Agent 01
Design Optimizer
Generates photorealistic mockups from uploaded logos, searches the product catalog for the best matches, and recommends products based on client history, budget, and industry trends.
The AI Platform That Runs Your Promo Business
bizOS Promo is the first AI-native platform built specifically for promotional products distributors. Upload a logo, pick products from a 50,000+ industry catalog, and AI generates photorealistic mockups in seconds. From there, build client presentations, manage your sales pipeline, send estimates and invoices, and run marketing campaigns — all from one platform.
Your Team Deserves Better Than Photoshop and Spreadsheets
The promotional products industry runs on disconnected tools. Designers work in Photoshop. Sales reps track deals in spreadsheets. Client presentations get emailed as PDFs. Orders live in one system, invoices in another, and marketing happens whenever someone remembers to post on social media.
It is slow, error-prone, and impossible to scale. Every handoff between tools is a chance for something to fall through the cracks — a missed follow-up, a wrong product number, a presentation with last quarter's pricing.
bizOS Promo replaces the patchwork. One platform where every part of your business is connected, automated, and powered by AI that actually understands the promo industry.
Everything You Need to Run a Modern Promo Business
AI Mockup Generation
From Logo to Mockup in Seconds — No Designer Required
Upload a client's logo and select products from the catalog. bizOS AI automatically detects print areas, applies perspective correction, and generates photorealistic mockups ready for client review. Need 20 variations on a dozen products? Batch generation handles it in minutes, not hours. No Photoshop skills required — just results your clients will think came from a design studio.
PromoStandards Catalog Integration
50,000+ Products at Your Fingertips
Search the full PromoStandards industry database without leaving the platform. Browse by category, filter by supplier, check real-time inventory and pricing, and pull products directly into your projects. No more toggling between supplier websites or calling for stock counts — the catalog is built in and always up to date.
Interactive Client Presentations
Presentation Books That Sell For You
Build polished, interactive presentation books from your mockups and product selections. Share a link with your client — no login required. Clients can browse products, leave comments on individual items, and approve or reject selections in real time. Need a hard copy? Export to PDF with one click. Every presentation is tracked so you know exactly when a client opens it and what they looked at.
Built-In CRM
Know Your Clients. Track Every Relationship.
Manage every client, contact, and company from one place. See full relationship history — past orders, open projects, communication logs, and preferences. No more digging through email threads or asking a colleague what a client ordered last year. The CRM lives inside the same platform as your orders and presentations, so context is always one click away.
Sales Pipeline & Orders
From First Call to Final Invoice — One Platform
Track every deal from lead to close. Manage your sales pipeline with visual stages, create estimates from your product selections, convert approved estimates into invoices, and generate purchase orders for your suppliers. No re-keying data between systems. Every step of the sales process is connected, so nothing falls through the cracks and your numbers are always accurate.
AI Marketing Agent
Let AI Write Your Social Posts and Plan Your Campaigns
Stop staring at a blank screen trying to write marketing content. The AI Marketing Agent drafts social media posts, plans multi-channel campaigns, and builds out your content calendar — all tailored to the promotional products industry. Review, edit, and publish on your schedule. Consistent marketing output without hiring a full-time marketer.
AI Admin Assistant
Delegate the Busywork to AI
The AI Admin Assistant handles the tasks that eat up your day. Draft follow-up emails after client meetings, generate meeting notes and action items, assign tasks to team members, and keep projects moving without manual oversight. It is like having an extra team member who never forgets a deadline.
Four Specialized AI Agents. One Intelligent Platform.
Each agent is trained for a specific part of your business:
Agent 02
Sales & CRM Agent
Manages your leads and client relationships, tracks pipeline stages, drafts proposals and estimates, and surfaces deals that need attention before they go cold.
Agent 03
Marketing Writer
Creates social media content tailored to the promo industry, plans multi-week campaigns, writes email copy, and keeps your content calendar full without the creative bottleneck.
Agent 04
Admin Assistant
Drafts follow-up emails, summarizes meeting notes, manages task assignments across your team, and generates documents like order confirmations and status updates automatically.
How It Works
Connect Your Suppliers
Link your supplier accounts and import the PromoStandards catalog. Real-time inventory and pricing are available from day one.
Create a Project
Start a new project for a client, upload their logo and brand assets, and define the scope of what they need.
Generate Mockups
Select products from the catalog and let AI generate photorealistic mockups with the client's logo applied — no design software required.
Build a Presentation
Drag your favorite mockups into an interactive presentation book with pricing, product details, and your branding.
Share & Collect Feedback
Send a shareable link to your client. They can review, comment, and approve products without creating an account.
Close the Deal
Convert approved selections into estimates, invoices, and purchase orders — all within the same platform, with zero re-keying.
Built for Teams. Secured for Business.
Microsoft 365 SSO
Sign in with your existing Microsoft 365 credentials. No new passwords, no separate identity provider. Your team is onboarded in minutes.
Role-Based Access Control
Define who can see what. Assign roles to team members — from sales reps who only see their own pipeline to managers with full visibility across the organization.
Multi-Tenant Architecture
Run multiple divisions, brands, or business units from a single account. Each tenant has its own data, branding, and configuration while sharing a unified admin layer.
Approval Workflows
Set up approval chains for estimates, invoices, and purchase orders. Nothing goes out the door without the right sign-off, and approvers are notified automatically.
Usage Analytics
See how your team uses the platform — from AI generation volume and presentation engagement to pipeline velocity and conversion rates. Data-driven decisions, not guesswork.