Digital operations
Sales, invoicing, CRM and finance in a single flow. This is level 2 — the minimum for certification.
At least 3 core processes digitized.
We digitize the processes that sustain the business: sales, invoicing, customers and finance, integrated.
Everything included.
Sales and invoicing
Quotes, invoices and payments in one flow.
CRM
Customers, opportunities and history centralized.
Finance
Revenue, expenses and reports in control.
P8 minimum level
Level 2 is the minimum to certify the business.
Why it is the <em>turning point.</em>
With 3 core processes digitized, the business stops depending on paper, spreadsheets and memory — and starts operating with data.
Sales
From first contact to approved quote.
- Pipeline de oportunidades
- Orçamentos digitais
- Follow-up automático
Invoicing
Issue, send and track payments.
- Faturas certificadas
- Recibos automáticos
- Cobranças com lembretes
Customers
Centralized history, accessible to the team.
- Ficha unificada
- Histórico de interações
- Tarefas e lembretes
Your numbers, in real time.
Stop guessing. See the business happening — without waiting for month-end.
Before vs after.
All on paper
- Faturas em Excel e papel
- Clientes em contactos do WhatsApp
- Não sabe quanto ganhou este mês
- Cobranças esquecidas
All in one system
- Faturas geradas em segundos
- CRM com histórico de cada cliente
- Dashboard com receita em tempo real
- Cobranças automáticas
How much time can you save?
Drag to see estimated savings in hours per week.
Estimate based on 40% reduction in manual tasks with digital processes.
Ready to operate digitally?
Free 8P assessment. Within 24h you have a digital operations plan.
Ready to digitize your business?
Free assessment. No commitment. Reply within a few business days.
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