Services
CRM
A CRM born from the marketplaces: every lead comes in with its listing, its channel and its priority, and AI accompanies you through the whole sales and purchase process.
Tasks pending 3
Calendar · today
New leads 4
CRM
The whole sales process, with AI on your side
Designed for sales teams that handle buying and selling with private individuals.
Multichannel leads
WhatsApp, phone, marketplaces, web and email in the same pipeline, without duplicates.
Recorded and transcribed calls
Call from the record; the call is recorded, transcribed and summarised automatically.
Field autocompletion
AI fills in the opportunity with what was said: budget, date, financing, part-exchange.
Sales and purchase flows
Custom pipelines per type of operation: sale, purchase, valuation, financing.
Diary and assignment
Appointments, visits and automatic lead distribution by salesperson, site or brand.
Analytics and campaigns
Conversion by channel, salesperson and product; marketing campaigns by WhatsApp and email.
AI assistance
You call, and the record fills itself in
Every call is recorded and transcribed. Our artificial intelligence solution summarises the conversation, extracts the data that matters and leaves it on the opportunity: you only confirm.
Transcription and summary of every call, on the customer record.
Autocompleted fields: budget, visit date, financing, part-exchange, objections.
Suggested next step and automatic reminder.
Sales opportunity Sale
Yamaha MT-07 2021Unified history
Álvaro · WhatsAppIs the MT-07 still available? Take my Z650?
Yes, available. We value it at the visit. Saturday at 11?
Transcript summaryConfirms interest, asks to finance over 36 months and you agree a visit on Saturday at 11:00 to test it.
Call recordingFlows and analytics
One pipeline per operation, one dashboard per team
Each type of operation has its own flow: sale, purchase, valuation, financing. And each team sees what concerns it: conversion by channel, by salesperson, by product.
Configurable stages with warnings when an opportunity goes cold.
Lead assignment by rules: site, brand, language, schedule.
Segmented marketing campaigns from the CRM itself.
Integration with your system
Your leads, in your CRM, in real time
If you already use another CRM, we send every lead from every channel to your system by webhook or FTP, with native connectors for Salesforce, HubSpot, Zoho and Pipedrive.
Published and versioned JSON-lead format.
Custom integration for in-house systems, with signature and retries.
Two-way: the lead's status in your CRM is reflected in Portal Hero.
Channels
MarketplacesWallapop, eBay, OLX, Motos.net…WhatsAppchats and templatesPhonerecorded callsWebforms and chat
Your system
Webhooksigned JSON, retriesFTP / SFTPCSV or JSON in batchesSalesforce · HubSpotnative connectorZoho · Pipedrivenative connectorTell us how you sell today
We build your pipeline with your real leads and show it to you.