Modules
Modules Overview
BOS is organized into six modules that share the same data, users, and governance. Enable only what you need — add more any time.
One platform, six areas
Each module is a focused workspace for a part of your business, but they all run on the same engine. A customer in CRM is the same customer Finance invoices; an employee in HR is the same person Operations assigns tasks to. There's no copying data between tools.
CRM
Leads, contacts, deals, and your sales pipeline.
💰Finance
Invoices, expenses, budgets, and GST-compliant billing.
👥HR
Employees, leave, attendance, and onboarding.
⚙️Operations
Projects, tasks, inventory, procurement, and helpdesk.
⚖️Legal
Contracts, e-signatures, and compliance documents.
🎯Strategy
Goals, OKRs, and company-wide planning.
What every module shares
- The same users and roles — set someone's permissions once.
- The same governance — policies, approvals, and separation of duties apply everywhere.
- The same audit trail — every action across every module is recorded in one place.
- The same AI assistant — Orin can work across modules in a single request.
Enabling modules
An administrator turns modules on or off in Settings. You can start with just CRM and Finance, then enable HR, Operations, Legal, and Strategy as your needs grow. Disabled modules stay hidden from the navigation until enabled.