From first call to finished project.

Erre OS is a business operations platform designed to connect the tools and information your company uses every day. It brings lead management, estimates, documents, projects, tasks, employees, communication, workflows, and reporting into one connected workspace. It is more than a traditional CRM because it supports the entire operational journey, from the first customer inquiry through project completion and ongoing business reporting.

Erre OS is built for project-based businesses that manage customers, employees, projects, documents, schedules, materials, and daily operations. This includes general contractors, kitchen and bath companies, cabinet dealers, remodeling companies, flooring businesses, restoration companies, site service companies, rental businesses, and other growing service organizations.

No. Contractors are one of the primary audiences, but Erre OS is also designed for kitchen and bath companies, cabinet dealers, showrooms, designers, remodeling businesses, site service companies, and other project-based organizations. The platform can be configured around different workflows, roles, project stages, documents, and operational requirements.

Erre OS can help kitchen and bath companies organize the complete customer and project process. Depending on the selected configuration, businesses can manage leads, consultations, measurements, designs, revisions, estimates, customer approvals, cabinet orders, vendors, materials, deliveries, installation schedules, punch lists, documents, and customer communication from one system.

The Solo plan is designed for an independent business owner who needs one Erre OS user account. It includes access to applicable core features for managing leads, customers, projects, tasks, documents, scheduling, and business activity. Solo is $29 USD a month for one user, or $290 USD a year if you pay annually, which makes two months free. Final feature availability will be confirmed before account activation.

The Team plan is designed for companies that need between two and five Erre OS users. It includes applicable core Erre OS features along with collaborative capabilities such as employee management, role-based access, team assignments, shared project visibility, scheduling, and internal communication. Team is $79 USD a month for two to five users, or $790 USD a year if you pay annually, which makes two months free. Final feature availability will be confirmed before account activation.

Adding users beyond the limit of your current plan requires a plan change. A Solo customer who needs a second user must move to Team and pay the Team price available at the time of the upgrade. A Team customer who grows past five users must move to the applicable larger plan or pricing structure available at that time. Talk to us when you get there.

You keep full access until the end of the month or year you have already paid for. After that the workspace turns read-only instead of disappearing, so your records are still there if you come back. If the company returns later, the pricing available at that time will apply.

Erre OS is designed to adapt to different business workflows. Project stages, lead stages, employee roles, permissions, documents, tasks, forms, notifications, and industry-specific processes can be configured based on the needs of the company and the capabilities included in its plan. Custom development or highly specialized modules may require a separate scope and price.

Erre OS may replace several systems currently used for CRM, tasks, project management, documents, employee information, messaging, and operational tracking. During onboarding, the Erre team will review the tools and processes the company currently uses and identify which functions can move into Erre OS. Some external accounting, communication, payment, or industry tools may continue to be used through integrations.

Data migration options depend on the current system, the format of the information, the amount of data, and the selected Erre OS plan. The onboarding team will review available exports, spreadsheets, customer records, project information, and documents before confirming what can be transferred. Complex migrations or data cleanup may require an additional scope.

The onboarding timeline depends on the size of the company, the number of employees, the workflow configuration, the information being migrated, and any specialized features required. Every new company receives an onboarding plan after the discovery process. The goal is to introduce the system in manageable stages so the team can begin using the most important functions first.

Erre OS is designed to be accessed by authorized team members from supported devices with an internet connection. Employees can use the platform to review assigned work, customer or project information, messages, documents, and updates based on their roles and permissions. Mobile functionality continues to expand as new features are released.

Every new company starts with a demo. You book a time, we show you Erre OS against the way your business actually runs, and if it fits we set your workspace up with you and hand you the logins. There is no self serve signup today, and that is deliberate. Erre OS is in beta and we would rather onboard a small number of companies properly than a large number badly.