SPI CRM is a complete software solution designed to optimize the commercial management of businesses, workshops, professional services and growing companies. Manage prospects, generate quotes, follow up with clients, schedule activities and convert opportunities into sales. Everything your team needs to grow is here.
Store all your prospects in an organized way and centralize the registration of information from multiple sources.
Build quotes from commercial opportunities. Include pricing and availability connected to inventory. Customize their presentation.
SPI CRM will show you all pending activities, allowing you to follow up effectively in your workshop or business from anywhere.
Use the calendar view to better organize your workday, week, or month.
Our reports will allow you to get behavioral statistics and track your sales representatives' performance.
Connect your website and social media to our API and capture Leads like a pro, centralizing them in SPI CRM.
Forget about monitoring first contact yourself. Our intelligent agent integrated with WhatsApp responds to your customers 24/7, understands their needs, offers your products or services and generates quotes automatically, all directly connected to SPI CRM.
SPI Agent
online · responds instantly
Setup is simple. Get it running in minutes.
Define the tone, products and service rules for your agent from the SPI CRM dashboard.
Link your business WhatsApp number. The agent will start attending customers immediately.
The agent responds, offers products and resolves questions regardless of the time or day.
Receive qualified prospects and ready-to-close quotes in your CRM to convert them into sales.
SPI CRM allows you to customize print formats as well as emails sent to your clients.
Use predefined templates or modify them to include information, logos or designs according to your needs.
Include legal information, payment terms, delivery conditions, and more in your documents.
Identify the status of your commercial opportunities at any time.
Generate sales from commercial opportunities. Customize the sales process to create agreement documents and directly move inventory.
Color coding that lets you easily identify statuses and tasks at a glance.
Manage your digital opportunities with automated follow-up and optimized conversion.
Ideal for consultancies, law firms and service providers that require scheduling and client follow-up.
Combine inventory, quotes and follow-up in one integrated platform.
Discover how S.P.I.'s CRM simplifies business administration.
