Exactly what IBIOS does
Detailed guides to every IBIOS feature for UK trade, showroom and retail businesses: how each one works, who it is for, which product line it belongs to, and whether it is live today or coming soon. Start with the product lines or the solutions for your sector.
AI Trust & Safety
Anti-Hallucination AI
Every AI answer verified against live ERP data before it’s returned. Uncertain responses trigger graceful handoff, not fabrication.
Read more →AI Trust & SafetyTrade-Secret Protection
Supplier costs, margins, and discount structures physically isolated from the AI layer via row-level security.
Read more →AI Trust & SafetySocial Engineering Defence
Coming soon: a four-tier action risk matrix for the AI receptionist. Tier 4 actions — delete records, change bank details — will be absolute blocks.
Read more →Call Analysis, plus AI Receptionist (Coming soon)
AI Receptionist (Coming soon)
Coming soon: your office manager on the phone, answering from your live records, with overflow, voicemail AI and screen pop built in.
Read more →Calls & AI ReceptionistAI Coaching (Coming soon)
Coming soon: coaching insights from your existing call recordings. Call reports and call briefings are live today.
Read more →Calls & AI ReceptionistAI Call Sentiment
Emotional tone scoring on your recorded calls. Spot frustrated customers and follow up quickly.
Read more →Calls & AI ReceptionistAI Call Summary
Post-call summary generated from the recording: who called, what they needed, what action was taken.
Read more →Calls & AI ReceptionistAI Call Transcription
Full word-for-word transcript stored against the customer record. Searchable, reviewable, auditable.
Read more →Calls & AI ReceptionistAI Morning Briefing
Daily AI-generated briefing: calls due, open quotes, pending deliveries, and follow-ups needed.
Read more →Calls & AI ReceptionistAI Call Intelligence
Post-call analysis of your existing recordings: intent, urgency, follow-up actions and summaries on the customer record, with resilient UK-English transcription.
Read more →AI Sales & Quoting
Quote Kanban Pipeline
Visual drag-and-drop quote pipeline. Move quotes through stages and see your conversion funnel at a glance.
Read more →AI Sales & QuotingAI Quote Follow-Up (Coming soon)
Coming soon: automatic follow-up emails on unanswered quotes. Today, the quote pipeline shows which quotes need chasing.
Read more →AI Sales & QuotingQuote Acceptance Link
One-click quote acceptance embedded in the email. Customer approves without calling or printing.
Read more →AI Sales & QuotingAI Quote Confidence Scoring
AI scores every line item extracted from supplier PDFs so your team knows what to double-check.
Read more →AI Sales & QuotingDiscount Approval Workflow
Any discount above your threshold routes to manager approval before the quote is sent.
Read more →AI Sales & QuotingVAT Relief Automation
Applies zero-rate VAT relief to eligible disabled adaptations — grab rails, wet rooms, accessible baths.
Read more →AI Knowledge & Operations
Ask IBIOS
Ask anything about your business in plain English and get the answer from your live data, by role, on desktop or mobile.
Read more →AI OperationsBusiness Memory
IBIOS learns from your website, emails, documents, social posts and chat history, with every new item reviewed before the AI uses it.
Read more →AI OperationsOffice Manager AI
An assistant that remembers customers, learns your voice, notices anomalies and checks its answers against your records.
Read more →AI OperationsPDF Bulk Upload
Turn supplier brochures, spec sheets and price lists into reviewable knowledge articles.
Read more →AI OperationsCustomer Call Learning
Finds the questions callers asked that your knowledge base could not answer, and flags them so it can be filled in.
Read more →AI OperationsAI Knowledge Base
Store approved articles that ground every AI response — anti-hallucination grounding, no improvisation.
Read more →AI OperationsAI Response Overrides
Pre-approved answers for specific questions override AI improvisation entirely.
Read more →AI OperationsAI Product Categorisation
New products are automatically categorised when imported — bath, shower, tile, accessory.
Read more →AI OperationsAI Supplier Acknowledgement
AI reads supplier order confirmation emails and updates the job record with delivery dates.
Read more →AI OperationsAI Delivery Note Scan
Photograph the delivery note on arrival. AI extracts line items and matches them to the purchase order.
Read more →AI OperationsAI Receipt Scan (Coming soon)
Coming soon: photograph a paper receipt and AI will extract the amount, supplier, and date and log it to the job.
Read more →AI OperationsBuilt-In Workflow Automations (Coming soon)
Coming soon: ready-made automations, plus your own workflows described in plain English.
Read more →AI OperationsAI Customer Deduplication (Coming soon)
Coming soon: AI will flag duplicate customer records created by different staff so your CRM stays clean.
Read more →Quoting & Payments
Photo to Quote
Upload a supplier PDF or photo. IBIOS reads it into quote lines in about 60 seconds, then matches each line to your own products automatically.
Read more →Quoting & Payments3D Room Scan Import
Import a Bosch laser-measure DXF or a 3D model and IBIOS extracts every room measurement, renders the floor plan, and auto-fills the job spec.
Read more →Quoting & PaymentsPay by Link
Embed a payment link and QR code in any quote or invoice so customers pay in one click, with deposit and balance splits tracked on the job.
Read more →Quoting & PaymentsBank Details on Quotes
Print your bank account details on every quote so customers can pay by bank transfer without calling.
Read more →Quoting & PaymentsPayment Chases
Live today: a list of balances to chase for managers, with pay by link. Coming soon: automatic 5-week, 3-week, and 1-week balance chases, a director task at the 1-week escalation, and reminders for unpaid deposit links.
Read more →Operations & Stock
Smart Alerts
The right push notification to the right person: quotes accepted, payments in, supplier orders acknowledged. Tap to open the record.
Read more →Operations & StockStock Control
Track stock levels, shade lots, and goods-in with photo evidence for every delivery.
Read more →Operations & StockSupplier Orders
Create purchase orders linked to customer jobs, track acknowledgements and part deliveries, and get a ready-drafted query email when an acknowledgement does not match. Late-delivery alerts are coming soon.
Read more →Operations & StockCRM
Customer records, job history, contact details, and follow-up notes in one searchable place.
Read more →Operations & StockReports
Live sales dashboard, AI conversion insights, margin and supplier performance reports, without building spreadsheets.
Read more →System & Security
Call Recording (Coming soon)
Coming soon: IBIOS call recording on your own number. Live today: AI call reports from your existing recordings.
Read more →System & SecurityUser Roles
Role-based permissions — control exactly who can see costs, approve quotes, or delete records.
Read more →System & SecurityOne-Click Backup & Restore
Full system backup on demand. Restore to any previous state in one click.
Read more →AI Platform
What do people ask about IBIOS features?
IBIOS (Integrated Business Intelligence & Operations System) is business software for UK trade and retail businesses that covers customers, quoting, orders, stock, payments, bookings and an AI assistant. It is made by IBIOS Limited (NI743167), Northern Ireland.
The CRM, Quote Studio, online quote acceptance, warehouse goods-in, stock across more than one location, shade lots, order management, payments, bookings and calendar sync, Boards, workforce scheduling, typed Ask IBIOS and e-signatures on contracts made from quotes (you send the signing link from your own email) are live today. Each feature guide marks anything that is coming soon.
The AI receptionist, QuickBooks and Xero sync, IBIOS emailing the e-sign link for you, delivery alerts, web chat, barcode scanning and voice Ask IBIOS are coming soon. They are labelled "coming soon" on every page that mentions them.
No. Each IBIOS product line works on its own, so you can start with the part your business needs, such as quoting or stock control, and add others later.
Access is by waiting list; there is no free trial. Join the waiting list or book a walkthrough to see the features your business would use.
Want to see these features in action?
Book a demo and walk through the exact features your business needs.