Feature List

coreBOS has been helping companies do their business for over 10 years now!

In this time span it has acquired a rich set of functionality, and if the native feature list is long, the list with additional modules, extensions and verticalizations is just mind boggling.

You will find next a short list of some of the many things coreBOS can do. If you don't see what you are looking for, contact us, we will let you know if and how the application can adapt to your needs.

FeatureFunctionality
Company and People ManagementGet all the information of your clients into one centralized place for the whole company to access and stay on the same page.
Full Sales Process ManagementSupport 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.
Calendar and Task ManagementOrganize your daily events in a calendar that is completely connected to your company data and synchronize that information onto your Google or Outlook calendar.
Post Sales Management with Service Contracts and Incident Support
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.
Document and File ManagementIntegrated 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 Access Control for each member of the business
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.
Product and Service Management
Control your products and services with full details of each, including prices and availability.
Assets Management
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.
Inventory ManagementBasic stock control and replenishing warnings are easy to achieve while more advanced warehouse based stock control can be done with modules and extensions
Project ManagementOnce the sale has been made, the project modules will permit you to control the implementation and status of the development work being done.
ReportingBasic 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.
Direct Client SupportSpecialized 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.
Customization and adaptionsThe 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, ...
Integrations: communicate with other applicationscoreBOS 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.

among many others...