The pipeline tells the truth.
Every opportunity with its time per stage and its loss reason, the company researched with its sources, a sales inbox that loses no email, and conversion to client, project and quote.
What it does
Pipeline
Kanban by stage, weighted value and recurring deals.
Profile with sources
The company researched online; without sources, it won't invent the profile.
Sales inbox
Every email in its opportunity; anything doubtful in an unassigned tray.
Cadences
Follow-ups that appear as activities and stop when the deal is won or lost.
Campaigns
Email with a block editor and WhatsApp, with consent and unsubscribe.
Portfolio per salesperson
Each salesperson sees their own and managers see their team, if you configure it so.
How it works
The lead arrives
From the web form, an import or by hand.
It is researched
Profile and script before the call.
It moves through the pipeline
With cadences and emails in their place.
It converts
Into a client, project and quote.
See it in one minute
Your data, wherever you decide
Your project documents stay wherever you put them.
On your servers or in the cloud
Installed on your infrastructure, or on a dedicated instance we operate on Google Cloud.
Encrypted files
Every file is encrypted with AES-256-GCM and a per-project key; connections run over TLS.
Audit log
Key actions are logged with user, date, IP and device.
AI privacy
Enterprise APIs that don't train on your data, or a local model on your infrastructure.
Our security standards
Shall we see it with your documents?
No commitment · Support in Spanish and English