BoardView
The business OS that replaces 14 tools.
BoardView brings HR, CRM, projects, commerce, inventory, billing, finance, production, AI agents and team documents into one workspace with 14 modules, so teams stop paying for and switching between separate tools.
- Reemplaza
- 14 tools, from HRMS, CRM and finance to inventory, docs and AI agents
- Agentes de IA
- Calling, WhatsApp, email and chat agents, plus an AI workflow builder
- Finanzas
- Invoices, recurring payments and expenses
- Multiorganización
- Varias empresas, un solo acceso
Funciones de BoardView
HRMS
Attendance, leave, payroll and employee records in one place.
CRM
Leads, pipelines, follow-ups and field sales tracking.
Project and Task Management
Plan projects, assign tasks and track deadlines across teams.
AI Workflow Builder
Automate work across every module with drag-and-drop AI flows.
eCommerce
Your online store and shopping app, synced with live stock.
Inventory Management
Stock levels, warehouses, transfers and reorder alerts.
Billing & PoS
Counter billing, invoices and payments at every outlet.
Finanzas
Invoices, recurring payments and expense tracking in one ledger.
Production Planning
Plan production runs, raw materials and shop-floor progress.
Agentes de IA
Calling, WhatsApp, email and chat agents that talk to customers and log every conversation to the CRM.
Drive & Document Management
Store, share and control access to every file.
Hojas de cálculo
Spreadsheets with formulas, shared live with your team.
Tableros
Kanban boards that move work from stage to stage.
Documentos
Write, edit and comment on documents together.
Obtenga la ficha técnica de BoardView
Un espacio de trabajo conectado para su negocio. Un resumen de 3 páginas para leer más tarde o compartir con su equipo.
- Los 12 módulos conectados: CRM, proyectos, documentos, hojas de cálculo y más
- Asistentes de IA, automatización de flujos de trabajo e informes
- Casos de uso para equipos de ventas, proyectos y operaciones
- Por qué los equipos reemplazan herramientas separadas con un solo espacio de trabajo
Cómo funciona BoardView
Configure
Cree su espacio de trabajo e invite a su equipo.
Importe
Bring documents, contacts, products and projects from existing tools.
Automatice
Turn on AI agents, AI workflows and recurring invoices.
Retire
Cancele las herramientas que BoardView reemplazó.
Quién usa BoardView
Startups
Arranque en una sola plataforma en lugar de una pila de suscripciones.
Retail and distribution
Online store, inventory, PoS billing and invoices from one stock ledger.
Fabricantes
Production planning, inventory, HR and finance on shared data.
Grupos multiempresa
Departamentos y empresas separados con un solo inicio de sesión.
Part of our industry stacks for real estate and construction management systems.
Implementación, seguridad y soporte
Cloud hosting
BoardView runs in our cloud as a managed service. For data residency or security requirements, on-premises or hybrid deployment is available with BoardView Enterprise.
Acceso basado en roles
Roles y permisos detallados, historial de auditoría y claves de API seguras para integraciones.
Onboarding and support
Data migration, configuration and training from the engineers who build the product, with support levels set by your plan.
Preguntas frecuentes sobre BoardView
¿Qué es BoardView?
BoardView brings HR, CRM, projects, commerce, inventory, billing, finance, production, AI agents and team documents into one workspace with 14 modules, so teams stop paying for and switching between separate tools.
Which modules does BoardView include?
BoardView includes 14 modules: HRMS, CRM, Project and Task Management, AI Workflow Builder, eCommerce, Inventory Management, Billing & PoS, Finance, Production Planning, AI Agents, Drive & Document Management, Sheets, Boards and Docs. Turn on the modules you need and add the rest as you grow.
Which AI agents come with BoardView?
BoardView includes four AI agents: a Calling Agent that answers and makes calls in 1 to 3 seconds, a WhatsApp Agent, an Email Agent and a Chat Agent for website and in-app chat. Each agent logs conversations to the CRM, and the AI Workflow Builder connects them to every other module.
Can BoardView handle invoicing and recurring payments?
Yes. The Finance module creates invoices, collects recurring payments and tracks expenses, and Billing & PoS handles counter billing at every outlet. Both share live data with Inventory, eCommerce and CRM.
¿Una sola cuenta puede gestionar varias empresas?
Sí. BoardView admite múltiples organizaciones con departamentos y controles de acceso separados bajo un solo inicio de sesión.
¿Quién usa BoardView?
Common uses include startups (launch on one platform instead of a stack of subscriptions); retail and distribution (online store, inventory, PoS billing and invoices from one stock ledger); manufacturers (production planning, inventory, HR and finance on shared data); and multi-company groups (separate departments and businesses under one login).
¿Cómo funciona BoardView?
It works in four steps. 1. Set up: create your workspace and invite your team. 2. Import: bring documents, contacts, products and projects from existing tools. 3. Automate: turn on AI agents, AI workflows and recurring invoices. 4. Retire: cancel the tools BoardView replaced.
¿BoardView funciona con otros productos de Baap?
Yes. BoardView connects with Baap CRM, AI Workflow Automation and Baap Commerce: CRM is one of BoardView's connected modules; automate across BoardView tasks, docs and sheets; orders and stock appear on BoardView boards and reports. Other systems connect through AI Workflow Automation, webhooks and APIs, scoped with you.