Defines the stages
Organize your process with your own stages and win or lose states. Starter includes 1 pipeline; Essential allows up to 3 and Pro up to 10.
Operations · your entire business
The place where
everything fits.
Acquisition, sales, collections, training and clients. The entire journey of your business, from a single platform.
Visual representation of Control Panel.
01
Capture
Landings, forms and campaigns.
02
Sell
Leads, pipeline and commercial team.
03
Cobra
Products, payments and subscriptions.
04
Delivery
Programs and student portal.
05
Attend
Clients, agenda and support.
Stages and next steps · how it works
Give every opportunity a next step.
When opportunities live in a flat list, it is difficult to know who to contact and what is missing to close. The pipeline converts the commercial process into visible stages, with the contact file just one click away.
Work every opportunity
Search by name, email, telephone, origin or person responsible. Open the profile from the card and check the context before moving it.
Record what happens
Updates the stage when the business situation changes. Record the charge for its corresponding flow: moving a card is not equivalent to receiving money.
Pending fees and collections · how it works
A closed sale is not always a collected payment.
Check the status of payments, fees and subscriptions to understand what money has come in and what is still pending. The history maintains the link with the person and the product.
Register the operation
Stripe and Commas synchronize sales; transfer or cash collections can be recorded manually.
Continue the commitment
Check pending installments, expirations and active subscriptions. Refund statements preserve the traceability of the operation.
Keep the receipt
Generate numbered PDF receipts and consult the history. Nod receipts do not replace a VAT tax invoice.
Lead generation
Sales
Payments
Delivery and customers
Operations
Account
Operations from €149/month
Everything you need.
To continue growing.
Connect your tools, coordinate your team and advance your business from one place.