BaseOS
AI agentsAgents that do each area's work — and ask for your OK.

Attract and sell

  • Marketing SuiteCampaigns, flows, landing pages and ads.
  • Sales SuiteCRM, pipeline, proposals and inbox.

Deliver

  • ProjectsTasks, hours and team capacity.
  • Development & FactoryFrom idea to a live product.

Serve and run

  • Support SuiteHelpdesk, portal and widget.
  • Product SuiteRoadmap, changelog and wiki.
  • Finance SuiteInvoices, contracts and KPIs.
Software house / AgencyFrom proposal to invoice, with hours and contracts.SaaS / ProductSupport, roadmap and changelog for your product.

By team

  • SalesA pipeline that moves itself.
  • MarketingCampaigns and automated flows.
  • Support & CSEvery customer looked after.
  • OperationsProjects and delivery on time.
  • FinanceCollections and cash flow.

By channel

  • WhatsAppMeta's official API.
  • InstagramDMs in the same inbox.
  • EmailGmail and company inboxes.
  • Website chatA widget with your agent.
  • Customer portalTickets and documents.

By use case

  • Qualify leadsThe SDR answers and books.
  • Collect overdue invoicesReminders with your OK.
  • Answer ticketsGrounded in your wiki.
  • Proposal → project → invoiceNo typing anything twice.
PricingFactory
Sign inStart free

Sales · Projects · Support · Finance

Run your company with agents.

AI agents that know your business and do real work — from a lead's first message to collecting the invoice.

You choose what each one can do. Anything sensitive waits for your OK.

Start free →Watch an agent work →

14-day trial · No card · Then the free plan

9:41
☰
AgentNeeds you2
SStudio Bravo⌄
Sara⌄
Support
⌃ Show conversation
Message…
Sara, the support agent · fictional data

Sara, Support: “Any urgent tickets?”

Two tickets breach SLA within the hour. I answered Lumen's with the wiki article; the other one needs you.

  • Lead qualifiedSDR
  • Ticket resolvedSupport
  • Invoice collectedFinance
§01Monday, 9:07 AM

Seven tabs open.Not one knows what the others do.

It's not a lack of tools. It's too many of them, each holding a piece of the same customer — and someone left to stitch it all together.

CCRM — Opportunities
Xtimesheets-SEPTEMBER.xlsx
WProposal_v3_FINAL_for-real.docx
•(14) WhatsApp
?Helpdesk — Ticket queue
$Online banking
▦Task board
+
  1. 09:07

    A client asks on WhatsApp how the project is going. You open the task board to find out.

  2. 09:40

    The proposal was approved. You copy the scope from Word to the board, item by item.

  3. 11:15

    Closing the month's hours: three people, three spreadsheets, and no two agree.

  4. 14:30

    An urgent ticket has had no owner since Friday. Nobody saw it — it was in the other tab.

  5. 17:50

    Finance asks whether the Acme invoice went out. You dig through your email to be sure.

You've become your company's human integration layer.

And every hour spent piecing information together is an hour not spent selling, delivering or deciding.

One request, start to finish

In BaseOS, everything connects.Even the AI.

Sales, projects, support and finance share the same context. So you don't have to switch between tools, copy information around or explain everything again. You ask. Luna understands the context and moves the work forward.

  • 125sensitive actions always wait for you
  • 650+real tools
  • 6specialist agents

Real tool names. Fictional data.

Luna, Finance: “Chase this week's overdue invoices.”

  1. check_overdue_invoices (Finance): 4 overdue · R$12,480
  2. get_client_360 (CRM): billing contact for each
  3. get_contract (Contracts): 2% late fee in the contract
  4. send_crm_email (Email): 4 sent · logged in the CRM
  5. create_task (Projects): follow-up on Friday

I found 4 overdue invoices, R$12,480 in total. Shall I email the reminders? Sent. It's logged in the CRM, and I left a follow-up for Friday.

§03Why one foundation

Work crosses the whole company.So do your agents.

In BaseOS, sales, projects, support and finance read from the same foundation — and the agents work on top of it.

Sales doesn't work cut off from finance. Support doesn't rediscover the customer's history. And an accepted quote becomes a project and an invoice without anyone retyping the scope.

From lead to meeting

  1. A lead comes in on WhatsApp or the website chat.
  2. The sales agent qualifies it against your criteria.
  3. It logs the conversation in the CRM and schedules the follow-up.
  4. It proposes times and books the meeting.
  5. You step in to negotiate.
The upshot

The follow-up goes out on the right day, without relying on anyone's memory.

From quote to invoice

  1. The client accepts the quote through the link.
  2. The project is created from the quote's data.
  3. The invoice comes from the same quote, with a payment link.
  4. When the client pays, the invoice is marked paid on its own.
The upshot

Nobody retypes the scope — and nobody has to ask whether the invoice went out.

From ticket to solution

  1. The customer writes in through the portal, email or WhatsApp.
  2. The support agent looks for the answer in your wiki.
  3. If it's there, it replies and resolves the ticket.
  4. If it isn't, it routes the ticket to the right department, history included.
The upshot

No more tickets without an owner since Friday.

§04Agents by area

An agent for every part of the company.

Start with the area that hurts most. The others come in when it makes sense — and they already see what the first ones did.

  • Alex · Sales

    More meetings. Less manual follow-up.

    • Qualifies leads on WhatsApp and your website
    • Follows up on the right day
    • Books meetings on your calendar
    • Logs everything in the CRM
    Sales agents →
  • Julia · Marketing

    From campaign idea to a ready flow.

    • Builds the right segment from your base
    • Leaves the email flow as a draft
    • Plans the campaign with your data
    • Publishing and sending stay with you
    Marketing agents →
  • Sara · Support

    From answering a question to resolving a ticket.

    • Answers on WhatsApp, email and chat
    • Replies from your wiki
    • Opens and resolves tickets
    • Calls in a human when needed
    Support agents →
  • Luna · Finance

    No overdue invoice forgotten.

    • Finds the overdue invoices
    • Checks each client's contact and contract
    • Sends the reminder with your OK
    • Leaves the next follow-up scheduled
    Finance agents →
  • Projects agent

    For you and your team.

    • Creates tasks and projects
    • Sums up the day and what's pending
    • Searches the whole company
    Projects and tasks →
  • Made-to-measure agent

    650+ tools: build the agent your operation needs.

    Pick the tools, connect other systems via MCP and decide, tool by tool, what it does on its own and what waits for your OK.

    • Tools of your choice
    • MCP connections
    • Per-tool permissions
    • Adjustable autonomy
    Create my agent →
§05How you start

Three steps. At your pace, without stopping anything.

  1. 01 · One foundation

    Start with the area that hurts most.

    Sales, projects, support or finance. The others come in whenever you want — already seeing the data from the ones before.

    • Clients and leads from a CSV spreadsheet
    • Bank statements as CSV or OFX
  2. 02 · Integrations

    Connect where your customers already are.

    The WhatsApp conversation lands in the customer's history, and an email becomes a ticket or a CRM record — without anyone copying anything.

    • WhatsApp through Meta's official API
    • Gmail, Google Calendar and GitHub
    • Webhooks and a REST API for the rest
  3. 03 · Agents

    Put the agents to work.

    Pick the area's agent, the tools it uses and what needs your OK. Then widen its autonomy at your own pace.

    • One agent per area, or your own, made to measure
    • Start small, delegate more as trust grows
§06Autonomy and control

You decide how much to delegate.

Each agent reaches the tools you gave it — and nothing else. Tool by tool, you choose what it does on its own and what waits for your OK.

  • Look up

    Reads what you allowed and brings back the answer: the pipeline, the tickets, the invoices.

  • Prepare

    Gets the work ready for you to review: the email, the flow, the reminder.

  • Act

    Does on its own what you authorized: replying, recording, creating the task.

  • OK?

    Ask for your OK

    Applies at every level. For the actions you mark, the agent shows what it's about to do and waits.

Always wait for a human
  • Issuing an invoice
  • Making changes in finance
  • Sending a contract for signature
  • Publishing a page

That's 125 sensitive actions in all. No autonomy rule takes your approval away from them.

Autonomy isn't losing control.It's choosing what to delegate, what to review and what stays with you.

And underneath it all

Role-based access

Each person on the team sees and changes what their role allows.

Tools per agent

An agent only reaches the tools you gave it. Everything else doesn't exist for it.

Audit trail

Every tool an agent uses is logged: which one, when and with what result.

Isolated data

Each organization's data is kept apart from every other organization's.

Free to leave

Each area exports to CSV, and the REST API moves your data to another system. No exit fee.

Data protection (LGPD), privacy and the details of each control are documented.

See security and privacy →
§07No mockups

This is the product.Not an illustration.

Real BaseOS screens running Studio Bravo, a demo software house. The data is made up; the screens aren't.

baseos.dev/home/crm/pipeline
BaseOS sales pipeline with opportunities across five stages
Sales · Pipeline
baseos.dev/home/projects
BaseOS project list with progress and owners
Projects
baseos.dev/home/tickets
BaseOS support ticket queue
Support · Tickets
baseos.dev/home/finance
BaseOS finance dashboard with revenue and expenses
Finance
Why we built BaseOS

“I spent years running a software house on ten tools that didn't talk to each other. I was the human integration layer — and it was consuming me. BaseOS is the system I wanted to have: the whole operation in one place, with AI by my side, so I could get back to building instead of just holding everything up.”

Founding team · BaseOSwe lived the chaos BaseOS fixes

The founding beta is open.

Join now and you get a say in what gets prioritized. BaseOS grows around what companies like yours need — not a roadmap written far away from them.

Join the beta →
§08Where to start

What kind of company are you?

Each example comes with the right modules and a price calculated the same way as the invoice. Start from one and adjust later.

  • Private practiceClients, service and scheduling in one place.3 modules · 2 usersMarketingCRM & SalesOmnichannel InboxR$107/month→
  • Marketing agencyClients, campaigns, tasks and deliverables in one place.9 modules · 3 usersMarketingContent (CMS)Media library+6R$556.25/month→
  • SaaSSupport, roadmap, documentation and customers, connected.9 modules · 5 usersTicketsRoadmap, Changelog & WikiCRM & Sales+6R$585/month→
  • Software houseQuote, contract, project, hours and invoice in a single line.11 modules · 5 usersQuotesContractsProjects & Tasks+8R$593/month→
Different case? Talk to us →
§09How billing works

Start free.Expand when you need to.

Try everything for 14 days in your first organization, no card. If you don't subscribe, you stay on the free plan with your data. No lock-in, no cancellation fee.

One subscription instead of
  • CRM
  • project management
  • helpdesk
  • finance and billing
  • WhatsApp and email blasts
  • timesheets
— all reading from the same foundation.
Start free →

No credit card. You build the subscription later, one module at a time, when you need it.

Still just an idea?

Before you build it, find out if anyone will buy it.

The Factory researches the market, tests demand, writes the spec and builds your digital product with agents. You approve every decision — and whatever it launches is born on the same foundation where it's sold and run.

From R$485/month, including the modules the Factory needs (Projects & Tasks, Developer Agent, Finance, and Catalog). Building uses prepaid AI credits.

Meet the Factory →
§10Before you ask

No fine print.

What is BaseOS, really? A CRM? An ERP?

It's your company's operating system: sales, projects, support and finance on one foundation, with AI agents working on top of it. It does the job of the CRM, the helpdesk, project management and finance — and they all read the same data.

Do the agents actually do the work?

Yes. They look up data, answer customers, create tasks, log in the CRM and send emails — with the tools you gave each one.

Will the AI agents mess up my data?

They follow the permissions you set. And 125 actions — issuing an invoice, making changes in finance, sending a contract for signature, publishing a page — always wait for a human, whatever the agent's automation level.

How long does it take to get started?

Minutes. At sign-up you pick your type of company and the right modules come switched on — you can even load a sample workspace and delete it later. From there, you bring in one area at a time.

Do I have to migrate everything at once?

No. Bring one area at a time. Clients and leads come in from a CSV spreadsheet, bank statements as CSV or OFX, and if you're coming from WHMCS you can import clients, orders and tickets. If you'd rather have a hand, book a walkthrough. Book a walkthrough →

Can I charge my clients via Pix and boleto?

Yes. Connect your Asaas account and every invoice gets a payment link where your client picks Pix, boleto or card — and when they pay, the invoice is marked paid on its own. Stripe works too.

Can my clients see anything?

If you want them to. In the client portal they open and follow tickets, view and pay invoices, sign contracts and track their projects — without asking for a status update on WhatsApp.

Will it work for a company my size?

The free plan already includes 2 users. On a subscription, 2 users are included and each extra person costs R$15 a month — the company grows without switching plans.

Do I need to know how to code?

No. Modules and agents are set up on screen. Code only comes in if you want to connect a system of your own through the REST API, webhooks or MCP.

What about data protection (LGPD)?

Each organization's data is isolated, with role-based access and an audit trail. The details are on our security and privacy pages. See security →

What if I want to leave?

Export and go: each area exports to CSV, and the REST API moves your data to another system. No exit fee, no lock-in.

Didn't find yours? Talk to us. →
A door of light opens: the way into a company that runs without you in the middle of everything
The door is open

Be the owner again.Not the integrator.

Start with the area that hurts most. In 14 days you'll know whether BaseOS stays — no card, and a free plan afterward.

Start free →Book a walkthrough

14-day trial · No card · Then the free plan

Founding beta open: join now and get a say in what gets prioritized.

Still just an idea? Start with the Factory →
BaseOS
Build. Sell. Run.
BaseOS

One foundation for the whole company — and agents that do the work.

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© 2026 BaseOS. All rights reserved.Build. Sell. Run.
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