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