Aqtos BOSS · CRM & sales
Keep the client relationship connected to the work.
Aqtos BOSS brings CRM and sales pipeline management into your business workspace. Organize contacts, leads and companies, then keep client context close to the tasks and projects your team delivers. It is a practical fit for service businesses managing both sales and ongoing client work.
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Example workflow
One relationship, from lead to delivery
Keep useful context as relationships grow
Find the right contact
Use the rebuilt contacts view to browse contacts, leads, clients, employees and companies. Filtering, tags and alphabetical navigation help you reach the record you need.
Organize your sales pipeline
Keep leads and sales activity within the same platform as company operations. Review where relationships stand and agree the next action with your team.
Connect clients and tasks
Link tasks to clients so delivery work has a clear business context. The relationship stays useful after the initial sale, when your team is handling requests and projects.
Put it to work
Make the handoff from sales to delivery clearer
- Create or review the contact and company records for the relationship you are working on.
- Use tags and the available contact views to organize the relationships your team needs to follow.
- Keep the next action visible in your sales process and connect client-related tasks to the right client.
- Use the same workspace to deliver projects, track work and stay informed about the ongoing relationship.
Especially useful for agencies, consultants and service teams where winning the work and delivering it involve the same people. Bring a sample sales process to a demo to check your required views and handoffs.
Frequently asked questions
What is Aqtos BOSS CRM used for?
It helps teams organize contacts, leads, clients and companies while keeping sales and client relationships connected to tasks and business operations.
Can I link a task to a client?
Yes. Client-linked tasks let you associate work with the client it belongs to, which helps preserve context during delivery.
How can I organize contacts?
The CRM includes contact-type filtering, tags and alphabetical navigation. You can browse different relationship types, including leads, clients, employees and companies.
Is CRM included with project management?
CRM and project management are both part of Aqtos BOSS. The product combines customer relationships and delivery workflows in the same business workspace.
Explore connected workflows
Product detail: CRM overhaul and contacts update.
Give sales and delivery a shared starting point.
See how this workflow connects with projects, people and business operations in Aqtos BOSS.
Take the product tour