Gestão de clientes para MEI

Keep your business organized and have all the information you need recorded in one place.

Agenda Boa is the client management and financial control app for micro-entrepreneurs, freelancers, service providers, and small businesses. Register clients, organize orders, track payments, create professional documents (such as quotes, service orders, and others), and have more control over your business on a daily basis.

In addition to facilitating the day-to-day management of your business, the app helps you keep clients, services, payments, and documents organized to manage your company more efficiently.

More than 1 million entrepreneurs already use Agenda Boa! Download now and discover a simpler way to manage clients, control finances, and organize your business. It's free to use.

APP FEATURES:

• Register clients: Register clients, save your contacts securely in the cloud, and contact them via WhatsApp with just one click.

• Record and manage customer orders: Organize orders, track pending quotes, and have more control over completed services.

• Create quotes: Generate complete professional quotes with logo, photos, and signature and send them to clients.

• Generate service orders and other documents: Create service orders, contracts, commercial proposals, and strengthen your business image.

• Issue receipts to clients: Quickly issue receipts and share them via WhatsApp or email.

• Control your business finances: Record receipts, amounts receivable, overdue payments, and costs. Have more financial control and track your company's results.

• Schedule appointments: Organize appointments, services, and commitments with reminders so you don't forget any clients.

• Personalized homepage: Configure your homepage to your liking and business needs.

• Daily summary: View appointments, receipts, payments, and activities in one place.

• Issue contracts and warranty conditions: Generate contracts, contractual clauses, and warranties using artificial intelligence.

• Inventory control: Organize products, track movements, and avoid unforeseen events in your business.

• Management for MEI (Individual Microentrepreneur), freelancers, and service providers: Control clients, services, orders, receipts, and documents in a simple and organized way.

◉ POP PLAN FEATURES • Create standardized texts • Use financial filters • Appointment reminders • Duplicate orders • Access Agenda Boa on PC

◉ PRO PLAN FEATURES • All POP features • Add your logo and signature to documents • Create standardized texts • Insert photos in orders • Customize document colors • Search tool • And much more!

◉ TOP PLAN FEATURES • All POP and PRO features • Collect customer signatures 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 for beginners, in addition to the POP, PRO, and TOP plans with exclusive features.

• Do I need a CNPJ (Brazilian business registration number)? No. You can be a MEI (Individual Microentrepreneur), self-employed, a freelancer, a service provider, or have a small business. Agenda Boa was created to facilitate customer management, financial control, and the organization of your business.

Agenda Boa: customer management, financial control, and organization for MEIs, freelancers, and small businesses.

Terms of Use: https://www.agendaboa.com/termos-de-uso-e-privacidade