Clients
Track client name, business name, contact details, source, status, sales user, and commission flag.
Client Management
Keep client, project, billing, and follow-up records connected.
OLBoss is structured around the client record. Projects, business profiles, QR codes, charges, invoices, payments, communications, support requests, and sales commissions all attach back to the business relationship.
Projects
Record project code, type, domain, website URL, due date, delivery date, renewal date, and amount.
Billing
See charges, payments, invoices, paid amount, balance amount, and pending invoice totals.
Communications
Maintain a timeline of calls, WhatsApp, email, meetings, notes, payment follow-ups, and support.
Follow-ups
Use next follow-up dates to keep upcoming and overdue conversations visible.
Client Portal
Give clients read-only visibility into selected records without exposing admin links.
Operational clarity