Intake with provenance
We map forms, channels and records. Identity and duplicate handling rules are agreed to preserve useful context for each opportunity.
Sales operations automation
Every opportunity with context, an owner and a next step.
Connect the path from first enquiry to proposal: lead intake, qualification, follow-up and human review built around your sales operation.
Remote projects for businesses in Brazil and internationally. We agree languages, working hours and visits as part of the scope.
Is this a fit for your business?
For teams receiving enquiries through different channels and losing context between the first conversation, the quote and the follow-up.
- An enquiry arrives, but nobody knows who should respond.
- A proposal has to be rewritten because important information is scattered.
- Conversations continue without recording a reason for loss or a next step.
What the implementation covers
Follow-up with ownership
Stages and qualification criteria become explicit. Reminders and drafts can support the seller while respecting consent and channel permissions.
A proposal under review
We organize information and context to prepare a proposal. Pricing, timing, messages and commercial commitments go through the designated owner.
Process demonstration
From enquiry to a reviewed proposal.
An illustrative example of connecting context and approval. Explore each step.
Intake
Someone asks for help organizing their business quotes. The record keeps the source channel and request, and receives an owner.
A local demonstration using fictional content. No customer, message delivery or external system is connected. A real workflow depends on agreed scope and confirmed integrations.
What we agree together
One initial workflow, with clear acceptance criteria
We start with one channel and an identifiable sales journey. Tools, messages, contact rules and indicators are defined with the team. Campaign activation and media spend are separate decisions.
What we need to understand
- Enquiry channels and the CRM or tracker you use today.
- Your definition of a qualified opportunity.
- Who responds, who approves proposals and the working hours.
- Contact rules, permissions and the indicators already recorded.
Before you commit
Does this include a customer service inbox?
It can, when that is part of the problem. Our customer service and CRM page covers channels, queues and history. This service focuses on continuity from opportunity to commercial decision.
Does AI close sales by itself?
The illustrated workflow prepares context and drafts. Negotiation, terms and commitments remain with authorized people. The degree of autonomy is defined per action and in the contract.
How do we assess the outcome?
We use available indicators such as response time, opportunities with a next step, meetings, proposals and contracts. Data must come from the real process with a clear definition of each stage.