Welcome to Shorebird OS
Welcome to the official documentation for Shorebird OS — the all-in-one operating system designed to help agencies manage clients, projects, files, communications, and finances in one unified platform.
What is Shorebird OS?
Shorebird OS is a comprehensive B2B platform that brings together all the tools your agency needs to operate efficiently:
- CRM & Client Management — Organize clients, companies, and contacts
- Project & Task Management — Track work, assign tasks, and manage deliverables
- File Management — Store, organize, and share documents
- Email & Calendar Integration — Sync with Gmail and Google Calendar
- Marketing Tools — Manage campaigns and track ad performance
- Billing & Finance — Create invoices and track payments
Who is this documentation for?
This documentation is designed for:
- New users getting started with Shorebird OS
- Team members learning to use specific features
- Administrators managing users, settings, and integrations
- Power users looking to maximize productivity
How to use this documentation
Getting Started
If you're new to Shorebird OS, start with these guides:
- Quick Start Guide — Get up and running in 5 minutes
- System Requirements — Check compatibility
- First Login — Complete your initial setup
Feature Guides
Explore documentation for specific features:
| Feature | Description |
|---|---|
| CRM | Client, company, and contact management |
| Projects & Tasks | Project tracking and task assignment |
| Files | Document upload and organization |
| Email & Calendar | Gmail and Google Calendar sync |
| Marketing | Campaigns and ad tracking |
| Billing | Invoicing and payment tracking |
Need Help?
- Troubleshooting — Check our common issues guide
- Support — Contact our support team
Ready to get started?
Head over to our Quick Start Guide to set up your workspace in just a few minutes.