AI-native revenue OS

Welcome to the new
revenue operation.

Bossa is the CRM that understands your operation, surfaces what deserves attention and helps your team turn opportunities into revenue.

Start for free Talk to sales

Reports

Consolidated performance view

ShareExport

MRR (Recurring)

$48,500

Projected ARR: $582,000

One-off Revenue

$36,000

12 projects closed

Total Revenue (LTV)

$412,000

34 deals won

Conversion Rate

38%

34 won · 55 lost

Average Deal Size

$12,100

per won deal

Deals in Pipeline

open right now

Weighted Forecast

$96,400

by probability

Revenue Attribution · last 30 days

See full analysis →

Ad spend

$12,400

Attributed revenue

$89,300

ROAS

7.2x

Average CAC

$187

Google Ads

42 leads

Deals generated18

Deals won9

Meta Ads

61 leads

Deals generated24

Deals won11

Revenue · last 6 months

+64%

Jan

Feb

Mar

Apr

May

Jun

Everythingthathappensinyouroperation,connectedtothenextstep.

From first contact to revenue, all connected.

Bossa follows every stage of your operation to turn conversations, opportunities and data into next steps.

SDR Agent.

Revenue attribution.

Visual pipeline.

Automations.

My day.

Reports.

SDR Agent

● Active now

Reply...

Reply while the lead is still warm.

The SDR Agent talks to new leads over WhatsApp and Instagram, qualifies them against your criteria and books meetings straight into the rep's calendar, including outside business hours.

Replies to new leads automatically
Qualifies before handing off to sales
Books the meeting and hands the rep the context

Everydecisionstartswithcontext.

Platform

The CRM that works alongside your team. It understands the context. It shows where to act. It puts the next step in motion.

Complete context

Conversations, contacts, deals and activities connected in a single history.

Opportunities moving

Leads answered, follow-ups happening and next steps always defined.

Clear priorities

Your team knows who to approach, what needs attention and where the opportunity is.

Decisions with data

Pipeline, revenue, forecast and acquisition connected to show what is actually working.

Build pipeline

Start with more context before the first contact.

Bossa gathers company data, fit and intent signals to help your team understand who to approach first and why.

Prioritised opportunities

Updated today

CompanyFitIntentReasonNext action

ABC Technology94HighVisited the pricing pageReach out

XYZ Systems89HighNew sales hireDraft outreach

Delta Components76MediumOpened the proposal twiceBook a follow-up

Opportunities with fit above 7512 this week

Less research. More context to talk with.

Bossa gathers information about companies and contacts so your team never starts an approach from scratch.

Know who to approach first.

Fit and intent signals help the rep spot which opportunities deserve an approach right now.

Your pipeline starts with context, not with a list of names.

Convert with AI

From lead to next step, with no manual work.

Bossa enriches the data, reads the context and qualifies every opportunity to trigger the right flow, from the first approach to the rep.

Sales workflow

Running

Trigger

Lead created

1Enrich dataDone

2Analyse profileDone

3Opportunity scoreDone

4Identify segmentDone

5Draft outreachDone

6Route to the repDone

Qualification without a bottleneck.

Every opportunity is reviewed the moment it arrives, with context and criteria set by your operation.

From intent to action.

When there is a buying signal, Bossa can start the flow, create tasks and route the opportunity to the team.

The lead came in. The next step is already in motion.

Orchestrate selling

Your pipeline shows where each deal is. Bossa shows what to do now.

Bossa follows the context of every opportunity to surface stalled deals, risks and next steps before they get lost in the pipeline.

Pipeline

AI watching

Qualification

Northern Group

$ 25,000

Meeting booked for Tuesday

Proposal

TechCo

$ 48,000

8 days with no interaction

Bossa suggests

Reconnect with the decision maker

Negotiation

Acme

$ 72,000

High probability

Next step

Review the proposal by Friday

Know where the sale lost momentum.

Bossa spots missing activity, changes in the deal and signs that an opportunity needs attention.

Walk into every conversation with context.

History, previous decisions and next steps are organised so the rep picks up where the relationship left off.

Every opportunity with context. Every next step clearer.

Forecast revenue

Stop building the forecast. Ask Bossa.

Bossa combines pipeline, history and sales activity to show how much can close, which deals hold that projection up and where the risk is.

Ask Bossa

How much can we close this month?

$ 487,000in open opportunities

$ 312,000with high probability

$ 96,000at risk

3 dealsneed attention

Based on your pipeline and your team activity

Understand where the projection comes from.

See which opportunities hold the forecast up, which ones are at risk and what could put the target in danger.

Ask the way you would ask your team.

“How much can we close this month?”, “Which deals are stalled?” or “Where are we losing revenue?”. Bossa answers using the context of your operation.

From the number to the context in a single question.

Expand accounts

Revenue does not end when the deal is won.

Bossa tracks the customer base to surface risk signals, renewal moments and expansion opportunities before they go unnoticed.

Customer book

This quarter

CustomerRevenueHealthRenewalOpportunity

Acme$ 120kHealthy46 daysUpsell identified

TechOne$ 86kAttention21 daysActivity dropping

NovaCorp$ 210kHealthy92 daysNew site detected

Anticipate risk before the renewal.

Changes in activity, history and account signals help show which customers need attention.

Find new opportunities in the base.

New contacts, changes at the company and sales context help reveal expansion opportunities.

Protect revenue. Find room to expand.

Native AI

Bossa understands the context of your operation and works on it. Connect your data, pipeline and channels to answer questions, surface opportunities and put the next steps in motion.

Start for free

14 days free, no credit card.

Play

00:00

It costs less than one lost deal.

Straightforward pricing in USD. 14 days free on any plan, no credit card.

Starter

$497/mo

Organize the sales floor and start deciding on data.

WhatsApp Assistant: run the CRM by conversation (300 interactions/mo)
Up to 3 users
300 active deals, 1 pipeline
Unlimited contacts
Google + Meta Ads connection: cost per lead inside the CRM
Reactive AI: ask your own data
Up to 3 automations
Essential reports + calendar

Start with Starter

With Bossa CRM you are
always one step ahead.

14 days free, no card. Your pipeline is live in 10 minutes.

Create free account Talk to the team

Welcome to the newrevenue operation.