Business Manager 365
Business Manager 365 is an all-in-one, Microsoft SQL-based business management platform — covering CRM, service ticketing, HR, scheduling, inventory, and QA — sold by Liberty One Software to SMB service-based businesses via direct, consultative sales.
- Company typePrivate
- Founded2002
- HeadquartersO'fallon, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Business Manager 365 does
Business Manager 365 is an all-in-one business management software developed and sold by Liberty One Software, LLC, a Missouri-based company operating under the Winning Technologies Group of Companies holding company. Founded in 2002 by Scott Lewis (current President and CEO) out of a need to manage his own service-based business, the product targets service-based SMBs — including field service operators, managed service providers, HVAC, electrical, plumbing, and IT services firms — that need to run CRM, service-ticket management, scheduling, HR, parts/inventory, project management, document management, and quality assurance in a single, non-modular system. The platform is built on Microsoft SQL and is offered as both a cloud-hosted subscription (via partner XpressHost LLC at $199/month) and an on-premise installation, with a mobile app for field personnel.
The product architecture centers on integrated modules wired together by a workflow-trigger engine, role-based security, and bidirectional API integrations with QuickBooks Cloud, Microsoft Exchange/Office, Clover, and Service Now. Pricing is quote-based across three licensing models (Role-Based Named-User with Field/Office/Power User/Administrator tiers, Volume, and Enterprise), with required annual support plans and additional-fee add-on modules (API integrations, Fleet Management, Budgeting, Subcontractor Management, Fixed Assets — most still on the public roadmap). Go-to-market is consultative direct sales driven by no-obligation demos, with content marketing via the company blog and website. The company is privately held, founder-led, bootstrapped (no external funding disclosed), and operates with 11–50 employees from a single O'Fallon, Missouri headquarters, claiming an international customer footprint since 2018.
Business Manager 365 firmographics
Firmographics- Name
- Business Manager 365
- Legal name
- Liberty One Software, LLC.
- Website
- https://businessmanager365.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Business Manager 365 is an all-in-one, Microsoft SQL-based business management platform — covering CRM, service ticketing, HR, scheduling, inventory, and QA — sold by Liberty One Software to SMB service-based businesses via direct, consultative sales.
- Ownership category
- akta.pro rank
Business Manager 365 industry classification
Industry- Product category
- Business Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industries
- Contract Lifecycle Management (CLM) & Document Generation/Templating (HDAEAGAL), CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK), Marketing Automation & Campaign Management CRM (HDAEAFAB)
Keywords
Where Business Manager 365 is headquartered
LocationHeadquarters
- HQ city
- O'fallon
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Business Manager 365 business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software Subscription (Cloud): Monthly or annual subscription for cloud-hosted Business Manager 365 with full feature access. Includes $199/month hosting fee. Delivered as a tightly integrated non-modular system.
- On-Premise License: Perpetual or term license for on-premise installation. Contact sales for pricing. Requires Microsoft SQL database (SQL Express supported).
- Business Care Support Plans: Annual maintenance and support plans providing software updates, technical support, troubleshooting, product training recommendations, and workflow issue fixes.
- Professional Services: Implementation and installation consulting services including software setup, configuration, security setup, escalations, scheduling, and task management configuration.
- API Integration Add-ons: Additional fee modules for API integrations including Subcontractor Management, Fleet Management, and Budgeting beyond core system capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Field Personnel - Basic access for field technicians with mobile app, service ticket, and limited edit rights |
| Subscription | Annual | Office Staff - Mid-level access for office personnel with expanded edit and reporting capabilities |
| Subscription | Annual | Power User - Advanced access for supervisors with full CRM, accounting, and operational management |
| Subscription | Annual | Administrator - Full system access including user management, software configurations, and global operations |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Business Manager 365 product offering
Product offeringCore offering
Business Manager 365 is an integrated, all-in-one business management software built specifically for service-based businesses. It combines CRM, service ticket/helpdesk management, project management, HR, scheduling, parts/inventory, document management, quality assurance, and reporting analytics into a single tightly integrated platform deployed either via cloud hosting or on-premise. The product is sold through role-based, volume, and enterprise licensing models, with optional add-on modules for API integrations, fleet management, budgeting, subcontractor management, and fixed assets.
Product overview
Business Manager 365 is a single, tightly integrated business management software built specifically for service-based businesses. It offers a non-modular architecture where subscribers receive full access to all core features and functionality as part of the base subscription. The core platform includes integrated modules for Service/Helpdesk Ticket Management, Customer Relationship Management (CRM), Enterprise Resource Management (ERM), Project Management, Human Resources Management, Scheduling, Parts/Assets/Inventory Management, Quality Assurance Management, Reporting & Analytics, Document Management, Barcoding, and Security. The product also offers several add-on modules available for additional fees including API Integrations (QuickBooks Cloud, Microsoft Exchange, Clover, Service Now), Fleet Management, Budgeting, Subcontractor Management, and Fixed Assets. Pricing is available through three licensing models: Role Based (Named-User with Field Personnel, Office Staff, Power User, and Administrator tiers), Volume Licensing, and Enterprise Licensing. The software is available as cloud-hosted via XpressHost or as on-premise installation.
Differentiator
Problem solved
Functional benefit
Brands
- Business Manager 365: A comprehensive, all-in-one business management software solution for service-based businesses, featuring CRM, service ticket management, HR, scheduling, project management, document management, quality assurance, and API integrations.
Products and services
- Business Manager 365 All-in-one integrated business management software for service-based businesses, combining CRM, service ticket management, project management, HR, scheduling, parts/inventory, document management, quality assurance, and reporting analytics in a single platform; available as cloud-hosted or on-premise deployment.
- Cloud Hosting via XpressHost
Companies that use Business Manager 365
Customer profileSegments2 records
Ideal customer profiles1 record
Business Manager 365 technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature8 records
Business Manager 365 partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- QuickBooks CloudcoreBusiness Manager 365 maintains a bidirectional API interface with QuickBooks Cloud for accounting processes. The integration allows time tracking, billable activities, project time, employee time, parts/equipment, expenses, mileage, and time/attendance to flow to QuickBooks for invoicing. Data review and adjustments occur in Business Manager 365 before processing to QuickBooks.
- Microsoft Exchange & Office SuitecoreBusiness Manager 365 integrates with Microsoft Exchange for automated notifications delivery (helpdesk escalations, ticket notifications, Outlook appointments, task notifications). Microsoft Office Suite integration includes Excel for reporting, Word for contract editing, and Outlook for mail/calendaring functions.
- ClovercoreBusiness Manager 365 has a bidirectional parts ordering process with Clover. The interface provides a workflow to collect and queue part/equipment orders within Business Manager 365, then either automatically or following review sends orders to Clover for fulfillment.
- DarktracecoreBusiness Manager 365 is protected by Darktrace cyber security AI technology, providing advanced threat detection and cybersecurity protection for the platform.
- XpressHost LLCcoreXpressHost LLC is the partnered hosting provider for Business Manager 365 cloud deployments. Liberty One Software has partnered with XpressHost to offer cloud-based hosting options for customers choosing not to install in-house.
- Microsoft SQLcoreBusiness Manager 365 is built on Microsoft SQL database technology, which allows for easy integration with other software packages and provides the foundation for the application's scalability (supports SQL Express for smaller deployments).
Scale indicators2 records
Recent moves7 records
Expansion highlights4 records
Business Manager 365 competitors and assessment
Company assessmentBroad incumbents
- ServiceNow: Enterprise cloud platform for IT service management, workflow automation, and CRM. Overlaps with Business Manager 365's service ticket management and workflow automation, but operates at the enterprise/global scale with a broader portfolio of products.
- Zoho One: All-in-one suite of business applications including CRM, helpdesk, project management, HR, and finance. Comparable to Business Manager 365's all-in-one positioning for SMBs, with broader but less vertically specialized functionality.
- Salesforce: Leading cloud CRM platform with Field Service, Service Cloud, and ERP-adjacent products. Comparable to Business Manager 365's CRM and service-ticket modules, though Salesforce serves a much broader customer base and price tier.
- Microsoft Dynamics 365: Suite of ERP and CRM applications covering sales, customer service, field service, finance, and operations. Directly comparable to Business Manager 365's CRM, ERP, scheduling, and service-ticket capabilities, but as part of a much broader enterprise platform with deep Microsoft integration.
Direct peers
- ServiceTitan: Cloud-based field service management platform for residential service businesses (HVAC, plumbing, electrical). Directly comparable to Business Manager 365's service-ticket-management, scheduling, and CRM modules for the same service-trade customer base, though typically serving larger or more established SMBs.
- ConnectWise: PSA and RMM platform for managed service providers (MSPs) and IT service businesses. Comparable to Business Manager 365 in its service-ticket/helpdesk, CRM, and operational management modules for IT and managed service providers, with deeper MSP-specific functionality.
- Jobber: Field service software for small home service businesses covering scheduling, invoicing, customer management, and quoting. Comparable to Business Manager 365 in serving small service-based businesses with integrated operational workflows, with a more focused, modern product scope.
- FieldEdge: Field service management software for HVAC, plumbing, and electrical contractors. Comparable to Business Manager 365 in customer target (service-based SMBs) and core features (scheduling, dispatch, service tickets, customer management).
Emerging players
- Freshdesk (Freshworks): Cloud-based helpdesk and customer service software with integrations to CRM, project management, and operations tools. Comparable to Business Manager 365's service-ticket management and workflow automation, with a modern cloud-native architecture aimed at SMB and mid-market.
- HubSpot: CRM platform with sales, service, and operations hubs covering ticketing, customer management, and workflow automation. Comparable to Business Manager 365's CRM and service-ticket functions, primarily serving SMB and mid-market customers across multiple verticals.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Business Manager 365 social profiles
Digital presenceBusiness Manager 365 financial estimates
Financial estimateRevenue estimate
Valuation estimate
Business Manager 365 leadership team
Management profileNumber of profiles
Profiles1 record
Business Manager 365 funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Business Manager 365 M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Business Manager 365
What does Business Manager 365 do?
Business Manager 365 is an integrated, all-in-one business management software built specifically for service-based businesses. It combines CRM, service ticket/helpdesk management, project management, HR, scheduling, parts/inventory, document management, quality assurance, and reporting analytics into a single tightly integrated platform deployed either via cloud hosting or on-premise. The product is sold through role-based, volume, and enterprise licensing models, with optional add-on modules for API integrations, fleet management, budgeting, subcontractor management, and fixed assets.
Is Business Manager 365 a public or private company?
Business Manager 365 is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Business Manager 365 founded?
Business Manager 365 was founded in 2002. It employs 11 to 50 people.
Where is Business Manager 365 based?
Business Manager 365 is headquartered in O'fallon, United States, in the North America region.
How does Business Manager 365 make money?
Five revenue lines are on record. Software Subscription (Cloud) is the primary driver. The others are on-Premise License, business Care Support Plans, professional Services and API Integration Add-ons.
Who are Business Manager 365's main competitors?
Broad incumbents on record are ServiceNow, Zoho One, Salesforce and Microsoft Dynamics 365. Direct peers are ServiceTitan, ConnectWise, Jobber and FieldEdge. Emerging players are Freshdesk (Freshworks) and HubSpot.
Does Business Manager 365 have an API?
Yes. Business Manager 365 is a Microsoft SQL-based software that supports API integrations. It offers bidirectional interfaces with QuickBooks Cloud for accounting processes, Microsoft Exchange for automated notifications and calendar integration, Service Now for helpdesk synchronization, and Clover for parts ordering workflows. The API enables data collection for time tracking, billing, project management, employee time and attendance, and invoicing. Development of custom interfaces is available upon request through partnership with Liberty One Software.
What industry is Business Manager 365 in?
Business Manager 365's product category is Business Management Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAEAGAL, Contract Lifecycle Management (CLM) & Document Generation/Templating. Its NAICS code is 5132 and its SIC code is 7372.