Sans la plateforme
Information about CRM & Sales lives in separate spreadsheets, and nobody knows which version is current.
Avec Partiu Formatura
22 modules share the same class, graduate and event records.
Finance and management · CRM & Sales
The CRM that understands graduation sales: from projected class to paying graduate
Leads, pipelines, deals, activities and forecast like any sales CRM, plus what only the graduation market needs: a radar of classes that do not exist yet, a B2B pipeline with gates that refuse advancement without requirements, a graduation committee with an influence matrix, immutable proposals with a simulator for the committee, contracts tied to the accepted proposal, a timeline with integrity proof and a funnel for each graduate all the way to payment. All in the same database as finance and operations.
Le problème et la solution
What changes when CRM & Sales works inside the platform
This is connected information about classes, graduates and events across 22 modules, replacing scattered spreadsheets and messages.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Leads and Distribution and Pipelines, Deals and Kanban update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
CRM & Sales shares information directly with other areas of the platform.
Comment ça marche
How information moves through CRM & Sales
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
What is available in CRM & Sales
- Leads and DistributionContacts come in from any channel, arrive without duplicates and land with the right person.7
- Pipelines, Deals and KanbanMore than one sales process, each with its own stages, checklist and forecast.8
- Contacts, Institutions and Custom FieldsPeople, companies, educational institutions and courses in the same sales database.7
- Activities, Tasks and CalendarWhat was done, what is left and what fell behind.6
- Forecast, Targets and DashboardsHow much comes in, when it comes in and whether the team will hit the target.8
- Class RadarThe class enters the funnel before any contact exists, right when it is time to reach out.7
- B2B Pipeline with Gates and SLAThe real stages of the graduation sale, with requirement locks and deadline enforcement.7
- Graduation Committee and Influence MatrixWho decides, who supports and what happens when the committee changes.8
- Immutable B2B Proposals and SimulatorThe sent proposal does not change, and the committee simulates without seeing what it should not.9
- Contract and Evidence TimelineWhat was negotiated stays proven, from first contact to contract.7
- Graduate Funnel and Enrollment BarometerA signed contract is not revenue: each graduate is followed until they pay.7
- Competition and Lost DealsWho you are competing against for each class and when to try again.5
- Portfolio, Territories and MapWho serves each institution and where no one is serving.7
- Field Visits and Sales Rep AppProven visits and the sales rep's day organized on the phone.12
- Communication in the DealCadence, email, calls and WhatsApp linked to the lead and the deal.14
- Permissions, Teams and VisibilityEach rep sees what they should see, and every change records who made it.7
- Clean Data and Unified DealsOpportunities and B2B deals in one list, without duplicates and with search across everything.9
- Email, Calendar and Booking LinksCustomer replies land in the deal, the calendar talks to Google and customers book meetings on their own.10
- Reports, Dashboards and Sales CommissionThe report managers need without asking IT, and commission on the cash that actually came in.9
- Tracked Proposals, Revenue and CurrencyKnow when the committee opened the proposal and forecast revenue month by month.7
- Public API, Webhooks and EnrichmentThe CRM open to other systems, with company registry and e-MEC data filled in automatically.9
- AI Assistant, Learned Probability and Post-saleSuggestions inside the deal, win chance measured from history and onboarding that starts on its own.7
À la une
A venda é da turma, não do vendedor nem do presidente da comissão
A comissão de formandos troca a cada seis ou doze meses num ciclo de três anos. Por isso a negociação fica presa à turma: a composição da comissão é versionada, cada decisão tem quórum e ata, a proposta enviada congela com hash e a timeline não aceita alteração. Quem assume a conta, na empresa ou na comissão, herda tudo o que aconteceu.
Voir à l’œuvre- Radar que projeta a turma pelo curso e pelo ingresso antes de existir contato
- Gate que recusa o avanço de etapa e mostra o que falta
- Simulador por link para a comissão, sem expor custo nem margem
- Funil de cada formando sincronizado com assinatura e pagamento
Leads and Distribution
Contacts come in from any channel, arrive without duplicates and land with the right person.
- Lead inbox separate from deals, with its own kanban and configurable columns
- Capture via form, landing page, pop-up, webhook, import and QR Code
- Deduplication by email and phone on capture and import
- Spreadsheet import with preview and an option to skip duplicates
- Round-robin distribution queues across sales reps, with a log of every assignment
- MQL qualification recorded with a date, promoted by the score when fit and engagement reach the top tiers
- Source, campaign and UTMs preserved through closing
Pipelines, Deals and Kanban
More than one sales process, each with its own stages, checklist and forecast.
- Multiple pipelines per company, split into leads, negotiation and post-sale
- Drag-and-drop kanban, including column reordering
- Value, probability and expected close date on every deal
- Stage checklists built from reusable templates
- Days stalled in the stage shown on the card, with deadline status
- Won and lost with categorized reason, lost value and the competitor who took it
- Controlled conversion of the deal into a customer, class, contract or financial campaign
- Kanban movement history and per-column metrics
Contacts, Institutions and Custom Fields
People, companies, educational institutions and courses in the same sales database.
- Individual and business customers with relationship history
- Educational institutions with type, administrative category, size and location
- Courses per institution with degree, duration in semesters and e-MEC code
- Supplier veto at the institution blocking future classes
- Custom fields in 10 types, without changing the database structure
- Free tags and dynamic segments over the same base
- Institution import and list export to Excel
Activities, Tasks and Calendar
What was done, what is left and what fell behind.
- Call, meeting, visit and task activities linked to the lead or deal
- Contact sentiment and time spent recorded on every activity
- Attachments and checklist inside the activity
- Sales rep calendar with appointment check-in
- Daily sweep for uncontacted leads and stalled opportunities
- Task created automatically when the deal exceeds the stage deadline
Forecast, Targets and Dashboards
How much comes in, when it comes in and whether the team will hit the target.
- Forecast weighted by value and probability
- Dormant deals leave the forecast on their own, without inflating the projection
- Targets per sales rep and per team with a locked daily tally
- Required pace per remaining business day alongside the percentage achieved
- B2B dashboard with funnel, monthly trend, sales rep ranking and loss reasons
- Dashboard filters by branch, sales rep and state
- Reports in Excel and PDF
- Forecast measured against the pipeline's own history in Sales Intelligence
Class Radar
The class enters the funnel before any contact exists, right when it is time to reach out.
- Class projected from the course, duration and intake period
- Expected commencement calculated semester by semester
- Ideal outreach date calculated backwards from the configured lead time
- Queue of classes entering the outreach window, ranked by attractiveness score
- Score weights configurable by the company
- Automatic weekly radar recalculation
- Estimated graduates and estimated ticket for each projected class
B2B Pipeline with Gates and SLA
The real stages of the graduation sale, with requirement locks and deadline enforcement.
- Eleven ready-made stages: mapped, contact, committee formed, discovery, proposal, negotiation, assembly, chosen, contract, in enrollment and lost
- Entry gate: moving forward without the stage requirements is refused, with a list of what is missing
- Named requirements, such as a committee with three members, defined quorum and completed matrix
- Color, deadline, default probability and requirements adjustable per company
- Escalating SLA: at the deadline it alerts the manager, at double it creates a review task, at triple it marks the deal as dormant
- Transition history with the days spent in each stage
- Reactivation of dormant or lost deals
Graduation Committee and Influence Matrix
Who decides, who supports and what happens when the committee changes.
- Versioned committee composition: every change creates a new version and the previous one is never overwritten
- Decision power from 1 to 5 and champion, neutral or detractor favorability per member
- Four-quadrant matrix with an alert for dependence on a single supporter
- Term with end date and an alert before it expires
- Configurable quorum: simple majority, unanimity, president decides or general assembly
- Decisions with outcome, votes and minutes
- Interactions recorded per member
- Term handover with inheritance dossier, checklist and approval from the new members
Immutable B2B Proposals and Simulator
The sent proposal does not change, and the committee simulates without seeing what it should not.
- Item catalog with cost and margin to build the proposal
- Pricing by enrollment tier, with an adjustment clause per tier
- Version locked on sending with snapshot and sha256 hash
- A new round starts from a previous version, without erasing what was sent
- Version comparison showing the impact per graduate
- Simulator link for the committee, without cost, margin or individual data
- Every simulation recorded, showing the class's price sensitivity
- Discount approval levels by role, with justification, competitor and sign-off
- Acceptance requires a recorded committee decision
Contract and Evidence Timeline
What was negotiated stays proven, from first contact to contract.
- Contract generated only from an accepted proposal, with a quorum decision and an intact hash
- Contract refused when the proposal content differs from the sent hash
- Append-only event timeline with chained hashes
- Event changes and deletions blocked in the database itself
- On-demand timeline integrity check
- Class documents linked to decisions and contracts
- PDF dossier with the hash in the footer
Graduate Funnel and Enrollment Barometer
A signed contract is not revenue: each graduate is followed until they pay.
- Nine stages per graduate: eligible, contacted, interested, simulated, enrolled, signed, paying, delinquent and canceled
- Automatic sync every two hours with pre-registration, signature and payment
- Stages never regress during sync, except to delinquent
- Manual lock so the sales rep can hold a graduate out of the sync
- Barometer with enrollment target, percentage achieved, monthly pace and projection to the deadline
- Graduate kanban per class with drag and drop
- Campaigns targeted at each graduate's stage
Competition and Lost Deals
Who you are competing against for each class and when to try again.
- Competitor registry and competition map per institution
- Competitors recorded on each contested class
- Losses by price, competitor and other reasons with lost value
- Scheduled recycling: the lost deal returns to the queue on the date of the next committee term
- Loss reasons consolidated on the dashboard
Portfolio, Territories and Map
Who serves each institution and where no one is serving.
- Institutions on the map colored by the stage of the current deal
- Territories by polygon, radius or region, with priority for overlaps
- Portfolio per sales rep with a single primary owner per institution
- Sales rep profile with manager, color and capacity
- Suggestion of unowned institutions inside the sales rep's territory
- Declined suggestions are remembered, so the same institution does not come back every day
- Applying territories only assigns what has no sales rep and never takes accounts from anyone
Field Visits and Sales Rep App
Proven visits and the sales rep's day organized on the phone.
- Dedicated sales rep app with two-step login and a session separate from the panel
- Today screen with KPIs, route, deals past their deadline, tasks and target
- Portfolio with institution profile, territory suggestions and institutions sorted by distance
- Visits with location check-in, photos, summary, next step and check-out
- Entries made without signal wait in the phone queue and are sent when the connection returns
- Portfolio deals with activities, notes and stage changes that respect the gate
- Calendar, goals with required pace, proposals without cost or margin, and commission statement
- App scoped to the sales rep's portfolio: outside it, only territory suggestions are visible
- Visit check-in with the distance to campus locked in and an out-of-area warning
- Check-out recording the visit on the class evidence timeline
- A record sent twice by the phone does not duplicate the visit
- Manager panel with visits, devices and the outcome of every record sent
Communication in the Deal
Cadence, email, calls and WhatsApp linked to the lead and the deal.
- Cadences with email, call, WhatsApp and visit steps
- Email steps go out automatically; calls, WhatsApp and visits become tasks
- Whoever replies leaves the cadence
- 1:1 email sent from the sales rep's account, with open and click tracking
- Email credentials encrypted and visible only to the mailbox owner
- Calls logged with duration and recording
- WhatsApp Service conversation linked to the lead without copying the messages
- Call button on leads, customers and deals, opening the call in Partiu Voz linked to the CRM record
- Call outcome logged with activity and next task in a single step
- Duration and recording attached to the deal when the call ends
- WhatsApp conversation messages shown inside the deal, with approved templates sent from the card
- Opt-out honored when sending templates from the card
- Automation triggers when a WhatsApp message arrives and when the contact replies by email
- Sync integrations with Salesforce, HubSpot and Pipedrive
Permissions, Teams and Visibility
Each rep sees what they should see, and every change records who made it.
- Sales teams with manager and members
- Visibility per entity: own records, team, branch or everything
- Out-of-scope records respond as not found, without confirming they exist
- Separate permissions to edit, delete, import, export and configure the CRM
- Field-by-field change history on leads, opportunities and deals
- Log of every export with who exported and which filter was used
- Rollout without lost access: existing CRM users keep seeing everything until a manager restricts them
Clean Data and Unified Deals
Opportunities and B2B deals in one list, without duplicates and with search across everything.
- Single deal list combining opportunities and B2B deals
- Lead-to-deal conversion in one step: customer, opportunity in the chosen pipeline, custom fields, activities and emails carried over
- Duplicates found by email, phone, tax ID and similar name, with a match score
- Side-by-side merge with field-by-field choice, without deleting the merged record
- Saved filters shared with the team or with everyone
- Global search across leads, customers, deals, institutions and activities, respecting visibility
- Bulk edit of up to 500 records, with each B2B deal checked against the gate and rejections listed
- Follow a deal and get notified when it changes stage, is won or is lost
- Mention a colleague in an activity with a notification in the dashboard bell and a push in the app
Email, Calendar and Booking Links
Customer replies land in the deal, the calendar talks to Google and customers book meetings on their own.
- Rep mailbox connection with Google, Microsoft or IMAP
- Only emails from known contacts are synced, keeping personal mail out of the CRM
- Customer replies attached to the deal thread and removing the lead from the cadence
- Google or Microsoft calendar synced both ways with the CRM calendar, without duplicate echo events
- External events shown in the calendar in a different color
- Public booking link with duration, availability windows, minimum notice and buffer between meetings
- Free slots calculated in the company time zone, excluding the rep's existing appointments
- Booking creates or finds the lead, schedules the meeting and sends a confirmation with a calendar invite
- Reminders by push, email and bell, with a daily digest at the time each user chooses
- Connections with expired tokens are paused and the owner is notified, with no endless retries
Reports, Dashboards and Sales Commission
The report managers need without asking IT, and commission on the cash that actually came in.
- Ready-made reports for deal duration, average time per stage, stage-to-stage conversion and activities by outcome
- Report builder with metric, grouping, period and filters chosen on screen
- Queries built only from allowed fields, with no typed SQL
- Dashboards with saved reports arranged in a grid
- Sales commission rules on closed or collected revenue, with a flat rate or tiers
- Commission on collected revenue based on paid installments from the classes the deal generated
- Automatic monthly calculation, closing that freezes the period, and clawback for cancellation or default
- Optional posting to accounts payable through the budget spending control
- Rep's own commission statement in the app
Tracked Proposals, Revenue and Currency
Know when the committee opened the proposal and forecast revenue month by month.
- B2B proposal link opens logged with version, device and date
- First open notifies the owner and can trigger an automation
- After acceptance, the contract is generated and sent for e-signature without leaving the deal
- Catalog items with one-time, monthly or yearly billing and default installments
- Revenue schedule created when the deal is won and spread month by month in the forecast
- Currencies per company with manual rates or the Central Bank of Brazil PTAX rate
- Amount converted and frozen on the closing date
Public API, Webhooks and Enrichment
The CRM open to other systems, with company registry and e-MEC data filled in automatically.
- REST API with per-company tokens, read and write scopes and per-minute rate limits
- Leads, people, organizations, deals, activities and pipelines through the API, with cursor pagination
- B2B deals are read-only through the API, so nobody can bypass the gate from outside
- Outgoing webhooks for lead created, stage changed, deal won or lost, activity completed and proposal accepted
- HMAC signature on every delivery, progressive retries and deactivation after repeated failures
- Delivery log with resend from the screen
- Ready-made format for Slack and Microsoft Teams
- Company tax ID lookup filling legal name, address, activity code, size and partners in the customer record
- Import of institutions and programs from e-MEC open data with a preview before saving
AI Assistant, Learned Probability and Post-sale
Suggestions inside the deal, win chance measured from history and onboarding that starts on its own.
- Assistant panel in the deal detail with next action, loss risk, summary and email draft
- Accept or dismiss the suggestion in place, with the outcome recorded
- Automatic summary when opening a deal idle for more than 15 days, when AI is enabled
- Win probability learned from the company's own history, next to the manually entered one
- Model retrained every week and activated only with a minimum sample and proven accuracy
- Comparison of entered, stage-measured and model-predicted probability in Sales Intelligence
- Won deals create an onboarding project with tasks, milestones and deadlines from a template per pipeline
Liste de contrôle
Everything included in CRM & Sales
All 177 features in this area, grouped by module so you can compare systems item by item.
- Lead inbox separate from deals, with its own kanban and configurable columns
- Capture via form, landing page, pop-up, webhook, import and QR Code
- Deduplication by email and phone on capture and import
- Spreadsheet import with preview and an option to skip duplicates
- Round-robin distribution queues across sales reps, with a log of every assignment
- MQL qualification recorded with a date, promoted by the score when fit and engagement reach the top tiers
- Source, campaign and UTMs preserved through closing
- Multiple pipelines per company, split into leads, negotiation and post-sale
- Drag-and-drop kanban, including column reordering
- Value, probability and expected close date on every deal
- Stage checklists built from reusable templates
- Days stalled in the stage shown on the card, with deadline status
- Won and lost with categorized reason, lost value and the competitor who took it
- Controlled conversion of the deal into a customer, class, contract or financial campaign
- Kanban movement history and per-column metrics
- Individual and business customers with relationship history
- Educational institutions with type, administrative category, size and location
- Courses per institution with degree, duration in semesters and e-MEC code
- Supplier veto at the institution blocking future classes
- Custom fields in 10 types, without changing the database structure
- Free tags and dynamic segments over the same base
- Institution import and list export to Excel
- Call, meeting, visit and task activities linked to the lead or deal
- Contact sentiment and time spent recorded on every activity
- Attachments and checklist inside the activity
- Sales rep calendar with appointment check-in
- Daily sweep for uncontacted leads and stalled opportunities
- Task created automatically when the deal exceeds the stage deadline
- Forecast weighted by value and probability
- Dormant deals leave the forecast on their own, without inflating the projection
- Targets per sales rep and per team with a locked daily tally
- Required pace per remaining business day alongside the percentage achieved
- B2B dashboard with funnel, monthly trend, sales rep ranking and loss reasons
- Dashboard filters by branch, sales rep and state
- Reports in Excel and PDF
- Forecast measured against the pipeline's own history in Sales Intelligence
- Class projected from the course, duration and intake period
- Expected commencement calculated semester by semester
- Ideal outreach date calculated backwards from the configured lead time
- Queue of classes entering the outreach window, ranked by attractiveness score
- Score weights configurable by the company
- Automatic weekly radar recalculation
- Estimated graduates and estimated ticket for each projected class
- Eleven ready-made stages: mapped, contact, committee formed, discovery, proposal, negotiation, assembly, chosen, contract, in enrollment and lost
- Entry gate: moving forward without the stage requirements is refused, with a list of what is missing
- Named requirements, such as a committee with three members, defined quorum and completed matrix
- Color, deadline, default probability and requirements adjustable per company
- Escalating SLA: at the deadline it alerts the manager, at double it creates a review task, at triple it marks the deal as dormant
- Transition history with the days spent in each stage
- Reactivation of dormant or lost deals
- Versioned committee composition: every change creates a new version and the previous one is never overwritten
- Decision power from 1 to 5 and champion, neutral or detractor favorability per member
- Four-quadrant matrix with an alert for dependence on a single supporter
- Term with end date and an alert before it expires
- Configurable quorum: simple majority, unanimity, president decides or general assembly
- Decisions with outcome, votes and minutes
- Interactions recorded per member
- Term handover with inheritance dossier, checklist and approval from the new members
- Item catalog with cost and margin to build the proposal
- Pricing by enrollment tier, with an adjustment clause per tier
- Version locked on sending with snapshot and sha256 hash
- A new round starts from a previous version, without erasing what was sent
- Version comparison showing the impact per graduate
- Simulator link for the committee, without cost, margin or individual data
- Every simulation recorded, showing the class's price sensitivity
- Discount approval levels by role, with justification, competitor and sign-off
- Acceptance requires a recorded committee decision
- Contract generated only from an accepted proposal, with a quorum decision and an intact hash
- Contract refused when the proposal content differs from the sent hash
- Append-only event timeline with chained hashes
- Event changes and deletions blocked in the database itself
- On-demand timeline integrity check
- Class documents linked to decisions and contracts
- PDF dossier with the hash in the footer
- Nine stages per graduate: eligible, contacted, interested, simulated, enrolled, signed, paying, delinquent and canceled
- Automatic sync every two hours with pre-registration, signature and payment
- Stages never regress during sync, except to delinquent
- Manual lock so the sales rep can hold a graduate out of the sync
- Barometer with enrollment target, percentage achieved, monthly pace and projection to the deadline
- Graduate kanban per class with drag and drop
- Campaigns targeted at each graduate's stage
- Competitor registry and competition map per institution
- Competitors recorded on each contested class
- Losses by price, competitor and other reasons with lost value
- Scheduled recycling: the lost deal returns to the queue on the date of the next committee term
- Loss reasons consolidated on the dashboard
- Institutions on the map colored by the stage of the current deal
- Territories by polygon, radius or region, with priority for overlaps
- Portfolio per sales rep with a single primary owner per institution
- Sales rep profile with manager, color and capacity
- Suggestion of unowned institutions inside the sales rep's territory
- Declined suggestions are remembered, so the same institution does not come back every day
- Applying territories only assigns what has no sales rep and never takes accounts from anyone
- Dedicated sales rep app with two-step login and a session separate from the panel
- Today screen with KPIs, route, deals past their deadline, tasks and target
- Portfolio with institution profile, territory suggestions and institutions sorted by distance
- Visits with location check-in, photos, summary, next step and check-out
- Entries made without signal wait in the phone queue and are sent when the connection returns
- Portfolio deals with activities, notes and stage changes that respect the gate
- Calendar, goals with required pace, proposals without cost or margin, and commission statement
- App scoped to the sales rep's portfolio: outside it, only territory suggestions are visible
- Visit check-in with the distance to campus locked in and an out-of-area warning
- Check-out recording the visit on the class evidence timeline
- A record sent twice by the phone does not duplicate the visit
- Manager panel with visits, devices and the outcome of every record sent
- Cadences with email, call, WhatsApp and visit steps
- Email steps go out automatically; calls, WhatsApp and visits become tasks
- Whoever replies leaves the cadence
- 1:1 email sent from the sales rep's account, with open and click tracking
- Email credentials encrypted and visible only to the mailbox owner
- Calls logged with duration and recording
- WhatsApp Service conversation linked to the lead without copying the messages
- Call button on leads, customers and deals, opening the call in Partiu Voz linked to the CRM record
- Call outcome logged with activity and next task in a single step
- Duration and recording attached to the deal when the call ends
- WhatsApp conversation messages shown inside the deal, with approved templates sent from the card
- Opt-out honored when sending templates from the card
- Automation triggers when a WhatsApp message arrives and when the contact replies by email
- Sync integrations with Salesforce, HubSpot and Pipedrive
- Sales teams with manager and members
- Visibility per entity: own records, team, branch or everything
- Out-of-scope records respond as not found, without confirming they exist
- Separate permissions to edit, delete, import, export and configure the CRM
- Field-by-field change history on leads, opportunities and deals
- Log of every export with who exported and which filter was used
- Rollout without lost access: existing CRM users keep seeing everything until a manager restricts them
- Single deal list combining opportunities and B2B deals
- Lead-to-deal conversion in one step: customer, opportunity in the chosen pipeline, custom fields, activities and emails carried over
- Duplicates found by email, phone, tax ID and similar name, with a match score
- Side-by-side merge with field-by-field choice, without deleting the merged record
- Saved filters shared with the team or with everyone
- Global search across leads, customers, deals, institutions and activities, respecting visibility
- Bulk edit of up to 500 records, with each B2B deal checked against the gate and rejections listed
- Follow a deal and get notified when it changes stage, is won or is lost
- Mention a colleague in an activity with a notification in the dashboard bell and a push in the app
- Rep mailbox connection with Google, Microsoft or IMAP
- Only emails from known contacts are synced, keeping personal mail out of the CRM
- Customer replies attached to the deal thread and removing the lead from the cadence
- Google or Microsoft calendar synced both ways with the CRM calendar, without duplicate echo events
- External events shown in the calendar in a different color
- Public booking link with duration, availability windows, minimum notice and buffer between meetings
- Free slots calculated in the company time zone, excluding the rep's existing appointments
- Booking creates or finds the lead, schedules the meeting and sends a confirmation with a calendar invite
- Reminders by push, email and bell, with a daily digest at the time each user chooses
- Connections with expired tokens are paused and the owner is notified, with no endless retries
- Ready-made reports for deal duration, average time per stage, stage-to-stage conversion and activities by outcome
- Report builder with metric, grouping, period and filters chosen on screen
- Queries built only from allowed fields, with no typed SQL
- Dashboards with saved reports arranged in a grid
- Sales commission rules on closed or collected revenue, with a flat rate or tiers
- Commission on collected revenue based on paid installments from the classes the deal generated
- Automatic monthly calculation, closing that freezes the period, and clawback for cancellation or default
- Optional posting to accounts payable through the budget spending control
- Rep's own commission statement in the app
- B2B proposal link opens logged with version, device and date
- First open notifies the owner and can trigger an automation
- After acceptance, the contract is generated and sent for e-signature without leaving the deal
- Catalog items with one-time, monthly or yearly billing and default installments
- Revenue schedule created when the deal is won and spread month by month in the forecast
- Currencies per company with manual rates or the Central Bank of Brazil PTAX rate
- Amount converted and frozen on the closing date
- REST API with per-company tokens, read and write scopes and per-minute rate limits
- Leads, people, organizations, deals, activities and pipelines through the API, with cursor pagination
- B2B deals are read-only through the API, so nobody can bypass the gate from outside
- Outgoing webhooks for lead created, stage changed, deal won or lost, activity completed and proposal accepted
- HMAC signature on every delivery, progressive retries and deactivation after repeated failures
- Delivery log with resend from the screen
- Ready-made format for Slack and Microsoft Teams
- Company tax ID lookup filling legal name, address, activity code, size and partners in the customer record
- Import of institutions and programs from e-MEC open data with a preview before saving
- Assistant panel in the deal detail with next action, loss risk, summary and email draft
- Accept or dismiss the suggestion in place, with the outcome recorded
- Automatic summary when opening a deal idle for more than 15 days, when AI is enabled
- Win probability learned from the company's own history, next to the manually entered one
- Model retrained every week and activated only with a minimum sample and proven accuracy
- Comparison of entered, stage-measured and model-predicted probability in Sales Intelligence
- Won deals create an onboarding project with tasks, milestones and deadlines from a template per pipeline
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