SISTEMA GO · Managed CRM, follow-up and automation. Explore the service

Home

Sistema GO · Managed commercial operations

CRM, follow-up and automation. Managed with you.

A process configured, tested and maintained around how your team receives inquiries and continues each opportunity.

One managed process around your inquiries.

CRM with context

Stages, contact information and clear ownership around the way your team handles inquiries.

Follow-up that is visible

Tasks and agreed reminders show who should act and what needs attention next.

Agreed automation

Repeatable steps are configured and tested with defined human handoffs and compatible channels.

What the proposal makes clear.

  • The process, qualification criteria and ownership of each step.
  • Supported channels, information access and the automations to implement.
  • Human handoffs, support hours and the ongoing work included.
  • The implementation, service scope and any third-party costs identified in the proposal.

Start with the way your team sells.

Home services

Managed CRM, follow-up and agreed automation for teams handling service requests, estimates and site visits.

Real estate

A managed CRM and follow-up process around property interest, qualification and advisor handoff.

Professional services

Managed CRM, qualification and follow-up for professional teams that need to organize inquiries, proposals and responsibilities.

Explore an illustrative workflow for your type of business. The final implementation follows your agreed information, access and process.

Tell us what you sell, where your team works and how inquiries arrive. We agree on scope and a private quote before implementation.

Discuss your process

Separate U.S. website entry plans.

The U.S. entry offers cover a website at US$20/month, or a website with a manual CRM at the US$30/month launch price. Your team manages the contacts and follow-up tasks in that CRM.

Automation, AI and messaging integrations are outside the entry plans. Managed Sistema GO work follows its own agreed scope and private quote.

Review U.S. website entry plans

Explore the workflow

Every inquiry needs
a clear next step.

Step through a sample workflow. See how an inquiry, its record and the team's next task can fit together.

Demonstration · fictional data

Home services

From service request
to a team handoff.

A fictional homeowner asks about a heating service. Follow the request through a sample intake process.

  1. Inquiry arrives

    The sample request appears with its source and service category.

  2. Record organized

    The inquiry is grouped into a record the team can review.

  3. Next task assigned

    A sample routing rule points the next task to the right team.

  4. Team follows up

    The responsible person sees the context and the proposed next action.

GoFast · sample workspaceDemonstration · fictional data

New inquiry

Example record

Sample 01 · Heating service inquiry

Website service request

Intake team

In review

Follow-up

Next action

Review the request and service area.

Assigned team: Intake team

Example activity

  1. Example: a heating-service inquiry appears in the workspace.

Managed workflows and integrations are scoped separately from starter website and manual CRM plans.

A local interface simulation. No inquiry, message or appointment is created.

Discuss this workflow

Put a clear process behind your inquiries.

Tell us how your team handles inquiries. We agree on scope, channels, implementation and support before starting.

WhatsApp