SCALEAXIS OS

The system your business

should have been running on.

The operating system for service businesses.

Nine native modules. One login. Everything your client work runs on.

Eight tools.

Zero system.

The CRM that’s actually a spreadsheet.

The proposal “in review” for six days.

The lead nobody called.

Eight subscriptions. Eight logins. And you’re the integration.

It all collapses into one.

A signed proposal becomes a project, an invoice, and a kickoff email. No copy-paste. No Zapier. It’s one system.

ScaleAxis OS9 modules · 1 login

Customer relationship management

Every lead, contact, and account in one pipeline, from first touch to closed deal.

24
open leads
12
this month
$86k
pipeline value
Meridian Design Co.
discovery call booked
hot
Harbor Legal Group
proposal in review
warm
Byline Studio
inbound, unassigned
new

Proposals and e-signatures

Draft with AI, add interactive pricing, and collect legally binding signatures from multiple recipients.

Website rebuild, Meridian
signed by 3 of 3 recipients
signed
Retainer renewal, Harbor
awaiting signature
sent
Brand refresh, Byline
drafted with AI
draft
Growth plan, Fieldnote
interactive pricing table
building

Project management

A signed proposal becomes a project automatically. Track work across stages, no copy-paste.

backlog
6
in progress
4
review
2
done
11
Meridian website rebuild68%

Payment processing via Stripe

Invoicing, one-time and recurring billing, powered by Stripe. Money in without leaving the platform.

$42.3k
collected
$9.8k/mo
recurring
$4.1k
outstanding
Invoice #1042, Meridian
paid via Stripe
paid
Monthly retainer, Harbor
recurring, next run in 6 days
active
Invoice #1046, Byline
due in 14 days
open

Client account management

Manage every client account and give each a branded self-serve portal for files, invoices, and updates.

18
active clients
42
portal logins, 7d
126
files shared
Meridian Design Co.
client portal active
portal
Harbor Legal Group
portal invite sent
invited
Fieldnote Media
onboarding
new

Scheduling

Shareable booking links with round-robin routing and multi-dimensional availability caps.

9:00booked
10:30open
12:00booked
2:00open
3:30booked
5:00open

Round-robin across 4 team members, with multi-dimensional availability caps.

Email marketing

Campaigns with A/B testing and automatic winner selection. Reach every contact from one place.

Spring outreach, A/B sequence
winner selected automatically: variant B
A/B
Client newsletter, April
delivered to all contacts
sent
Proposal follow-up
scheduled for Monday 9:00
queued

Complete built-in phone system

A full dialer with call recording and transcription. No third-party phone tool needed.

+1 (704) 555-0132
connected, 04:26
rec
Transcript ready, Harbor intake call
12 min, transcribed
text
Inbound from Byline Studio
routed to Sam
missed

Complete automation, in-platform and beyond

Automate workflows inside ScaleAxis and connect to third-party platforms. Triggers, actions, no glue code.

when
Proposal signed
then
Create project
then
Generate invoice
then
Send kickoff email

Also triggers connected third-party apps.

The engine room

Everything running. All at once.

Invoices go out. Bookings land. Sequences send. You didn’t touch any of it.

invoice #1042 · paid
booking confirmed · round robin
sequence step 3 · sent

A lead comes in.

The system does the rest.

Build it once. It runs every time.

lead inenrichedroutedproposal sentbooked

Everything compounds when it’s connected.

8
tools replaced
9
native modules
1
login

Why operators switch

Native beats integrated

Modules share one database. Data flows without Zapier, webhooks, or csv exports.

One bill instead of eight

Replace the HubSpot, Calendly, PandaDoc, Aircall, and Mailgun stack with one subscription.

AI where it matters

Drafts proposals, writes emails, and surfaces deal insights. Built in, not bolted on.

From duct-taped to seamless.

30 days free. No credit card required.

© 2026 ScaleAxis OS · A product of ScaleAxis