About BOSS CRM Systems LLC
Built to Run the Business Behind the Business
BUSINESS MANAGEMENT SOFTWARE
BOSS CRM Systems LLC develops BOSS — Business Operations, Scheduling & Service Management, an all-in-one business management platform built to bring your day-to-day operations together in one system.
From the first customer inquiry to the final payment, BOSS helps businesses manage customers, leads, estimates, scheduling, dispatch, jobs, employees, independent vendors, invoices, payments, communications, documents, reporting, and customer service without relying on multiple disconnected platforms.
BOSS was designed around real-world service operations—not just customer relationship management. Our goal is simple: give businesses one powerful platform to manage their office, field operations, workforce, customers, and finances.
One business. One platform. BOSS.
How BOSS Works
Everything Your Business Needs. Connected.
BOSS brings your customer, office, field, and financial operations together in one platform—from the first lead to the final payment and beyond.
1. Capture & Convert
Manage new leads, customers, estimates, electronic approvals, deposits, and follow-ups from one centralized system. BOSS keeps your sales pipeline organized so opportunities don't fall through the cracks.
2. Schedule & Dispatch
Turn approved work into scheduled jobs, assign employees or independent vendors, send job offers, manage calendars, and keep customers informed throughout the scheduling process.
3. Manage the Job
Give your team the tools they need in the field. Track job status, OMW notifications, customer signatures, photos, documents, change orders, messages, work history, and more—all connected to the job.
4. Invoice, Collect & Grow
Create invoices, track payments, manage vendor earnings, monitor accounts receivable, request reviews, and use reporting and operational insights to understand how your business is performing.
From Lead → Estimate → Schedule → Job → Payment → Review
BOSS keeps the entire lifecycle connected.
Ready to Run Your Business With BOSS?
Whether you're ready to get started, want to see BOSS in action, or have questions about which features are right for your business, we're here to help.
Tell us a little about your business and our team will get in touch.