BOSBusiness Operating System

Run the business from one place.

BOS replaces scattered CRM, HRMS, finance, operations, and spreadsheet workflows. It gives every department one operating system and AI agents that move work forward.

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6
Unified Modules
7
AI Agents
160+
Workflows
DPDP
Compliant
01What it does

BOS is the all-in-one business platform for SMBs and mid-market companies that are paying the fragmentation tax every day — different tools for CRM, HR, finance, and operations that do not talk to each other and require someone to hold them together. BOS replaces all of them. Six modules. One workspace. AI agents that move work forward across departments without waiting for human instruction — because the AI does not just surface what needs doing, it does it. India-first: GST invoicing, DPDP compliance, and twelve Indian languages built in, not bolted on.

02Operating flow
01

Map the current stack

List the CRM, accounting, HR, operations, approvals, and spreadsheet workflows holding the company together today.

02

Migrate in phases

Start with CRM and operations, then bring finance, HRMS, approvals, and reporting into the same workspace.

03

Set authority boundaries

Decide what AI agents can draft, alert, trigger, approve, or escalate inside your governance rules.

04

Run from live data

Dashboards read from the records teams use daily, ending manual month-end reconciliation.

05

Connect signals

Orin links sales, cash, people, and operations signals into earlier warnings and better decisions.

03What it includes
01

CRM+ Sales Engine

Full-cycle revenue management: lead scoring, pipeline tracking, quote generation, campaign management, and forecast intelligence. The CRM that learns how your team sells.

02

Finance+ GST Suite

GST-compliant invoicing with HSN codes, double-entry bookkeeping, bank reconciliation, expense management, budget control, and P&L — built for Indian tax reality.

03

HRMS People Platform

The complete employee lifecycle: recruitment through exit, attendance, leave, performance reviews, payroll with PF/ESI deductions, and the organisation chart that reflects how you actually operate.

04

Operations Hub

Procurement, vendor management, asset lifecycle, inventory, shipment tracking, and SLA monitoring. The operational intelligence for enterprises managing physical and digital complexity.

05

Legal+ Compliance

Contract lifecycle with AI risk scoring, obligation tracking, case management, compliance calendar, and IP asset registry. The legal function that keeps the organisation out of exposure.

06

Strategy & Planning

OKRs, KPI tracking, initiative management, scenario planning, risk register, and board pack generation. The strategic layer for organisations that run on more than intuition.

05Industry applications
  • SMBs & Mid-MarketReplace disconnected tools with one governed platform.BOS reduces manual follow-up and gives the team a measurable operating signal in smbs & mid-market.
  • Retail & DistributionInventory, procurement, sales, and finance in one place.BOS reduces manual follow-up and gives the team a measurable operating signal in retail & distribution.
  • Professional ServicesClient management, billing, and team operations.BOS reduces manual follow-up and gives the team a measurable operating signal in professional services.
  • Healthcare ClinicsPatient management, billing, HR, and compliance.BOS reduces manual follow-up and gives the team a measurable operating signal in healthcare clinics.
  • ManufacturingOperations, procurement, vendor, and workforce management.BOS reduces manual follow-up and gives the team a measurable operating signal in manufacturing.
  • Holding CompaniesMulti-entity consolidation and governance.BOS reduces manual follow-up and gives the team a measurable operating signal in holding companies.
06Pricing

Essential

₹499/seat/month (min. 3 seats)

Essential is built for smbs and mid-market companies consolidating crm, operations, and team management into a single platform.

  • · CRM module (contacts, deals, pipelines)
  • · Operations management
  • · Task & project tracking
  • · Standard reporting
  • · Email support
Recommended

Business

₹999/seat/month (min. 5 seats)

Business is built for smbs and mid-market companies consolidating crm, operations, and team management into a single platform.

  • · All Essential modules
  • · Finance & invoicing module
  • · HR & leave management
  • · Inventory tracking
  • · Advanced analytics & custom reports

Enterprise

Custom

Enterprise is built for smbs and mid-market companies consolidating crm, operations, and team management into a single platform.

  • · Everything in Business
  • · Dedicated support team
  • · Custom module development
  • · Deep integrations with existing enterprise stack
  • · On-premise deployment option
07Orin + integrations

Intelligence that compounds across the suite.

BOS uses all five Orin strata because it sees daily work across departments. If delayed purchase approvals cause dispatch misses in one branch, Orin warns similar branches before the same failure repeats.

Orin strata
Layer 1Layer 2Layer 3Layer 4Layer 5
Integrations
Tally
Business systems
Google Workspace
Business systems
Microsoft 365
Business systems
Razorpay
Business systems
WhatsApp Business
Business systems
Slack
Business systems
Custom ERP APIs
Business systems
08Questions
What kinds of businesses is BOS built for?

SMBs and mid-market companies that are currently running on a patchwork of disconnected tools — separate CRM, accounting software, HR system, and operations spreadsheets — and paying the fragmentation tax in time, money, and errors every day.

How does the agentic AI work?

AI agents in BOS don't just surface information — they move work forward. An agent sees an overdue invoice and sends a reminder. It sees a candidate application and schedules an interview. It sees a low inventory item and raises a purchase order. Within the boundaries you set, the work gets done.

Is BOS compliant with Indian tax and data regulations?

Yes. GST-compliant invoicing with all standard rates, HSN codes, and CGST/SGST/IGST split. Payroll with PF/ESI deductions. DPDP Act compliance built into data handling.

Can BOS handle multiple business entities?

Yes. Each entity has its own scoped data, RBAC configuration, and approval hierarchies. Consolidated reporting flows up to the owner level. The holding company sees everything. Each business sees its own.

Can BOS be used module by module?

Yes. Most teams start with CRM and operations, then add finance, HRMS, legal, and planning as users adopt the platform.

Does BOS replace Tally?

BOS can run day-to-day finance and GST invoicing. Some enterprises keep Tally for statutory workflows and sync summary data.

Can we import spreadsheet data?

Yes. Contacts, vendors, SKUs, employees, opening balances, and active tasks can be cleaned and imported during setup.

How does Orin improve BOS?

Orin links sales, finance, people, and operations patterns to surface risks like collection delays, hiring bottlenecks, or stock pressure earlier.

NextTake BOS for a spin

See BOS in your context.

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