Task Management
- Custom statuses and workflows per project
- Priority levels, tags, and colour coding
- Task templates for repeating work
- Recurring tasks with flexible schedules
- Time tracking with duration logging
Features
Every Module You Need. One Platform. Zero Bloat.
Toggle on what you need, turn off what you don’t. From task management to invoicing to AI websites — Boss Plan adapts to your business.
One Platform, Every Tool You Need
Turn on what you need, turn off what you don’t. No bloat — just a platform that fits your business.
CRM & Contacts
- Contact and company profiles with custom fields
- Link tasks, projects, and quotes to contacts
- File attachments per contact
- Full activity history and timeline
Projects
- Kanban board view with drag-and-drop
- Milestones for tracking project phases
- Team member assignment and visibility scopes
- Real-time updates across all devices
Scheduling & HR
- Google Calendar and Apple Calendar sync
- Automatic free slot detection
- Leave management with approval workflows
- GPS tracking with location sessions
Quotes & Proposals
- Professional PDF generation with your branding
- Quote versioning — track every revision
- Client portal with commenting and approval
- Quote templates with reusable line items
Invoicing
- Integrated with szamlazz.hu and Billingo
- Stripe payment processing support
- Create invoices from accepted quotes
- VAT management and tax calculations
File Management
- Folder-based organisation with drag-and-drop
- Public shareable links
- Per-entity file attachments (tasks, contacts, projects)
- Secure cloud storage with EU hosting
Warehouse & Inventory
- Multi-warehouse stock management
- Serial number and batch tracking
- Purchase orders with supplier management
- Delivery notes and acceptance receipts
Booking & Reservations
- Public booking page for clients
- Service types with custom durations and pricing
- Waitlist management for busy periods
- Booking confirmations and reminders
AI Website Builder
- AI-powered website generation from a description
- Fully customizable pages and sections
- Contact forms and lead capture
- SEO settings and meta tags
Teams & Permissions
- Role-based access: Admin, Editor, Basic
- Per-entity permission control
- Team-based organisation and filtering
- Toggleable feature modules per company
Platform & Integrations
- SignalR-powered real-time sync
- Android + iOS app with OTA updates
- REST API with API key authentication
- Automation engine with 24 triggers and 11 actions
The Platform Under the Hood
Real-time, multi-platform, API-first
Real-Time Sync
SignalR-powered real-time sync across all devices. One change, every device updates instantly.
GDPR-First Security
Built and hosted in the EU. Data encrypted in transit and at rest. Role-based access controls.
Android + iOS
Full-featured mobile apps with OTA updates. Same capabilities as web — not a stripped-down version.
REST API
Full REST API with API key auth. Automation engine with 24 triggers and 11 actions. Google + Apple Calendar sync.
Ready to get started?
One platform for tasks, clients, projects, quotes, and more. Try it free.