CRM and sales funnel glued to the conversation
Every conversation becomes a card with stage, owner, value and history. The record is born from the conversation itself, with nobody typing into a spreadsheet.
What you get
- Visual funnel with your own stages
- Card created from the conversation
- Owner, value and notes
- Tasks and internal calendar
- Win and loss reasons
- Productivity reports
- Average response time
- Full customer history
- Lead source recorded
- Filter by stage and owner
- Real-time sales dashboard
- Topic cloud from the conversations
The CRM nobody feeds
The company buys a CRM, the rep never enters the lead and the system becomes a graveyard of old data.
The quote goes out, nobody follows up and the deal goes cold with no alert at all.
The owner only finds out the month was bad when the month is over.
When a rep leaves, nobody knows where their customers stood.
The funnel fills itself in
The contact comes in through the channel, the AI qualifies it and the card already shows up at the right funnel stage, with what was discussed. The rep spends time selling instead of feeding a system.
Common questions
Do I have to enter the customer manually?
No. A contact arriving through any channel already comes in as a card, and the AI can fill in the fields with what was discussed.
Can I build my own stages?
Yes, the funnel is built with the stages of your own sales process.
Can I see the performance of each rep?
Yes: productivity, average response time, deals won and lost, all per user and per period.
Is the CRM included in the plan?
Yes, the CRM and the funnel come with all four plans, at no extra cost.
Want to see this running in your operation?
Our team shows the platform working with your own case, no fluff.