Last Updated
Overview
CBOS centralizes ERP functions for small to mid-sized businesses, unifying inventory, finance, CRM, and HR workflows. Its real-time dashboards and cloud-based accessibility improve operational efficiency. However, the UI requires minor improvements for better usability, but its integrated capabilities and scalability make it a practical solution for growing organizations.
Overall Rating
Based on 4 users reviews
4.3
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
CBOS Specifications
- Inventory Management
- Human Resources Management
- Customer Relationship Management
- Supply Chain Management
What Is CBOS?
CBOS is a cloud-based ERP and business management platform designed for small to mid-sized businesses, wholesalers, and distributors. The software offers features such as inventory management, financial management, CRM, and HR/payroll. CBOS centralizes business operations on a single platform, providing real-time visibility, streamlined workflows, and improved operational efficiency.
By integrating multiple business functions into one system, it helps companies reduce manual tasks, eliminate data silos, and make more informed decisions across finance, sales, and operations.
How Much Does CBOS Cost?
CBOS pricing typically starts at $999/month, according to industry benchmarks for cloud-based ERP and integrated business management platforms serving SMB and mid-market organizations.
Furthermore, the pricing range below is intended for general budgeting purposes, as actual costs can differ based on the number of users, selected modules, and implementation scope.
- Implementation and system setup: $2,000–$15,000 (one-time) - Configuration of financials, inventory workflows, user roles, and core business processes
- Data migration: $500–$5,000 (one-time) - Importing historical accounting, inventory, customer, and employee data from legacy systems
- Advanced reporting and analytics: $300–$2,500/year - Enhanced dashboards, multi-entity reporting, and operational insights across finance, sales, and inventory
- Integrations and ongoing support: $200–$2,000/year - Connecting third-party tools (eCommerce, shipping, payments) and accessing priority or premium support options
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
CBOS Integrations
The software integrates with the following third-party applications, including:
- Magento
- Shopify software
- Woo Commerce
- Volusion software
- Big Commerce
Who Is CBOS For?
CBOS software serves a wide range of industries and sectors, including:
- Wholesale distribution
- Retail
- E‑commerce
- Light manufacturing
Is CBOS Right For You?
Are you looking for a comprehensive, cloud‑native ERP system that unifies finance, operations, inventory, HR, and CRM in one secure platform? CBOS helps businesses eliminate disconnected systems and gain real‑time visibility across all core functions, reducing manual work and boosting operational efficiency.
CBOS runs on the AWS cloud platform, providing robust data security, role‑based access control, and scalable infrastructure to support business growth and protect sensitive information.
Still not sure if CBOS is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.
CBOS Features
Accounting Management
CBOS features robust accounting management that connects every department through a centralized general ledger. It provides accurate budgeting, planning, and compliance, while delivering real-time financial insights. Executives and managers can monitor performance across locations, streamline financial processes, and make data-driven decisions that optimize profitability and operational efficiency.
Customer Management
The customer management module streamlines every stage of the sales cycle, from prospecting to closing. Centralized dashboards provide real-time insights into leads, opportunities, and customer interactions. This enables teams to improve sales forecasting, track pipeline progress, and strengthen client relationships without the inefficiencies of traditional CRM systems.
Payroll And HR Management
CBOS offers a cloud-based HR and payroll system that ensures compliance with federal, state, and local regulations. It integrates seamlessly with accounting, providing real-time employee data. Businesses gain reliable payroll processing, tax compliance, and HR administration while empowering staff with secure access anytime, anywhere, on any device.
Inventory Management
Inventory management in CBOS centralizes stock data across multiple warehouses, reducing redundancy and errors. Teams can fulfill orders faster, manage rolling stock efficiently, and restock accurately. This feature eliminates inconsistencies between inventory and accounting systems, improving operational efficiency, and providing accurate, actionable inventory insights.
Order Management And POS
CBOS simplifies order and point-of-sale processes by integrating sales, fulfillment, and finance workflows. Users gain real-time visibility of order status, accelerate invoicing, and reduce backorders. This unified system strengthens customer and vendor relationships while maintaining accurate, end-to-end control of orders from entry to completion.
Pros And Cons of CBOS
Pros
Improves cash flow with faster receivables processing
Offers exceptional personalized customer support and guidance
Streamlines inventory and order management for efficiency
Cons
Bank account syncing function still pending
Search functionality can be inconsistent for clients
CBOS Reviews
Total 4 reviews
4.3
All reviews are from verified customers
Rating Distribution
5
Stars25%
4
Stars75%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Megan V.
Not Specified, N/A employees
“all client notes in one place”
Pros
Getting started with it didn't take much effort, even when I was basically thrown right into using it. I also really appreciate that notes from every partner show up inside the client record so everything stays together in one place.
Cons
The biggest frustration for me is the search feature when I'm trying to find a client. I have to search by either their name, email, or company name and it doesn't feel unified. There's also no way to build a dashboard that only shows my specific clients. If that existed, this would easily be the best CRM I use.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
9
Functionality
6
Del J.
Not Specified, N/A employees
“simple setup and great training”
Pros
Right from the beginning, the BOS program has been easy and simple to work with which is what we appreciate most. The training we got when we first started using the system was excellent and that made the transition much easier. On a day-to-day basis, it has been very user-friendly and updating it when we need to add product line items has also been uncomplicated. At times, there are a few extra steps involved to reach an end result that really could be handled in a single step. Even with that, I would still recommend this program to any small business managing inventory and distributing products on a limited scale. It does not require a large upfront investment and it gives you flexibility for changes and upgrades that may be harder to manage if you purchase software outright.
Cons
Couldn't find any major downsides.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
9
Functionality
8
Lisa R.
Not Specified, N/A employees
“inventory control and cash flow boost”
Pros
After moving away from Quick Books, we needed a system that could actually handle our large inventory and let us process sales orders, shipments and invoices as separate steps. We reviewed a lot of products and while several checked the right boxes, most became too expensive once implementation costs were added. Finding this software was a big win for our small but growing business because it fit our budget and still included everything we were looking for. Overall it has delivered all the functionality we needed and even more. The customer service has been outstanding too, far beyond what we likely would have received from a larger, more expensive provider. Our dedicated account representative works so closely with us that he really feels like part of our team. On top of that, the way invoicing is handled has helped us speed up receivables significantly. We've gone from having most customers paying 30 days or more past due to having the majority pay on time, with very little follow-up needed from us. That improvement in cash flow has been huge and has allowed us to invest more in hiring sales staff and expanding our marketing.
Cons
A bit more automation in some areas would make the product even better. I'm also still waiting for the bank account syncing feature to be released, since that would make expense logging much easier.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
8
Frequently Asked Questions
Does CBOS offer an API?
The vendor has not disclosed information regarding its API.
Who are the typical users of CBOS?
CBOS software serves a wide range of industries and sectors, including wholesale distribution, retail, e‑commerce, and light manufacturing.
What language does CBOS support?
CBOS supports the English language.
Does CBOS have a mobile app?
No, CBOS does not have a mobile app.
What other apps does CBOS integrate with?
The software integrates with Magento, Shopify software, Woo Commerce, Volusion, and Big Commerce.
What types of pricing plans does CBOS offer?
CBOS pricing starts at $999/month. Request a custom CBOS price quotation.
What level of support does CBOS offer?
CBOS provides support via phone and email.