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, e-signatures and renewals tied to a client.

Targets, quota attainment and rep leaderboards.

Run marketing campaigns and track spend vs leads.

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.

Log hours against projects and track billable value.

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.

Track company equipment and licences — and who has them.

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

Review and approve requests before they go out.

Pipeline, delivery health and collected revenue.

Receivables, payments, expenses, budget and VAT in one place.

Record payments and let clients pay invoices online.

Your employee directory — roles, compensation and documents.

Request, approve and track staff leave.

Daily attendance and timesheets.

Reviews, ratings and goals.

Run payroll, payslips and end-of-service gratuity.

Visa, ID and document expiry alerts.

Staff submit expenses; approval posts to Finance.

Checklists to bring people in and out cleanly.

Client tickets with priority, SLA and status.

Measure client happiness with CSAT and NPS.

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.

Add NEXT BOSS to your device as an installable app.

Run an action automatically when your records change.

Bring data in from CSV and export any list to a spreadsheet.

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.