Platform · Record tracking

Every deal, with an owner and next step

Leads, installments, deeds and cases on one dashboard per solution. The agent and your team work from the same record.

Deals · Torre Norte Current stage
Laura Gómez · Apt 804 Visit Saturday
Carlos Ruiz · Apt 1102 Reservation
M. Rojas · Apt 603 No reply · 3 days
J. Pérez · Apt 210 Documents
AI agents Record tracking Assistants for your team Call logging Dashboards and alerts Channels Human + AI Secure AI Consoles by process
What it does

Nothing lives only in a rep’s memory

Every record shows what’s missing, who owns it and when it’s due. The agent updates it after every conversation.

01

Automatic assignment

Every new lead goes to the right sales rep based on project, schedule and workload.

Rules by project and schedule Balanced distribution Reassignment if there’s no response
Assignment Latest leads
Meta · Torre Norte Laura Gómez
Portal · Parque 93 Andrés Mejía
WhatsApp · Torre Norte Laura Gómez
Email · Parque 93 Unassigned
02

Next step in plain sight

Every record has stages, an owner and a date. The dashboard shows progress without asking for reports.

Stages per solution Owner and date per step Full contact history
Apt 804 · Laura Gómez Sales engagement
Sales-center visit Done
Quote sent Done
Reservation Pending
Purchase agreement signing Pending
03

Alerts before it goes cold

If a record sits idle for days, the dashboard flags it and the agent picks the conversation back up.

Deadlines per stage Owner notified Automatic agent follow-up
Alerts Today
M. Rojas · no reply 3 days
Overdue installment · Apt 1504 5 days
Deed unscheduled · Apt 718 8 days
How it gets up and running

Up and running in four steps, with our team

01 We import your records From your CRM, ERP or spreadsheets.
02 We define stages For each solution, with their deadlines.
03 We assign owners By project, schedule and workload.
04 The agent keeps it current Every conversation and action is logged in the record.
In every solution

Record tracking in your operation

FAQ

What we’re often asked

No. Each process includes its own console. If you already use Sinco, Ingemax, Sico or Smart Home, we sync the data.

The agent logs every conversation and action. Your team adds what they do in person.

Yes, by project, sales rep and stage.

See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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See it working with your company’s data

In 30 minutes, we’ll show you an agent handling one of your projects, with your inventory and your rules.

Book a demo
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