Sales Centric · Sales CRM
From the first chat to the invoice, in one flow
Centric brings leads, opportunities, quotes, projects and invoicing together with your customer conversations. Your team sells from where it serves, and management sees the real forecast, with no spreadsheets.
Talk to an expertQualification10%
USD 38,400
Demo25%
USD 54,000
Analysis and estimate35%
USD 31,500
Proposal50%
USD 72,000
Negotiation75%
USD 40,800
We have advised major brands in 16 countries
Your sales process, standardized end to end
Every stage has clear rules: who moves it, what it takes to advance and what happens when you win or lose.
- 1
Lead
Comes in via WhatsApp, the website, a campaign or a referral. If an SDR brings it, who sourced it is recorded.
- 2
Qualification
Interest and budget are confirmed. If it doesn’t qualify, it’s discarded with a reason.
- 3
Opportunity
Created in its pipeline: new business, customer expansion or tender (with Go/No-Go).
- 4
Quote
Generate the PDF from the price book or upload your own. Once accepted, the deal takes the real amounts.
- 5
Won
The presales project moves to delivery in Pulso, with the quote and the sales notes.
- 6
Invoicing
Pro formas, invoices and payments by currency, linked to the deal that originated them.
Everything your sales team needs
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Pipelines per deal type
New business, expansion and tenders with their own stages, probabilities and exit criteria.
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PDF quotes
From the price book or with your own PDF. One-time, MRR and TCV amounts update when accepted.
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Forecast and quotas
Per rep and team, in TCV, MRR or one-time revenue, with weekly trend and multi-currency.
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Teams and visibility
Each person sees their own, their team’s or everything, by role. Team leads set their team’s quotas.
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Projects when you win
A won deal becomes a delivery project in Pulso, with nothing to copy by hand.
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Pro formas and invoicing
From the accepted quote to pro forma, invoice and payment, with KPIs by currency.
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AI quoting
OMNia builds quotes with the current catalog and prices, right from your team chat.
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Connected to the conversation
The customer’s chats, tickets and campaigns live in the same record as the deal.
Why a sales CRM inside the conversational platform
- 1single customer record: conversations, deals, projects and invoices
- 0spreadsheets to build the forecast: it comes from what happens in the pipeline
- 3ready-made pipelines: new business, expansion and tenders
Organize your sales process in one platform
We’ll show you Centric with your own sales process, from the first lead to the invoice.
Request your demo