AIFLUENT
CRM and sales

CRM and sales operations

Track opportunities, standardize your pipeline, and never miss a follow-up.

Who it's for

Sales teams that lose opportunities for lack of process and pipeline visibility.

The problem

When sales runs on memory and stray messages, opportunities go cold, the pipeline is invisible, and the sales forecast becomes guesswork.

What we can build

  • A sales pipeline with stages and follow-up automations
  • A single contact record and interaction history
  • Integration with WhatsApp, email, and website forms
  • Conversion dashboards by stage, source, and rep

Example use case

A services company starts logging every lead in a standardized pipeline, with automatic follow-up reminders and a conversion report by channel.

Workflow

  1. 1Lead
  2. 2Contact
  3. 3Opportunity
  4. 4Proposal
  5. 5Follow-up

Integration possibilities

Can connect with WhatsApp, email, website forms, and marketing tools, subject to technical assessment.

FAQ

Frequently asked questions

Have a process to organize or a product to build?

How we work

I want to track my sales opportunities

Other solutions