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Sales Suite

Smart CRM

Leads, deals & pipeline

Used bySales

Run your whole people operation, from company setup to payroll, in one place.

Smart CRM is a unified HR and people-operations suite that connects company setup, the employee directory, attendance, and payroll into a single work hub. It replaces the scattered spreadsheets, email threads, and manual reconciliations that slow down growing teams, giving HR and operations a single source of truth from onboarding through monthly pay. A separate Sales CRM adds a kanban pipeline, deals, and quoting when you need to manage revenue alongside your people.

5 use cases

Documented use cases

01

Stand Up Your Company HR Foundation

HR lead / People operations manager
Problem

When a company grows, core HR rules live in someone's head or in a folder of outdated documents. Office locations, shift timings, break rules, and leave policies are interpreted differently by each manager, which creates inconsistent decisions and disputes. There is no single definition of how the company actually runs.

How BOL7 solves it

The Company workspace lets you define brand details, offices, shift and break rules, and HR policies once, in a structured place. These settings become the baseline that attendance, leave, and payroll all reference, so every downstream process inherits the same rules.

Outcome

Managers and employees work from one consistent rulebook, removing ambiguity and the back-and-forth that comes from undocumented policy.

HR setupPoliciesCompany
02

Onboard Employees with Role, Pay, and Access in One Step

HR / Hiring manager
Problem

Onboarding a new hire usually means chasing details across forms, IT tickets, and payroll spreadsheets. Role, department, and compensation get recorded in different systems, login access lags behind the start date, and information drifts out of sync. New employees lose productive days waiting to be set up.

How BOL7 solves it

The Employees directory captures onboarding in one record, including role, department, CTC, and login credentials. Each new hire is created with their access and pay structure already attached, so the directory stays the authoritative record from day one.

Outcome

New hires are productive faster and every employee record is complete and consistent from the moment they join.

OnboardingEmployee directoryAccess
03

Run the Daily Roster and Approve WFH and Leave

Team manager / HR operations
Problem

Tracking who is in, who is remote, and who is on leave through chat messages and email is unreliable. Check-ins are missed, approvals get buried in inboxes, and by month-end nobody can confirm the real attendance picture. That uncertainty turns directly into payroll errors and disputes.

How BOL7 solves it

Attendance gives you a daily roster with check-in and check-out, plus a clear queue for approving WFH and leave requests. Decisions are recorded against each employee, so the attendance record is built continuously instead of reconstructed later.

Outcome

Managers always know the live status of their team, and approvals leave a clean, auditable trail that feeds straight into payroll.

AttendanceLeaveWFH approvals
04

Generate the Monthly Payroll Register and Export to Excel

Payroll / Finance team
Problem

Building payroll by hand means stitching together attendance, salary figures, and statutory deductions across multiple spreadsheets each month. The work is slow, error-prone, and hard to hand off to finance or auditors. One wrong formula can mean underpaying or overpaying staff.

How BOL7 solves it

The Salary report produces a monthly payroll register that pulls together pay and statutory deductions, then exports cleanly to Excel. Because it draws on the same company rules and attendance data, the register reflects what actually happened that month.

Outcome

Payroll runs become a repeatable, defensible process, and finance gets an export-ready register without manual reassembly.

PayrollSalary reportExcel export
05

Track HR and Ops Work by Priority and Status

HR / Operations team
Problem

HR and operations work is a constant stream of tasks and events, from compliance follow-ups to event planning, that lives in scattered to-do lists and reminders. Without a shared view, priorities collide, items slip, and the team has no clear sense of what is in progress versus done.

How BOL7 solves it

The Work hub brings tasks and events together, organized by priority and status. The team can assign work, see what is urgent, and watch items move from open to complete in one shared space.

Outcome

The team gets a single, prioritized view of all people-ops work, so nothing falls through the cracks and progress is visible to everyone.

Task trackingWork hubOperations