CentralBOS

CentralBOS

Business management for SMBs

4.4/5 (4 reviews)

CentralBOS Overview

CentralBOS is an all-in-one software for streamlining comprehensive end-to-end business processes for small and mid-sized wholesalers, resellers, and dropshippers. The solution ties together customer, product, accounting and personnel information by providing modules for HR/payroll, order management/POS, CRM, financials, and inventory management. Organizations can oversee all operations and data, including real-time analytics, from a secure and central location that is accessible on any device.

CBOS links together each module platform to provide efficiency and transparency across every resource, function, and department within an organization. The accounting and financials module helps businesses perform budgeting, planning and compliance tasks, as well as streamline secure invoicing, bill collection, and more.

The inventory management module helps eliminate the risk of any inaccuracies, redundancies, or inconsistencies between inventory and accounting figures. Features include real-time inventory overviews, purchase order auto generation, replenishment alerts, kitting, barcode confirmation and more.

CBOS’s order management and POS module helps simplify and accelerate the processes of ordering, fulfillment, and invoicing with a continuous workflow and real-time visibility. The POS module integrates with all back office functions, and allows users to manage all purchasing processes from purchase order to customer payments.

The platform's CRM module helps sales representatives manage tasks with the day-at-a-glance calendar, and enables users to streamline lead import, management and follow-up tracking. The module helps automate shipments from sales orders, and allows users to customize their sales, pipeline, dashboards and reports.

The human resources and payroll module offers an array of services, from payroll processing and tax compliance, through to full HR and payroll administration. The self-service portal allows employees to access their profile information, print pay statements, request time off, and more.

Pricing

Starting from
US$999,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

CentralBOS Reviews

Overall rating
4.4/5
100% positive reviews
2
Excellent
2
Very good
0
Average
0
Poor
0
Terrible
Lisa R.

Great Product that tailors to your needs.

Reviewed on 2016/09/14
Review Source: SoftwareAdvice

Pros

When Iconic LED, LLC set out to replace Quick Books with a new program we were looking for something that could keep up with the vast array of products in our inventory. We also wanted something that had functions that allowed for processing Sales Orders, Shipments and Invoicing in separate steps. After taking a look at many of the options on the market we determined that many of them met our criteria for a new program, but blew our budget by the time we implemented them.

When we discovered CentralBOS it was finally a program that was in a price point we could afford as a small growing business. It also offered all of the functionality we needed. I can say that overall CentralBOS has given us all of the features we needed and more. CentralBOS gave us exceptional customer service that going with a big expensive program would have never offered. We have a dedicated Account Representative who works so closely with us he feels like he is part of our team.

We can say that due to the way the invoices are processed we have been able to effectively speed up our receivables and can boast having more customers paying on time. We went from majority of our customers 30 days or greater past their due date to the majority paying on time with very little follow up from us. This is improving our cash flow so tremendously that we are able to put more money into hiring additional sales people and marketing.

Cons

The product could use some more automation to some of their processes. I'm still waiting for them to roll out the bank account syncing function that makes expenses easier to log.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Bob H.

Great software Great people.

Reviewed on 2016/03/23
Review Source: SoftwareAdvice

Pros

The software advice we received was very helpful. We were given several software providers with possible solutions for our new business venture. We compared the costs and services and chose CentralBOS. We have had personal service and attention from our first phone call up through our setup and installation. CentralBOS has also been able to modify the software to meet our needs and we look forward to growing our business with their partnership.

Cons

The CentralBOS software is relatively new so it is still being developed and perfected. There have been a few delays in our implementation but nothing that would preclude me from recommending this company. They are truly great people to work with!

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Megan V.

Easy CRM to learn

Used Daily for 1-5 months
Reviewed on 2018/03/05
Review Source: Capterra

Pros

I like that it was really easy to learn if you just get thrown into it. I also like that notes from all partners are listed within the client so everything is in one place .

Cons

What I am having an issue with is the search function when it comes to looking for a client its either their name, their email or the company name. There is no one way to create a dashboard for just your specific clients. If they had that this would be the best CRM I work within.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Del J.

Centralbos and Warehousing

Reviewed on 2016/09/27
Review Source: Capterra

Likes Best: Ease and Simplicity of the program is what we like best about the BOS program. We received great training at the start of our time with this system. It has been easy to use on a daily basis and easy to update when we need to add product line items.

Likes Least: Sometimes there are several steps to take to get to one end result that should have been a single step.

I would recommend this program to any small business that is inventorying and distributing product on a limited basis. It requires a minimum up front investment and allows for changes and upgrades that might not be so simple if you bought a software program outright.

Rating breakdown

Value for Money
Ease of Use
Customer Support

CentralBOS Pricing

Starting from
US$999,00/month
Pricing options
Free Trial
Subscription
Value for money

Contact CentralBOS for detailed pricing information.

CentralBOS Features

  • API
  • Activity Dashboard
  • Activity Tracking
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Inventory Management
  • Inventory Tracking
  • Real Time Data
  • Workflow Management

  • Audit Trail
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Invoice Management
  • Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration

Additional information for CentralBOS

Key features of CentralBOS

  • Accounts payable
  • Accounts receivable
  • Automated journal entry population
  • Benefits administration
  • CRM
  • Click-to-pay
  • Collections
  • Count checking
  • Drop shipping management
  • EDI integration
  • Expense management
  • Expense reports management
  • Financial reports
  • Inventory overview
  • Kitting
  • Manufacturing process management
  • Multiple levels of security for data storage and user access
  • Omni-channel fulfillment
  • Pay statement printing
  • Reorder management
  • Replenishment alerts
  • Replenishment guidelines
  • Sales quote management
  • Serialized inventory tracking
  • Shipping carrier integration
  • Tax management
  • Time card management
  • User-defined roles

Benefits

  • CentralBOS's CRM module fully integrates with sales, inventory, orders, accounting, and payroll functions.

  • Organizations can improve the speed and accuracy of sales, replenishment and invoicing by sharing real-time information between the warehouse and back office teams.

  • CentralBOS helps keep HRIS systems up to date and compliant with federal, state and local rules and regulations.

  • The solution's click-to-pay feature enables users to apply discounts for customers paying online, and automatically marks invoices as paid.

  • CentralBOS helps manage multiple warehouses in various locations and fully integrates with other departments or functions as needed.

  • CentralBOS FAQs

    Below are some frequently asked questions for CentralBOS.

    Q. What type of pricing plans does CentralBOS offer?

    CentralBOS offers the following pricing plans:

    Starting from: US$999,00/month

    Pricing model: Subscription

    Free Trial: Not Available

    Contact CentralBOS for detailed pricing information.

    Q. What are the main features of CentralBOS?

    CentralBOS offers the following features:

    • Accounts payable
    • Accounts receivable
    • Automated journal entry population
    • Benefits administration
    • CRM
    • Click-to-pay
    • Collections
    • Count checking
    • Drop shipping management
    • EDI integration
    • Expense management
    • Expense reports management
    • Financial reports
    • Inventory overview
    • Kitting
    • Manufacturing process management
    • Multiple levels of security for data storage and user access
    • Omni-channel fulfillment
    • Pay statement printing
    • Reorder management
    • Replenishment alerts
    • Replenishment guidelines
    • Sales quote management
    • Serialized inventory tracking
    • Shipping carrier integration
    • Tax management
    • Time card management
    • User-defined roles

    Q. Who are the typical users of CentralBOS?

    CentralBOS has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does CentralBOS support?

    CentralBOS supports the following languages:

    English

    Q. What type of pricing plans does CentralBOS offer?

    CentralBOS has the following pricing plans:

    Subscription

    Q. Does CentralBOS support mobile devices?

    We do not have any information about what devices CentralBOS supports

    Q. What other apps does CentralBOS integrate with?

    CentralBOS integrates with the following applications:

    BigCommerce, FieldAware, FieldAware, Magento, Shopify, SphereWMS, Volusion, WooCommerce

    Q. What level of support does CentralBOS offer?

    CentralBOS offers the following support options:

    Online Support, Phone Support