Gestão de orçamentos e pedidos

Keep your business organized and make filing your DASN-SIMEI (Simplified Annual Tax Return for Individual Microentrepreneurs) and Income Tax easier, with all the documents you need registered in one place.

Agenda Boa is ideal for MEIs (Individual Microentrepreneurs) who need to keep everything organized throughout the year. In the app, you register clients, orders, receipts, and payments: essential information to facilitate the organization of your DASN-SIMEI and Income Tax, and keep your obligations up to date.

More than 1 million entrepreneurs already use it! Try it, it's free! 🚀 Download the app and enjoy!

DISCOVER THE APP FEATURES:
• Register clients: Register clients, save their contacts securely in the cloud, and contact them on WhatsApp with just one click!

• Record and manage your clients' orders: By recording and managing orders, you can know, 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 will be super organized and professional.

• Generate work orders and other documents: Impress your clients with professional work orders and documents created in Agenda Boa! Generate work orders or other documents and send them to the client (WhatsApp or email).

• Issue receipts to clients: Issue receipts in seconds and send them to the client 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 it to organize your business appointments and appointment reminders so you don't miss any appointments with clients, scheduling notifications to keep track of all your appointments.

• Personalized homepage: Customize your screen and shortcuts the way you prefer to facilitate the flow of your operation.

• Daily Summary: Keep track of everything you need to do today on the main screen – appointments, payments due, payments due, and much more.

• Issue Contracts and Warranty Terms: 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 reminders
• 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
• Collect 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 the 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 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