Operational CRM
Contacts, companies, tasks, interactions, and opportunities connected in a consistent customer view.
/ SaaS · CRM · Omnichannel
An operational CRM and Omniflow platform that centralizes service, sales, automation, and AI governance in a secure, auditable experience built for daily team operations.
6+
Operational modules
RBAC
Role-based access
Realtime
Messages and events
Multi
Isolated workspaces

/ product foundations
Contacts, companies, tasks, interactions, and opportunities connected in a consistent customer view.
Provider-independent channels with WhatsApp via Evolution API, routing, and synchronized history.
Permissions, limits, SLA, diagnostics, and AI policies appear where they affect decisions.
Data, users, channels, and settings remain isolated per workspace at application and database levels.
/ product in operation
Priorities, risk, pipeline, cadence, channels, and governed AI in an actionable cockpit.
Lead and customer management with company, priority, value, history, and commercial actions.
Commercial Kanban with weighted forecast, filters, stages, and B2B/B2C opportunities.
WhatsApp service with user or workspace channels, filters, queues, and synchronized history.
Workflow builder for triggers, conditions, and operational actions with controlled publishing.
Conversation distribution by team, channel rules, schedules, and service-level tracking.
/ role-based experiences
Governs organization, team, plans, settings, limits, and workspace identity.
Monitors the cockpit and coordinates operations, pipeline, teams, workflows, and metrics.
Manages queues, routing, SLA, channels, and daily operational quality.
Moves opportunities, proposals, contacts, and negotiations through the pipeline.
Researches markets, qualifies opportunities, and prepares evidence-based sales handoffs.
Operates the Omniflow inbox, responds to conversations, and maintains customer context.
Organizes new contacts, identifies demand, and starts service and sales journeys.
/ architecture and reliability
Contacts can hold multiple identities without duplicating conversations or losing history.
Messages, conversations, automation, and AI actions retain context, policy, and diagnostic records.
Webhooks, reconciliation, media backfill, and migration compatibility protect operational continuity.
Unit, integration, database, and E2E tests cover authentication, permissions, and CRM workflows.
/ technical stack
Aplicação
Next.js 15
App Router e componentes server/client
Interface
React 19
Experiência operacional responsiva
Backend
Supabase
PostgreSQL, Auth, Realtime e RLS
Canais
Evolution API
WhatsApp, webhooks e sessões
Qualidade
TypeScript
Contratos tipados ponta a ponta
Testes
Playwright
Fluxos autenticados e permissões
We build CRMs and operational platforms aligned with your team’s real process.