CRM + ERP for businesses in every industry

Manage your company's clients, quotes, and payments from a single system

BORA brings together clients, catalog, quotes, sales, payments, tasks, and bookings in a single platform. Your team stays organized, quotes go out in minutes, and receipts carry your brand — no more jumping between Excel, WhatsApp, and desktop folders. Every task has an owner and a due date, and BORA emails everyone involved so nothing depends on someone's memory.

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USD 600 Yearly license (promo)
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15 days Free trial, no card
Today's dashboard
18 New leads
9 Quotes sent
5 Sales closed today
$1.8M Sold in May

Your business's sales, payments and schedule in one place

Kanban pipeline Photo catalog PDF quotes Deposits and balances Bookings and calendar Product landing pages Chatwoot Team chat CSV reports 2FA
The problem

Common problems in service businesses, solved with BORA

Here's how they show up day to day — and how the platform solves them

Lost inquiries

Inquiries sit in scattered chats and emails and nobody knows where each one stands

With BORA: every inquiry is entered as a lead in the pipeline, with its stage and assigned salesperson. If you use Chatwoot you can connect it, and your email inbox lives inside the system too.
Manual quotes

Each salesperson builds quotes their own way, in Word or Excel, and they all come out different

With BORA: you pick the product from the catalog, enter the client's details, and a professional PDF is generated with your logo, terms, and validity period, plus a link so the client can view it online.
No visibility

You don't know what's happening with each lead or how much you sold this week until someone tells you

With BORA: the pipeline shows every lead in its stage, and reports give you sales by salesperson, product, and period, exportable to CSV.
Chaotic schedule

Meetings, follow-ups, and tasks jotted down on a phone, loose papers, or someone's notebook

With BORA: tasks with an owner and due date with email notifications, appointments and bookings in a shared calendar, and internal chat to coordinate without leaving the system.
Outdated catalog

Every time a client asks about prices, it takes you a while to find the correct, up-to-date information

With BORA: a centralized catalog with photos, categories, and prices by currency. Every salesperson quotes from the same information.
Uncoordinated team

Two people on the team contact the same client or send different prices without knowing it

With BORA: every lead has an owner, and its notes, tasks, and quotes stay on its record, visible to the team — no duplication, no surprises.
How it helps you

What you'll be able to do with BORA from day one

This isn't a feature list — these are concrete problems in your business that you'll be solving as soon as next week

Kanban lead pipeline

Your leads move through stages you define, for example: New contact → Quoting → Quote sent → Negotiation → Closed. You see who's at each step and where the team is getting stuck.

Example: you see 14 quotes sent with no response. You open the column, see which ones have been waiting longest, and give each salesperson a follow-up task with a due date.

Chatwoot, email, and internal chat

If you handle your channels in Chatwoot, you can integrate it with BORA. You also get your email inbox inside the system and an internal chat so the team can coordinate without leaving the platform.

Example: an email comes in asking for "a quote for web design." You read it in BORA's inbox, create the lead, assign it to Martina, and let her know through the internal chat.

Professional quotes in minutes

Choose the service or product from the catalog, enter the items, quantities, and discounts. A PDF is generated with your logo, payment terms, and validity — ready to send.

Example: "Corporate identity design + 5-page website + social media." You put it together in a few minutes and email it from BORA or share the link.

Receipts with your brand

Quotes, invoices, and receipts with your logo, tax details (CUIT, address, phone), and the actual line items. Enter your details once and every PDF comes out clean and consistent. These are internal documents: they don't issue ARCA electronic invoices.

Example: you upload your company's logo and CUIT once. Every receipt any salesperson generates carries your corporate identity — no more loose templates.

Product and service catalog

Organize products and services with categories, prices by currency, and photos, and publish each one on its own public landing page. The team always has up-to-date information when talking to a client.

Example: you publish a "Monthly Digital Marketing Pack" with description, deliverables, and price. Every salesperson quotes exactly the same thing, with no confusion.

Team calendar and tasks

Assign tasks with an owner and due date, with email notifications to everyone involved. Organize appointments and bookings by service type in a calendar, with their capacity.

Example: after a meeting with a client, you create a task — "Send revised proposal" — assigned to Martina for Wednesday. BORA emails her and the task stays visible until she closes it.

Sales and payment reports

Sales by salesperson, product, and period, plus accounts receivable from deposits and partial payments. All exportable to CSV.

Example: on Friday at 5:30 PM you open the reports and see how much each salesperson sold this week, which services sold most, and which clients still owe the balance on a deposit.

Multiple companies or branches

Have multiple brands or branches? Each one works as an isolated organization with its own clients, products, sales, receipts, and branding, with no mixed data.

Example: "Agencia Norte" and "Agencia Sur" are the same group. Each has its own team, receipts, and identity, each in its own space.

Your data, always secure

Email PIN login (2FA), encrypted connections, and role-based permissions. Export your reports to CSV and download your receipts as PDF whenever you want.

Example: if someone gets hold of an employee's password, they still need the PIN sent to that person's email to log in. Your data is yours, not ours.
Real cases

Here's how your company's week changes with BORA

Three everyday situations in service businesses and how the platform solves them

Monday 8:30 AM

You start the week with an up-to-date pipeline and know what everyone has to do

Mondays used to be a nightmare: messages on the work WhatsApp, emails, and scattered notes. It took until Tuesday to get organized. Now you open BORA and see every lead in its stage, with its owner and tasks.

  • Every lead with its details, stage, and owner
  • This week's tasks with owners and due dates
  • Today's appointments and bookings on the calendar
  • Notifications bell and internal team chat
Pipeline · Monday 8:30 AM
Sofía R. · "Web design inquiry" New
Diego M. · "Monthly marketing pack" New
Empresa López S.A. · "Custom ERP" To quote
Pablo G. · "Team training" Assigned
11 other new leads View all
Tuesday 3:00 PM

You close a sale, record the deposit, and send the receipt in the same session

The client accepted the proposal. In BORA you record the sale, log the deposit, issue the receipt with your logo, and email it from the same screen. No need to open another system or put anything together by hand.

  • Quote, sale, and receipts linked to the client
  • Payment recorded with method and date
  • Receipt with your logo, your details, and its own numbering
  • Sent by email from the same screen
Sale · Empresa López S.A.
3-month consulting pack Accepted
Quote $620,000 Approved
50% deposit received Collected
Receipt · #0087 Sent
Kickoff meeting scheduled Scheduled
Friday 5:30 PM

You end the week knowing exactly what happened in your business

The weekly report used to be chaos: the accountant's Excel, the sales manager's notebook, and each salesperson's memory. Now you open the BORA reports and get the full picture — who sold how much, which services perform, and who still owes you.

  • Total sales for any period you choose
  • Sales by salesperson and by product or service
  • Accounts receivable from deposits and partial payments
  • CSV export for your accountant
Summary · Week 20
Sold $3.8M Week 20
9 sales closed By salesperson
Top salesperson: Lucía 4 closed
Top service: Digital Pack $1.2M
4 clients with outstanding balance Collect
Plans

Choose the perfect plan for your business

Includes onboarding, VIP support for the first 30 days, and all updates during the license year

Monthly Yearly -17%

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Promotional pricing. The license covers one year of use. If you don't renew the following year, you keep using the last version you paid for — you only pay for hosting to keep your services running.

For your industry

BORA adapts to any type of business

BORA's core — lead pipeline, quotes, branded receipts, centralized catalog, tasks, bookings, and sales reports — works for many businesses that manage clients, sell products or services, and need a coordinated team. Here are some industries that can make the most of it:

Professional services

Consulting firms, agencies, accounting practices, architecture, marketing. Leads, quotes, and project follow-up from a single place.

Example: a marketing agency manages its Instagram leads, sends PDF proposals with its own branding, and tracks every active project.

Retailers and distributors

Catalog with photos and prices by currency, quotes, sales, receipts, and collections tracking. No jumping between systems.

Example: a supplies distributor gets orders over WhatsApp, logs them in BORA as sales, and issues the receipt with its logo on the spot.

Health and wellness

Clinics, gyms, beauty centers, and spas. Appointment scheduling, patient/client follow-up, and payment receipts.

Example: a beauty center registers its clients, schedules appointments on the calendar by service type, and issues payment receipts when the service is done.

Education and training

Academies, institutes, coaches, and trainers. Enrollments, partial payments, and student follow-up.

Example: a language institute records each enrollment, logs each student's payments, and issues their receipt with the institute's branding.

Real estate and property management

Management of property portfolios, buyer/tenant leads, follow-up, and transaction receipts.

Example: a real estate agency logs inquiries from listing portals in BORA, assigns each property to an agent, and keeps tasks and notes for every visit and negotiation.

Tourism and experiences

Travel agencies, experience operators, short-term rentals. Quotes, sales, and receipts in one flow.

Example: a travel agency logs inquiries as leads, sends PDF package quotes, and issues branded receipts when the sale is confirmed.

Events and catering

Event venues, catering companies, and restaurants with private bookings. Per-event quotes, payments, and team coordination.

Example: a catering service builds quotes based on guest count, sends them by email or link, and records the deposit payment — all from BORA.

Don't see your industry?

If your business manages clients, issues quotes, and needs a coordinated team, BORA supports it.

Try it free: 15 days, no card, no commitment. If it doesn't fit your operation, we close the account at no charge.
FAQ

Frequently Asked Questions

The system stays yours on the last version you paid for: you don't lose your data or your access. To keep your services running you only pay for hosting. If you renew the license, you get all new updates and improvements again.

No. You import your products from Excel or CSV, enter your clients, and connect Chatwoot if you use it. During onboarding we help you get started in order. You can still check your old records whenever you need to.

Generally, yes. If your business has clients, handles products or services, issues quotes, and needs a coordinated team, BORA fits. The platform is flexible: the catalog, pipeline stages, and receipt templates are configurable to match your operation.

Yes. If your team can use WhatsApp and Excel, they can use BORA. We include an onboarding session by video call and VIP support for the first 30 days to make the switch easy.

Yes. BORA supports multiple organizations: each company or branch can have its own isolated space with its own clients, products, branding, and receipts. If you need to see the whole group's numbers together, let's talk about it in the demo.

Yes. BORA integrates with Chatwoot, where you can handle your messaging channels, and includes an email inbox inside the system (SMTP/IMAP). BORA doesn't include its own WhatsApp integration. Everything is configured from Admin → Integrations.

No. BORA runs in the cloud — you access it from the browser on any computer or tablet. There's nothing to install. Your team can work from the office, from home, or on the go.

Nothing. The trial has no card and no commitment. If it's not for you, you don't pay. Before cancelling you can download your reports as CSV and your receipts as PDF. No fine print.

MercadoPago (credit/debit cards, transfer, cash), PayPal, and bank transfer. Yearly license USD 600 (promotional price) or USD 60 per month.

Every lead left unanswered is a sale you're handing to the competition

Try BORA for 15 days, no card required, with your own products and team. After that, a yearly license of USD 600 (promo) or USD 60 per month.

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