Benefits and Insights

Why use cbos?

Key differentiators & advantages of cbos

  • Better Customer Relations: CBOS standardizes processes to facilitate better customer relationships. Streamlined processes cut down on mistakes and further boost communication between businesses and their customers.  
  • Real-Time Customer Data: It streamlines activities in the sales cycle from a fully connected platform. Real-time customer information helps users provide specialized services to their clients and customers. 
  • Manage Clients: Users can customize sales, reports and invoicing dashboards.  
  • Informed Decision-Making: CBOS boosts informed decision making with forecast tools, customized reports, pipeline management and role-based access.  
  • Empower Sales Teams: It uses technology to standardize business operations and processes by building databases powered by business intelligence.  
  • Manage HR Processes: CBOS lets users manage payroll and human resources with a tool that is compliant with local and state regulations.  
  • Secure Access: It lets users access their information, enabling them to manage responsibilities.  
  • Benefits Administration: It handles administrative processes by tracking premiums and employee enrollments.  
  • Tackles Employee Payroll: Users can pay employees with direct deposit and split the amounts into multiple accounts, prepaid cards or live checks.  
  • Manages Time-Offs: Users can create customized time-off plans, approve employee requests, enroll employees and produce check accruals and balances.  

Industry Expertise

CBOS is a SaaS platform that facilitates visibility and peak workflow. Its ordering, accounting, HR, CRM and inventory modules are tailored to help users’ teams work smoothly. Managers can control access and viewing controls in every department. Users can manage data and handle operations from a secure dashboard that is accessible from any device. It provides a complete enterprise solution for small and mid-sized organizations and helps them make better decisions by enabling seamless workflows.

Key Features

  • Warehouse Management: CBOS’s warehouse management feature helps users maintain inventory, manage shipments and receipts and supervise locations, products and staff members. It helps warehouse managers handle key operations and logistics in multiple locations. It centralizes ordering data and inventory with the help of its mobile dashboards. It gives users greater control and real-time insight into their business.  
    • It has automated shipment processes.
    • It verifies shipments and tracks inventory with barcode confirmation.
    • It supports moving inventory between warehouses.
    • Its kitting feature lets users package, supply and group order components as a single unit.
    • It records and measures product specifications and allocates warehouse space.
    • It supports returns solutions and omnichannel fulfillment.
    • It lets users choose, pack and ship products.
    • Users can generate purchase orders automatically.
    • It provides inventory counts in real time.
    • It sends replenishment alerts.
    • Its carrier integration is robust.
    • It supports standardized prices for products in inventory and sorts them by vendor, UOM, currency and customer groups.
  • Operations: : CBOS gives operation managers visibility into ordering, inventory, manufacturing, warehousing and customer relationship management. It unites sales, finance and fulfillment with a mobile platform to streamline workflows.  
    • It monitors and reports based on combined data for production, sales, inventory and accounting.
    • It supports end-to-end purchase and quote to cash.
    • It provides a full audit trail.
    • It integrates into back office and POS functions.
    • Users can manage orders for both non-stocked and stocked items.
    • Its carrier integration is robust.
    • Users can set guidelines for replenishment and purchase orders in a single system.
  • Sales Management: It lets sales managers implement marketing and sales programs, establish objectives, meet quotas and develop representatives. It handles the complete sales pipeline, from quote submission to commission payments. 
    • It lets users customize sales, invoicing reports and dashboards.
    • Users can streamline sales opportunities with mobile dashboards. It also supports sales forecasting.
    • It supports task offerings to manage sales representatives.
    • Users can import, manage and follow-up leads.
    • It handles sales commissions for the sales team.
    • It helps sales representatives with inventory reports.
    • It manages files and documents.
    • Managers can provide access based on roles and field-level security.
  • Financial Management: CBOS gives finance managers an overview of the financial health of every segment. It has a single system to record sales invoices and orders to reduce errors. 
    • It automates invoicing alerts and processes based on set rules.
    • It stores financial records with relevant documents as attachment.
    • Users can tag and categorize transactions like bills, invoices, journal entries, vendor payments and customer payments.
  • ERP Solutions for the CEO: CBOS provides a SaaS solution that enables CEOs to inform and streamline business processes and roles. It taps into centralized data that helps run a business efficiently and effectively.  
    • Data in CBOS flows into a centralized database to eliminate operational inefficiencies, multiple key-ins and errors.
    • It is cost-efficient and scales as businesses grow.
    • Users can set user-defined access and roles.


Some of the product limitations include:

  •  It does not support bank account syncing.  
  •  Delays in implementation occur.  
  •  Dashboards cannot be created for specific clients.  

CentralBOS Suite Support

mail_outlineEmail: Email [email protected] for sales and support.
phonePhone: Call +1(800)310 3624 for sales and support.
schoolTraining: CentralBOS’s team provides end-to-end training to ensure quick and smooth implementation of the CBOS platform.
local_offerTickets: Users can create a ticket in CentralBOS’s support portal.