CRM Intelligens turns the contacts of your site into a sales pipeline you can see and move. Create pipelines with your own stages and colors, drag each lead to its next stage, and record its value, probability, owner, expected close date and notes. Every change is saved in your own site.
The unified inbox lists your contacts by recent activity and opens each conversation from your site's inbox: site chat, email and, once you connect them, WhatsApp, Instagram and Messenger. You reply as the business through the channel the client used, with an AI draft that you always review before sending.
Lead scoring rates each lead from 0 to 100 using contact details, recent activity, stage and value, and AI can refine the score. Filter hot, warm and cold leads, assign an owner, export to CSV and ask the AI which leads to call first.
Automations run when you create a lead, move it to a stage, or win or lose a deal in the app: send an email or an inbox message, add a label, create a task or assign an owner. Every run is listed in a log.
CRM Intelligens installs the free Atlas engine, which keeps your data in your own site. The interface is in Spanish.