Automatic management of client stages: Example: "New," "Proposal Sent," "Closed - Won." Visual Kanban-style board: Example: Contacts organized into columns according to their funnel stage. Follow-up with intelligent notifications: Example: Automatic reminder to contact a client after 3 days of no response. Automated and personalized responses: Example: Automated WhatsApp messages with offer details based on the client's stage. Segmentation and targeted campaigns: Example: Sending bulk emails to contacts in the "Proposal Sent" stage. Record of won sales: Example: Automatically log each closed deal with the option to add the sale amount or value. Predictive conversion analysis: Example: Prioritize contacts with the highest probability of purchase based on their interactions. Detailed performance reports: Example: Conversion rates, total sales amounts, and active clients per agent. Automated contact assignment: Example: A new lead is assigned to the agent with the lowest workload. Personalization of flows and rules: Example: Automatically move contacts to "Negotiation" if they agree to a meeting. Centralized interaction history: Example: Automatic logging of calls, emails, and messages.
