Fragmented intake
Leads from campaigns, websites, calls and partners arrive in different formats and with different data.
CRM and sales automation
A CRM that contacts, qualifies and moves every opportunity forward
We connect campaigns, forms, WhatsApp, email, bots, sales teams, documents and analytics in one funnel. Every interaction retains context and triggers the next action.
The opportunity is lost between the form and the first useful conversation
When acquisition, messaging and sales teams work in separate tools, response times increase and the information available for decisions decreases.
Inconsistent follow-up
Contact depends on manual tasks and there is no shared retry cadence.
A funnel without context
Statuses do not explain what was asked, what is missing, why an opportunity was discarded or what the sales adviser should do next.
A sales system built around conversion
It does more than record activity: it coordinates automated and human actions throughout the entire cycle.
Multi-source acquisition
Webhooks, forms, campaigns, files and APIs with normalisation and deduplication.
Automated first contact
Activation based on channel, campaign, schedule, consent and template availability.
Conversational qualification
Dynamic questions, rules, AI and resumption from the first missing data point.
Scoring and assignment
Priority, business unit, territory, product and team workload.
Single customer workspace
Opportunities, messages, documents, notes, tasks and decisions in one context.
Analytics and attribution
Contactability, funnel progress, loss reasons and conversion events for campaigns.
A funnel that knows the next action
Each stage combines a source of truth, controlled automation and a clear point for human intervention.
- 01
Acquisition
The lead and its attribution enter automatically.
- 02
Contact
The correct channel, identity and message are selected.
- 03
Qualification
The flow uses existing data and asks only what is necessary.
- 04
Handoff
The sales adviser receives context, priority and the next step.
- 05
Close
Documents, signatures and outcomes return to the record.
Applied capability
A unified CRM for finance and real estate brokerage
The same customer can buy, sell or request finance without losing their identity or mixing conversations. The platform connects Meta Leads, WhatsApp, corporate email, documents, signing and analytics through opportunity-specific funnels.
- ✓Multi-channel WhatsApp
- ✓Buyer, seller and mortgage journeys
- ✓Follow-up questions and recovery
- ✓Financial, property and document records
Solutions and projects
Discuss a similar project CRM and funnels built for real operations
Projects appear here as evidence of the capability: they are not a parallel category and do not force you to choose a closed product.
CRM-Efiteca and Efiselect
A shared customer and opportunity view coordinating mortgage acquisition, real estate brokerage, conversations, documents and sales activity.
From Meta Lead to qualified opportunity
Capture, deduplication, first contact, qualification bot, scoring, assignment and recovery within one measurable journey.
Complete context for the team
Messages, answers, documents, rejection reasons and the next action reach the right person without reconstructing the conversation.
What remains after the first scope is complete
We do not deliver screens alone. The result includes the process, product, integration and the conditions required to operate and evolve it.
- 01Funnel map and canonical statuses
- 02Customer, opportunity and conversation model
- 03Integration with acquisition sources
- 04Automations, handoff and controls
- 05Dashboards and conversion measurement
How we turn scope into a usable solution
Sources
We inventory campaigns, forms, channels and identities.
Funnel
We define stages, rules, rejections, reactivations and owners.
Conversation
We design questions, answers, limits and human handoff.
Measurement
We connect outcomes, attribution and sales learning.
Frequently asked questions
What to clarify before getting started
Does it replace a standard CRM?+−
It can, but it can also operate as a specialised layer over the existing CRM when that system must remain the corporate source of customer and opportunity data.
Can it capture leads from social media?+−
Yes. Campaign forms and webhooks can be integrated alongside website forms, file uploads, APIs and other authorised sources.
Does the bot decide which leads to discard?+−
Rules and limits are defined with the business. Sensitive cases can require human review, record the reason and allow controlled reactivation.
Can we use several numbers or brands?+−
Yes. The architecture can separate business units, numbers, templates, conversations and permissions to avoid mixing identities or contexts.
Other Software areas
View all Suncapital Software Four areas that can work together
Custom software and operational platforms
Software for operations that no longer fit in Excel
We build operational platforms, back offices and custom tools integrated with processes, documents, rules and corporate systems.
Explore Websites, portals and digital productsDigital experiences that convert and continue inside your operation
We build websites, landing pages, portals, e-commerce and SaaS connected to CRM, payments, analytics and operational systems.
Explore AI, messaging and integrationsConversations and systems that act with context and control
We design AI agents, messaging, APIs, signing, payments and gateways connected to CRM and processes with limits, reliability and traceability.
ExploreServices and industries where this capability gains context
Software does not operate in isolation: it is part of an operation, a service model and a set of industry requirements.
Next step
Discover where opportunities are being lost today
We review sources, response times, questions, statuses and handoffs to propose a connected, measurable funnel.
Audit my funnel