So no sale gets lost along the way: pipeline, leads, opportunities, quotes priced automatically from your catalog, and an approval flow.
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Opportunity pipeline, quotes priced from your catalog, and the won quote becomes an invoice without re-entering anything.
VIDEO IN SPANISHA board of opportunities by stage: how long each one has gone without moving, and who owns it.
Incoming prospects — including those from public sign-up forms — stay flagged as new until someone follows up.
Pricing is calculated automatically from your product and service catalog and your vendor costs. Every quote moves through stages: Draft → In approval → Approved → Sent → Won.
Whoever approves sees the cost, price and margin of every quote before it goes out — and can talk it over with whoever put it together.
Versions you can compare, email delivery and a public link so your client can view it.
The funnel shows the amounts at every stage; opportunities feed your cash forecast.
Every module can be customized, and its features can be used in part or in full: none of them is mandatory. You can use BOS just to plan tasks and never touch the rest — it stays available, included in the same subscription, for the day you need it.