What's included
Opportunity pipeline
Visualize and manage each commercial opportunity from first contact to close.
Customer history
Complete record of interactions, quotes, shipments and communications per customer.
Automatic quotes
Generate freight, customs and services quotes with automatic calculations and ready PDF.
Commercial KPIs
Conversion rate, average ticket, sales cycle and pipeline per executive in real time.
Activity tracking
Record calls, visits, emails and tasks. Automatic follow-up alerts.
Operations integration
When a customer is closed, the opportunity becomes a shipment file automatically.
How it works
Prospect enters CRM
From web form, WhatsApp or manual entry by the executive.
Qualification and proposal
The executive qualifies the opportunity, uploads requirements and generates the quote.
Automated follow-up
Follow-up alerts, visit reminders and automatic activity recording.
Close and handover
Upon proposal acceptance, the file automatically passes to the operations module.
Other modules
Ready to close more deals?
Access the CRM from anywhere and manage your entire commercial operation.