Learn to run your CRM, invoicing, store, POS and marketing workspace. Five short lessons, about 45 minutes total.
Updated 23 September 2026
bamisOS replaces the pile of subscriptions you run your business on — the CRM, the invoicing tool, the scheduler, the copywriter, the store builder — with one login that carries your brand.
Do the five lessons in order during your first hour and you'll be running your business on bamisOS.
Open the link in your welcome email (it looks like yourbusiness.bamistech.com/app). Enter your email and password. Everything from now on happens inside this one screen.
Open bamis.bamistech.com in a supported browser and choose Add to Home Screen or Install app. The installable app keeps key pages and recent business data available during weak connectivity. Supported offline changes are queued and replayed when your connection returns.
Go to Settings → Branding:
In Settings → Branding, choose your tax country and save your Tax ID, VAT rate, withholding-tax rate and service-charge rate. New invoices automatically use the saved VAT rate unless you enter a different invoice-level tax. Withholding tax and service charge are stored for reference and are not automatically added to invoice totals in this release.
From this moment, every page your customers see — invoices, store, client portal — carries your name and colors. Not ours. Yours.
Bottom-left corner → Change password. Do this on day one.
The left menu is your whole business: Overview (dashboard) · Revenue (pipeline, invoices, store) · Marketing (pages, emails, AI) · Workspace (tasks, files, bookings, clients) · Settings.
Your pipeline is a row of columns: NEW → CONTACTED → PROPOSAL → CONVERTED / LOST. Every lead is a card that moves left to right. That's the whole system.
Revenue → CRM Pipeline. Enter the lead’s name, deal value and either a WhatsApp phone number or an email address → Add lead. Email is optional when a phone number is supplied.
Drag the card forward as things happen — you called (CONTACTED), you quoted (PROPOSAL), they paid (CONVERTED), it went quiet (LOST). Your dashboard's pipeline value updates live. If you saved a phone number, each card has a green Chat on WhatsApp link.
Put a lead form on one of your pages (Lesson 4) — every submission lands in your pipeline automatically as NEW.
Marketing → Email Sequences → New sequence → trigger "every new lead". Add steps, e.g.:
Type {{first_name}} anywhere and bamisOS fills in the lead's name automatically. Every new lead now gets your follow-up series without you touching anything.
Revenue → Finance → New invoice. Add the client’s name and email, list your line items (description, quantity, price), and pick the currency. Your saved VAT rate is applied automatically; you can override the tax on an individual invoice. The total calculates itself.
When the client pays online, the invoice flips to PAID by itself and shows up in your money-in records.
Workspace → Clients → Add client. Share the portal link and their password. From now on they can sign in any time, see their invoices and balance, and pay — without calling you.
Log expenses as they happen; the dashboard shows invoiced, outstanding, spent and net balance. Export everything for your accountant at month-end.
Marketing → Sites & Funnels → New page. Pick an address (e.g. spring-offer), then stack blocks: Hero (headline), Features, Pricing, Lead form, Booking, Store, CTA. Rearrange freely, press Publish — your page is live instantly in your brand colors, with view counting.
Revenue → Store → Add product. Fill in the product name, then its Model (e.g. Stone-coated 0.55mm), Model code / SKU (e.g. SC-055) and optional Batch number — so different models of the same product are always distinguishable. Add as many products and as many models as you need; there is no limit. Tick "Track stock" and enter how many you have. From that moment:
When a customer orders: the order appears with a ready-made invoice → they pay via the link → you press ✓ Confirm paid. With your WhatsApp number set, every product also gets an Order on WhatsApp button.
Revenue → Coupons & Gifts. Create a coupon like WELCOME10 (10% off), set a minimum order, a usage limit or an expiry date. Customers type the code in their cart at checkout and see the discount applied instantly. Create gift cards with a balance — sell them or gift them, and void them anytime. Every coupon usage is tracked so you can see which promotions actually convert.
Revenue → POS Register. Tap products to build the sale, then press how they paid: CASH / CARD / TRANSFER / USSD. Stock deducts, an invoice is created and income is recorded — a walk-in sale takes seconds.
The offline-first app can cache recent products, invoices, leads and branding data. Supported POS sales, invoices, leads, product changes and orders are queued when the connection drops. Keep the browser open; the app shows pending activity and retries it when internet access returns. Confirm that queued items have synchronized before closing the day.
Settings → Branding → Bank transfer details — save your bank name, account name and account number. Every checkout and invoice then shows a Pay by bank transfer panel with your details and a payment reference. Your customer transfers, presses “I have paid — notify the seller” (you get an instant alert), and you press ✓ Confirm paid in Store → Orders once the money lands. Nothing is ever marked paid until you confirm — fake bank alerts cannot fool the system.
Marketing → AI Suite. Describe the job in one line — "promote our weekend laundry discount in Lagos" — and pick a tool:
Settings → Integrations → + Telegram bot. Follow the 2-minute instructions, tick the events you care about (new lead, new order, invoice paid, form submitted), press Send test. Your phone now buzzes the moment anything happens.
Settings → Team. Members work the tools; Admins can also change branding, plans and settings. You always keep at least one admin — yourself. The Free plan is limited to one user, so adding team members requires a paid plan.
Contracts, receipts, agreements and assets, organized.
bamisOS Business includes a private file vault for your workspace. Create folders, upload contracts and documents, and find any file in seconds — every file is a click away from the invoice or client it belongs to.
Your workspace protects itself automatically.
After 5 wrong passwords in a row, the account locks for 15 minutes to stop attackers from guessing. Nobody can reset the timer — not even a different password attempt — just wait for the lock to lift. Correct logins always work immediately and reset the counter.
Every public page you own (store, funnel pages, client portal, invoice payment page) carries a gold chat bubble in the bottom corner. A customer clicks it, types their question — and it appears in Workspace → Support in your app, where you type your reply. They see your answer on the same page, seconds later. No phone numbers, no email chains.
Your workspace starts with a 30-day trial. When the trial ends it continues on the Free plan; existing data remains safe and usable within the Free limits. Current monthly plan prices are:
For Nigerian accounts, checkout uses fixed Naira pricing through Paystack when it is enabled, with supported Paystack channels such as card, bank transfer and USSD. International USD pricing shown in the app is $9.99 Starter, $49.99 Professional and $99.99 Business monthly.
You can schedule cancellation from Billing; access continues through the paid period. A failed Stripe renewal enters a seven-day grace period. After the grace period, business tools can be frozen while login, billing and configuration remain available for reactivation.
AI tokens are your monthly allowance for AI writing. The usage indicator in the app shows what remains.
Files live in the Vault (up to 2MB per file), organized in folders. Privacy: your workspace is completely private — your leads, invoices and files are yours alone.
| Problem | Fix |
|---|---|
| Can’t sign in | Check that you are at your own workspace link. Five failed attempts lock sign-in for 15 minutes; wait for the lock to expire or ask support for help. |
| Client can't see an invoice in the portal | The invoice's client email must exactly match their portal account email |
| AI says "quota exceeded" | You've used your monthly tokens — they reset on your billing date, or upgrade your plan |
| WhatsApp button missing | Add your WhatsApp number (with country code) in Settings → Branding |
| Page not showing after publish | Press Publish (not just Save) — the badge must say LIVE |
| Reached the 500-lead limit | Delete old LOST leads, or upgrade — your data is never lost either way |
| Anything else | Contact your platform provider — they can look into your account directly and help |
bamisOS Business is one login for your whole business: every enquiry becomes a tracked lead; every lead gets automatic follow-up; every job becomes a branded invoice with a one-tap payment link; every product sells on your own storefront; and your website, portal and marketing carry your brand — not somebody else's. Work the daily rhythm — leads in, drag cards, invoice same-day — and the system does the rest.
Welcome aboard.