The operating system for your whole business
Marketing, sales, delivery, operations, finance, and people, running on the five-pillar Origin OS in one portal your team logs into. Under your brand.
Sample workspace · demo data
Built for founder-led service businesses
The five pillars, powered on
Every function runs on the same operating logic, so the whole business points the same way. Plus an AI layer that helps run it and your brand on the door.
The Scoreboard
The few outcomes that tell you if the week was a win, each with an owner and a cadence. Open one screen, know the month.
The People
The Ownership Map, the People Filter, and the 3C Check, with the Gap Finder turning unowned work into one-click actions.
The Process
Outcome-based SOPs with named owners and checklists that track completion, so onboarding runs from the system.
The Rhythm
The Weekly, 1:1s, and quarterly planning connected. Issues get worked to a decision and carried forward, so every meeting remembers the last one.
The Purpose
Vision, founder drivers, principles, and this year’s priorities as a working surface the whole team can see.
An AI layer that helps run it
Brain-dump by voice or text and it becomes tasks with owners. Next best moves from your live numbers. SOPs, follow-ups, and recaps drafted from your own data.
One screen for the
whole business
Revenue, the scorecard, and the work in motion on the same page, so the Monday question “how are we doing?” takes one glance.
What it earns
Recurring revenue against the goal, split by where it comes from.
$18,400 MRR
74% of the $25,000 goal
| Stream | MRR | Share |
|---|---|---|
| Retainers | $14,900 | 81% |
| Community | $2,600 | 14% |
| Seats | $900 | 5% |
This week’s scorecard
Every number has an owner, a target, and a status. No quarterly surprises.
3 of 4 on target
One measure to go this week
| Measure | Actual | Target | Status |
|---|---|---|---|
| Discovery calls | 7 | 6 | On target |
| Proposals sent | 4 | 5 | 1 to go |
| Speed to lead | 82% | 80% | On target |
| New retainers | 2 | 2 | On target |
Sample workspace · demo data
One portal instead of six tools
A lead becomes a client, a delivery, and revenue without leaving the system or routing through you.
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Marketing
Replaces email and funnel tools
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Sales
Replaces your CRM
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Delivery
Replaces project apps
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Operations
Replaces the SOP wiki
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Finance
Replaces spreadsheets
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People
Replaces HR tools
Two questions,
one price
Solo from $49 a month, teams from $149. Every number is public, and the rate you join at holds for as long as you stay subscribed.
1. What kind of business?
Pick the closest. You can change what is included after.
2. How many people edit?
Everyone who signs in to work counts. Viewers log in free, any number.
Owners, managers, office staff, and every real estate agent.
One editor is the solo plan. A second makes it a team plan, from $149 a month, with the team tools switched on.
How the price works
One person who edits is the solo plan. Teams are priced for up to 5, 10, 25, 50 and 100 people who edit. Past a size, each extra editor costs the plan’s own rate, its price divided by its size, until the next size is cheaper, and then the plan moves up on its own. You always pay the lower of the two.
A plan never costs more than everything at its size, less 20%: $749 for up to 5 editors, $289 solo. A custom app domain is $99 a month on top. Only modules that have shipped are priced. Above 100 editors, we set the price with you.
- 1solo
- 5up to
- 10up to
- 25up to
- 50up to
- 100up to
What’s included
- The solo operating system
- Team tools switch on with a second editor
The solo operating system
Always included- Purpose
- Scoreboard, filled from your tools
- Milestones
- Library and processes
- Tasks and boards
- Calendar
$49 a month at your size
Your price: $49 a month
Per workspace, in three tiers. Each tier includes a set amount of usage every month.
AI Employees
AI teammates that triage, draft, and follow up from your own data.
- Standard$20 of usage included a month
- $49/mo
- Plus$50 of usage included a month
- $99/mo
- Max$120 of usage included a month
- $199/mo
Origin Studio
Video intelligence: transcription, walkthrough drafts, and renders.
- Standard$20 of usage included a month
- $49/mo
- Plus$50 of usage included a month
- $99/mo
- Max$120 of usage included a month
- $199/mo
- Past what your tier includes, usage is billed at 3x its raw cost, on every tier.
- Switch tiers any time, prorated.
- Set your own monthly limit if you want one. There is none by default, and it never sits below what your tier includes.
- Usage and limits reset on your billing date each month.
Every module, one login
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Part of CRM and pipeline, a module you add
Contacts, pipeline, and follow-up cadences, with calls, emails, and meetings on one timeline per contact. Vendor scorecards live here too.
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In every plan
Everything the workspace sends, from digests to proposals, goes out from your own address with your name and logo on it. Origin finds where your DNS lives and walks you through the records.
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In every plan
Daily execution with an owner and a due date on every task. Today and this week in one list, and a brain-dump by voice or text turns into tasks for you.
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In every plan
Details coming shortly.
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In every plan
Visual boards for the work that moves through stages, for the teams who think in columns rather than lists.
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Part of Engagements and time, a module you add
Details coming shortly.
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In build
Details coming shortly.
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Part of Engagements and time, a module you add
Client work as engagements: scope, milestones, budget, and status in one place, from kickoff to renewal.
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Part of Funnels, a module you add
Lead-capture pages that feed straight into the CRM, so every new lead lands with its source attached.
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In every plan
This year’s goals with named owners, and the few weekly numbers that say if the business is winning, each with a target and an on-target status.
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In every plan
Connect the tools you keep, like your CRM and Google calendar and email, and let records sync both ways instead of being re-typed.
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Part of Proposals and invoicing, a module you add
Invoices built from engagements and tracked time, sent from the same place the work lives.
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Part of Newsletter, a module you add
Write, schedule, and send to your audience from the platform, with subject-line tests and click tracking on the same contact records.
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Part of Proposals and invoicing, a module you add
Proposals and agreements drafted from your templates and signed online, so a yes never waits on a PDF and a printer.
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In build
Details coming shortly.
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In every team plan
Details coming shortly.
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In every plan
The workspace library: docs, files, links, and video with folders, tags, and search, so the how-we-do-it lives somewhere findable.
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Sends are billed by use
Text contacts from the same record as email, so the whole conversation stays on one timeline.
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Part of Engagements and time, a module you add
Billable hours logged against engagements, with rates and budget marks that warn you at 25, 50, 75, and 100 percent of scope.
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Part of Training and leaderboard, a module you add
Details coming shortly.
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An optional extra, with usage included each month
AI teammates that take recurring work off your plate: triage, drafting, and follow-ups from your own data. An optional extra per workspace, with usage included every month.
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Part of Content and social, a module you add
Plan, draft, and schedule the content that feeds the pipeline, next to the numbers that say whether it worked.
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Part of Training and leaderboard, a module you add
Details coming shortly.
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Part of Money, a module you add
Accounts, transactions, and P&L across your books, with an AI bookkeeper that keeps the numbers current without a month-end fire drill.
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An optional extra, with usage included each month
Video intelligence for your team’s recordings and content. An optional extra per workspace, with usage included every month.
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Part of CRM and pipeline, a module you add
Revenue, MRR against goal, and pipeline reports across the whole business, on one page.
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In every plan
Purpose, People, Process, Scoreboard, and Rhythm as working software, not a binder: the whole methodology running inside the platform.
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Part of Transactions, a module you add
Deal files, e-sign packages, the client portal, and commissions, for teams whose delivery is a transaction.
- And more on the way
Nobody else sits in this box
| Category | What they give you | Where Origin goes further |
|---|---|---|
| Blank canvases Notion, ClickUp, monday | Power, but empty. You still have to architect the operating system. | Ships with the OS already built in. |
| All-in-one platforms HighLevel, HoneyBook, Sisu | A bundle of features in one login. | An operating system, not just features: the five pillars, the ownership layer, and your brand on the door. |
| EOS-runner apps Ninety, Bloom Growth | The meeting and accountability layer. | Goes deeper: real SOPs, CRM, finance, and people, not meeting formats alone. |
| Point tools A CRM, a dashboard app, a bookkeeping tool | One slice of the business each. | One portal for the whole business, not six tools that don’t talk. |
Product names are trademarks of their respective owners; the comparison reflects our honest read of publicly documented products.
Ready to run the business
without being its bottleneck?
New workspaces onboard with Origin directly today. Tell us about the business and you get a working session, real dates, and a workspace set up with you. No payment until it goes live.
FAQ
Questions about the Origin Platform
What exactly is the Origin Platform?
An end-to-end operating system for a founder-led service business. Marketing, sales, client delivery, operations, finance, people, and admin, all running on the five-pillar Origin OS in one portal your whole team logs into, under your own brand, instead of scattered across six tools.
Do I have to move my whole stack over at once?
No. It comes plug-and-play, but you do not have to rip everything out on day one. Most teams start with their weakest function or pillar, get it running, and fold in the rest over time.
What does the AI actually do?
Today it takes work off your plate: it triages a brain-dump into tasks and owners, recommends the next move per pillar from your live numbers, and drafts SOPs, follow-ups, and recaps from your own data. The roadmap is agents that run recurring operations for you. We will not pretend the agents are all here yet.
Can I put my own brand on it?
Yes. It is multi-tenant and white-label from the ground up: your name, colors, and domain, one login for the whole team, and roles and permissions built for founder-led service teams.
How does billing work?
Build your own plan: the operating system plus the modules you run. One person who edits is the solo plan, from $49 a month. Teams are priced for up to 5, 10, 25, 50 and 100 people who edit, from $149 a month for up to 5. Everyone who signs in to work counts, technicians and trainees included. Viewers are free, any number. Above 100 editors, the price is set with you. Annual is 10 months, two free. Past each team size, an extra editor costs the plan's own rate until the next size is cheaper, and you always pay the lower of the two. AI Employees and Origin Studio are optional add-ons, priced per workspace in three tiers: Standard $49/mo with $20 of usage included, Plus $99/mo with $50 of usage included, and Max $199/mo with $120 of usage included. Past what a tier includes, usage is billed at 3x its raw cost, and you can set your own monthly limit. The rate you join at holds for as long as you stay subscribed.
How is it different from ClickUp, Notion, or Ninety?
Blank canvases like ClickUp and Notion are powerful but empty: you still design the operating system that goes on them. EOS-runner apps like Ninety run the meeting and accountability layer but stop there. The Origin Platform ships with the whole OS built in, the ownership map, the scoreboards, the rhythm, real SOPs, plus a CRM and finance.
Can it be custom-built to my operation?
Yes. Custom features are priced from the public block ladder on the pricing page, and a product of your own is a Custom Software build, in your own accounts, with the code yours at final payment.
How do I get started?
Request access below. New workspaces onboard with Origin directly today, and the free Diagnostic is a good first step. Self-serve signup with a 14-day trial comes later.