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.
- Inachukua nafasi ya
- 14 tools, from HRMS, CRM and finance to inventory, docs and AI agents
- Mawakala wa AI
- Calling, WhatsApp, email and chat agents, plus an AI workflow builder
- Fedha
- Invoices, recurring payments and expenses
- Mashirika mengi
- Biashara kadhaa, kuingia mara moja
Vipengele vya 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.
Fedha
Invoices, recurring payments and expense tracking in one ledger.
Production Planning
Plan production runs, raw materials and shop-floor progress.
Mawakala wa AI
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.
Nyaraka
Write, edit and comment on documents together.
Pata karatasi ya maelezo ya BoardView
Eneo moja la kazi lililounganishwa kwa biashara yako. Muhtasari wa kurasa 3 wa kusoma baadaye au kushiriki na timu yako.
- Moduli 12 zilizounganishwa: CRM, miradi, nyaraka, sheets na zaidi
- Wasaidizi wa AI, uendeshaji otomatiki wa michakato na ripoti
- Matumizi kwa timu za mauzo, miradi na uendeshaji
- Kwa nini timu zinabadilisha zana tofauti kwa eneo moja la kazi
Jinsi BoardView inavyofanya kazi
Weka mipangilio
Unda nafasi yako ya kazi na ualike timu yako.
Ingiza
Bring documents, contacts, products and projects from existing tools.
Otomatisha
Turn on AI agents, AI workflows and recurring invoices.
Staafisha
Sitisha zana ambazo BoardView imechukua nafasi yake.
Wanaotumia BoardView
Kampuni changa
Anza kwenye jukwaa moja badala ya rundo la usajili.
Retail and distribution
Online store, inventory, PoS billing and invoices from one stock ledger.
Watengenezaji
Production planning, inventory, HR and finance on shared data.
Makundi ya kampuni nyingi
Idara na biashara tofauti chini ya kuingia mara moja.
Part of our industry stacks for real estate and construction management systems.
Utekelezaji, usalama na usaidizi
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.
Ufikiaji kulingana na majukumu
Majukumu na ruhusa za kina, historia ya ukaguzi na funguo salama za API kwa miunganisho.
Onboarding and support
Data migration, configuration and training from the engineers who build the product, with support levels set by your plan.
Maswali ya Mara kwa Mara kuhusu BoardView
BoardView ni nini?
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.
Je, akaunti moja inaweza kusimamia biashara kadhaa?
Ndiyo. BoardView inasaidia mashirika mengi yenye idara tofauti na udhibiti wa ufikiaji chini ya kuingia mara moja.
Nani anatumia 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).
BoardView inafanyaje kazi?
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.
Je, BoardView inafanya kazi na bidhaa nyingine za 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.