Module

CRM & Sales

Customers, opportunities and commercial follow-up with agents that capture, classify and remind you of the next step.

What it does for you

A pipeline that maintains itself

Visual pipeline

Opportunities on a kanban with stages, amounts and probability — always up to date.

Automatic follow-up

The agent detects cooling opportunities and proposes the next action before they go cold.

Customer profiles

Full history: quotes, projects, invoices and conversations in a single view.

Sales KPIs

Conversion, sales velocity and forecast without building reports by hand.

See it working with your data

Book a demo focused on this module.