One record per person
Details, conversations from every channel, tasks and activity, all in one place.
MGMaría GarcíaAtelier CoRecord created
- maria@atelier.co
- Phone
- +34 612 48 90 21
- Wants
- A Thursday appointment
Contacts and pipeline
The record that writes itself
Nobody has time to copy conversations into the CRM, so Komplian notes them on the record.
Opportunity wonAtelier Co
Moved to ProposalCasa Norte
A pipeline of your own
Opportunities by stage, with your stages, and the assistant proposes every move.
ACAtelier CoMaría GarcíaProposal
CNCasa NortePablo OrtegaQualified
UFUrban FitCarlos RuizProposal
Start with what you have
Import your CSV, connect your store and let forms create leads.
Questions
What gets asked before deciding.
Yes. Each pipeline has its own stages and opportunities, and a record can have opportunities in several.
From the inbox: create a record from the conversation or link one that exists. If the number or email is already known, it attaches on its own.
Contacts with the same email or phone are detected on import and when creating from the conversation. One person, one record.
Yes. Contacts and pipeline are in all of them. Flows that move opportunities on their own come with Growth.
Part of the same system.
Every module writes the same record.
Smart InboxWhatsApp, Instagram, email and web chat in one inboxSee moduleAI AgentIt answers from your own knowledge, in any languageSee moduleCalendarMeetings the agent books within your hoursSee moduleFlowsFollow-ups and reminders that run on their ownSee moduleFormsForms that file the record and invite a reviewSee moduleSalesQuotes, orders and delivery notesSee modulePurchasesPurchase orders, receipts and suppliersSee moduleInventoryCatalogue, stock and its movementsSee module
