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.
In practice
Where the CRM drives the sale.
The WhatsApp lead lands in the pipeline
The conversation coming in through support becomes an opportunity card with no double typing. The rep moves the deal across the Kanban with the chat history already attached.
No forgotten follow-up
Automatic tasks and reminders keep every opportunity with a next step scheduled. A deal doesn’t go cold because someone forgot to reply.
Where to invest the next dollar
Because each lead carries its source — channel or campaign — you can see where the deals that close come from and focus the sales effort on what pays off.
Frequently asked questions
CRM and pipeline: questions.
What does brisk4’s CRM do?
It organizes the whole sales operation in a visual pipeline: opportunities on a Kanban, a single customer record tying together data, conversations and purchases, follow-up tasks and the source of each lead. It’s the entire funnel in one place, updated with every conversation.
Does the CRM integrate with support?
Yes, it’s the same system. A conversation from WhatsApp or any channel becomes a CRM opportunity automatically, and the card updates from the chat — no spreadsheet exports and no typing the same data twice.
Can I adapt the pipeline to my sales process?
Yes. Stages, fields and rules are customizable to follow your sales process instead of forcing the operation into a fixed template. The same applies to task types and prioritization criteria.
Does brisk4 replace a CRM I already use?
It can replace it or coexist with it. brisk4 has its own CRM and also integrates with CRMs like Salesforce, RD Station and HubSpot via REST API and webhooks, so you can centralize everything in brisk4 or keep the data in sync with your current tool.
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.