Commercial relationships driven by data and repeatable process.
A CRM modelled around your real funnel — with service, proposals, campaigns, automations and post-sale wired into the rest of your business.
When the process stalls, the business stops.
Leads lost between channels
Inbound, outbound and marketing operating in separate tools, with no shared timeline per account.
Generic CRMs that don't fit
Off-the-shelf platforms that force teams into pipelines that don't match how they actually sell.
Inconsistent proposals and follow-up
Every rep with their own template, their own cadence and their own way of closing.
Unreliable pipeline data
Forecasts built on stages that mean different things in different teams.
Disconnected post-sale
Customer success blind to what commercial promised, and vice versa.
A platform modelled around your business.
We model the CRM around your funnel, your products and your buying journey. We integrate WhatsApp, email and telephony, automate the mechanical work and connect the platform to your ERP so revenue, credit and delivery live in one narrative.
- CRM modelled around your real process, not a generic funnel
- Deep integration with ERP and BI
- Automations that give the commercial team back its time
- Reliable indicators wired to transactional data
End-to-end capabilities.
Leads & prospecting
Capture via site, campaigns, imports and automated enrichment.
Commercial pipeline
Funnels by team, product or region, each with its own rules and stages.
Unified service
WhatsApp, email and chat in a single inbox, with SLAs and ownership rules.
Proposals & contracts
Dynamic templates, e-signature, versioning and approvals.
Automations
Follow-ups, cadences, tasks and triggered plays.
Campaigns
Segmentation, delivery and measurement integrated into the pipeline.
Post-sale & CS
Onboarding, health score, tickets and renewals.
Commercial indicators
Conversion, cycle time, forecast and productivity per rep.
From discovery to go-live.
Discovery
Reviewing the current funnel, channels, products and cycle end-to-end.
Architecture
Designing stages, rules, automations, integrations and permission model.
Engineering
Building in sprints with reps and managers validating each release.
Evolution
Rollout by team, then continuous optimization of funnel, automations and integrations.
Engineered to connect.
- Native integration with WhatsApp, email and telephony
- ERP sync for orders, invoicing and credit limits
- APIs and webhooks for marketing, data and BI
- Automation engine (in-house) or n8n/Make where it fits
- Access control by team, product and territory
- Event log with full auditability
Where this solution excels.
Built for real operational scenarios.
B2B with long, complex cycles
Enterprise sales where every deal involves multiple stakeholders, custom pricing and long procurement.
Distribution and industry field sales
External reps in the field needing mobile-first workflows and offline resilience.
Multi-product companies
Businesses whose products require different funnels, pricing rules and specialists per line.
Service and professional firms
Practices that need proposals, retainers and utilization tracked in the same place.
Customer success at scale
Teams managing renewals and expansion across a portfolio too large to handle by memory.
Value that compounds with the operation.
One narrative per account
Every conversation, proposal, order and ticket in one timeline — no more assembling the story from four tools.
Faster commercial cycles
Automations remove the mechanical work so the team spends time where it actually matters: with the customer.
Trustworthy forecast
Stages, rules and data quality that make the forecast something the board can actually use.
Sales, delivery and finance aligned
Commercial commitments visible to operations and finance, with credit and delivery data flowing back.
Lower dependency on individuals
The process lives in the system, not in the head of your best rep.
Enterprise CRM
If you still have a question, talk to our team — we respond quickly.
- Yes, when your process demands adaptation or deep integration that packaged CRMs struggle with. We can also coexist with them during a transition.
Cases where this approach was applied.
Entrega Local Fácil
Local delivery management platform connecting orders, merchants, couriers, routes and real-time operational tracking.
View caseFrota GO Gestor
System to control vehicles, drivers, maintenance, fuelling, documents, costs and overall fleet performance.
View caseImobiPay
Digital platform for billing, payments, payouts and financial relationships across the real-estate market.
View caseTurn commercial chaos into a repeatable revenue engine.
Let's design the system for your next decade.
Fill in the form and our commercial team will reply within one business day with a tailored proposal and a free initial assessment.