Built for Infrastructure.
Powered by Intelligence.
Bossly isn’t just software. It’s your centralized operating system — designed to run CRM, onboarding, billing, marketing, client portals, compliance, and automation all in one secure platform.
Whether you lead a growing firm, a multi-team enterprise, or a government agency with complex mandates — Bossly becomes your single source of truth.
Your Smartest, Hardest-Working Team Member
Bossly is more than automation. It’s your 24/7 execution engine — qualifying leads, running campaigns, triggering workflows, and adapting to your pipeline, calendar, and client activity.
Key Capabilities:
Conversational AI: Engage, qualify, and book calls through SMS, email, or webchat
Content Creation: Auto-generate emails, SMS flows, landing pages, and campaign logic
Workflow Intelligence: Suggests, scores, and builds automations based on usage patterns
CRM Logic: Reacts to pipeline stages, contact behavior, and internal activity in real time
Bossly AI doesn't just help your team — it operates like one.
CRM Reimagined for Real Ops
Multi-Pipeline Logic Built for Complexity
Unlimited pipelines by team, product, or service line
Deal stages, lifecycle tags, and weighted forecasting
Assign multiple collaborators to each deal
Full integration with automation, reporting, and communications
From first touch to closed deal to retention — Bossly tracks every step.
Smart Scheduling Systems
Frictionless Booking, Fully Governed
Auto-route meetings by rep, role, or location
Embed smart forms and trigger follow-ups instantly
Govern visibility and access by department
Eliminate no-shows, double-bookings, and lost opportunities
Invoicing Logic + Revenue Control
From Proposal to Payment — Without Gaps
Trigger invoices by deal stage or portal interaction
Set installment rules, apply tax logic, and send auto-reminders
Integrate with Stripe, QuickBooks, or internal payment workflows
Grant finance and ops full visibility from one dashboard
Bossly helps you close — then ensures you collect.
Compliance-Ready Architecture
Security and Governance, Built In
Bossly supports enterprise and public sector compliance needs, with advanced configuration available as you scale.
SSL encryption (TLS)
Contact-level audit logs + opt-in/out tracking
Admin MFA
Basic role-based access
GDPR + CCPA data tools
HIPAA-compliant version available (on request)
Bossly supports enterprise and public sector compliance needs, with advanced configuration available as you scale.
Seamless Integration Into Your Stack
We Meet You Where You Work
Bossly connects directly to the platforms and tools your teams already use.
Microsoft 365 (Outlook, Teams, SharePoint)
Google Workspace
Zapier for no-code automations
Open API for custom middleware and legacy systems
Embedded forms, webhooks, and synced CRM logic
No data silos. No redundant tools. Just operational clarity.
Operational Synergy
Where Systems Align, Teams Accelerate
Bossly isn’t a bundle of apps — it’s a fully integrated engine.
A booked call > auto-assigns a rep + pre-call automation
CRM stage change > alerts finance + triggers next steps
Paid invoice > launches onboarding + portal access
Client portal activity > notifies success teams
Internal handoff > auto-updates dashboards + assignments
This isn’t just automation. This is cross-functional execution.
Bossly in Action
Enterprise Sales: Custom pipelines, handoff logic, and real-time visibility
Public Sector Ops: Interagency access, audit logging, citizen-facing portals
Professional Services: Intake > delivery > invoicing — tracked and automated
Agencies & Consultants: Run your entire client ops in one scalable platform
Real Estate Teams: Manage agents, listings, documents, and commissions — end to end
Additional Capabilities
Drag-and-drop email + landing page builder
Intake forms, surveys, logic-based routing
Branded client portals + permissions
Voice, SMS, and email campaign automations
Call tracking, performance dashboards
Team notifications + internal task management
Attribution modeling and funnel insights
One platform. One login. All the visibility.
Why Bossly Replaces $3K–$8K of SaaS Spend Every Month for Enterprise Companies
Bossly consolidates it all — for a fraction of the cost.
One Platform. Infinite Value
Choose the Tier That Matches Your Mission
Bossly Core
For SMBs, consultants, and lean teams Starting at
$197/month
CRM, calendar, invoicing, campaigns, and portals
No dev team required
Perfect for boutique firms and solo-led brands
Bossly Enterprise
For mid-market and enterprise service organizations
Custom Pricing
Multi-level permissions, custom integrations, advanced logic
Implementation support + team onboarding
Ideal for RevOps leaders managing internal scale
Bossly Civic
For SMBs, consultants, and lean teams
starting at $197/month
CRM, calendar, invoicing, campaigns, and portals
No dev team required
Perfect for boutique firms and solo-led brands
For mid-market and enterprise service organizations
Custom Pricing
Multi-level permissions, custom integrations, advanced logic
Implementation support + team onboarding
Ideal for RevOps leaders managing internal scale
For public sector agencies, municipalities, and nonprofits
Custom Pricing + DPA-Ready Infrastructure
Compliance-first infrastructure (SOC2, CCPA, GDPR, FedRAMP alignment)
Audit logs, access controls, and portal governance
Tailored to public programs, education, and community contractors
At a Glance: Plan Comparison
🔸 Limited access via templates and pre-configured integrations.
Not Sure Which Plan Fits?
We’ll help you define the right infrastructure, rollout strategy, and feature set for your organization’s needs.
Ready to Get Started?
Choose your tier, activate your platform, and launch your first workflow in days — not months.
For Support Issues Please Email Us at [email protected]
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FEATURES
Insights
Dashboard
Outbound Calling
Appointment Automation
Reputation Management
Unified Messaging
Lead Management
Easy Integration
Mobile App
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