Solutions

What the system does today. Anything not implemented does not appear here, even if it sounds good in a feature list.

Sales pipeline

A pipeline designed around your real process, with a recorded next action on every opportunity.

  • · Drag and drop between stages
  • · Advance criteria per stage
  • · Value per opportunity
  • · Separate stages for payment and onboarding

Lead management

Every inquiry lands in one place with its source, its owner and its follow-up date.

  • · Lead scoring from the form
  • · Source and campaign attribution
  • · Owner assignment
  • · Follow-up with a date

Automated follow-up

The engine checks the rules every 15 minutes and logs what it executes and what it only simulates.

  • · Rules with an execution log
  • · Tasks and reminders by stage
  • · Detection of overdue follow-ups
  • · First-response alerts outside target

Human approvals

Critical actions do not run on their own: they stay as a request for someone to review.

  • · Requests before critical actions
  • · Client created with payment pending
  • · Payment confirmed only with evidence
  • · Log of who approved

Dashboards and measurement

It separates what is in the pipeline from what was actually collected.

  • · Pipeline value versus collected
  • · Conversion by source
  • · Time to first response
  • · Distribution by stage

Scripts and materials

Support material for the team, inside the platform.

  • · Call and message scripts
  • · Internal templates
  • · Onboarding lists
  • · Course resources

See it with your own data

In the diagnostic we review your operation and tell you which part of this you need in your case, and which you do not.

The system makes commercial organization, visibility and follow-up easier. Results depend on the offer, the demand and the team’s execution. No revenue figure is guaranteed, nor the elimination of every lost opportunity.