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SOP-driven workflow operating system

Your process should run the work.

Turn the way you deliver into a live workflow your whole company can work inside.

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PhaseBase workspaceLive dashboard and work queue
PhaseBase workspace in the PhaseBase application

When context scatters, delivery slows.

Client information, projects, tasks, schedules, SOPs, approvals, and ownership drift apart. Teams rebuild the picture instead of moving the work.

Client contextConnected CRM records
Client context in the PhaseBase application
Project stateActive phases and delivery
Project state in the PhaseBase application
TimingOne live schedule
Timing in the PhaseBase application

From static document to operating system

The SOP becomes the live workflow.

PhaseBase connects your delivery method to the phases, dependencies, decisions, and queues that move work every day.

The SOP becomes the live workflowCaptured from the PhaseBase workflow editor
The SOP becomes the live workflow in the PhaseBase application
Why this operating model worksExplore the product

Context travels with the work.

Contacts, clients, companies, and project history stay connected from the first lead through active delivery.

See all capabilities
CRM / Connected recordsReal client, contact, and company data
CRM / Connected records in the PhaseBase application

The operating outcomes owners need.

The operating picture owners need
PhaseBase dashboard showing the live operating picture

One plan per workspace

Start with the operating depth your team needs.

Essential is $29 per seat, Studio is $59 per seat, and Enterprise is tailored. Beta remains free.

Essential

Core workflow operations for teams putting repeatable delivery in one place.

$29/ seat / month

  • Per-seat access to the workflow workspace
  • Editable phases, tasks, blockers, and templates
  • Contacts, projects, scheduling, and team assignment
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Studio

Deeper workspace branding and operating support for established service teams.

Recommended

$59/ seat / month

  • Everything in Essential
  • Custom logo and color system
  • Role-based team seats
  • Workspace logo and color controls
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Enterprise

Tailored rollout and support for larger service organizations.

Custom

  • Multi-workspace and multi-brand rollout planning
  • Advanced onboarding and migration support
  • Priority roadmap alignment
  • Rollout and integration discovery
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Put your process at the center of the work.

See how PhaseBase turns SOPs into a working system for projects, people, schedules, approvals, and delivery.

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