Visual kanban
Drag opportunities between stages and see the whole funnel at a glance, with no side spreadsheet.
02 · Sales
From lead to close, without losing deals.
Visual kanban, complete history and organized opportunities. Your entire commercial funnel in one place, updated on its own with every conversation.
Pipeline in real time
New · 18
Active · 7
Closed · 41
Features
What the module delivers.
Single customer record
Data, conversations, purchases and documents tied to one always-updated profile.
Customizable funnel
Stages, fields and rules that follow your sales process, not a rigid standard.
Tasks and follow-up
Automatic reminders and activities so no opportunity goes cold from being forgotten.
Lead source
Know which channel or campaign each deal came from and find out where it pays to invest more.
Conversation becomes opportunity
Support and CRM together: the card is born and updates straight from the chat, with no double entry.
See this module running in your operation.
Book the free assessment: in about 30 minutes a specialist shows how to apply this to your process, no strings attached.