The platform

From interest to agreement

Keep each customer's context and prepare the next step in the sales process.

From problem to task

Customer requirements get lost between emails and quotes.

A cleaning company retains the scope of a request covering several sites before starting the service.

  • Organise customers and contacts
  • Track opportunities by status
  • Prepare agreements and next steps
Commercial catalogue

Modules in this area

Organise people, services and administration with the modules included in your plan.

Sales

Sales

Autónomo and Business

Customer requirements get lost between emails and quotes.

How it works, example and scope

For sales team and management

  • Organise customers and contacts
  • Track opportunities by status
  • Prepare agreements and next steps

Illustrative use example

A cleaning company retains the scope of a request covering several sites before starting the service.

Terms of use

Confirm the quoting and contracting workflow; signatures and automatic activation are not assumed.

Access depends on the role and the organisation's configuration.

Related to your work

Let us talk about how you work

Tell us what you need to coordinate, review or simplify. We will prepare a demonstration around your company’s needs.