Sales CRM

The problem: generic CRMs aren't built for running the business

Most CRMs are systems of record. You store data, create opportunities, and then do the real work in another tool: you collect payments on one platform, follow up on WhatsApp, send invoices from another, and look at reports in a spreadsheet.

The result is a CRM full of data but disconnected from day-to-day operations. Your team doesn't use it because it doesn't help them get their daily work done.

An operational CRM: you don't just record, you act

In the Recaudo CRM every action (sending a WhatsApp, creating an invoice, scheduling a call, collecting a payment) happens without leaving the system. CRM, payments, WhatsApp and email are all in one place.

When you close a deal, you generate the invoice and the payment link right then. If you want a lead who isn't responding to get a follow-up, you schedule it with an automation that creates the follow-up. When your salesperson sends a WhatsApp, it is saved in the customer's history.

Pipeline and Deals

• Kanban pipeline: customizable stages (prospect, qualified, proposal, negotiation, closing). Drag deals between stages.
• Deals: expected amount, estimated close date, source and notes. Each stage has its own close probability.
• Multiple pipelines: one for new sales, another for renewals or for any other sales process.
• Custom fields: add the fields your business needs, such as industry, budget or region.

Teams and role-based visibility

Recaudo has a real hierarchy for sales teams:

• Administrators: see all of the team's deals, follow-ups and metrics.
• Managers: see and manage what belongs to their agent groups. They can reassign work and measure each salesperson's performance.
• Operators and salespeople: focus on their own work and their group's.
• Agent groups: organize salespeople by region, product or any other criteria.

Follow-ups with performance tracking

Follow-ups have their own kanban board (pending, in progress, completed), metrics per agent and visibility by team:

• Follow-up kanban board: drag-and-drop columns for each salesperson's day-to-day.
• Detail view: each follow-up shows the customer, the conversation, the related invoice and notes.
• Activity types: calls, WhatsApp, emails, meetings and tasks.
• Performance: follow-ups completed, on time and overdue per agent.
• Rescheduling: move a follow-up to another date when needed.
• Calendar: follow-ups appear in the Calendar alongside appointments.

Tags, segments and lead scoring

• Tags: tag customers by source, interest, size or priority.
• Segments: groups that update themselves based on rules about customer data, tags, lists, dates or the status of their invoices.
• Lead scoring: each lead earns points based on their activity, and you see their score in the customer list.

What makes it different

Recaudo closes the full loop:

• A lead comes in through a form or WhatsApp and lands in the CRM.
• You follow up from the Omnichannel Inbox and it is saved in their history.
• You close the deal and generate an invoice and a payment link without switching tabs. If the link tied to the deal is paid, the deal moves to won.
• If the customer falls behind, Smart Collections sends them reminders.

Use cases

• Sales teams: a pipeline per team, managers who supervise, and individual performance.
• Service agencies: manage each client's proposals and payments from one place.
• Real estate agencies: buyer and renter prospects with follow-up across several channels.
• Freelancers and consultants: a lightweight CRM with what you need to sell and get paid.

Get started today

Create your free account and set up your pipeline. Import your contacts from a CSV, connect WhatsApp and start following up.