What runs the loop

    Four modules
    carry the whole thing.

    Sales wins the work, Work delivers it, Money gets you paid, Marketing brings them back. Growth breaks when those four drift apart — so they run on one data model. A deal, its invoice, its project, and the campaign that started it are the same record, not four copies in four tools.

    Sales Work Money Marketing MR Marisol Reyes One contact record · all four modules SALES Deal · Venue rental Quoted $4,800 · deposit received Jul 7 WORK Project · Dec 5 event 4 tasks open · 2 documents Jul 9 MONEY Invoice · INV-2418 Paid · synced to QuickBooks PAID MARKETING Audience · Past clients Opted in · 3 campaigns sent IN BETA
    Four modules, one contact. Not four copies in four tools.
    The layer underneath all four

    Every conversation,
    on the deal it belongs to.

    Calls, texts, emails, and voicemails land on the contact automatically. Pick up a deal you haven't touched in three weeks and read the whole history in one scroll — no hunting through inboxes and phone logs to reconstruct what was said.

    ✓
    One timeline, four channelsFilter by SMS, email, calls, or voicemail — or read it all together.
    ✓
    Reply from one composerText or email from the same box. It logs itself.
    ✓
    A2P registration built inSubmit your brand and campaign from inside SHINES OS — no carrier paperwork to figure out. Approval takes a few weeks.
    ✓
    Voicemail to transcriptMissed calls come back as searchable text on the record.
    ✓
    And it works from your phoneField Companion puts jobs, contacts and calls in your pocket — calls placed from the app log to the record like any other. iOS and Android.
    Someone taking a client call
    FIELD COMPANION

    Run your whole business from your pocket.

    Founder-led businesses do not stop when you leave your desk. See what needs you, call and text customers, move deals, chase invoices, and keep the work moving from one place.

    The same customers, conversations, work, and money - with you in the field.

    Send the invoice - create it, review it, send it, record payment, or push it to QuickBooks without waiting to get back to your desk.

    Add the contact while it is fresh - capture the company, person, source, email, and phone before the lead disappears into your notes.

    Move the deal - see the pipeline value, open deals, stage, win rate, and what has sat too long, then act on it.

    Call, text, and email from the record - every conversation stays attached to the customer instead of living on your phone.

    Turn follow-up into work - create tasks from calls and keep the work moving from the field.

    Chase the money - see what is unpaid, send the next invoice, and follow the payment through.

    Field Companion is in active beta for iOS and Android.

    SHINES OS Field invoice detail showing send invoice, record payment, PDF preview, duplicate and QuickBooks export actions.
    SHINES OS Field mobile home screen showing tasks, sales, money and a unified inbox.
    SHINES OS Field Deal Pipeline board showing stage columns, deal values, win rate, velocity and deal cards.
    BOLT AI

    AI that does the work, not another chatbot.

    Bolt watches the moments where revenue usually stalls, then runs the next step inside SHINES OS. It can respond, create the record, route the follow-up, and keep the pipeline moving while you stay on the work.

    Not a chatbot - a campaign that does work for you.

    You set the campaign. Bolt carries out the actions.

    Bolt, the SHINES OS assistant
    LIVE TODAY ON SHINESOS.COM

    Lead to cash

    1. Qualify the inbound lead instantly from the submitted details.

    2. Email the lead from Ace with your booking link.

    3. Text the follow-up from the business line when the lead consented.

    4. Create the contact and deal in the Sales Pipeline at New.

    5. Alert you with the lead details and a direct link to the deal.

    THE CAMPAIGN DIRECTION

    1. Book the call and keep the next action moving.

    2. Move the deal and flag deals that stall.

    3. Send the invoice and chase late payments.

    4. Follow up until the deal is closed.

    The live lead-capture campaign is running now. The later lead-to-cash actions are the product direction, not claims that every step is automated today

    No tab to watch. No prompt to type. One campaign turns a new inquiry into a live deal with the next conversation already moving.

    Turn on what you need

    Everything else, when you're ready.

    Start with the CRM. Add modules the month you need them and turn them off the month you don't — your invoice follows automatically.