BOS is a smart CRM software that brings lead capture, sales pipeline, AI scoring, automated follow-ups and real-time analytics into one cloud platform — so your sales team closes more deals in less time.
Sales Dashboard
Today · Jul 14, 20262,847
Total Leads
↑ 12.4%
342
Deals Won
↑ 8.7%
₹48L
Pipeline
↑ 22.1%
Pipeline Overview
Recent Activity
New lead: Rahul Sharma
2 min ago · IT Software
Follow-up: Priya Mehta
15 min ago · Real Estate
Deal closed: ₹3.5L
1 hr ago · Healthcare
Average increase in deals closed within 90 days of deploying BOS CRM
Businesses across India managing customer relationships on BOS CRM
Faster lead response time with automated follow-up workflows
Average time to complete BOS CRM setup, import and go live
Six platform layers covering every stage of the customer relationship — from first touch to closed deal to ongoing retention.
BOS is an AI CRM software that scores every lead in real time based on profile, behaviour and engagement — so your team contacts the right leads at the right moment, not the loudest ones.
A drag-and-drop sales pipeline software with customisable stages, deal values and close dates — giving every sales manager a live view of what's in the pipeline and what needs attention.
A 360° contact database with full interaction history, notes, tasks, emails and WhatsApp conversations — so every rep knows exactly where a relationship stands before picking up the phone.
CRM software with workflow automation — build no-code rules that trigger follow-up emails, WhatsApp messages, task assignments and notifications automatically when leads change stage or go cold.
Two-way Gmail and Outlook sync plus native WhatsApp Business integration — every message is logged automatically so reps spend time selling, not copy-pasting conversations into spreadsheets.
CRM software with reporting dashboards showing conversion rates, pipeline velocity, team performance and revenue forecasts — giving sales managers and CEOs a data-driven view of the business.
A visual kanban board giving every sales rep and manager a clear picture of where every deal stands — from first contact to closed won.
New Lead
3
ABC Tech · Sales Head
₹2.4L
XYZ Realty · Director
₹5.8L
FinServ Ltd. · CFO
₹1.2L
Contacted
3
MedCare Pvt. · CEO
₹8.0L
LogiFreight · Ops
₹3.5L
EduStart · Founder
₹90K
Qualified
2
AutoDeals · MD
₹12L
RetailChain · GM
₹6.2L
Proposal
2
ConstructCo · Dir
₹18L
InsureMax · VP
₹4.4L
Won
2
HospitalGroup · CEO
₹3.5L
TechStartup · CTO
₹9.1L
Compared to global CRM platforms — BOS CRM is purpose-built for how Indian sales teams work, priced for Indian business budgets.
| Capability | Global CRM Platforms | BOS CRM |
|---|---|---|
| WhatsApp integration | Paid add-on | ✓ Built-in, free |
| AI lead scoring | Premium tier only | ✓ All plans |
| INR pipeline & GST fields | Partial | ✓ Native India support |
| Setup time for SMBs | Days | ✓ Under 2 days |
| India-timezone support | Partial | ✓ IST business hours |
| SMB pricing (10 users) | Moderate | Most affordable |
| Mobile CRM (iOS + Android) | Partial | ✓ Full feature parity |
| Free onboarding support | Limited | ✓ Included for all plans |
Live pipeline view, team activity tracking, deal forecasting and automated task routing — everything a sales manager needs without manual reporting.
Capture leads from web forms, landing pages and social campaigns, score them with AI and route them to the right rep automatically.
A single dashboard showing pipeline value, win rate, team performance and monthly revenue forecast — without asking the sales team for a report.
CRM software for real estate agents that tracks buyer requirements, site visit history, follow-up schedules and deal stage across every property listing.
CRM for insurance agents managing renewal reminders, policy history, cross-sell opportunities and customer lifecycle across a large book of business.
The best CRM for small business — easy to set up in hours, affordable monthly pricing and all the lead management features growing teams actually use.
BOS CRM connects to email, communication, marketing, payment and ERP tools through native integrations and a documented CRM API — so your data lives in one place.
Teams using a Travel Management Software or Travel Booking Platform can connect both to BOS CRM through the same API layer.
From account creation to your first automated follow-up — most teams complete BOS CRM setup in under two business days.
Create your BOS CRM account — no credit card, no installation, no IT project required.
Bring in contacts from spreadsheets, email and marketing tools with one-click CRM data migration.
Configure custom deal stages, assign leads to reps and set deal values and expected close dates.
Build no-code workflows for WhatsApp messages, email sequences and task reminders that fire automatically.
Review live dashboards, optimise the pipeline and close more deals with less manual work.
Testimonials
“Our conversion rate jumped 38% in 60 days. The AI lead scoring tells my team exactly who to call first — we've stopped wasting time on cold leads.”
VIKRAM R. · BENGALURU
“We were running lead management on Excel. BOS CRM replaced everything in one week — pipeline visibility, WhatsApp follow-ups, the lot. Game-changer.”
ANITA S. · MUMBAI
“The automated renewal reminders and policy history tracking reduced our customer churn by 22%. I wish we'd switched from Zoho CRM two years earlier.”
ROHIT K. · DELHI
Request a free demo and see how BOS CRM replaces every spreadsheet, manual follow-up and missed lead your team is dealing with today.
No credit card required · Setup in under 2 days · Onboarding support included