Customers
Each customer's profile, history and pipeline in one place, always up to date.
- The customer dashboard The numbers that show, in seconds, how your customer base is doing and where to act first.
- The customer profile is the foundation of everything Everything the company knows about a person, in one place, and why every filled-in field makes the next sale easier.
- Add a company by its tax ID Type the CNPJ and let the platform fill in the company details with the information from the Brazilian tax authority.
- Location, tags, priority and owner Four simple fields that organize who serves each customer, where and with what urgency.
- Privacy: masked data and access to history How the platform protects phone, email, ID and customer history without getting in the way of service.
- Customer history: the company's memory Record calls, meetings and agreements on the profile so anyone on the team knows where the conversation stopped.
- AI voice notes Speak for up to one minute and get an organized note on the customer profile.
- Reminders: every customer's next step Set the promised follow-up and let the platform tell you when it is time to act.
- The sales pipeline: the board that shows where the money is Understand the pipeline stages and why keeping the board up to date makes your numbers reliable.
- Move the cards: won with a value, lost with a reason Drag each customer to the right stage and record the outcome of every deal.
- Card shortcuts: quick panel, right-click and pin to top Get almost everything done without leaving the pipeline board.
