Feature List

Get all the information of your clients into one centralized place for the whole company to access and stay on the same page.

Support the whole Sales Funnel, from potential sale to final invoice, with tasks, events, quote and sales order control. Know where you stand at any time.

Organize your daily events in a calendar that is completely connected to your company data and synchronize that information onto your Google or Outlook calendar.

Full support for post sales incidents and support contracts with your clients. Easily answer questions about products with a lot of problems or clients (!) with a lot of issues and how much time you spend on each.

Integrated document management will permit you to have important documentation about sales and daily process at the tip of your hand and in one place.

Full support for complex access configurations will permit you to rest assured that each user can only see that information they have permission to access.

Control your products and services with full details of each, including prices and availability.

Asset management will permit you to know exactly what serial number was sold to each client, on what date and when guarantees and similar limits expire.

Basic stock control and replenishing warnings are easy to achieve while more advanced warehouse based stock control can be done with modules and extensions

Once the sale has been made, the project modules will permit you to control the implementation and status of the development work being done.

Basic reporting which will permit you to answer many questions is natively supported with Excel, PDF and CSV export available. Various options for more advanced reporting is also available through our Elastic Search and Pentaho integrations.

Specialized customer applications for easy interaction with your clients. Let your clients create and manage their own incidents and quotes, for example, or have your employees record time and events on mobile user-friendly devices.

The administrator of the application has a lot of liberty as to executing many customizations like adding new fields, populating them, sending emails, creating dependencies between picklists, ...

coreBOS advanced webservice interface and general programming flexibility permits interacting with third party services a breeze. Only a few integrations are Google, SendGrid, MailChimp, TypeForm, RoundCube, Asterisx, Elastic Search, Integromat.