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CRM

White-label CRM and sales funnels

A conversation without commercial tracking is lost. The visual funnel, contact base and proposals help your client turn attention into a revenue forecast.

Here's the difference between selling an organized WhatsApp and selling a real CRM. That's what sustains the recurring monthlyity in your wallet.

Kanban funnel

Every opportunity at a visible stage

The contact becomes a card, the card goes through the funnel and the manager sees where the money is stopped. Multiple funnels per company, for those who sell more than one product or serve more than one unit.

  • Custom Steps by operation, created by the customer himself
  • Value per opportunity and billing forecast at the top of the table
  • Reasons for loss To find out why the business fell
  • Staged automation move card triggers message, task or webhook
white-label CRM Kanban sales funnel
Kanban funnel with staged opportunities
Contacts

A base that serves to segment

Each contact keeps the history, origin, labels and fields that the customer creates. It is what allows him to send campaign to the right audience instead of sending everything to everyone.

  • Custom fields by type of business plate, registration, plan, whatever
  • Origin of Lead Automatically recorded by channel and campaign
  • Import and export on a sheet, not dependent on support
  • Tag Segmentation Reused in campaigns and automations
Lead score configuration
Score and rating of the contact base
Commercial proposals

Proposal that the customer opens on the mobile

List templates, public link, online acceptance and follow-up of the person who opened it. Finish the lost PDF in the email and you have another module to collect on your offer.

  • Reusable models With the identity of each company
  • Public link No heavy attachments in WhatsApp
  • Notice of display and oil registration
  • Monitoring Proposal submitted, viewed and closed
Commercial proposal on the public page
The proposal as the end customer sees
Projects

After yes, someone has to deliver

Project framework and tasks related to the contact. It serves both for your client's operation and for your agency to track its own deliveries within the same tool.

  • Table by StateFrom briefing to delivery
  • Tasks with responsibility and time frame
  • Linking with contact Trade History Continues
  • Available as Additional module in your offer
Project management framework
Project and delivery framework
Keep exploring

Other areas of the platform

Omnichannel support under your brandCustomer Service

Omnichannel support under your brand

One place for all your customers’ conversations, with departments, queues, assigned agents and full conversation history under your logo and domain.

View the screens → AI agents in your productArtificial intelligence

AI agents in your product

A feature that helps close sales. The AI agent responds with the tone of each company, qualifies the potential customer and transfers the conversation to a person when it suits.

View the screens → Chatbots and automations without codeAutomation

Chatbots and automations without code

Build workflows by dragging blocks. Your customer needs no developer, and you need no technical team to offer automations.

View the screens → Campaigns and messaging across five channelsCampaigns

Campaigns and messaging across five channels

Five campaign channels on a single platform, with the same contact base and the same report. A recurring revenue service that your customer uses every month.

View the screens →
FunnelOps white-label

You want to deliver all this with your brand?

Tell us what your operation is like today. Our team mounts the demonstration with the stage of your market.

Become a partner →What's in the plan