100% Pipeline
Every deal with its stage and its age
CRM
2 modalidades
Operations Management
From first contact to closed deal, without leaving the board.
CRM
What this module includes
Every opportunity lives on a board that shows which stage it is in and how long it has been there: drag it to the next column and the whole team knows where it stands. Behind each deal sit the customer, their contacts and their history, and emails go out from the CRM itself, which tells you when the customer opens them. The dashboard shows what closed, what is open and what went cold. This module covers commercial work end to end: the opportunity, the customer behind it, the conversation you keep with them and the read on how the team is doing. It works the same for two salespeople as for a commercial force spread across several cities, and it sits alongside the rest of the platform without asking for another login or another database.
Everything you need in CRM
Every feature is designed to optimize your operation and ensure your company's regulatory compliance.
01
Visual pipeline: drag each deal to its next stage
02
Customers, contacts and companies with their full history
03
Email sent from the CRM, with a notice when the customer opens it
04
Capture forms that land straight in the pipeline
05
Sales dashboard with what closed, what is open and what went cold
06
In the specialised modality: multiple funnels, automation, magIA and an API
Why choose it?
Designed for your daily operation
CRM fits naturally into your team's day-to-day. Access it from any device, automate repetitive processes and keep full control of your occupational safety and health management.
- AI-powered predictive reports that anticipate trends and risks before they happen.
- Simultaneous collaboration across teams with instant change synchronization.
- Report generation in PDF, Excel and CSV with customizable templates.
- A contextual alert system that prioritizes the urgent and removes irrelevant notifications.
- A complete log of every action with auditable traceability by user and date.
100% Email
Sent from the CRM, tells you when it is opened
100% History
Customer, contacts and every interaction
Choose your modality
Select the option that best fits your company
Estándar
CRM
El CRM completo para vender: el pipeline visual donde cada negocio avanza de etapa, la ficha de cada cliente con sus contactos y su historial, el correo que sale desde el propio CRM y avisa cuando lo abren, los formularios que capturan oportunidades y el dashboard que muestra cómo va el equipo.
COP
5.388.627 /year
Includes
- Pipeline de ventas visual por etapas
- Clientes, contactos y empresas con su historial
- Correo enviado desde el CRM con seguimiento de apertura
- Formularios de captura que alimentan el pipeline
- Métricas y dashboard comercial
Especializado
CRM
Todo lo de la modalidad estándar y, encima, lo que necesita un equipo comercial grande: su propio canal de comunicación interna, la ubicación de los vendedores en mapa, flujos que se disparan solos, magIA leyendo el pipeline para anticipar qué negocio se va a caer, varios embudos funcionando a la vez y una API para que el CRM hable con el ERP o con el software que ya tengas.
COP
14.179.854 /year
Includes
- Todo lo incluido en la modalidad estándar
- Canal de comunicación interna del equipo comercial
- Ubicación de los vendedores en mapa
- Automatización avanzada de flujos de trabajo
- magIA y analítica predictiva sobre el pipeline
- Múltiples embudos de venta funcionando a la vez
- API para conectar con el ERP u otro software
The price may vary depending on the chosen plan.
Interested in CRM?
Request a personalized demo and discover how this module can help your company improve its OSH management.