Keep the client conversation moving into useful work.
Organize contacts, companies and sales opportunities with the follow-ups they need. Carry the context into projects and invoices as the relationship grows.
Keep the contact and the next task with the company so delivery can pick up the conversation.
Organize contacts, companies and sales opportunities with the follow-ups they need.Interactive illustration of BOSS*
CRM and sales pipeline in your working day
The next conversation should start where the last one ended.
Find the contact, the work in progress and the next action without asking three people for an update. BOSS* keeps client-related work in the same workspace as your sales activity.
01
Know who you’re talking to
Organize contacts, leads and companies with contact types, tags and filters.
02
Keep the next action visible
Follow sales opportunities and create client-linked tasks for the things that need doing.
03
Carry context into delivery
Connect the relationship with projects and billing when the work moves forward.
Your AI agents, connected to BOSS*
Ask what needs attention in the client relationship.
Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.
Try a conversation
Useful records, brought into the same question.
Access follows your role and permissions.
… and other compatible AI agents
ClaudeBOSS* connected
CRM and sales pipeline / Example conversation
You ask: Summarize the three opportunities by stage and value. Keep potential value separate from booked revenue.
The pipeline contains $10,500 in potential value.Comparison from the example records
Enquiry
1,500
Conversation
3,000
Proposal
6,000
Review the pipeline
Stage
Potential value
New enquiry
$1,500
In conversation
$3,000
Proposal
$6,000
Follow up on the proposal. These opportunities are not confirmed revenue.
Illustrative answer from the records shown.
ClaudeBOSS* connected
CRM and sales pipeline / Example conversation
You ask: Draft a follow-up for the Planet Express website proposal. We still need to confirm scope and launch timing.
Here is a draft for Leo to review.
Prepare a follow-up
Open point
What to ask
Scope
Confirm the agreed deliverables
Timing
Confirm the target launch date
Draft: Could we review the website proposal together and confirm the scope and launch date? Nothing has been sent.
Illustrative answer from the records shown.
ClaudeBOSS* connected
CRM and sales pipeline / Example conversation
You ask: What should the delivery team know when the Planet Express proposal is accepted?
Carry the agreed details into the project.
Plan the handover
Information
Why it matters
Deliverables and budget
Sets the baseline
Client contact
Keeps approval clear
Launch date
Guides the delivery plan
Confirm the agreement before creating the delivery tasks.
Illustrative answer from the records shown.
Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.
Part of one business workspace
Keep the next part of the work connected.
Move from the detail you are reviewing to the people, projects and records around it.
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”
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.
Planet Express
Leo RainerNext step
MomCorp
ClaudeBOSS* connected