Supercharge Your Customer Follow-Ups & Sales Operations
SalesBoss gives your company a single, centralized system to track lifetime customer value, manage custom multi-step follow-up pipelines, and secure supervisorial hierarchies.
How SalesBoss Works
Four straightforward steps to turn leads into repeat orders.
Import & Sync Orders
Bulk import CSV/Excel or manually log orders. Single phone number identity aggregates customer records automatically.
Auto-Assign Team
Role-based permissions route orders directly to Sales Executives, Team Leaders, and Managers seamlessly.
Scheduled Follow-ups
Date + Time precision scheduling ensures follow-up calls activate only when due. Strict single-active-stage flow.
Repeat & Up-Sell
Log call intelligence notes, record voice input, edit orders, and generate repeat/upsell orders with one click.
Order-Level Multi-Note System & AI Voice Input
Record unlimited structured notes per order with exact author roles and timestamps. Convert raw Bengali/English call voice into formatted business text automatically.
Customer confirmed delivery date for tomorrow evening.
Product color variant changed to Black Edition.