Sales and CRM

Every quote reviewed by the person selling.

Leads with source and score, opportunities on the kanban, quotes and sales orders in the same record. Gustavo, an AI agent, prepares leads and quotes, and Caio handles prospecting; approving, winning, and losing stay with the sales rep.

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Sales rep talks on the phone with a customer and checks the quote on the laptop, at an office desk

Example · Quote 0412Filial Campinas

CustomerDistribuidora Aurora

Items3 lines · October price list

ValueR$ 48.750,00

StatusAwaiting sales rep approval

Gustavo · preparesSales rep · decides

Illustrative values.

Gustavo Pires

Sales and CRM · Leads, pipeline, and quotes

AI agent

The module’s agents

You approve the quote. Gustavo prepares leads, pipeline, and orders.

Gustavo Pires gives each lead that comes in through the website and WhatsApp a score based on your company’s ideal customer profile, updates opportunities after each conversation, and builds quotes and sales orders with the price list. Prospecting for new customers is handled by Caio Bastos. Both only use the actions enabled for them. Approving, winning, and losing stay with the sales rep.

Gustavo Pires

AI agentSales and CRM

Caio Bastos

AI agentProspecting

Tomás Rezende

AI agentResearch

Example · conversation with GustavoDistribuidora Aurora · Filial Campinas

Prepare the Distribuidora Aurora quote with the October price list, 30/60-day terms.

Gustavo PiresAI agentSales and CRM

I built Quote 0412: 3 items, R$ 48.750,00, 30/60-day terms, valid until 14/11. I used the prices from the October price list, with no discount outside it, and attached the packaging line presentation. It is awaiting your approval. Once approved, it’s ready to go to Aurora’s purchasing contact.

Awaiting sales rep approval

Illustrative example.

Scores the leads that come in through the website and WhatsApp against the ideal customer profile, and records the reason for the score

Updates stage, value, probability, and next step on opportunities

Builds the quote with items, terms, and validity from the price list

Prepares the sales order when the customer accepts the quote

Alerts the sales rep to opportunities left without a next step

Leads and ideal customer profile

Each lead with source, score, and the reason for the score.

The person responsible for sales writes the ideal customer profile: segment, size, regions, pain points, and what disqualifies a lead. Each lead comes in with its source and channel, gets a score with the rationale, and moves through the stages new, qualified, contacted, and converted. Gustavo scores the leads that come in through the website and WhatsApp; Caio, the ones from prospecting. Disqualifying requires a note.

See the website forms

Example · leadMatriz São Paulo

newqualifiedcontactedconverted

CompanyLaticínios Boa Vista

Sourcewebsite form

Profilemanufacturing · 120 employees · SP

Score82 of 100 · size and region fit the profile

StatusQualified

Gustavo · scoresSales rep · decides

Illustrative values.

Ideal customer profile with scoring weights and a daily limit on new leads

Contact source, capture channel, and legal basis recorded on the lead

Anyone who asks not to be contacted is flagged, with the date, and removed from outreach

WhatsApp and website chat conversations in the lead’s Conversations tab

Website and WhatsApp leads scored by Gustavo

Prospecting leads scored by Caio, with the link for each criterion

Prospecting

You start the round. Caio finds, scores, and makes the first contact.

Caio Bastos finds companies on the web for each ideal customer profile, scores and enriches the leads, and sends the first email. Anyone interested becomes an opportunity in the pipeline, and the sales rep continues the conversation.

Caio Bastos

AI agentProspecting

The team starts the round

A person on the sales team starts each prospecting round.

Team · starts

Caio finds the companies

He searches the web for companies matching each ideal customer profile, without duplicates by domain and CNPJ and within the daily limit of new leads.

Caio · finds

Score and enrichment

Each lead gets a score from 0 to 100, with the reason and the link for each criterion, and is enriched with the company’s LinkedIn, Instagram, and Facebook.

Caio · scores

First contact by email

The first email includes the WhatsApp link. Then comes a follow-up, always with the unsubscribe option.

Caio · contacts

WhatsApp groups

In groups, Caio listens and only sends what the team asked for.

Caio only listens in the WhatsApp groups your company has enabled. To the group, he only sends the message someone on the team asked for, within the limits. Privately, he only talks to people who said yes in the group. Anyone who is already a lead or customer is left out.

Caio Bastos

AI agentProspecting

Example · WhatsApp groupMatriz São Paulo

GroupPackaging buyers

Group statusEnabled

Message to the grouprequested by the sales team

Messages sentwithin the limits

Said yes in the group3 people

Private chatonly with those who said yes

Status3 new leads

Caio · listensTeam · requests

Illustrative example.

Listens only in the enabled groups

Sends to the group only the message someone on the team asked for

Group messages within the limits

Messages privately only after the person says yes in the group

Anyone who is already a lead or customer is left out

Each round started by someone on the team

Opportunities and customers

The pipeline on a board, with your company’s rules.

Each opportunity has a stage, value, probability, next step, and competitors. The card moves on the kanban board only through the transitions your company allows.

Example · sales pipelineFilial Campinas

Quote

Distribuidora Aurora

Quote 04123 lines · October price list

R$ 48.750,00

Awaiting sales rep approval

Gustavo · prepares

Won

Only the sales rep marks it

Lost

Only the sales rep, with a note

Illustrative values.

Kanban board

Drag a card from one stage to another. If the move isn’t allowed, the board refuses it and explains why.

Next step scheduled

Each opportunity keeps its next step and date. Gustavo alerts the sales rep to those without one.

Competitors in the deal

Record who else is competing for the sale, with each one’s strengths and weaknesses, and link each competitor’s battlecards and SWOT analysis to the opportunity.

Win or lose

Only the sales rep marks an opportunity as won, lost, or abandoned. Losing and abandoning require a note, and the system keeps who closed it and when.

Reopen with a note

A closed opportunity returns to the pipeline when a person reopens it, with a note on the reason.

Individual and business customers

Records with CNPJ or CPF, contacts, addresses, credit limit, and credit status. Conversations, quotes, and orders stay on the customer record.

Customer meeting

Igor Valente, an AI agent, schedules the meeting from the lead or opportunity and sends the invite with the link. The minutes and tasks go back to the record.

See meetings and video conferencing

From quote to order

An approved quote becomes a sales order.

Each stage is recorded on the quote. Approving and requesting changes are the sales rep’s actions.

Gustavo Pires

AI agentSales and CRM

See tax See presentations

Gustavo builds the quote

Items, terms, validity, and the attached presentation, with prices from the company price list. The quote stays awaiting approval.

Gustavo · prepares

The sales rep approves or requests changes

The rep reviews and approves, or requests changes with a note. Each revision is saved, with who approved and when.

Sales rep · decides

The customer accepts

The approved quote goes to the customer. On acceptance, the customer’s words and the date are recorded.

Customer · accepts

The sales order comes from the acceptance

Gustavo prepares the order with the lines, delivery, and billing. The invoice is issued through the tax module, by a person.

Team · invoices

Affiliates and partners

Registered affiliates and partners, with each one’s commission type.

Each affiliate or partner has a referral code, commission type, payment frequency, payment method, and minimum amount, in a record in the ERP itself.

Example · partnerMatriz São Paulo

PartnerConsultoria Horizonte

Referral codeHORIZ-24

Commission typeTiered

FrequencyMonthly

Payment methodBank transfer

Minimum amountR$ 200,00

Illustrative example.

Referral code

Percentage, fixed, or tiered commission

Payment frequency and method

Minimum amount

Research

Competitors researched, with a link for each claim.

Tomás Rezende, an AI agent, researches the market and competitors across multiple sources and cites each claim with its link. He monitors the sources and alerts you when something changes. The research arrives as a document, and the reading and the decisions stay with whoever asked for it.

Tomás Rezende

AI agentResearch

Example · conversation with TomásSales · Matriz São Paulo

Tomás, research the competitors for our packaging line, for the meeting with Distribuidora Aurora.

Tomás RezendeAI agentResearch

I delivered the document with 4 competitors: product lines, regions served, and published terms. Each claim has the link to its source. I’ll keep monitoring these sources and let you know when something changes.

Document delivered

Illustrative example.

Market and competitors researched across multiple sources

Every claim cited with a link to the source

Alert when a monitored source changes

Research delivered as a document

What stays with people

Gustavo and Caio prepare. People approve and close the sale.

Every sales decision is recorded with the name of who decided and the date.

Win, lose, or reopen

Only the sales rep marks an opportunity as won, lost, abandoned, or reopened. Losing, abandoning, and reopening require a note, and the system keeps who decided and when.

Approve the quote

Approving a quote or requesting changes is a person’s action. If the request comes from Gustavo, the system refuses it.

Define the profile and start prospecting

The person responsible for sales defines the ideal customer profile and the scoring weights, and someone on the team starts each round. Gustavo and Caio use the profile; they don’t change it.

Enable what the agents do

The administrator chooses which actions are enabled for Gustavo and Caio and can turn off the agents in the account. The pipeline stays with the team.

Questions about sales and CRM.

Only a person. Winning, losing, abandoning, and reopening an opportunity are the sales rep’s actions. Losing, abandoning, and reopening require a note, and the system keeps who decided and when.

Based on the ideal customer profile your company wrote: segment, size, regions, pain points, and disqualifying criteria, each with its own weight. Gustavo scores the leads that come in through the website and WhatsApp; Caio, the ones from prospecting, with the reason and the link for each criterion. The sales rep checks and decides whether the lead moves forward.

Only after approval. Until the sales rep approves, the quote stays in draft or awaiting approval. Whoever requests changes leaves a note, and every revision is saved.

The lead is flagged, with the date of the request, and removed from outreach. The source and legal basis of each contact are recorded on the lead.

The order keeps the lines, delivery, and billing. The invoice is issued through the tax module: Tatiana Brandão prepares it, and a person on your team issues it.

Yes. Each quote and each order belongs to a company or branch, such as Matriz São Paulo or Filial Campinas, and each person works in the companies they have access to.

A person on the sales team. In each round, Caio finds companies by ideal customer profile, without duplicates by domain and CNPJ and within the daily limit, and makes the first contact by email, with a follow-up and the unsubscribe option.

Yes. Caio only listens in the enabled groups and sends to the group only the message someone on the team asked for, within the limits. He only messages a person privately after they say yes in the group, and anyone who is already a lead or customer is left out.

Tomás. He researches the market and competitors across multiple sources, cites each claim with its link, and delivers a document. Afterward, he monitors the sources and alerts you when something changes.

In the affiliates and partners record, with referral code, commission type (percentage, fixed, or tiered), payment frequency, payment method, and minimum amount.

With our team, in a data import assessed case by case. In the demo, tell us where your customers, leads, and opportunities come from.

See the pipeline at work, from lead to order.

In the demo, we show a lead scored against the ideal customer profile, the quote Gustavo prepares, the sales rep’s approval, and the sales order that comes from the acceptance.

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