Shared priorities
Shared priorities and Teams Activity, visible to everyone.
2–49 people · Micro & Small Business
How we help Small Businesses
Give a growing team clarity without adding layers, then connect teams, workflows and customer delivery as you scale. Build consistency across the business while keeping it practical for the people doing the work.
How AI helps you specifically
As work spreads across more people, mySMB.com keeps ownership, next actions and customer commitments visible to everyone, with AI-guided onboarding and automations that remove repetitive admin without adding a heavy new system for your team to learn.
Shared, not scattered
One workspace the whole team can see.
Shared priorities, Teams Activity and reusable WorkQ templates keep everyone aligned, even as the team grows.
2–9 people
Micro Business: create visibility.
Consistent delivery
WorkQ templates for consistent delivery across the team.
Connected actions
A shared CRM for clients, opportunities and team actions in one place.
Team inbox, not chaos
Client emails your whole team can see, not one person's personal inbox.
Lightweight projects
Programs and Initiatives for lightweight project delivery.
Get AI support
mySidekick and AI-guided support as your team grows.
A practical first outcome: Create visibility
Begin with shared work, clear ownership and the processes that matter most.
AI-guided onboarding helps you set up what is useful now. Community and Academy help you build confidence as you go.
10–49 people
Small Business: connect the business.
Cross-team work
Connected work across teams and functions.
Reusable processes
Reusable processes, forms, documents and reports.
CRM-lite
Customer and delivery tracking without a separate heavy platform.
Marketing in the mix
Campaigns and client communications connected to the same customer record.
One shared dashboard
Invoices, emails, tasks and Teams messages visible in one place.
Clear automations
Automations with clear human ownership.
A practical first outcome: Connect the business
Start with the workflows that cross teams and create the most friction.
AI-guided onboarding helps you set up what is useful now. Community and Academy help you build confidence as you go.
Your first four weeks
Start with one part of work.
Experience a more connected way to manage the work, supported by AI-guided onboarding, learning and a community of businesses like yours.