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CRM

Autonomy on one side.Follow-up on the other.

A closer, more organized and productive relationship. Your customer has a complete portal. Your team follows the full context with greater focus and efficiency.

Explore the plans

More connections for new achievements.

PEOPLEPLANNINGPROGRESSTOGETHER

Your customer

Autonomy with your brand, in the customer portal.

  • Appointments

    Request and manage appointments.

  • Proposals and decisions

    View proposals and record decisions.

  • Purchases and receipts

    Follow sales, services and receipts.

  • Program balances

    View your balances and follow-up.

  • Documents

    Send and access documents securely.

  • Profile and access

    Request an account and manage your profile.

Hello!It’s good to see you here.

Book an appointment
View my proposals
My payments
My program
My documents
My profile
Home
Appointments
Documents
More

Connections that bring results

Booking in the calendar
Decision on the sale
Receipt recorded
Balance in follow-up
Document for review

Your team

An organized view to keep service moving.

CustomersCalendarSalesReceptionReports
C
Customer · Marina CostaActive · Customer since 2024
OverviewHistoryPlans and goalsDocuments
Recent interactions
Appointment booked22/04/2025 · Appointment
Calendar
Proposal approved21/04/2025 · Service plan
Sales
Payment received20/04/2025 · Receipt
Finance
Document sent by customer19/04/2025 · Document for review
Documents
Being followed up
Current planWellbeing
GoalOngoing progress
Next stepReview in 30 days

A complete timeline

Review available appointment, proposal, sale, document and follow-up records, according to connected modules.

Follow up with more focus

Organize plans, goals, records and results. Give your team a clear reference for each next step.

Plans and goals

Define goals and structure follow-up plans.

Records and templates

Standardize records with templates and revisions. Photos depend on the enabled feature.

Results and reports

Track progress and results, with reports by owner.

Configurable automation

Configure follow-up automation with rules and access controls, when enabled.

Connected to your business

CRM connects to your operation and keeps context at every step.

Calendar

Portal bookings reach your calendar.

Sales

Proposals, sales and decisions in the history.

Reception

Your team serves customers with conversation context.

Your website

Website information connects to your operation, with team review.

A portal with your business identity

Choose the template, colors, logo, cover, sections and language. Configure the domain and customer access according to your features.

Today’s relationshipsTomorrow’s opportunities.

Organize your relationships and turn potential into results.

Explore the plans
CUSTOMERSIDEASPLANSRESULTS

Features depend on your configuration. Screens illustrate workflows; the product interface may differ.