One platform.
Your team and AI agents,
running one operation.

CRM, project management, case management, and client onboarding — one platform, replacing the stack. Your people and your agents work the same pipeline, see the same data, and act within the same rules. Not integrated. Native.

Book a demo See it working
surfaceos.ai — BD Intelligence
Workspace
Overview
Inbox 3
Pipeline
All deals 24
High priority 7
New prospects
Agents
Prospector live
Researcher
Outreach
Pipeline · High priority
7 deals · £840k ARR
List
Board
Analytics
Deal
Stage
Value
Score
Meridian Capital Group
PE / 12 portfolio companies
Closing
£180k
88
Blackwood Advisory
Accountancy / 3 offices
Proposal
£95k
74
Northfield Solicitors
Legal services / multi-office
Demo booked
£72k
61
Orion Property Group
Property management / 400+ units
Qualified
£140k
55
Vesta Insurance Partners
Advisory / enterprise accounts
New
£220k
38
Agent activity
Prospector 2m ago
Found 3 new PE firms matching target profile. Added to pipeline for review.
→ 3 prospects added
Researcher 14m ago
Meridian Capital filed 3 new acquisitions via Companies House. Opportunity signal — portfolio ops likely under pressure.
→ Deal score updated
Outreach 1h ago
Draft follow-up ready for Blackwood Advisory — references their Q1 compliance review.
→ Awaiting approval
Researcher now
HubSpot CRM · Salesforce · Monday.com · Notion · Zapier · Typeform · Compliance add-ons · Client portals · Audit log tools · Integration middleware · BI dashboards · HubSpot CRM · Salesforce · Monday.com · Notion · Zapier · Typeform · Compliance add-ons · Client portals · Audit log tools · Integration middleware · BI dashboards ·
0→1
Tools replaced by one shared operation
0%
Of agent and human actions captured together
0
Integrations between your people and your agents
0/7
Agents working alongside your team
The cost of the patchwork

Your tools don't work together.
Your team and agents should.

Seven tools. Three integrations that break. And no shared context between your people and any AI you've tried to bolt on top. That's the actual problem.

Current stack
🟠
HubSpot CRM
£600/mo
🟣
Monday.com
£250/mo
⚡
Zapier / Make
£180/mo
📄
Document management
£150/mo
🤖
AI tools (bolted on)
£200/mo
🔧
Dev time to maintain it
+ £???
Estimated monthly cost
£1,380+ /mo
With SurfaceOS
SurfaceOS
One operation. Humans and agents, working together natively.
Agents and humans share the same pipeline view
Agents act within your rules — always
Every agent action awaits human approval or fires on constraint
Human and agent decisions captured in one audit trail
No separate AI tool. No integration. One environment.
Outcome
based pricing · aligned to value
Save £1k+/mo
"We used to spend 2 days a month reconciling data between systems. That's gone."
— Pilot client, Conveyancing
01 / Agents

Agents aren't a feature.
They're how the work gets done.

Most platforms bolt AI on top of an existing workflow. SurfaceOS is built the other way around — the agent layer is foundational. Your agents see the same entity data your team sees, operate within the same rules, and hand work to humans at the right moment.

Agents run continuously — prospecting, enriching, signalling — while your team focuses on decisions
Handoffs to humans are native — not a notification from a separate tool
Every model call, every agent decision, every human approval — one audit trail
Researcher agent · running
Step 1 · Companies House lookup
Checking recent filings for Meridian Capital Group
→ 3 new acquisitions filed in last 90 days
→ Portfolio: 12 companies total
Step 2 · Signal analysis
Evaluating acquisition pattern against ICP criteria
→ Ops complexity signal: HIGH
→ Platform fit score: 88/100
Step 3 · Outreach brief in progress
Drafting context-aware outreach for Matt to review
02 / Pipeline

One pipeline.
Your team and agents both working it.

Your agents score deals, surface signals, and draft outreach. Your team reviews, decides, and moves things forward. Both working the same records, in the same platform — no sync, no handoff delay, no context loss.

Agent-updated deal scores reflect external signals in real time
Linked entity model — agents and humans see the same contacts, companies, and opportunities
Revenue intelligence generated by agents, acted on by your team
Pipeline · BD Intelligence
New
5
Qualified
7
Proposal
4
Demo
3
Closing
2
Meridian Capital
Closing
88
Blackwood Advisory
Proposal
74
Northfield Solicitors
Demo
61
Vesta Insurance
New
38
03 / Apps

Install the apps your operation needs.
They work together — because they're the same system.

SurfaceOS comes with a core set of apps covering the operational work every service business runs on. BD and pipeline. CRM. Project management. Documents. Each app is built natively on the same entity model, the same agent layer, and the same data — so there's no sync, no handoff, and no context lost between them.

More apps are added over time. Common workflows — nurture sequences, lead capture, onboarding — become installable in one click as they're refined across customers.

BD Intelligence — Prospecting, outreach, pipeline. Agents research, score, and draft — your team closes.
CRM — Your relationships, contacts, and deals. Agents keep it current. Your team keeps it moving.
Project Management — From deal won to delivery. Cases, tasks, milestones — agents and humans, same view.
Documents — Generate, store, and act on documents natively. Linked to entities. No separate tool.

Apps share the same entity model. A contact in CRM is the same record in BD, Project Management, and Documents. No sync. No duplication. One operation.

Installed apps · one shared model
BD Intelligence
Active
Prospecting
CRM
Active
Relationships
Project Management
Active
Delivery
Documents
Active
Generation
04 / Compliance

Full visibility. Every action, human or agent, in one place.

When agents and humans operate together, you need to know what happened and why. SurfaceOS captures every agent step, every human approval, and every state change in a single immutable record. Your full operational history — always available, always accurate.

Complete history of every agent run and human decision
Reconstruct any past state — entity changes, approvals, outcomes
Safeguard layer evaluates hard constraints before any agent write
Included on every plan. Full audit export on Growth and above.
Execution capture · audit log
TIME
ACTION
BY
14:32:01
Deal score updated — Meridian Capital 71→88
Agent
14:28:44
Outreach sent to J. Hargreaves, Blackwood Advisory
Human
14:21:09
Draft blocked — safeguard triggered: missing opt-out
System
14:15:33
3 prospects added from Companies House signal
Agent
14:02:17
Stage updated: Northfield → Demo booked
Human
13:58:52
Pipeline summary generated
Agent
From teams running on SurfaceOS
"It's the first time I've felt like the AI is actually on my team rather than a separate thing I have to manage. It knows what we're working on. It acts on it. I just review what it surfaces."
JH
James H.
MD, Professional services · Pilot partner
"We stopped thinking of it as 'our CRM with AI bolted on.' It's just how the business operates now. The agents handle what they can. My team handles what needs judgment. Same platform, same view."
SR
Sarah R.
CEO, Service business · Early access
"The compliance capture answers the question we always struggled with: who decided this, and why? Doesn't matter if it was an agent or a person. It's all there. That's genuinely new."
TW
Thomas W.
COO, Advisory firm · Pilot partner
Built for service businesses

Built for service businesses replacing their stack.

SurfaceOS works for any service business running operational complexity on tools that weren't designed to work together. Professional services, advisory, property, legal, accountancy — if your team manages clients, cases, or projects across more than two or three tools, this is built for you.

🔁
You're running a CRM that doesn't know what's in your project tool
Your deals close and then the context disappears. SurfaceOS keeps the record continuous — from first contact through delivery.
CRM Delivery Continuous record
🧠
Your AI tools don't know what your team knows
Bolted-on AI works from partial context. Agents on SurfaceOS see the same entity data your team sees — and act within the same rules.
Shared context Same rules Agent + human
🧩
You're paying for integrations that break
Zapier, Make, custom webhooks — glue holding mismatched tools together. SurfaceOS makes the integration layer structurally unnecessary.
No sync No glue layer Single operation

Your team and your agents,
working as one.

We're running pilot programmes now with service businesses ready to operate differently. If that's you, let's talk.

Book a 30-minute demo Talk to the team