Less on your shoulders.
More moving forward.
When work, information, and responsibilities are scattered, everything comes back to you. Here’s how to take the most common problems off your plate, one at a time.
Start with what’s slowing you down. Give your business a clearer way forward.
Free forever plan · No credit card required
Where to Start
What would make your workday easier?
You don’t need to change everything at once. Start with the problem you want to solve.
- I’m always chasing updates. Organize work and responsibilities
- Information is everywhere. Bring documents and knowledge together
- My team spends too much time coordinating. Simplify communication
- Managing people takes too much admin. Organize your team
- I need help turning ideas into action. Put BizAI to work
- I’m creating documents from scratch. Start with a business template
Work Management
Keep work moving without chasing every update.
You’ve explained the priority. You’ve delegated the work. But you’re still asking who’s doing what and when it will be finished.
Give projects a clear structure, tasks an owner, and work a deadline. Review progress as your team updates it, and see where your attention is needed.
Know the next step—and who owns it.
Useful for
- Coordinating customer projects.
- Organizing weekly priorities.
- Keeping shared deadlines visible.
- Following up on unfinished work.
Docs & Knowledge
Make answers easier to find.
The document exists. Someone knows the process. The decision was made. Finding it all shouldn’t take another round of messages.
Bring documents, spreadsheets, files, notes, and useful links into a shared workspace. Keep instructions and business knowledge organized so people can find what they need and build on work already done.
Give your team somewhere to look before they need to ask.
Useful for
- Organizing project files and working documents.
- Keeping policies and procedures accessible.
- Recording meeting notes and decisions.
- Helping new team members find their footing.
Communication
Help your team get on the same page.
A quick question turns into a long email chain. An update gets missed. A decision waits until the next meeting.
Bring chat, inbox, and calls into the workspace your team uses every day. Give people a simpler way to ask questions, share updates, and work through issues together.
Make it easier to get an answer and keep going.
Useful for
- Sharing day-to-day updates.
- Coordinating remote and office teams.
- Discussing priorities and resolving questions.
- Reducing the number of communication tools to manage.
Team & People
Organize your people as your business grows.
Adding people should give your business more capacity. It also brings profiles, responsibilities, time-off requests, and more information to manage.
Keep essential employee information and roles organized. Use the management capabilities available in your plan to understand workloads, review progress, and see where support is needed.
Give your people clarity—and yourself a clearer picture.
Useful for
- Maintaining employee profiles.
- Clarifying roles and responsibilities.
- Managing time-off information.
- Reviewing team capacity and workload.
BizAI
Get help with the work you keep putting off.
The proposal needs a first draft. The idea needs a plan. The decision needs more thought than you have time to give it.
Use BizAI to help you plan, write, analyze, and solve problems with the information and business context available to it.
Turn “I need to work on that” into a useful next step.
Try asking
- “Help me turn this goal into a practical project plan.”
- “Draft a customer proposal using this brief.”
- “Help me compare these options against our priorities.”
- “Turn these notes into clear next steps.”
Business Templates
Get the document done without starting from zero.
A business plan, proposal, policy, or agreement can take longer to structure than to customize.
Start with a business template, adapt it to your situation, and organize the finished document alongside your other work.
Spend your time on the details that make it yours.
Useful for
- Planning a business or new initiative.
- Preparing proposals and business communications.
- Documenting policies and procedures.
- Drafting agreements for review.
Over Time
Solve today’s problem. Connect more of your business over time.
- Start with a project that needs structure.
- Bring its documents into the workspace.
- Invite the people involved.
- Use BizAI when you need help planning or drafting.
As more of your work comes together, there’s less information to move between tools—and fewer separate subscriptions you may need to keep.
One useful starting point can become a simpler way to run your business.
Features, team access, and usage limits vary by plan.
Browse Solutions
Find a solution that fits the way you work.
Explore Business in a Box from the perspective that matters to you.
- Your role Ways to organize the work and responsibilities you manage. By Role
- Your department Solutions for the work your team handles every day. By Department
- Your business size Options for working independently or coordinating a growing team. By Business Size
- Your industry Relevant examples for your type of business. By Industry
- Your need Help with a specific challenge or workflow. By Need
Customer Reviews
What business owners say.
“Business in a Box is easy to use. … It makes team collaborations easy and managing and organizing my business so much better.”
“I love how everything you need to run your business is right there in template form. It’s simple to edit your templates and they look professional.”
Questions
Questions before you start?
Get Started
What’s one thing you’d like off your mind?
A project that needs direction. Documents that need organizing. Work that needs a clear owner. Start there.
Spend less time running your business. More time growing it.
Free forever plan · No credit card required