Modules
134 modules a business system can hold, in twelve areas. The list shows what can be built, not what you should have. You get the modules your business needs, and we decide which those are in the mapping.
Sales
- Customer register
- Contacts
- Deals and sales board
- Customer notes
- Lead management
- Quotes
- Price lists
- Product catalogue
- Sales forecast
- Commissions
- Contract renewals
- Resellers
Marketing
- Campaigns
- Newsletters
- Marketing automation
- Web forms
- Landing pages
- Events and sign-ups
- Content calendar
- Social media
- Ad tracking
- Customer segments
- Brand assets
- Referral programme
Finance
- Invoicing through Fortnox
- Invoice data from time
- Fixed fees and part payments
- Recurring fees
- Payment follow-up
- Finance overview with forecast
- Bookkeeping by accounting instruction
- Supplier invoices
- Approval flows
- Bank reconciliation
- Reminders and collection
- VAT data
- Budget
- Cash flow
- Expenses and receipts
- Fixed assets
People
- Staff register
- Payroll
- Employment contracts
- Absence
- Holiday
- Recruitment
- Onboarding new staff
- Performance reviews
- Skills register
- Training and certificates
- Benefits and wellness
- Organisation chart
Field work
- Work orders
- Scheduling
- Route planning
- Mobile app for field staff
- Service reports
- Photos from the job
- Customer signature
- Materials used
- Vehicles
- Tools and equipment
- Recurring visits
- Inspections and self-checks
- Staff ledger
Projects and time
- Time tracking
- Projects
- Tasks
- Milestones
- Resource planning
- Project budget and margin
- Change and extra work
- Travel claims
Customer service
- Customer portal
- Customer onboarding
- Tickets
- Knowledge base
- Response times and SLA
- Customer chat
- Telephony
- Customer satisfaction
- Complaints
- Warranties
Purchasing and stock
- Purchase orders
- Supplier register
- Supplier contracts
- Stock levels
- Barcodes
- Stocktaking
- Order handling
- Shipping
- Returns
- Bills of materials and production
Compliance and quality
- Whistleblowing
- Contract register
- Personal data register
- Incident reporting
- Risk register
- Policies with sign-off
- Quality management
- Work environment and near misses
- Anti-money laundering checks
- Board minutes
- Sustainability reporting
Documents and communication
- Document archive
- Files
- Encrypted secrets
- Notifications
- Slack notifications
- Document templates
- Digital signing
- Intranet
- Email connection
- Meeting booking
Reports and analysis
- Dashboards
- Reports
- Alerts on key figures
- Search across the system
- Monthly management report
- Margin per customer and job
- Export to Excel
Agents and platform
- AI assistant
- Connection for your own agents
- Roles and permissions
- Two-factor login
- Audit log
- Scheduled jobs
- Operations overview
- Vulnerability monitoring
- Voice input
- Reading documents
- Open API
- Single sign-on (SSO)
- Migration from old systems
Bosma ERP is our own business system and the foundation we build on. Accounting, payroll and payments can also stay in the systems you have and be connected.
One hour, free of charge
Bring the list of your services and what they cost. After the meeting we both know whether an AI review is worth doing.
Niels Bosma, niels@bosmainteractive.se