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Sales pipeline & CRM

Organize leads, contacts, companies, deals and sales pipelines in a platform connected to support.

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Channels, team and data in one operation.
Features combined according to the company process.
Implementation guided by support, sales and service.
Visual demo

Veja como o CRM conecta atendimento e vendas.

A sales pipeline view to track leads, opportunities and interactions without losing the history from support channels.

Funil visual
Oportunidades acompanhadas
Centralized sales data

Management, security and integration

Securely in the cloud
Your data is stored in a secure environment with SSL-encrypted access.
Centralized communication
All customer and sales information in one secure, organized place.
Integrated sales team
All the tools your team needs to track the journey and reach goals.
Complete reports
Provide real-time reports and dashboards and closely monitor performance.

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Pipeline claro

View opportunities by stage, owner, value and forecast to better prioritize sales effort.

Relacionamento completo

Unify contacts, companies, conversations and history to sell with more context.

Previsibilidade comercial

Track conversions, pipelines and team performance with updated data.

Sales connected to support

Turn conversations into trackable opportunities.

Tolv CRM brings support and sales closer so leads do not get lost in conversations, spreadsheets or inboxes.

Each contact can carry history, deals, tasks and next steps so the team can act more accurately.

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Leads Capture and qualify opportunities from chat, bots, forms and integrations.
Deals Organize proposals by stage, value, owner and probability.
Contatos Keep people and companies linked to support history.
Indicadores Track source, conversion and performance for each pipeline.
Flexible CRM

Tolv adapts to your current sales process

Shape the CRM according to how your company sells: create pipelines, customize stages, organize fields and keep sales information accessible to the whole team.

Custom pipelines Stages adjusted to the sales cycle, from qualification to closing.
Custom fields Data, formulas and relevant information for each type of sale.
Integrated operation Chat, chatbots, tickets and history connected to CRM.
CRM in practice

From first contact to closing, everything connected to your sales process.

Organize relationships, pipeline, activities and performance data into clear blocks so the team sells with context and predictability.

Organize interactions and data
360° customer view
Relacionamento centralizado

Organize interactions and data

Connect conversations, contacts, companies and opportunities in a single view so the team finds the right context during negotiation.

Interaction history accessible by contact and company.
Sales data organized for each opportunity.
Fewer spreadsheets and less information loss between teams.
Customizing and automating the pipeline reduced administrative tasks and improved our sales organization.
Funil de vendas em modelo kanban
Kanban por etapa do funil
Visual pipeline

Funil de vendas em modelo kanban

Track deals by stage, move opportunities as they advance and keep follow-ups visible to prioritize what is most likely to close.

Funis adaptados ao processo de vendas da empresa.
Alerts and tasks to remember next steps.
Prioritization by stage, owner, value and forecast.
The clean interface makes navigation easier and sales information simpler to find.
Centralize seus dados de vendas
Campos personalizados
Structured data

Centralize seus dados de vendas

Bring data from spreadsheets or previous CRMs, add products and services to deals and use custom fields to adapt the CRM to your process.

Data import to speed up migration.
Products, values and conditions linked to deals.
Fields and formulas to capture essential information.
Strengthen the customer relationship
+Contexto em cada conversa
Context-rich experience

Strengthen the customer relationship

Centralize interactions to respond more consistently, understand relationship history and reduce noise between service, support and sales.

Repetitive task automation to free sales time.
Atendimento mais contextualizado e consistente.
Management visibility to track relationships and evolution.
Use sales data to guide your strategy
Tempo real to act quickly
Sales decision

Use sales data to guide your strategy

Explore reports, charts and dashboards to track goals, bottlenecks, conversions and team performance in real time.

Pipeline, source, stage and conversion metrics.
Custom dashboards by team or manager.
Integrated reading across sales, support and operations.
Centralize sales activities in a single platform
Next step always visible
Rotina de vendas

Centralize sales activities in a single platform

Bring tasks, calendar, history, contacts and opportunities together to create work cadence and predictability for sales follow-up.

Activities and follow-ups connected to the deal.
Complete history so each seller can act with precision.
Routine management without switching between many tools.
Scheduling created an excellent cadence for sellers and improved our predictability.
Strengthen your strategy with real-time performance insights
Insights para evoluir o funil
Performance e previsibilidade

Strengthen your strategy with real-time performance insights

Use visual data to identify bottlenecks, understand pipeline changes and guide the sales team’s next actions.

Track results without waiting for manual spreadsheet closing.
Identifique etapas com maior perda de oportunidade.
Guide goals and forecasts with always-updated data.
Immediate data access brought more predictability to revenue and management.
Pipeline connected to support Ready to sell with more context, cadence and predictability?
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Explore the main features

Cadastro unificado de empresas e contatos

Centralize all customer and company information in one system for easy access.

Full integration

Integrate the CRM with all other platform modules: chat, chatbot, tickets, knowledge base and more.

Lead management

Organize and manage leads efficiently, making follow-up and conversion easier.

Deal and sales management

Manage deal progress and track the sales cycle through closing.

Funil de vendas personalizado

Create sales pipelines adapted to your company needs to optimize results.

Activity management integrated with personal calendar

Integrate CRM task and activity management with the personal calendar for better organization.

Integrated product and price table management

Organize products and price tables directly in the CRM to make deals easier.

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Tolv Learning

Training for your team to use Tolv with more autonomy.

Access courses, tracks and practical content to accelerate platform adoption, standardize processes and prepare your operation to use chat, automation, AI, reports and integrations with more confidence.

Role-based tracks Content for support, service, sales, management and administrators.
Practical lessons Examples applied to daily operations and the main Tolv features.
Faster adoption A trained team that reduces internal questions and extracts more value from the platform.
View training Talk to an expert
Tolv Learning training portal
Continuous enablement Content available to evolve the team at the pace of the operation.