Welcome to Bob Studio
Bob Studio is an all-in-one management platform designed for software houses and digital agencies. It covers the full business lifecycle: from lead acquisition and commercial offers, through project and task management, to invoicing and cash flow forecasting.
What Bob Studio offers
- CRM - Manage leads, clients, and commercial activities
- Quotes & Offers - Create detailed quotes with line items and send them to clients
- Project Management - Track projects, tasks, and time with a Kanban board
- ERP - Full financial management: invoices, passive invoices, collections, payments, and cash flow forecasting
- Invoicing - Generate invoices, track payments, and manage recurring fees
- Inventory - Product catalog, stock management, and purchase orders
- Events - Plan and manage events with agendas, attendees, and cost tracking
- AI Assistant - A built-in AI copilot that helps you query data, create entities, and automate tasks
- Multi-company - Manage multiple billing entities from a single workspace
How this guide is organized
| Section | Description |
|---|---|
| Getting Started | Login, set up your workspace, and start using the platform |
| User Guide | Learn how to use every section of Bob Studio |
| AI Features | Discover the AI copilot and automated task system |
| Developers | Connect external tools via the MCP protocol |