Every conversation becomes a customer. Every customer, one single story.
CRM · Sales and relationships
WhatsApp, site chat and email land in the same inbox. AI answers, qualifies and routes to the right person — and everything stays in the customer's history, with the source of every lead recorded.
What CRM does
Smart Inbox
Every conversation in a single queue, with transfers between agents and teams, conversation tabs and quick replies.
Official WhatsApp and more channels
Meta's WhatsApp Cloud API, site chat, email, Telegram, Instagram and Messenger — connected in a few steps.
Customer 360
Conversations, tickets, contracts, invoices and the customer record on one screen, so no one asks again what was already said.
Custom pipelines
Stages, probability, loss reasons, custom fields and next step per stage — built around your sales process.
Sales rep agenda
Tasks with due dates and outcomes, plus follow-ups promised by the AI in the same agenda, kept separate from each rep's own.
Reports that drive decisions
First response time, SLA at risk, AI sentiment analysis, lead sources and cost per customer by ad.
How it works
- The contact arrives — Through WhatsApp, site chat, email or an ad lead form — always with the source recorded.
- AI responds — Answers from your knowledge base, collects details and qualifies the lead, at any hour.
- Your team steps in when it matters — A request for a person, a sensitive topic or a ready-to-close deal: the conversation goes to the right queue, with a summary ready.
- The deal moves through the pipeline — Stages, tasks and proposals in one place — and a won deal becomes a customer in the ERP and a contract in the CLM.
24/7 service, without losing control
AI agents work inside the CRM, under the same rules as your team.
- Answer and qualify on WhatsApp and chat, using your knowledge base
- Copilot for human agents: suggests replies, rewrites and summarizes the conversation
- Hand off to a person when the customer asks or the topic requires it
- Score and rate lead temperature, and suggest the next step
Differentiators
The same customer everywhere
The WhatsApp contact is the same one on the ticket, the contract and the invoice. No integration to maintain between CRM, support and finance.
LGPD built into the flow
Consent recorded with its legal basis, opt-outs honored on every send, and data deletion when the data subject requests it.
The source of every lead
Ads, organic search, website or referral are stored on the contact — which is what lets you know what each customer costs.
How it connects to the rest of the platform
- Agents AI: the agents that serve your channels
- Service Desk: turn a conversation into a ticket in one click
- ERP: a won deal becomes a customer and an invoice
Frequently asked questions
Does it work with Meta's official WhatsApp?
Yes. The channel uses the official WhatsApp Cloud API: connect your Meta account, choose the number and start receiving messages. Photos, audio and documents arrive in the conversation.
Does the AI answer on its own all the time?
Only if you want it to. You decide when the AI responds, what it can do and when it hands off to your team. Any agent can take over the conversation at any moment.
Can I use my current sales pipeline?
Yes. Stages, colors, probabilities, fields and loss reasons are configurable per company, and you can have more than one pipeline.
Can I import my contacts?
Yes, from a spreadsheet. The importer shows a row-by-row preview before saving and avoids duplicating contacts with the same phone number.