Manage your sales opportunities throughout the sales cycle, make simple one-click updates, view a user friendly dashboard by sales stages.
BOAST has a built-in reporting module to view interactive reports based on the backend historical database structure. Track progress, analyze key metrics and forecast results in this powerful module. Let’s keep in mind that each individual module has its own dashboard and/or list view, so you don’t need reports for all of your current activity, just those key metrics!
Your home screen when you sign in to BOAST. See today’s news in the RSS feed, company announcements, important notifications, customizable resource hyperlinks, scheduled conferences, and quick link conference channels.
Route documents for approval, use predetermined routes or create custom routes for documents or approval in a single platform.
Easy to use timesheets for tracking of time by task, all connected to tracker activities for down to the minute accurate billing.
Manage and store your important documents, create folders and hierarchy, collaborate with other team members using check in and out functionality. This module maintains all version history as well as copies of historical documents. Store your document here and use it everywhere.
Create organizations and assign account owners. Maintain contacts, within organizations, across your company with the unique ability to create contact access profiles such as public, shared or private. Log contact activities and notes.
Enter expenses, track current expense report status and view prior reports. Also includes iPad and iPhone camera functionality to easily capture receipts. Automatically creates output files for payment processing.
Efficiently manage projects and tasks to stay on track. Create and assign overall projects or individual tasks, have assignees estimate effort, log time and report on status.
Create, track and resolve issues across your organization. Creates “cases” that require action, log actions and resolutions, automated notification of outcome to the case creator.
Our virtual human resources application allows users to track time off, vacations and other planned absences.
Lite version of CRM with customer maintenance system.
Video conferencing, screen sharing, one click channels, meeting note consolidation.
Conduct training in this Learning Management System to ensure your staff is up-to-date and has access to important training courses and documents. Features include: configurable knowledge check, trainee course feedback, trainer course progress dashboard, trainee progress reports.
Issue, manage and re-inventory company or customer assets. Log equipment specifications and serial numbers, assign unique asset ID’s and issue asset tags.
BOAST Groupware consolidates your current apps and adds new functions that you currently don’t have into one complete, secure platform.
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