# BoardView

URL: https://baapcompany.com/products/boardview/
Product site: https://boardview.me/
Suite: Work & Revenue
Category: Business operating system and team workspace

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.

### Specifications

- Replaces: 14 tools, from HRMS, CRM and finance to inventory, docs and AI agents
- AI agents: Calling, WhatsApp, email and chat agents, plus an AI workflow builder
- Finance: Invoices, recurring payments and expenses
- Multi-organization: Several businesses, one login

### Features

- **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.
- **Finance**: Invoices, recurring payments and expense tracking in one ledger.
- **Production Planning**: Plan production runs, raw materials and shop-floor progress.
- **AI Agents**: 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.
- **Sheets**: Spreadsheets with formulas, shared live with your team.
- **Boards**: Kanban boards that move work from stage to stage.
- **Docs**: Write, edit and comment on documents together.

### How it works

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.

### Who uses it

- **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.
- **Multi-company groups**: Separate departments and businesses under one login.

### FAQ

**What is 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.

**Can one account manage several businesses?**
Yes. BoardView supports multiple organizations with separate departments and access controls under a single login.

**Who uses 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).

**How does BoardView work?**
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.

**Does BoardView work with other Baap products?**
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.

Source: https://baapcompany.com/products/boardview/