Data & Management
With the "Data Management" module, you have full control over your data and contacts. Import full or incremental databases, manage exclusion lists and contracts, and keep your data clean and up to date.
Key features:
- Flexible import of customer bases, agreements and promises.
- Blacklist management to ensure compliance with regulations.
- Contract management to centralize and organize your agreements.
- Database hygiene to ensure the accuracy of your data.
- Custom imports according to your plan.
Benefits:
- Segment your customer base for targeted campaigns.
- Improve communication and build stronger relationships.
- Optimize your processes and free your team to focus on strategic activities.
- Make smarter decisions based on detailed reports and analysis.
Customer Journey
With the "Customer Journey" module, you create and manage personalized SMS, email and WhatsApp campaigns in an intuitive and effective way. Guide your contacts through each stage of the journey, from attraction to loyalty, with relevant and timely messages.
Key features:
- Creation and management of multi-channel campaign strategies.
- Native WhatsApp integration for direct, personalized communication.
- Manual sending for flexibility and full control over your messages.
- Communication flow automation to optimize your processes.
- Advanced segmentation for highly targeted campaigns.
Benefits:
- Increase engagement and conversion with personalized messages.
- Build lasting relationships with your customers.
- Automate repetitive tasks and free your team for strategic activities.
- Track your campaign performance with detailed reports.
Reports
With the "Reports" module, you have access to detailed information on all aspects of your operation. Track the performance of your campaigns, calls, sends and more. Monitor user activity in real time and make strategic decisions based on accurate data.
Key features:
- Download complete reports on all tool modules.
- Real-time tracking of user activities in the system.
- Monitoring of campaign, call and send performance.
- Detailed analysis of agreements, payments and customer portfolio stock.
- CRM and telecom operator consumption control.
- Daily reports on calls, process status and workload distribution.
- Customer satisfaction and user productivity assessment.
Benefits:
- Make strategic decisions based on concrete data.
- Identify improvement opportunities and optimize your processes.
- Monitor user activity and ensure the security of your data.
- Increase transparency and collaboration across teams.
- Evaluate your operation's performance and boost your results.
Agents
With the "Agents" module, you configure and manage your outbound and inbound campaigns for both human and digital agents. Have full control over your communication strategies and optimize your teams' performance.
Key features:
- Configuration of outbound and inbound campaigns for human and digital agents.
- Activation, deactivation and change of campaign strategies in a simple, intuitive way.
- Service queue management and call distribution.
- Real-time monitoring of agent performance.
Benefits:
- Optimize campaign management and increase team productivity.
- Adapt communication strategies to your business needs.
- Monitor agent performance and identify training and development opportunities.
- Improve customer experience with more efficient, personalized service.
- Increase conversion and campaign results.
Service
With the "Agents" module, you offer personalized, efficient service to your customers, centralizing all information and interactions in one place.
Key features:
- Customer search: Quickly find contact information, interaction history and relevant data for each customer.
- Agreement negotiation: Facilitate negotiation and formalization of agreements with flexible, personalized options.
- Pix generation: Simplify payment by generating Pix directly on the platform for your customers, with amounts credited to your account.
- Legal process management: Track progress of legal processes related to your customers.
- View basic data, addresses and phones: Easily access contact and registration information.
- Occurrence tracking: Full history of interactions and requests per customer, with automatic protocol generation.
- LGPD compliance: The tool strictly follows data protection guidelines, ensuring security and privacy of your customers' information.
Benefits:
- Personalized service: Offer more human, efficient service and build lasting relationships.
- Faster issue resolution: Centralize information and processes.
- Security and privacy: Protect your customers' data and meet LGPD requirements.
- Time optimization: Automate tasks and free your team for strategic activities.
- Better customer experience: Provide agile, transparent, secure service.
Dashboard
The "Dashboard" module offers a real-time overview of your operations' performance, so you can closely track campaign progress and make strategic decisions based on up-to-date data.
Key features:
- Real-time monitoring: Track calls, sends and data imports with detailed success and failure information.
- Graphical view: Clear, intuitive view of results via charts and interactive tables.
- Filters and customization: Adapt the dashboard to your needs.
- Quick access to key information and KPIs.
- Integration with other modules for a complete view of your operation.
Benefits:
- Faster decision-making with real-time information.
- Better performance: Identify bottlenecks and improvement opportunities.
- Increased productivity: Clear view of team performance.
- Transparency and collaboration across departments.
Authority Management
The "Access and Authority Management" module lets you manage platform access with precision and security, defining permissions and authority levels for users, teams and partners.
Key features:
- Area and team management with specific permissions.
- Partner management: Connect partners to your platform with access to specific resources.
- Create and assign user profiles with different access levels.
- Approval levels for different actions and processes.
- Real-time activity monitoring with detailed logs.
Benefits:
- Security and privacy: Protect confidential data.
- Organization and control with clear permissions.
- Efficiency and collaboration across teams and partners.
- Compliance with applicable laws and regulations such as LGPD.
Workflow
The "Workflow" module provides efficient, organized management of occurrences within your company, with specialized groups and access to attendance control and legal operations.
Key features:
- Occurrences are automatically categorized and distributed to specific groups.
- Configure and organize work groups and assign responsibilities.
- Integration with user attendance control.
- Legal operations management with structured tracking.
Benefits:
- Keep all processes organized and under control.
- Access up-to-date information on process progress.
- Manage legal operations in a structured way.
Help Desk
The "Help Desk" module offers a robust solution for ticket management, allowing users to open and track support requests both internally and with the system administrator.
Key features:
- Users can open tickets within the company for specific teams (IT, HR, finance).
- Open tickets directly with the CRM/system administrator.
- Intuitive interface to track ticket status in real time.
- Tickets can be categorized and prioritized by urgency.
- Detailed record of all open, closed and in-progress tickets.
- Communication between requester and support team within the ticket.
Benefits:
- Tickets handled in an organized, timely manner.
- All tickets and communications in one place.
- History helps identify patterns and areas for improvement.
- Meet both internal and external support needs.
Settings
The "Settings" module offers a complete solution to customize and adjust various aspects of the system to your company's specific needs, centralizing all essential settings in one place.
Key features:
- Set interest rates, fees and payment conditions.
- Link customers to specific partners and define responsibility by delinquency range.
- Enable or disable chat and WhatsApp channels and set business hours.
- Choose and configure SMS and email providers for CRM communication.
- Set service goals for the team.
- Customize tabs and groups that will handle occurrences.
- Configure work groups and occurrences that users can tab.
Benefits:
- All essential system settings in one module.
- Adapt the system to your company's needs.
- Optimize processes according to best practices.
- Track team performance in real time with goals and workflows.
Attendance Control
The "Attendance Control" module lets you manage and track your employees' work schedule with tools to record clock-in/out and breaks, plus document attachment and manual time entry.
Key features:
- Users can record start and end of work shift simply and quickly.
- Control breaks during the workday with detailed records.
- Users can attach documents such as medical certificates.
- Manual time entry for exceptional cases.
- Complete reports on employee attendance.
Benefits:
- Accurate work schedule records.
- Manual adjustments and corrections when needed.
- Organized records and documents for HR.
- Compliance with labor laws.
