Passagens Europa
CRM built to centralize Passagens Europa's entire commercial operation, bringing lead management, sales pipeline, WhatsApp support, quotes, sales, finance, reports, commissions and automations into a single platform.
My contribution
I developed the complete system, including the CRM, WhatsApp support, sales pipeline, quotes, financial management and commissions.
project screens
challenge
The commercial operation was spread across separate tools, with no single pipeline and no consolidated history per client.
solution
One platform integrating support, pipeline and finance, with AI features to assist customer service, client analysis and the team's decision-making.
features
- ▹Lead management and sales pipeline
- ▹Integrated WhatsApp support
- ▹Quotes, sales and finance
- ▹Reports and commission management
- ▹Commercial automations
- ▹AI for client analysis and decision support
Product capabilities
- ▹centralized commercial operation
- ▹support and pipeline in one place
- ▹AI-assisted decision-making
stack
From the lead to commercial management
Conversations and pipeline
The CRM brings leads and WhatsApp conversations together across the sales pipeline.
Quotes and sales
Quoting and sales modules support the next steps of the commercial team’s work.
Finance and commissions
The platform also brings financial management, reporting and commissions into the same system.
Planning a similar project
A custom CRM starts with the team’s workflow and the rules the system needs to support.
- Map the customer journey and define who can view, edit or approve each type of information.
- Specify quoting, sales, finance and commission rules, including exceptions that need handling.
- Map integrations and existing data, then agree on how to validate migration and each workflow before team rollout.
Projects with related needs
- Muda Paisagens
For automating qualification before registering a lead in the CRM.
- Clube Azul
For another system with billing and payment integrations.
