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. Connections that bring results Your team An organized view to keep service moving.
Customer · Marina Costa Active · Customer since 2024Overview History Plans and goals Documents
Recent interactions Appointment booked 22/04/2025 · Appointment
Calendar Proposal approved 21/04/2025 · Service plan
Sales Payment received 20/04/2025 · Receipt
Finance Document sent by customer 19/04/2025 · Document for review
Documents Being followed up Next step Review in 30 days
A complete timeline Review available appointment, proposal, sale, document and follow-up records, according to connected modules.
More context for better decisions. 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 relationships Tomorrow’s opportunities. CUSTOMERS IDEAS PLANS RESULTS
Features depend on your configuration. Screens illustrate workflows; the product interface may differ.
Commercial → Finance → Team Management →