Description
🔷 Boss Accounting & CRM Software
BOSS – Accounting and CRM Software for Any Business and Service
1️⃣ Client Management
- CRM Integration: Manage all client details, contacts, communications, and transaction history in one place.
- Customizable Client Fields: Tailor profiles with custom fields for business-specific data.
- Client Segmentation: Group clients based on criteria like location, behavior, and size.
- Client Portal: Let clients access invoices, quotes, and payments online.
2️⃣ Invoices and Quotes
- Automated Invoices: Generate invoices for recurring billing or milestones.
- Customizable Templates: Add logos, branding, and colors.
- Quote to Invoice: Seamlessly convert quotes to invoices.
- Multi-Currency Support: Handle global transactions.
- PDF Export: Share invoices/quotes easily.
- Payment Gateway Integration: Accept payments via Stripe, PayPal, etc.
3️⃣ Billing and Payments
- Payment Tracking: Monitor payments, dues, and send reminders.
- Recurring & Partial Payments: Automate subscriptions and split payments.
- Multi-Gateway Support: PayPal, Stripe, Razorpay, and more.
- Bank Reconciliation: Ensure accurate financial sync.
4️⃣ Inventory Management
- Stock Control: Prevent overstock or shortages.
- Product Catalog: Detailed listings with pricing & SKUs.
- Shipping Integration: Real-time rates & label printing.
- Barcode Scanning: Fast stock management.
5️⃣ Expense and Profit Tracking
- Expense Management: Categorize and upload receipts.
- P&L Reports: Understand margins and income.
- Auto Tax Calculation: Region and product-specific taxes.
- Accounting Sync: Integrate with QuickBooks, Xero, etc.
6️⃣ Project Management
- Task & Time Tracking: Assign tasks, track time.
- Budgeting: Monitor expenses per project.
- File Sharing: Collaborate with team files.
- PM Tool Integration: Trello, Asana, and others.
7️⃣ CRM Features
- Lead Management: Track and nurture leads.
- Sales Pipeline: Visualize your funnel stages.
- Email Campaigns: Send personalized messages.
- Marketing Tools Integration: Mailchimp, ActiveCampaign, etc.
8️⃣ Reports and Analytics
- Financial Reports: Real-time income, balance sheets, cash flows.
- Sales Insights: Track trends and client behavior.
- Tax Reports: Ready for VAT, GST, etc.
- Custom Reports: Tailor analytics to your needs.
- Google Analytics: Track online traffic sources.
9️⃣ Automation and Workflow
- Invoice Reminders: Auto-follow-up for unpaid bills.
- Email Alerts: Notify for key actions.
- Recurring Billing: Subscription-ready.
- Workflow Automation: Connect via Zapier.
🔟 User Roles and Permissions
- Role-Based Access: Control who sees/does what.
- Team Collaboration: Real-time multi-user projects.
- Audit Logs: Secure activity tracking.
- Auth Integration: Okta/SAML supported.
1️⃣1️⃣ Customer Support & Communication
- Live Chat: Instant website support.
- Help Desk: Ticket-based support tracking.
- Knowledge Base: Self-help for clients.
- Support Tool Integration: Zendesk, Freshdesk, etc.
1️⃣2️⃣ Security and Backup
- Data Encryption: SSL/TLS protocols.
- Two-Factor Authentication: Extra login protection.
- Automatic Backups: Daily protection.
- Cloud Backup: AWS, Google Cloud, etc.
1️⃣3️⃣ Mobile App
- Full Access: iOS & Android CRM access.
- Push Notifications: Stay updated on the go.
- Client Access: Let clients interact via mobile.
- SMS Alerts: Twilio integration.
1️⃣4️⃣ Document Management
- Document Storage: Organize files securely.
- Version Control: Track document edits.
- E-signatures: Let clients sign digitally.
- Integration: DocuSign, HelloSign, etc.
1️⃣5️⃣ IndiaMart Integration
- Lead Syncing: Import leads directly.
- Product Sync: Match your IndiaMart catalog.
- Quote/Invoice Conversion: Turn leads into transactions.
- API Integration: Real-time updates.
1️⃣6️⃣ TradeIndia Integration
- Lead Capture: Auto-import & categorize.
- Product Sync: Centralize listings.
- Quote Automation: Fast response to leads.
- Full API Support: Smooth lead management.
1️⃣7️⃣ Facebook Lead Integration
- Lead Capture: Direct from FB Ads.
- Nurturing Workflow: Automated follow-up.
- Real-Time Sync: Track status in CRM.
1️⃣8️⃣ WhatsApp Cloud API Integration
- Client Messaging: Send invoices, quotes via WhatsApp.
- Reminders: Auto-alerts for dues.
- Chatbot: 24/7 client interaction.
- Broadcasts: Campaign-ready with opt-ins.
1️⃣9️⃣ Purchase Order Management
- Auto-POs: Based on low-stock alerts.
- Approval Workflow: Track PO status.
- Invoice Match: Ensure accurate fulfillment.
- Supplier Logs: Rate and monitor vendors.
2️⃣0️⃣ POS (Point of Sale)
- Multiple Layouts: Retail & restaurant setups.
- Dual Display: Admin & customer view.
- QR/Barcode Billing: Fast checkouts.
- Inventory Sync: Auto deduction.
2️⃣1️⃣ Omni-Channel Sales
- Centralized Orders: From POS, online, social.
- Unified Inventory: Across all channels.
- Customer Profiles: Cross-platform insights.
- Sales Analytics: Source-wise tracking.
2️⃣2️⃣ WooCommerce Integration
- Live Sync: Orders, inventory, customers.
- Auto Updates: Web-to-CRM inventory match.
- Unified Reporting: For offline + online.
- WooCommerce API: Seamless data flow.
2️⃣3️⃣ Delivery Note Management
- Delivery Notes: Auto from orders/invoices.
- Client Signature: Proof of delivery.
- Real-Time Updates: Keep clients informed.
- PDF Export: Shareable & printable.
2️⃣4️⃣ Asset Management
- Register Assets: Track tools, furniture, vehicles.
- Depreciation: Auto calculations.
- Maintenance Logs: Stay on schedule.
- Transfers & Disposals: Manage lifecycle.
🔐 Why Choose BOSS?
✔ 24/7 Support & Helpdesk
✔ Customizable for Any Industry
✔ Scalable from Startup to Enterprise
✔ Trusted Integrations with Leading Platforms
✔ Modern, Intuitive UI for Teams and Clients
Reviews
There are no reviews yet.