NEXT BOSS Docs

Your daily home screen — a live overview of everything that needs attention.

A unified inbox for client messages across WhatsApp and Email.

Schedule and track social posts.

Deadlines and events in one month view.

Capture and qualify inbound leads before they become deals.

Move deals from Lead to Won across a visual pipeline.

Build itemized quotes and convert them to invoices or contracts.

Agreements and renewals tied to a client.

The single customer record that links sales, projects, invoices and support.

The people who work at your clients.

Deliver the work — milestones, risks, issues and tasks.

Your to-dos with owners, due dates and status.

Your product catalog with stock levels.

Your service offerings.

The suppliers you buy from.

Buy stock — receiving a PO adds to inventory.

Stock levels and the full movement ledger.

Deliver goods to a client — delivering reduces stock.

The billing workflow — request, approve, send, and collect.

Review and approve requests before they go out.

Pipeline, delivery health and collected revenue.

Client tickets with priority, SLA and status.

Searchable SOPs, templates and articles.

Files and generated PDFs.

Summaries, drafts and next actions grounded in your data.

Users & roles, company branding, email, onboarding and billing.

Your account and project overview in the client portal.

Follow progress on your active projects.

View and download your invoices.

Raise and track support requests.

Shared files and reports.