pages · 2 of 2 signed
Signed · 2m ago
Invoice #1042
Paid
Bright Labs
$8,500
Monk AI
Top rep this quarter?
S. Chen — $92k closed
Relay · #sales
ML
TechFlow booked a demo 🎉
SC
Let's prep the deck 🔥
THE BUSINESS OS

Every tool your
business needs —
one place.

Outreach, documents, e-signatures, billing, team chat, and AI — all sharing the same identity, data, and logic.

Start for freeSee all products  
BBbizbasics
Pipeline
Documents
Relay
Monk AI
SC
PipelineQ4 2024
$100k total
+ New deal
CompanyStageOwnerValueClose date
Acme CorpProposalS. Chen$18,000Nov 28
TechFlow IncDiscoveryM. Liu$42,500Dec 2
Bright LabsClosingL. Park$8,500Dec 5
Nova DigitalWonS. Chen$31,000Nov 20
Monk AI
What's the status of TechFlow?
TechFlow is in Discovery with M. Liu. Value $42.5k. Close Dec 2 — send the technical proposal today to stay on track.
Draft that proposal.
Ask anything…

Products

One platform. Six apps.

Every app shares the same org, roles, billing, and data layer.
No integrations. No sync issues. No tab-switching.

Relay
Live

Real-time team messaging

#engineering · 12 members
AK
Alex K.2:14 PM
PR #247 is ready — CI is green and all checks passing
SL
Sam L.2:16 PM
On it, will merge once the e2e run finishes
YO
You2:19 PM
Deploying to staging now — live in ~3 min
Message #engineering
Connects to Monk AI, Outreach, and eSign
Monk
Live

AI knowledge & RAG

Monk AI · Knowledge search
What's our Q4 close rate so far?
Based on Pipeline · Q4 2024: your close rate is 34%, up from 28% in Q3. Top performers: S. Chen (52%) and M. Liu (41%).
PipelineCRM records
Draft a summary email for the team.
Ask anything…
Reads data from all connected apps — no connectors needed
Coming soon
Outreach
CRM & sales sequences
Coming soon
eSign
Documents & e-signatures
Coming soon
Invoicing
Billing, quotes & payments
Coming soon
Workflows
Business process automation

Why one platform

The stack you
replace, not the
one you maintain.

Every enterprise stack has the same problem: eight tools that each own a slice of the business, none of them talking to each other. bizbasics is built the other way around.

0
integrations
All apps read from the same data model. No sync jobs or webhooks.
1
identity layer
Log in once. Roles cascade to every connected app automatically.
AI
native built-in
Monk can query pipeline, docs, invoices, and team chat directly.
Start building 
OutreacheSignInvoicingWorkflowsMonkRelaybizbasicsPLATFORM

Connected workflows

From first contact to paid invoice.

Each stage hands off to the next — no copy-paste, no re-entry, no broken handoffs.

01
Lead captured
Contact lands in CRM. Profile enriched from prior interactions, visible across the platform in real time.
Outreach
02
Proposal sent
One click pulls the right template. Pricing auto-fills from the deal record. Tracked from the moment it opens.
Documents
03
eSign complete
Client signs in-browser in under 60 seconds. Contract stored and immediately indexed for Monk AI.
eSign
04
Invoice issued
Bill generated from signed contract line items. Payment link sent. Status visible across all connected apps.
Invoicing
05
AI follow-up
Monk schedules check-ins, drafts updates, and surfaces risk signals — without being asked to.
Monk AI

Security & Compliance

Security isn't a
feature. It's the
foundation.

Not bolted on later. Every architectural decision — from the database schema to the cookie policy — was made with multi-tenant security as the primary constraint.

Start building securely 
Tenant isolation
Every query filters by org_id from the JWT — enforced at the database layer, not just the UI.
httpOnly cookies only
Auth tokens never reach JavaScript. Structurally immune to XSS token theft.
Role-based access
Owner, admin, member, viewer — with per-app permission scopes, not platform-level flags.
Full audit log
Every sensitive action recorded with org context, user identity, IP, and timestamp.
Encrypted at rest
All data encrypted using your cloud provider's native key management — no shared keys.
Admin control plane
Separate internal portal for platform ops: org lifecycle, app catalog, feature flags.

Pricing

Transparent pricing. No surprises.

Start free. Upgrade when your team grows.

Free
For teams getting started.
$0
Up to 5 seats
  • Relay + Monk included
  • 1 GB storage
  • 100 AI messages / mo
Start for free
Most popular
Starter
For growing teams.
$49/mo
Up to 25 seats
  • All apps included
  • 10 GB storage
  • 2,000 AI messages / mo
  • Priority support
Start free trial
Pro
For scaling organizations.
$149/mo
Unlimited seats
  • All apps included
  • 100 GB storage
  • 20,000 AI messages / mo
  • SSO / SAML
  • Admin controls
Start free trial

Ready to consolidate
your stack?

Free plan available. No credit card required.
Set up in minutes.

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