Wiggle BOS, Business Operating SystemTry the demo

Wiggle BOS

One system to run your whole business.

Customers, sales, proposals, projects, money and planning in one place, with Romey to do the typing. Keep the tools you already use.

Try the demoSee how Wiggle works

The Preview opens soon. Get an email when it does.

Wiggle Home for a sample business, Rivera Renovations: five headline numbers, the Today's Priorities list and Ask Romey.

The problem

Your business is scattered across systems that do not know about each other.

Each holds part of the picture, so the follow-up depends on who remembers.

  • CRM
  • Spreadsheets
  • Proposals
  • Projects
  • Tasks
  • Email
  • Calendar
  • Accounting
  • Payments
  • Marketing
  • Meetings
  • AI tools

Everything that runs the business finally works together.

Wiggle BOS at the center, connected to customers, goals, financials, sales, insights, proposals, projects, scheduling, tasks, marketing, the scorecard and people.

Product

This is your business in Wiggle.

Open Wiggle and know where to look.

Wiggle Home for a sample business, Rivera Renovations: five headline numbers, the Today's Priorities list and Ask Romey.
  1. 1
    Today's Priorities. What needs you first, from every part of the business.
  2. 2
    The numbers. Deals in progress, quotes waiting, won this month, recurring income.
  3. 3
    Ask Romey. Tell it what happened; it does the data entry.

How you run the business

Plan, grow, deliver, measure, improve.

  1. PLAN

    Business plan, goals, the scorecard and roles.

    Planning

  2. GROW

    Customers, deals, marketing, reviews, websites and proposals.

    Customers and deals

  3. DELIVER

    Projects, tasks and scheduling, on one list.

    Tasks and projects

  4. MEASURE

    Financial Overview, Cash Forecast and the Scorecard.

    Money and numbers

  5. IMPROVE

    The weekly meeting: problems, decisions and actions.

    The weekly meeting

Today's Priorities

Know what needs attention before you start your day.

The Today's Priorities list: urgent tasks, overdue follow-ups, emails to review, a reply to send, the weekly meeting and quotes waiting to be signed.
  1. 1
    Most urgent first. Overdue tasks and today's commitments at the top.
  2. 2
    Each with its next step. Open the deal, review the email, follow up the quote.
  3. 3
    Nothing depends on memory. Quiet deals and unsigned quotes come to you.

The weekly meeting

Walk into Monday knowing what needs attention.

The Weekly meeting page: what is off track, deals this month, suggested problems and problems to solve.
  1. 1
    The week at a glance. Numbers off target, goals behind, overdue work, open problems.
  2. 2
    What is worth raising. Romey picks out what needs the team.
  3. 3
    The brief, already written. From your goals, numbers, deals and tasks.

Money

Know where the money stands.

What your books say, in plain terms: what came in, the cash your books record, and who still owes you. Made-up figures for a sample business.

Income by month, from the books, with gross margin.
Income, from your books, by month
Cash in your books: $111,050 across 2 accounts.Money owed to you: $40,050 by 4 customers.Over 60 days late: $1,900 from 1 customer.

The scorecard

Know if the business is on track.

Scorecard: five numbers, each with its target and an eight-week trend line, all on track.

Romey

Tell it what happened. Romey does the data entry.

Romey can do the work without taking control away from you.

  1. You sayIn your own words.
    You type: Had a great call with Dana at Harbor Dental. She wants a quote by Friday for the office refresh. Update the deal to $18,000 and follow up next Tuesday.

    Had a great call with Dana at Harbor Dental. She wants a quote by Friday for the office refresh. Update the deal to $18,000 and follow up next Tuesday.

  2. Romey understandsThe call logged, the follow-up set, and the deal change written out.
    Romey logs the call on Harbor Dental and sets a follow-up task for October 13, and asks you to approve changing the deal to Quote sent with a value of $18,000.

    Romey

    I've logged the call with Dana and created a follow-up task for Tuesday, October 13. I need you to approve the deal update: changing it to Quote sent with a value of $18,000. Press Approve below.

    Call logged on Harbor Dental
    Task: Follow up with Dana at Harbor Dental on quote, due Oct 13

    Change the deal "Harbor Dental reception remodel" at Harbor Dental, $18,500: stage to Quote sent, value to $18,000.
  3. You approveOne press, and Wiggle does the work.
    After you approve: Deal: Harbor Dental reception remodel, now Quote sent. Done.

    Deal: Harbor Dental reception remodel, now Quote sent

    Done.

Your wordsWhat it understoodThe changes, written outYour approvalDone

Connections

Keep the tools you already use.

Wiggle becomes the operating system without forcing you to replace everything.

  • Microsoft 365
  • QuickBooks
  • Stripe
  • Slack
  • Google
Wiggle BOS
  • Customers
  • Money
  • Projects
  • Tasks
  • Meetings
  • Romey

See every connection

Who it is for

Built for businesses that have outgrown winging it.

You've got customers, employees, projects, money and goals, but they're scattered across apps, spreadsheets and people's heads.

For start-ups

Founders who sell, market and still have a product to build.

Wiggle for start-ups

For small and medium businesses

One system for the business you already run.

Wiggle for small business

Your business, your control

Wiggle works for you, not the other way around.

You shouldn't need another job maintaining your business software.

  • Your business stays yours.

    Your customers, your numbers, your voice.

  • Your data stays reachable.

    Export everything, any time, as open files.

  • Wiggle works around the business.

    Not the other way around.

  • Romey asks first.

    Anything that sends, changes something important or deletes waits for your yes. Publishing does too, unless you turn on Automatic posting for your blog.

  • Specialized tools can stay.

    Keep your accounting, office email and payments; Wiggle connects to them.

  • Less software to look after.

    One system instead of ten logins, settings and bills.

You set the direction. Wiggle keeps the business moving.

See it with a sample business that is already running.

Try the demo

The Preview opens soon. Get an email when it does.

See how Wiggle works