Everything Included in BOA
One platform, every tool your business needs. Explore all 19 feature categories below.
One platform, every tool your business needs. Explore all 19 feature categories below.
Centralize your customer relationships with a full-featured CRM. Manage accounts, contacts, communication history, and customer insights all in one place.
Create, track, and manage sales orders from quote to delivery. Streamline your entire sales pipeline with professional documents and real-time tracking.
Manage service calls, work orders, and field technician dispatch. Keep your team organized and your customers informed at every step.
Generate professional invoices, track payments, and manage accounts receivable. Seamlessly convert sales and service orders into invoices.
Track service contracts, maintenance agreements, and recurring revenue streams. Never miss a renewal or service date.
Track stock levels, manage purchase orders, and streamline procurement across multiple vendors. Stay on top of what you have and what you need.
Organize work into projects, track time spent, and manage tasks. Keep your team productive and your clients informed on project progress.
A built-in AI assistant trained on your business data. Ask questions in plain English and get instant answers about sales, customers, inventory, and more.
Two-way sync with QuickBooks Online keeps your accounting data in perfect alignment. Sync accounts, products, invoices, and purchase orders automatically.
Connect directly with major distributors and suppliers. Search catalogs, check real-time pricing and availability, and create purchase orders without leaving BOA.
Manage shipments, track deliveries, and handle logistics for sales and purchase orders. Keep customers updated on their order status.
Give your customers their own branded portal to view orders, invoices, contracts, and submit service requests — reducing your support workload.
Eliminate repetitive tasks with powerful workflow automation. Build visual workflows, schedule recurring tasks, and let the system handle the routine.
Gain actionable insights with built-in reports and dashboards. Track sales performance, service metrics, revenue trends, and operational KPIs.
Store, organize, and retrieve documents attached to any record. Upload files, photos, and signed documents directly within BOA.
Record and share video announcements, training content, and team updates. Communicate visually with your entire organization.
Send professional emails directly from BOA. Quotes, invoices, service updates, and custom communications are just a click away.
Enterprise-grade security with role-based access control, audit logging, and self-hosted deployment. Your data stays on your server.
Take your business into the field with BOA Field for Android. Your technicians and sales reps get the tools they need right on their phone or tablet.
BOA Field
Android App
Start with our flexible pricing at $99/month or $2,499 one-time purchase. Unlimited users included.