Close more deals with a smarter pipeline
From first touch to signed quote — TechBOS gives you a full-cycle CRM with automated follow-ups, smart quoting, and lead scoring built in.
Everything you need to capture, nurture, and close
Six integrated modules that work together as a single revenue engine.
Leads & CRM
The core of your sales operation. Capture leads from every channel, manage your pipeline, and never let a prospect slip through.
- Multi-source lead capture (forms, chatbot, WhatsApp, manual)
- Kanban pipeline with drag-and-drop stages
- Per-lead notes, email replies, and activity timeline
- CSV import/export for migration
Lead Plus
Automated lifecycle marketing that turns cold leads warm. Birthday emails, holiday campaigns, and custom event triggers — all hands-free.
- Automated birthday and holiday emails
- Custom event triggers and drip sequences
- Per-lead engagement scoring
- Re-engagement campaigns for dormant leads
Appointments
Single-calendar booking with confirmations and Jitsi Meet integration. Clients book directly from your site — no back and forth.
- Public booking page with real-time availability
- Jitsi Meet link auto-generation
- Email and SMS confirmations
- Buffer times between appointments
SmartBook
Multi-staff scheduling with per-staff services, shifts, and availability. Built for businesses with teams, not just solopreneurs.
- Multi-staff with individual availability
- Service-based booking with durations and pricing
- Shift management and recurring schedules
- Staff-specific booking pages
Quick Quote
Branded line-item quotes with PDF generation. Build, preview, and send professional estimates in minutes — not hours.
- Drag-and-drop line item builder
- Branded PDF with your logo and terms
- Send by email directly from the admin
- Quote status tracking (sent, viewed, accepted)
Retarget Clients
Smart re-engagement for clients who haven't been active. Automated touchpoints keep your brand top of mind.
- Inactivity-based triggers
- Personalised re-engagement emails
- Win-back campaign templates
- Activity-based segmentation
From stranger to customer in four steps
Capture
Leads flow in from forms, chatbot, WhatsApp, and manual entry — all into one unified inbox.
Nurture
Lead Plus automates birthday emails, drip sequences, and re-engagement based on behaviour.
Quote
Build branded PDF quotes with line items and send them directly — track when they're viewed.
Close
Book appointments, sign off on quotes, and move deals through your pipeline with full visibility.
Ready to build a real pipeline?
See how TechBOS Sales & CRM replaces your spreadsheets, sticky notes, and scattered tools with one integrated system.