Quality standard
The care behind every delivery.
- Every opportunity has an owner
- Loss reasons recorded so you can learn from them
- Integrations built to avoid duplicate contacts
- Only the personal data you need
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No lead left behind
CRM and sales operations
Know where every deal stands and stop losing sales to missed follow-ups.
Does this sound like your company?
- Leads come from WhatsApp, the website and ads and get lost along the way.
- Nobody knows who is taking care of each customer.
- Proposals go unanswered because nobody remembered to call.
- Sales reports depend on hand-built spreadsheets.
Deliverables
- A sales pipeline with the real stages of your process
- Fields, owners and loss reasons defined
- Integration with website, WhatsApp, calendar and email
- Automatic tracking of each lead's source
- Follow-up reminders and automations
- A dashboard with sales, conversion and opportunities by source
How it works
- 01. Map how your team sells today
- 02. Clean up and import the contacts that matter
- 03. Set up pipeline, owners and permissions
- 04. Connect website, WhatsApp and other channels
- 05. Train the team and adjust with real use
Connects with
Results
How you track the return.
- Time to first response
- Conversion by pipeline stage
- Opportunities without an owner
- Sales by lead source
Related contexts
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Does the CRM replace my sales team?
No. It organizes contacts, history and tasks so your team sells better. Sales decisions stay with people.
I already use a CRM. Do I need to switch?
Not necessarily. We assess your current CRM and, when it allows integration, connect your website, WhatsApp and automations to it instead of starting from scratch.
How much does it cost and how long does it take?
It depends on what will be delivered and on the integrations. Once we understand your goal, you get a proposal with scope, timeline and investment before you decide.
Do you work with what I already have?
Yes. We assess your current website, systems and tools and reuse what works before recommending any replacement.
What if I need to change something during the project?
Changes are agreed with you, with the impact on timeline and investment explained upfront. Nothing changes without transparency.
Let's talk
Tell us your goal and get a proposal for CRM and sales operations.
A no-commitment first conversation on WhatsApp. You get scope, timeline and investment before deciding.