WorkBOS

0 reviews

WorkBOS is business operations software that unifies projects, CRM, HR, payroll, and accounting on one platform. With access to over 100 modules via a single login, it eliminates the need for multiple apps. A conversational AI Chief of Staff operates across modules using an approve-first approach, where AI suggests actions for human approval. All data is stored in one database, enabling workflows like turning closed deals into projects, invoices, and ledger entries. Accounting includes double-entry bookkeeping and profit-and-loss statements, while payroll posts journal entries to the general ledger. Project management features include boards, timelines, and Gantt charts. CRM tools offer lead scoring, pipeline management, and e-signatures. Communication options include team chat, video meetings, SMS, and voice calls. Security features include tenant isolation, audit trails, and role-based permissions.