Features

Everything you need to automate your sales.

Contact Management

Shared contact database with complete client information.

Automatically enriched profiles
Interaction history
Intelligent segmentation

Sales Pipeline

Intelligent funnels that automatically move leads through each stage.

Customizable stages
Automatic advancement rules
Stale lead detection

Quoting

Generate and manage professional quotes with approval workflows.

Automatic PDF quotes
Version control
Internal approval flows

Scheduling & Appointments

Google Calendar integration for managing availability and appointments.

Automatic scheduling
Client reminders
Calendar sync

Knowledge Base

FAQ and documents the AI uses to answer frequent questions.

Customizable FAQ
Reference documents
Consistent responses

Scheduled Missions

Automatic tasks that run on defined schedules.

Automatic reminders
Scheduled follow-ups
Periodic reports

Intelligent Reporting

On-demand reports via WhatsApp or automatically scheduled.

WhatsApp reports
Funnel metrics
AI-powered analysis

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