Secure multi-business foundation
Strong separation and protection for the information belonging to each business.
CLEO OS · In development
The second brain we’re building for small service businesses.
CLEO OS is an intelligent, connected platform designed to reduce the mental load of running a business—bringing information, tools and everyday workflows into one calm system.
Not currently available to clients
Why we’re building it
Running a business means remembering everything.
Appointments. Customers. Estimates. Invoices. Follow-ups. Files. Marketing. Scheduling. Staff. Paperwork.
Most owners manage these responsibilities across email, spreadsheets and disconnected apps. Each tool may solve one problem, but the owner is still responsible for remembering how everything fits together.
We believe the software should carry more of that mental load.
The long-term vision
One system—not a collection of unrelated apps.
CLEO OS is being designed as a shared, reliable platform with the flexibility to adapt certain workflows and experiences to an individual business.
Business identityClient relationshipsClient portalsJobs & projectsSchedulingEstimatesInvoicesPaymentsCommunicationsFilesMarketingAnalyticsEmployee toolsAutomationsAI assistant
Intelligence without complexity
AI should disappear into the experience.
Artificial intelligence will be part of the engine behind CLEO OS—not a chatbot owners must constantly instruct.
Owners should be able to explain what they need in plain language. CLEO should understand the intent, use what it knows about the business and help move the work forward while keeping the owner in control.
“CLEO learns your business so you do not have to learn your software.”
What we’re working on now
Building the foundation before the feature list.
Development began in August 2026. We’re taking a long-term approach: quality before speed, simplicity before feature count and trust before convenience.
Business identity
One trusted source for the information and branding CLEO can reuse throughout the system.
Relationship foundation
A flexible way to understand customers, contacts and the history of each business relationship.
Our standard
If a feature makes CLEO more powerful but also more confusing, we haven’t finished designing it.
Does it save meaningful time?Does it reduce thinking?Does it reduce stress?
Follow the journey
CLEO OS is not available yet.
We are not currently accepting CLEO OS clients, pilot customers or demo requests. For now, we’re sharing the thinking, decisions and development progress behind the project as it takes shape.
Need help today? CLEO currently offers fully managed websites and Google Business Profile support.
See current website services