Fathom BOS
Replace Salesforce with an AI-native operating system built for your business. Custom dashboards, pipeline, email automation, and AI agents — deployed in weeks.
Replace Salesforce
Full CRM replacement — not another integration on top
White-Labeled
Your brand, your workflows, your dashboards — built for you
Live in Weeks
Not a 6-month implementation. Built and deployed fast.
Everything Salesforce Does. Nothing It Doesn't.
A complete operating system customized to your business — with AI baked into every layer, not bolted on as an add-on
CRM Core
Accounts, contacts, pipeline, price book, and products — built from scratch around how your team actually works. No inherited Salesforce baggage.
Email Automation
Microsoft Exchange / 365 integration. AI triages your inbox, routes messages to the right person, drafts responses for approval, and kills the noise.
Custom Dashboards
Every person sees a different view. CEO sees global P&L. VP Sales sees pipeline and collections. Reps see their territory. Shipping sees inbound/outbound.
AI Agents
Real AI agents that hold real roles — email triage, hospital collections, shipping automation, document processing. They work 24/7 and never miss a follow-up.
QuickBooks Integration
Bidirectional sync with QuickBooks. Invoice created? Deal auto-closes. Payment received? AR tracker updates. Your accounting team changes nothing.
Pipeline Management
Custom pipeline stages designed for your sales process — not Salesforce's. Track deals from first touch to closed-won with the stages that matter to your business.
Rep & Distributor Tools
Support for W2 reps and 1099 distributors in the same system. Curated email digests, territory assignments, and accountability tracking with leadership controls.
Operations Automation
Intercept packing slips, automate shipping dashboards, generate collection emails, and process documents — all through AI agents that integrate with your existing tools.
Executive Intelligence
Real-time visibility into every corner of your operation. Revenue tracking, rep performance, territory health, and collection aging — without waiting for someone to build a report.
Multi-Entity Ready
US headquarters, international subsidiaries, remote teams — BOS handles complex organizational structures with role-based access and entity-specific dashboards.
How Fathom BOS Gets Built
From discovery to launch in weeks — not the 6-month Salesforce implementation you're used to
Discovery & Data Audit
We audit your current tools — CRM, accounting, email, spreadsheets — and map every workflow, integration, and pain point. We figure out what you actually use vs. what you're paying for. Your team answers a few questions. We do the rest.
Build & Configure
We build your BOS from scratch — custom pipeline stages, role-based dashboards, AI agents for your specific workflows, and integrations with QuickBooks, Exchange, and your existing tools. Your branding, your terminology, your logic. Not a template.
Data Migration & Launch
We migrate your Salesforce data (accounts, contacts, opportunities, custom objects), clean and de-duplicate against your source of truth, and go live. Your team logs in to a system that already has their data, their pipeline, and their accounts.
Continuous Optimization
BOS isn't a one-time build — it evolves with your business. New AI agents deployed as needs emerge. Dashboards refined as leadership learns what they need to see. Features added monthly, not annually. We're your engineering team.
Why Companies Are Leaving Salesforce
They're not looking for a better CRM. They're looking for a system that actually runs their business.
Kill Your Salesforce Bill
Salesforce charges per seat, per add-on, per integration, per admin hour. BOS is a flat monthly fee for your entire organization — CRM, AI agents, dashboards, and ongoing development included.
No per-seat pricing. No surprise invoices.
AI That Does the Work
Salesforce sells you a database and calls it a CRM. BOS gives you AI agents that triage email, chase collections, automate shipping, and draft responses — real work, not just data entry.
Agents that hold real roles
Built in Weeks, Not Months
Enterprise CRM implementations take 6-12 months and cost six figures in consulting fees. BOS goes from discovery to live in weeks. Your team is productive on day one.
Weeks to deploy. Not months.
Actually Customized
Salesforce "customization" means hiring a consultant to configure fields. BOS is built from the ground up for your business — your pipeline stages, your dashboards, your workflows. Nothing generic.
Your business logic, not a template
You Own Your System
No vendor lock-in. No data hostage situations. No "you need Enterprise tier for that feature." BOS is your operating system — we build it, you run your business on it.
Full data ownership
Gets Smarter Over Time
New AI agents deployed as needs emerge. Dashboards refined monthly. Features added continuously based on what your team actually needs — not what a product roadmap says you should want.
Continuous improvement, not annual releases