CRM.amdg

Stop looking for the same customer in four places.

The contact who filled the form, messaged on WhatsApp and was already in an old spreadsheet is one person. CRM.amdg merges everything into one record, puts it in a pipeline and keeps talking to them automatically.

Website form12/08
WhatsApp19/08
Spreadsheet 202403/03
Your system API07/09
Maria Souza

4 sources merged · 11 interactions · negotiating

WebsiteWhatsAppSpreadsheetAPI
See how the merge works

A team that opens one screen and knows who to answer first.

Every channel delivers contacts differently. The merge happens at the entrance, and the conversation goes on by itself at the moments you define.

01

Every source points here

Website, WhatsApp, spreadsheet, ads and your own API deliver to the same address.

02

Same person, one record

Same phone or email recognizes who already exists and adds to the history.

03

Automatic message

Birthday, stage change, overdue charge: the message goes out by WhatsApp or email at the right time.

04

Charge in the same place

Generate the Pix or payment link and send it straight to the contact, without leaving the record.

HOW IT IS TODAY

  • Lead spreadsheet separate from WhatsApp
  • Duplicate contact when the person comes back through another channel
  • Customer birthday goes unnoticed
  • Charge created in one system and sent by hand in another

HOW IT BECOMES

  • One list, filterable by stage, source and birthday
  • One record per person, with the sources listed
  • Automatic message on the trigger you choose
  • Pix generated and sent from where the contact lives
8 onboardings per month, followed one by one

Each account is set up with you, not alone.

Connecting your sources, WhatsApp and payment method is done together with our team, which limits how many accounts we open per month. Answer 4 questions to see if your case fits the next batch.

See if my case is eligible