B.O.S | Business Operating System
Run Your Entire Business on One AI-Powered Platform
Client management & CRM, documents & e-signatures, tasks, invoices & expenses, time tracking, surveys, reports, and advanced AI tools — all on one platform built from the ground up for Israeli businesses.
Everything You Need to Run Your Business
13 smart modules on one platform. All connected, all synced, all working together.
CRM & Client Management
Manage the entire client journey in one place — from the first lead to closing the deal and beyond. Build custom sales pipelines or choose from ready-made templates for different industries, and drag deals between stages in a visual interface.
- •Custom sales pipeline — Build a pipeline from scratch or pick from ready-made templates. Define stages, close probabilities, and deal values
- •Full communication history — Every meeting, call, email, and note documented in one interaction log
- •Smart automations — Follow-up reminders, automatic stage changes, alerts on stalled deals
- •Revenue forecasting — Income projections by pipeline stage, close rates, and open deal values
- •Time tracking & billing — Log work hours per client, bill hourly or by interaction type (meeting, call, research), and generate detailed billing reports
Project & Matter Management
A complete workspace for every project — from the moment a deal closes to final delivery. Track hours, expenses, documents, tasks, and invoices in one place, with full control over permissions and budget.
- •Deal-to-project conversion — When a CRM deal is won, it automatically becomes a managed project with all details carried over
- •Time & budget tracking — Log hours with hourly or fixed-price billing, with alerts when approaching budget limits
- •Team & roles — Assign lead, member, reviewer, or observer roles per project, with private project support
Document Management DMS
A smart document archive that organizes, analyzes, and makes all your organization's documents accessible. Upload any file type — the system auto-detects Hebrew text, indexes the content, and lets you chat with documents via AI.
- •AI document chat — Ask questions about document content in natural language and get accurate answers with source citations
- •Secure external sharing — Share documents with clients and partners outside your organization via password-protected links with expiration dates
- •Advanced Hebrew OCR — Automatic text recognition from scanned documents, including handwriting and forms
- •Full version control — Every change is saved. Revert to any previous version in one click, compare versions, and view edit history
- •Granular permissions — Full control over who views, edits, or downloads each document. Permissions by user, team, or organization
What is the notice period for cancellation?
60 days advance notice, per Section 12.3
Kanban Task Management
Flexible Kanban-style task boards — choose from ready-made templates (project, sprint, hiring process, and more) or create a custom board with the columns, colors, and automations that fit your workflow.
- •Templates or custom — Choose a ready board or build from scratch with your own columns, labels, and rules
- •Task assignment — Assign tasks to team members, set owners and followers, and get notified on status changes
- •Subtasks & reminders — Break down complex tasks, set due dates, and get reminders before deadlines
Invoices, Expenses & Reports
A complete financial system for your business — from issuing tax invoices to automatic expense capture and detailed reports. Fully compliant with Israeli Tax Authority requirements including sequential numbering, VAT calculation, and allocation numbers.
- •Document generation — Tax invoices, receipts, credit notes, quotes, and delivery notes in one click
- •Automatic receipt scanning — Snap a photo or send via WhatsApp. AI detects vendor, amount, date, and VAT and categorizes the expense
- •Smart collection tracking — Real-time payment status, automatic reminders for unpaid clients, open debt tracking
- •Detailed accountant reports — Income by period, VAT-ready reports, expenses by category, profit & loss statements
Advanced PDF Tools
Professional toolkit for working with PDF documents — merge multiple files, split selected pages, add digital signatures, auto-build appendices from ready templates, and convert files. All from the browser, no installation needed.
Electronic Signatures E-Sign
Secure and legally recognized electronic signatures — send documents for signing to clients and partners, track status in real time, and get automatic reminders for pending signers. Ready templates, easy mobile signing, and a full audit trail for every document.
Contract Wizard
Build professional contracts in minutes with a ready template library, custom clauses, and an AI engine that suggests precise legal phrasing. Automatic completeness checks, version comparison, and direct sending for e-signature from within the system.
Time Clock + GPS Location
Smart attendance system with built-in location tracking — one-click clock in/out, automatic GPS capture, geofence, live team map, AI anomaly detection, and activity-based payroll reports with custom rates.
- •Automatic hour tracking — Overtime calculation per labor law, reports by employee and period, direct export to payroll software
- •GPS capture — Location logged on clock-in and clock-out, 20-75 meter accuracy, full mobile support
- •Geofence — Set a radius around the office, auto-detect deviations, 3 modes: block, alert, flag
- •Full manager control — Enable/disable for all or specific employees, real-time team map, 90-day privacy retention
- •AI anomaly detection — Automatic attendance pattern analysis, alerts for shift irregularities, late arrivals and missing hours, smart weekly summary
- •Activity-based payroll reports — Define different rates per activity type (regular, field, training, on-call), generate detailed payroll reports with automatic calculation
Surveys & Polls
Create professional surveys and polls with SMS invitations, multiple question types, real-time results, and advanced statistical analysis. Ideal for decision-making, client feedback, and anonymous voting within your organization.
AI Agents
Autonomous AI agents that work for you in the background — analyzing incoming documents, summarizing meetings, suggesting client responses, identifying new business opportunities, and generating automatic reports. Like an extra employee who never sleeps and never misses a detail.
Organization AI Knowledge Base (RAG)
Upload all your organizational resources — policies, regulations, help desk docs, contracts, work instructions, and any relevant information — and let employees chat with the AI to get accurate answers in natural language, with source citations and page numbers.
- •Organizational knowledge base — Upload policies, regulations, guides, training docs, and FAQs. The system indexes and classifies content automatically
- •AI chat for employees — Any employee can ask questions in natural language and get answers based solely on your organization's documents
- •Source citations — Every answer comes with a reference to the source document, exact page, and relevant quote
- •Summary & analysis — Summarize long documents, identify patterns across documents, and create new documents based on existing knowledge
What are the payment terms in the Cohen & Co. contract?
30% advance, balance net +45 days, late interest: prime +2%
API
Connect Move to any external system — accounting software, Zapier, Make, and more. The API enables full automation of business processes and real-time data retrieval.
- •REST endpoints for all modules — Clients, documents, signatures, invoices, tasks, and more
- •API key management — Create, duplicate, and revoke keys with custom permissions
- •Webhook events — Get real-time updates on system events
- •Rate limiting & quotas — Usage control and limits per plan
- •Docs & examples — Detailed guides and sample code for quick start
Simple, Transparent Pricing
Start with a 7-day free trial. No credit card required.
Prices do not include VAT
Basic
Up to 10 users
Perfect for small businesses and starter teams
- CRM + DMS + Kanban
- Invoices + PDF Tools
- 1GB storage per user
- AI Token Bank
Professional
11-50 users
For growing teams that need more power
Save 19%
- All Modules
- Priority Support
- 1GB storage per user
- AI Tokens
- 50 documents/month
Enterprise
50+ users
For organizations with advanced needs
Save 32%
- All Modules
- Dedicated Account Manager
- SLA + Training
- Unlimited Storage
- Custom Configuration
* Prices do not include VAT
| Feature |
Up to 10
₪145/user
|
11-50
₪118/user
|
+50
₪98/user
|
|---|
Frequently Asked Questions
Everything you need to know about Move.
The free trial includes 7 days of full access to all modules — CRM, document management, tasks, invoices, PDF tools, and AI. No credit card required. At the end of the trial, you can choose the plan that fits your needs.
Yes. All invoices, receipts, and income documents generated by the system comply with Israeli Tax Authority requirements, including sequential numbering, timestamps, and automatic VAT reporting.
The AI module lets you ask natural-language questions about all documents in your organization. The system analyzes your documents, provides accurate answers with source citations, and can summarize long documents. Full Hebrew support included.
Absolutely. You can import clients, documents, and data from CSV and Excel files. For larger organizations, we offer personal assistance during the migration process to ensure a smooth transition with no data loss.
All communication is encrypted via HTTPS/TLS 1.3 — including app access, API calls, and file transfers (in-transit encryption). All documents and files stored in the cloud are protected with server-side AES-256 encryption at rest. The system also includes full multi-tenant isolation, role-based access control (RBAC), two-factor authentication (OTP), automatic daily backups, and a complete audit log for every sensitive action.
Contact Us
Have questions? We'd love to help. Fill out the form and we'll get back to you shortly.
Thank you for reaching out!
We've received your message and will get back to you shortly.
7-day free trial. Plans from ₪98/user/month. Prices do not include VAT.