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Turn contacts into customers without losing the thread

Capture leads, move them through a visual pipeline and close opportunities without letting a single follow-up slip. Each customer with their full history.

CRM

The entire commercial cycle in one place

From first contact to loyal customer, with the traceability your sales team needs.

Leads

Capture prospects from forms, imports or manual entries. Each lead carries its source, score and history.

Opportunities

Convert leads into sales opportunities with estimated amount, close probability and expected date.

Visual pipeline

Drag opportunities between pipeline stages and see in real time where each deal is and its total value.

Activities and tasks

Plan calls, emails and meetings linked to each contact or opportunity. Never miss a follow-up again.

Cases with SLA

Open customer cases and incidents with priorities and service level agreements so you never miss deadlines.

Knowledge base

Create articles with full-text search so your team and customers resolve doubts without opening tickets.

How it works

From lead to customer

A guided process that prevents any opportunity from going cold.

1

Capture the lead

The contact enters the CRM with its source and data. You assign a follow-up owner.

2

Qualify

You assess the interest and fit with your offer. You discard what does not fit and prioritize what is serious.

3

Move through the funnel

You convert it into an opportunity and advance it through stages with associated tasks and activities.

4

Close and retain

Once the sale is closed, the customer enters the lifecycle with support, cases and follow-up.

Fits in the Generic ERP vertical. Related to invoicing, helpdesk and your customer base.

FAQ

Questions about the CRM

What the sales team usually asks before taking the step.

Does it have a visual sales pipeline?

Yes. The pipeline is represented as a kanban board where you drag each opportunity between stages. In each column you see the number of deals and the total amount, so you always know the value of your portfolio and where each sale gets stuck.

Does it manage support cases?

Of course. Alongside customers and opportunities, the CRM includes cases and incidents with priority, owner and SLA. This unites the commercial cycle and customer care in a single customer profile, without losing the context of each interaction.

Is there a knowledge base?

Yes. You have a knowledge base with articles and full-text search. You use it to resolve team doubts and, if you enable it, your customers can also consult it for self-service, reducing repetitive tickets.

Close more sales with better follow-up

A CRM your team will actually use, without endless learning curves.

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