The sales week, with no deal forgotten.
Leads, conversations, proposals and follow-ups on the same base your projects and invoices come from. Alex points out what stalled — and asks before writing to the client.
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Alex, Sales: “What stalled in the pipeline this week?”
3 opportunities with no contact for over 10 days, R$ 61k in total. Acme is the largest. Shall I send them a follow-up? Email a follow-up to Acme. Sent. It's on Acme's timeline and I scheduled a call for Thursday.
Studio Bravo is a demo company. Made-up data.
The week of whoever owns the target, before and after
The pipeline meeting is each rep recalling from memory what's moving.
The pipeline shows value per stage and what has stalled too long, before the meeting.
A lead lands on someone's WhatsApp and nobody else knows it exists.
The conversation lands in the team inbox and on the lead's history, with an owner.
Follow-up depends on someone remembering on Friday afternoon.
Flows react to a reply or a missed deadline; the agent suggests the next step and waits for your OK.
The proposal is approved, and the scope is retyped into the project and the invoice.
The accepted proposal becomes a project, a contract and an invoice in one click.
The week's work, one block at a time
What the team does Monday to Friday — from first contact to acceptance.
Monday
The pipeline meeting without a spreadsheet
The pipeline arrives with forecast value per stage and the stalled deals. Reports show where it leaks: by stage, by source and by rep.
- Forecast value per stage
- Stalled opportunities highlighted
- Conversion by source and by rep
Every day
No lead left unanswered
WhatsApp, email and forms land in one place, with the source tagged. The SDR replies and qualifies before handing over to a rep.
- Team inbox with an owner per conversation
- Leads with source and full history
- An SDR that qualifies before the human
Follow-up
The next step, already scheduled
Calls, meetings and emails sit on the lead's timeline. The calendar event is born linked to the right lead, and the booking page checks the team's availability.
- Activities on the timeline
- Calendar built into the CRM
- Booking pages with your brand
Closing
A proposal the client accepts online
Build the proposal from the catalog, send it as a link and follow the comments. The client accepts without creating an account.
- Proposal built from the catalog
- Online acceptance by link
- Acceptance becomes project, contract and invoice
Sales that doesn't end at acceptance
- The suite behind itCRM, proposals and inbox explained module by module, with what each plan includes.
- From acceptance to invoiceWhat was sold becomes delivery and billing without anyone copying the scope.
- From marketing to pipelineA lead from a form or a campaign enters the CRM with its source — and you know what brought the sale.
Modules you can switch on today
Read from the same catalog as the module store: if it's listed here, it's in the product.
- CRM & Salesfrom R$29/month
- PipelineA stage-by-stage sales funnel with forecast value and whatever has been stuck too long.
- LeadsA lead base with source, owner and the full history of every touch.
- CampaignsWhatsApp and email campaigns with an audience, a cadence and a result funnel.
- Quotesfree plan available
- QuotesQuotes assembled from the catalog, sent as a link and accepted online.
- Convert to projectAn accepted quote becomes a project, a contract and an invoice in one click, retyping nothing.
- Omnichannel Inboxfrom R$49/month
- Connected channelsConnect your company's WhatsApp and Telegram and receive everything in one box, with the AI agent answering while you sleep.
- Shared inboxYour team works the same box: every conversation has an owner, internal notes the customer never sees, tags, quick replies and snooze.
- Official WhatsApp (Meta)Connect through Meta's official API, with a verified number and approved templates — the path that carries no ban risk.
My team already uses a CRM. Is switching worth it?
If your CRM only holds the pipeline, yes: here acceptance becomes a project and an invoice without rework. Leads and clients come in by CSV.
Will the agent message a client without me knowing?
No. It suggests the follow-up, writes it and stops. Nothing goes out before your OK, and every action is logged.
What about each rep's WhatsApp?
The inbox connects the company number through Meta's official API. Conversations stay on the lead's history, not on someone's phone.
Do I need to switch everything on at once?
No. Start with the pipeline; proposals and inbox come in when you need them, already connected.
Be the owner again.Not the integrator.
Start with the area that hurts most. In 14 days you'll know whether BaseOS stays — no card, and a free plan afterward.
14-day trial · No card · Then the free plan