CRM — sales pipeline
Your sales pipeline beside customer support, without another subscription
Configurable stages, deals linked to contacts or organizations, and conversation and ticket history in one record — without re-entering data.
CRM disconnected from support
Salespeople cannot see yesterday's support ticket, and agents cannot see an open proposal.
A pipeline that is too generic or too expensive
Not a complex enterprise sales CRM: simple, draggable stages matching the way your operation already closes deals.
Nobody knows who to contact first
Deal value, probability and expected close date help prioritize the sales queue.
What's included in CRM
Each feature shows its current status — no hidden promises.
Configurable pipeline
Your own stages (e.g. New → Qualifying → Proposal → Closed), per company.
Deals
Linked to a contact or organization, with value, probability, expected close date and owner.
Drag-and-drop Kanban
Drag cards between stages; the list shows the same pipeline as a table.
Deal timeline
Every stage change is recorded — who moved it and when.
The same contact record as support
Deals are linked from the start to the contact who chats, opens tickets and receives phone support.
Filter-based marketing
Dynamic contact lists (by tag, stage, source or score) feed dialer or WhatsApp campaigns directly — campaigns start from a filter, without spreadsheet exports.
Complete contact record
Tags, deals (for the contact or their organization), conversations, tickets and, with ERP connected, financial status — all in one record.
Lead scoring
An engagement score calculated on demand, with its reasons visible, to prioritize the pipeline and filter lists.
How it works
- 1Configure your pipeline stages.
- 2Create deals from existing contacts or organizations.
- 3Drag cards in Kanban as negotiations progress.
- 4Track each deal's value, expected close date and owner.
Frequently asked questions
Does this replace Salesforce or Pipedrive?
That is not the goal. It is a simple pipeline for seeing deals alongside support, without subscribing to or maintaining another separate tool.
Can a deal be linked to an entire organization, not just a person?
Yes. Deals can link to a contact or an organization, depending on your sales process.
Everything in one place
Artificial intelligence
Assistant, replies, summaries and MCP to simplify work.
No-code chatbot
Visual flow builder, on-screen simulator and agent handoff.
Chat and tickets with SLAs
Team inbox, ticket deadlines and a knowledge base.
Collections dialer
Debtor details on screen, with calling hours enforced automatically.
Cloud telephony (PBX)
Extensions, queues, IVR, route simulator and recording.
Integrations
ERPs, webhooks, alerts and API — Gerivia connected to your other tools.
Want to see CRM with your own scenario?
Try for 7 days, no card required, with assisted activation. Then R$ 55 per user/month or R$ 600 per user/year, if you decide to subscribe.