Features

Everything you need to automate your sales.

Contact Management

Shared contact database with complete client information.

  • Automatically enriched profiles
  • Interaction history
  • Intelligent segmentation
Contact Management

Sales Pipeline

Intelligent funnels that automatically move leads through each stage.

  • Customizable stages
  • Automatic advancement rules
  • Stale lead detection
Sales Pipeline

Quoting

Generate and manage professional quotes with approval workflows.

  • Automatic PDF quotes
  • Version control
  • Internal approval flows
Quoting

Scheduling & Appointments

Google Calendar integration for managing availability and appointments.

  • Automatic scheduling
  • Client reminders
  • Calendar sync
Scheduling & Appointments

Knowledge Base

FAQ and documents the AI uses to answer frequent questions.

  • Customizable FAQ
  • Reference documents
  • Consistent responses
Knowledge Base

Scheduled Missions

Automatic tasks that run on defined schedules.

  • Automatic reminders
  • Scheduled follow-ups
  • Periodic reports
Scheduled Missions

Intelligent Reporting

On-demand reports via WhatsApp or automatically scheduled.

  • WhatsApp reports
  • Funnel metrics
  • AI-powered analysis
Intelligent Reporting

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