One connected operating system

Run your work. Run your business.

SatheOS brings clients, sales, proposals, projects, documents, support, retainers and reporting into one connected platform, giving agencies and businesses a clearer way to work.

All-in-one platformBuilt for real teamsLess admin, more visibility
app.satheos.com/dashboard
Tuesday, 11 SeptemberGood morning 👋
+ New
Active clients24↑ 12%
Live projects18↑ 6%
Open support73 urgent
Pipeline£86k↑ 18%
What’s moving
New opportunityDiscovery
Proposal sentAwaiting signature
Website projectIn progress
Support retainer6h left
Needs attention
Client approvalToday
Proposal follow-up2 days
Retainer renewal7 days
Overdue task1
CRMSalesProposalsProjectsDocumentsClient portalSupportReporting
Built for the way teams actually work

One platform. Different businesses. The same problem.

When your client data, work, documents and conversations live in separate systems, the gaps become the job. SatheOS is designed to bring the whole picture together.

For agencies

Keep sales, delivery and clients connected.

From first enquiry to proposal, project, retainer and support, keep the entire client relationship in one place without forcing your team to jump between systems.

✓Pipeline, proposals and project handover stay connected.
✓Clients get a clean portal without seeing internal noise.
✓Retainer time, support and profitability stay visible.
For businesses

Give every team one place to run the work.

Whether you manage customers, operations, internal projects or service delivery, SatheOS replaces fragmented processes with one shared view of what is happening next.

✓Centralise contacts, work, approvals and documents.
✓Make ownership, deadlines and next actions visible.
✓See performance without rebuilding reports manually.
Everything connected

The tools you expect. The context you normally lose.

SatheOS is not another isolated app. Each part of the platform is designed to understand the rest of the business around it.

01

CRM & pipeline

Organisations, contacts, opportunities, activity, notes and follow-ups with full context around every relationship.

Know who, what and what happens next.
02

Proposals & contracts

Create scope, pricing and commercial documents, collect approval and keep signed history attached to the work.

From conversation to commitment.
03

Projects & tasks

Plan work, assign owners, manage deadlines, files and updates, and keep delivery connected to the client and commercial agreement.

Clear work. Clear ownership.
04

Client & customer portal

Give external users the visibility they need for updates, documents, feedback and approvals without exposing internal work.

A better experience on both sides.
05

Time, retainers & billing

Track usage, recurring work, capacity and billing context alongside the customer and projects they relate to.

See the commercial picture earlier.
06

Support & reporting

Handle support requests and build a clearer view of activity, performance, workload and business health from the same data.

One source of truth.
From first contact to ongoing work

Keep the whole journey connected.

Information should move with the work rather than being recreated every time responsibility changes hands.

01OpportunityCapture the relationship, requirement and next step.
02ProposalTurn the opportunity into clear scope and approval.
03DeliveryMove straight into projects, tasks and ownership.
04CollaborationKeep updates, files and approvals in context.
05Ongoing valueSupport, retainers, renewals and new opportunities continue the relationship.
Northstar GroupCustomer overview
RelationshipActive customer
Open work3 projects
Latest proposalSigned ✓
Support2 open tickets
Recurring hours7h remaining
Next actionReview Friday
The full picture

Know what is happening without chasing people for an update.

A customer record should be more than contact details. SatheOS is designed to bring relationships, commercial history, live work, support, documents and next actions into one view.

✓Move work between teams without losing context.
✓Make priorities and ownership visible across the business.
✓Give customers the right visibility while keeping internal work private.
✓Spot risks and opportunities before they become surprises.
Early access

Want to see SatheOS as it takes shape?

We’re building SatheOS for agencies and businesses that are tired of piecing their operation together across separate platforms. Join the early-access list and we’ll let you know when there’s something worth showing.

Join the early-access list

No daily launch emails. We’ll contact you when there is something useful to see.

Thanks. You’re on the early-access list.

By signing up, you’re asking us to contact you about SatheOS product updates and early access.