Start the year in control! With Agenda Boa, you can create your client portfolio, record orders, create quotes, control inventory, issue receipts, and track finances all in one app.
Ideal for you, who wants to structure your business routine from the beginning of the year, save time, and have more control over your daily income and expenses.
Over 1 million entrepreneurs already use it! Try it, it's free! 🚀 Download the app and enjoy!
App features:
• Customize the app to reflect your business
• Generate contracts and warranty terms in 3 seconds with AI
• Receive appointment reminders to avoid missing appointments with clients
• Control your inventory from the palm of your hand
• Track business results with financial graphs
And more!
• Register, organize, and contact your clients in one click
• Record and manage your orders
• Generate service orders, quotes, and receipts
• Schedule appointments
• Manage your finances: record income and expenses, track monthly results, and much more!
DISCOVER THE APP FEATURES:
• Register clients: Register clients, securely save their contacts in the cloud, and contact them on WhatsApp in just one click!
• Record and manage your clients' orders: By recording and managing orders, you can see, for example, which quotes are awaiting client approval.
• Create quotes: Generate quotes and send them to your clients at any time. With Agenda Boa, your quotes are super organized and professional.
• Generate service orders and other documents: Impress your clients with professional service orders and documents created in Agenda Boa! Generate service orders or other documents and send them to the client (WhatsApp or email).
• Issue receipts for clients: Issue receipts in seconds and send them to clients via email or WhatsApp!
• Control your business finances: Record receipts, amounts receivable, overdue amounts, and costs. Know how much and when each client has to pay you and track the month's results.
• Schedule appointments: Use this to organize your business appointments and appointment reminders to avoid missing any appointments with clients, scheduling notifications to keep track of all your appointments.
• Personalized homepage: Customize your screen and shortcuts to your liking to facilitate your workflow.
• Daily summary: Track everything you have to do for the day on the main screen - appointments, payments due, receivables, and much more.
• Issue contracts and warranty conditions: Issue contracts, contractual clauses, and warranties in up to 3 seconds using artificial intelligence with Agenda Boa. Save them for later use and edit them when needed.
• Inventory control: Organize your inventory efficiently and avoid last-minute restocking.
◉ EXTRA FEATURES OF THE POP PLAN
• Create standardized texts
• Use financial filters
• Appointment reminder
• Duplicate orders
• Access Agenda Boa on PC
◉ EXTRA FEATURES OF THE PRO VERSION
• All POP features
• Add your logo and signature to documents
• Create standardized texts
• Insert photos into orders
• Customize document colors
• Search tool
• And much more!
◉ EXTRA FEATURES OF THE TOP VERSION
• All POP and PRO features
• Obtain customer signature on the device
• Generate contracts and warranties
• Insert product photos
• Barcode reader
• View financial graphs
• And much more!
◉ FREQUENTLY ASKED QUESTIONS
• Do I have to pay to use it?
We have a Free plan with several features, designed to help those who are starting out, and also POP, PRO, and TOP versions with exclusive features.
• Do I need a CNPJ (Brazilian business registration number)?
No. You can be a MEI (Individual Microentrepreneur), self-employed (individual), have a company, or a small business. Agenda Boa has several features to facilitate the management of your business!
WE'RE IN THIS TOGETHER!
Terms of Use:
https://www.agendaboa.com/termos-de-uso-e-privacidade