Module ·Deals
The pipeline fills itself, and with permissions.
Dashboards by process, with your columns, value and currency. The agent creates and moves what you authorize it to; winning and losing stays with you.
SalesSupportFollow-up
pipeline $111,950 MXNNew lead2
Quoted1
Follow-up1
Won1
Three things that are made by hand today.
To know what can be closed this month you have to ask the sellers one by one.
The client asked for a price and that was it. Without anyone to follow up, it is lost without anyone noticing.
It is captured from memory and on the run, so the numbers with which you decide are already wrong.
What you are seeing.
SalesSupportFollow-up
pipeline $111,950 MXNNew lead2
Quoted1
Follow-up1
Won1
- 01Column with royal stage
You name it. The agent does not translate your process into that of a manual.
- 02Card with an owner
Who cares for it and what contact it comes from, without opening anything else.
- 03Linked quotes
The scheduled visit appears on the card: the opportunity and the appointment do not live separately.
- 04Win/lose
Out of reach of agent by default, with mandatory reason for loss.
How the agent uses it. How your team uses it.
It's the same screen and the same record. It changes who acts.
Yes, I am interested in the 8-unit package.
DecideIt detects intent, calculates the value with the catalog and checks its permission in the dashboard.
RunCreate the opportunity in the first column with value and currency, and link the contact.
Ana, manager
Drag the card to Won—the only thing the agent can't do—and capture the reason when it's lost.
Everything is left in the log with name and time, just as if an agent did it.
The operations where this module makes the difference.
Sales teams
B2B, real estate, automotive, insurance
The campaign leads reach a number that is reviewed by whoever can.
View operation →SaaS and support
Digital product, subscription, marketplaces
The same doubt, twenty times a day, occupying a person.
View operation →Stop discovering on Friday what fell on Tuesday.
Set it up with your stages and your sellers, and review the board at the end of the week.
See all five modules