Consultor AI
Salesvisible from start to close.
Ask in the chat and Consultor AI takes care of your pipeline: it adds the contact, logs every conversation, gets you ready for the meeting and writes the proposal and the follow-up email. When the deal closes, it already creates the client and the project.
Deals
Consultor AIMarina Duarte
58Nordic Co
Rafael Nunes
45Krypton Ltda
Camila Torres
55Atlas Corp
Lucas Prado
71Orion Ltda
Helena Costa
62Zenith Corp
Bruno Aragão
66Nimbus SA
Pipeline
A ready-made funnel that becomes yours
You start with the stages of a consultancy, from first contact to signed deal. Rename them, change the colors, say how many days each stage can take and how likely each one is to close. That way you see what is stalled and how much you could bill.
Prospecting Pipeline
Drag to reorder · Edit fields and click Save · Probability affects the forecast
- New LEAD#94a3b80.1prob1SLAWonLostIn funnelslug:
novo_leadResponsible agent - Meeting booked#6366f10.45prob5SLAWonLostIn funnelslug:
reuniao_marcadasemi-automaticResponsible agent - Proposal made#f59e0b0.75prob7SLAWonLostIn funnelslug:
proposta_feitaautomaticResponsible agent - Won#00A66B1prob0SLAWonLostIn funnelslug:
ganhoResponsible agent
AI Automation — Meeting booked
Enable AI logic
AI analyzes data when a lead enters this stage
Input data
Data source
Meeting transcriptNatural language rule
330 remainingWrite in plain language. No technical syntax needed.
Execution mode
Automaticconfidence ≥ 85%
AI decides and moves without approval (confidence ≥ 85%)
Semi-automatic
AI suggests, you approve on the lead's card
Manual
AI logs a suggestion but doesn't act
Destinations
Rule satisfied
Proposal madeRule not satisfied
StayAutomation
You say when the client is ready. The AI handles the rest.
Tell it, in your own words, what makes a deal ready for the next stage. Consultor AI keeps an eye on every client, and you choose: it updates the pipeline on its own or lets you know so you decide.
Deal record
You walk into the meeting knowing everything about the client.
What the client said, what was agreed and what is left to do, all in one place, no hunting through WhatsApp, email and loose notes. Consultor AI even has the briefing ready and writes the proposal so you never start from scratch.
Marina Duarte
Nordic Co
Lead information
Entered Sep 12
Consultor AI
Generate briefings, proposals and follow-up emails with AI for this prospect.
Nordic wants to double its portfolio in 12 months without growing the sales team.
Contact replied → Meeting booked
15-minute call to align the diagnostic agenda.
Log activity...
Contacts
Your contacts, your way.
Add people and companies and link them together. Each contact shows where it stands and who takes care of it. Already have a spreadsheet? Bring it all in at once, no retyping.
Contacts
Consultor AIManage the people and companies you work with.
Total contacts
All contacts
People (individuals)
75.7% of total
Companies
24.3% of total
New this month
Marina Duarte
Sales Director
Rafael Nunes
Partner
Camila Torres
CEO
Lucas Prado
Operations Manager
Patrícia Lemos
Finance Director
Marina Duarte
Sales Director
Rafael Nunes
Partner
Camila Torres
CEO
Lucas Prado
Operations Manager
Patrícia Lemos
Finance Director
Digital maturity diagnostic
Find out where your company stands digitally
Talk to us
Tell us what you need and we reply within 1 business day
Mentorship waitlist
Join the line for the next class
Responses in period
42
With valid score
38
Average score
64%
Marina Duarte
Rafael Nunes
Lead capture
Clients arrive already qualified.
Create a form, or a diagnostic with a score, and share the link. Whoever answers goes into your CRM, and you already see each result without having to ask anything.
Your WhatsApp replies for you.
Connect your consultancy's number and an agent replies to every client right away, your way. You follow the conversations and, whenever you want, take over with one click.
Conversations, agents and templates for the WhatsApp number connected to the CRM.
You: Perfect, I booked Thursday at 10 AM. I will send you the link here.
I got the proposal, I will review it with my partner.
2Thank you! Can you send me the contract?
1Awaiting first contact
QueueMarina Duarte
+55 11 98765-4321
replies as Pre-sales agent
Hi! I answered your diagnostic. Do you offer sales consulting?
10:38 AMHi, Marina! We do. Would you like to book 30 minutes with the consultant this week?
10:38 AMThursday morning works.
10:41 AMPerfect, I booked Thursday at 10 AM. I will send you the link here.
10:42 AMAnalytics
Know how much you will sell.
See how much is in negotiation, how much should close and which stage each amount is in. When a deal is lost, the reason is recorded, so you do not repeat the mistake.
Analytics
Track your business results with real-time data and metrics.
Pipeline Value
R$ 457,000
in negotiation
Weighted Forecast
R$ 206,250
45.1% weighted conversion
Active prospects
9
in the sales funnel
Average score
67
0..100
Forecast by stage
Σ value × probabilityRevenue by month
won dealsYour consulting practice can deliver more. It starts when you decide.
30 days free, no implementation. Prefer to talk first? Message us on WhatsApp.