From first contact to signed proposal, without switching systems.
Leads, pipeline, proposals and WhatsApp conversations on the same base your projects and invoices come from. Alex builds the proposal — and asks before he sends it.
14-day trial · No card · Then a free plan
Alex, Sales: “Build Acme's proposal: a company website and 20 h of support.”
Built it with 2 catalog items, R$ 18,600 in total, within Acme's price list. Shall I send the link? Send the R$ 18,600 proposal to Acme. Sent. It's logged on the opportunity and I set a follow-up for Thursday.
Studio Bravo is a demo company. Made-up data.
A salesperson's week, before and after
The lead chats on one salesperson's WhatsApp and nobody else sees it.
Conversations land in a team inbox, each with an owner and linked to the lead's record.
The opportunity goes cold and nobody notices until month-end.
The pipeline shows expected value per stage and what has been stuck too long.
The proposal is a copy of the last one, with the wrong price.
The proposal is built from catalog items and accepted online by the client.
Once accepted, someone retypes everything into the project and the invoice.
The accepted proposal becomes a project, a contract and an invoice in one click.
From lead to contract, on one base
Three modules you switch on as the pain shows up — and that hand the sale over ready for delivery and billing.
CRM
Every lead with an owner and a history
A lead base with source, owner and timeline: calls, meetings, emails and follow-ups. The pipeline shows where the money is and where it leaks.
- Pipeline by stage with expected value
- Emails sent and received inside the CRM
- Conversion by stage, source and salesperson
Proposals
Proposal sent as a link, accepted online
Build the proposal from the catalog and send a link. The client views, comments and accepts without creating an account — and the accepted proposal becomes a project, a contract and an invoice.
- Items and prices from the catalog
- A portal where the client accepts
- No BaseOS badge, if you prefer
Inbox
Every conversation in one team inbox
Connect the company's WhatsApp, Instagram and Telegram. Each conversation has an owner, internal notes the client never sees, tags and quick replies.
- WhatsApp through Meta's official API
- Rules that route each conversation to the right person
- Wait time and resolved conversations per agent
Cadence
Follow-up that doesn't depend on memory
WhatsApp and email campaigns, flows that react to a new lead or a missed deadline, and booking pages that create the meeting in the CRM.
- Campaigns with audience and cadence
- Automated flows by event
- A calendar tied to the lead's record
A sale that arrives ready to deliver
- From proposal to cashThe accepted proposal becomes a contract and an invoice with the same items, without copying a line.
- From proposal to projectThe accepted scope becomes a project with tasks, and the hours land on the client's account.
- From WhatsApp to the client's recordThe conversation stays in the client's history, and the agent replies when the team is away.
Modules you can switch on today
Read from the same catalog as the module store: if it's listed here, it's in the product.
- CRM & Salesfrom R$29/month
- PipelineA stage-by-stage sales funnel with forecast value and whatever has been stuck too long.
- LeadsA lead base with source, owner and the full history of every touch.
- CampaignsWhatsApp and email campaigns with an audience, a cadence and a result funnel.
- Quotesfree plan available
- QuotesQuotes assembled from the catalog, sent as a link and accepted online.
- Convert to projectAn accepted quote becomes a project, a contract and an invoice in one click, retyping nothing.
- Omnichannel Inboxfrom R$49/month
- Connected channelsConnect your company's WhatsApp and Telegram and receive everything in one box, with the AI agent answering while you sleep.
- Shared inboxYour team works the same box: every conversation has an owner, internal notes the customer never sees, tags, quick replies and snooze.
- Official WhatsApp (Meta)Connect through Meta's official API, with a verified number and approved templates — the path that carries no ban risk.
Could my WhatsApp number get banned?
Through Meta's official API, with a verified number and approved templates, you use the path Meta itself allows. It's the one we recommend for anyone talking to many clients.
Will the agent send a proposal without me seeing it?
No. He builds the proposal and stops. Sending, accepting or rejecting a proposal always waits for a person's approval, and every action is logged.
Can I bring my leads from a spreadsheet?
Yes. Clients and leads come in by CSV. If your case is more complex, book a diagnosis and we'll look at it together.
Do I need all three modules?
No. Start with the CRM or proposals; the inbox comes in when you want the team's WhatsApp, already connected to your leads.
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.
14-day trial · No card · Then the free plan