BOS CRM
A CRM that holds your process, not just your contacts.
The pipeline, the rules that govern it, and the decisions it raises all live in one place.
Conceptual diagram · not a screenshot of the application
Scope
What is in it
Opportunities and forecasting
A board and a list view, stage history on every record, and a weighted forecast with a commit threshold. Closing lost is recorded against a reason you define.
Leads and qualification
Lead scoring, territory-based routing and a distinct qualification stage, so a lead becomes an opportunity by passing a step rather than by someone changing a dropdown.
Accounts and contacts
Account records with their open pipeline rolled up, and a contacts directory scoped by the visibility of the account.
Teams, territories, quotas, capacity
Define who owns what, what they are carrying, and the ceiling beyond which work should not be assigned.
Governance and approvals
A queue for what needs a decision, with the exception and approval history attached to the record it belongs to.
Control points
Where work is allowed to stop
Qualification, approvals, exceptions and capacity ceilings are separate, configurable parts of the CRM rather than conventions your team is asked to remember.
Qualification
A lead becomes an opportunity by passing a step, not by someone changing a dropdown. Where the evidence is thin, the work goes back rather than forward.
Approval
Discounts, terms and exceptions stop here and wait for a named decision. The approval and its reason stay attached to the record afterwards.