The Bastion suite
One sign-in, every system, switch from the top bar.
Every system the business uses opens from the same account. Each keeps its own navigation and its own records, and the shared tools sit on every screen.
What the hub does
- One sign-inEvery system the business uses opens from the same account; each keeps its own navigation and its own records.
- The top bar switches between systemsThe app switcher — the app name, or Ctrl/⌘ + / — moves between them, with the current system’s sections beside it.
- The shared tools on every screenThe time clock, projects, approvals (agents’ requests, Teams cards, held posts and drafted replies), the inbox and search, wherever you are.
- Everything informs everythingWhat is recorded anywhere informs every system: a call becomes a quote, a job becomes an invoice, a scan moves an order. Agents take the menial admin, and a person approves what leaves the business.
- Start with one systemEach system works on its own; the hub is where they meet as you add them.
Fifteen systems, all running
Every lead called inside your window, a brief before the call, every call scored.
Instead of a CRM seat per repRead moreOpen SalesJobs, crews, checklists and timesheets, from the call to the invoice.
Instead of a dispatch and scheduling subscriptionOpen Field ServiceInvoices built from the job, and payroll whose arithmetic the database checks.
Instead of a bookkeeping subscription plus a payroll providerOpen Finance & PayrollChannels for the crew, with agents in the room under the same rules.
Instead of a per-seat chat subscriptionOpen MessagingAgent seats with declared authority, and a person for the 6 things that need one.
Instead of an AI-agent service seatOpen AI AgentsBoards for the work that isn't a job, each item with where it came from.
Instead of a work-OS subscription per seatOpen Work ManagementPieces that publish only what your own records support.
Instead of a marketing automation subscriptionOpen MarketingOne queue for every shared mailbox; nothing replies for you unapproved.
Instead of a shared-inbox subscriptionOpen InboxThe phone answered day and night, with a case for every call.
Instead of an answering serviceOpen Voice Front DeskWhether search and AI answers name you, question by question.
Instead of an SEO retainer’s reporting halfOpen Search PresenceApprovals decided once, from the Teams or Slack you already have open.
Instead of building approval flows into every tool separatelyOpen Chat SurfaceHealth, renewals, and the client who has gone quiet before they tell you.
Instead of a customer-success software seatOpen Client SuccessThe owner's screen: every number with its source and its own target.
Instead of a BI seat and the analyst who maintains itOpen Command DeckEvery unit with its own identity — built, shipped, installed and owned — and a page its owner opens with a camera.
Instead of an inventory and serial-tracking subscription, a shop production tracker and a QR-code serviceRead moreOpen Product IdentityThe first half of every conversation, run on your own script: a summary before the hello, a prep sheet before the visit.
Instead of an AI receptionist plan, an intake-form service and a funnel/CRM subscriptionRead moreOpen IntakeSample business. Larch Falls Mechanical, its people and its clients are fictional. Its presence here is not evidence of a client engagement.
See it with your own numbers.
A walkthrough on your business, with the systems you would start with.
Or write to sales@bastionglobal.us.