CBOS Features

CBOS

Business management for SMBs

4.38/5 (4 reviews)

Competitor Feature Comparison

ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Management
Audit Trail
Automated Scheduling
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Recognition
Barcoding/RFID
Benefits Management
Billing & Invoicing
Bills of Material
Budget Tracking/Job Costing
Budgeting/Forecasting
CRM
Calendar Management
Case Management
Cash Management
Cataloging/Categorization
Change Order Management
Client Portal
Collaboration Tools
Collections Management
Commercial
Commission Management
Compliance Management
Compliance Tracking
Contract/License Management
Contractor Management
Cost Tracking
Credit Card Processing
Customizable Templates
Discount Management
Distribution Management
Document Management
Document Storage
Drag & Drop
ERP
Employee Management
Employee Self Service
Enterprise Asset Management
Equipment Tracking
Estimating
Expense Tracking
File Management
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
General Ledger
HR Management
Integrated Business Operations
Inventory Control
Inventory Management
Inventory Tracking
Job Costing
Kitting
Lead Management
Mobile Access
Multi-Channel Management
Multi-Currency
Multi-Location
Order Entry
Order Fulfillment
Order Management
Order Tracking
Payroll Management
Permit Management
Pipeline Management
Point of Sale (POS)
Product Identification
Project Accounting
Project Management
Project Planning
Project Tracking
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
RFI & Submittals
RFID Scanning
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Synchronization
Real-time Updates
Receiving/Putaway Management
Recurring Orders
Reorder Management
Reporting/Analytics
Residential
Resource Allocation & Planning
Resource Management
Returns Management
Revenue Recognition
Risk Management
Role-Based Permissions
Sales Forecasting
Sales Orders
Sales Reports
Sales Tax Management
Search/Filter
Secure Data Storage
Serial Number Tracking
Shipping Management
Special Order Management
Status Tracking
Subcontractor Management
Supplier Management
Supply Chain Management
Task Management
Task Progress Tracking
Task Scheduling
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Off Requests
Timesheet Management
Traceability
Transportation Management
User Management
Vendor Management
Visual Analytics
Warehouse Management
Workflow Management
eCommerce Management
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ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Management
Audit Trail
Automated Scheduling
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Recognition
Barcoding/RFID
Benefits Management
Billing & Invoicing
Bills of Material
Budget Tracking/Job Costing
Budgeting/Forecasting
CRM
Calendar Management
Case Management
Cash Management
Cataloging/Categorization
Change Order Management
Client Portal
Collaboration Tools
Collections Management
Commercial
Commission Management
Compliance Management
Compliance Tracking
Contract/License Management
Contractor Management
Cost Tracking
Credit Card Processing
Customizable Templates
Discount Management
Distribution Management
Document Management
Document Storage
Drag & Drop
ERP
Employee Management
Employee Self Service
Enterprise Asset Management
Equipment Tracking
Estimating
Expense Tracking
File Management
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
General Ledger
HR Management
Integrated Business Operations
Inventory Control
Inventory Management
Inventory Tracking
Job Costing
Kitting
Lead Management
Mobile Access
Multi-Channel Management
Multi-Currency
Multi-Location
Order Entry
Order Fulfillment
Order Management
Order Tracking
Payroll Management
Permit Management
Pipeline Management
Point of Sale (POS)
Product Identification
Project Accounting
Project Management
Project Planning
Project Tracking
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
RFI & Submittals
RFID Scanning
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Synchronization
Real-time Updates
Receiving/Putaway Management
Recurring Orders
Reorder Management
Reporting/Analytics
Residential
Resource Allocation & Planning
Resource Management
Returns Management
Revenue Recognition
Risk Management
Role-Based Permissions
Sales Forecasting
Sales Orders
Sales Reports
Sales Tax Management
Search/Filter
Secure Data Storage
Serial Number Tracking
Shipping Management
Special Order Management
Status Tracking
Subcontractor Management
Supplier Management
Supply Chain Management
Task Management
Task Progress Tracking
Task Scheduling
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Off Requests
Timesheet Management
Traceability
Transportation Management
User Management
Vendor Management
Visual Analytics
Warehouse Management
Workflow Management
eCommerce Management
Learn moreCompare App
ACH Payment Processing
API
Access Controls/Permissions
Accounting
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Asset Management
Audit Management
Audit Trail
Automated Scheduling
Backorder Management
Bank Reconciliation
Barcode / Ticket Scanning
Barcode Recognition
Barcoding/RFID
Benefits Management
Billing & Invoicing
Bills of Material
Budget Tracking/Job Costing
Budgeting/Forecasting
CRM
Calendar Management
Case Management
Cash Management
Cataloging/Categorization
Change Order Management
Client Portal
Collaboration Tools
Collections Management
Commercial
Commission Management
Compliance Management
Compliance Tracking
Contract/License Management
Contractor Management
Cost Tracking
Credit Card Processing
Customizable Templates
Discount Management
Distribution Management
Document Management
Document Storage
Drag & Drop
ERP
Employee Management
Employee Self Service
Enterprise Asset Management
Equipment Tracking
Estimating
Expense Tracking
File Management
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
General Ledger
HR Management
Integrated Business Operations
Inventory Control
Inventory Management
Inventory Tracking
Job Costing
Kitting
Lead Management
Mobile Access
Multi-Channel Management
Multi-Currency
Multi-Location
Order Entry
Order Fulfillment
Order Management
Order Tracking
Payroll Management
Permit Management
Pipeline Management
Point of Sale (POS)
Product Identification
Project Accounting
Project Management
Project Planning
Project Tracking
Projections
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
RFI & Submittals
RFID Scanning
Real Time Analytics
Real Time Data
Real Time Reporting
Real Time Synchronization
Real-time Updates
Receiving/Putaway Management
Recurring Orders
Reorder Management
Reporting/Analytics
Residential
Resource Allocation & Planning
Resource Management
Returns Management
Revenue Recognition
Risk Management
Role-Based Permissions
Sales Forecasting
Sales Orders
Sales Reports
Sales Tax Management
Search/Filter
Secure Data Storage
Serial Number Tracking
Shipping Management
Special Order Management
Status Tracking
Subcontractor Management
Supplier Management
Supply Chain Management
Task Management
Task Progress Tracking
Task Scheduling
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Off Requests
Timesheet Management
Traceability
Transportation Management
User Management
Vendor Management
Visual Analytics
Warehouse Management
Workflow Management
eCommerce Management
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CBOS Feature Reviews

3 reviewers had the following to say about CBOS's features:

Megan V.

Easy CRM to learn

2018-03-05

Pros

I like that it was really easy to learn if you just get thrown into it.

Cons

There is no one way to create a dashboard for just your specific clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Lisa R.

Great Product that tailors to your needs.

2016-09-14

Pros

When Iconic LED, LLC set out to replace Quick Books with a new program we were looking for something that could keep up with the vast array of products in our inventory. We also wanted something that had functions that allowed for processing Sales Orders, Shipments and Invoicing in separate steps.

Cons

I'm still waiting for them to roll out the bank account syncing function that makes expenses easier to log.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering CBOS

Think about the processes you need. If you are in need of a true ERP, but are a small business like we are without a large budget to roll out a large scale product. This system has great potential to fit your needs.

Source: Software Advice
Helpful?   Yes   No
Read more
Del J.

Centralbos and Warehousing

2016-09-27

I would recommend this program to any small business that is inventorying and distributing product on a limited basis.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more