CRM comercial
System that organizes leads, customers, conversations, pipeline, calendar, team and reports for a sales operation — properties in the Real Estate profile, products and services in the General profile.
Glossário
CRM, AI and sales automation terms
Short definitions to align your team, content, search, and sales service.
Lead
A contact interested in buying, renting or hiring — a property, a product or a service, depending on your business.
Sales pipeline
Sequence of sales stages such as new, in service, qualified, visit or order, proposal and closing.
Hot lead
A lead with high interest, good responsiveness and a higher chance of moving on to a visit, order or proposal.
Follow-up
Later contact to maintain the relationship, answer questions and guide the lead to the next action.
Commercial AI
Use of artificial intelligence to support customer service, qualification, messages, catalog recommendations and scheduling.
Bulk messaging
Sending a message to all leads in the base or a selected group, respecting context and consent.
Google Calendar per user
Setup in which each salesperson or agent uses their own calendar to receive visits or appointments booked by the AI.
Shared WhatsApp
On the Enterprise plan, the option for the whole team to serve customers through 1 single WhatsApp number instead of one number per user — each lead's history still stays separated by its assigned agent.
Department
A team area (Sales, Finance, Post-sale...) assigned to each user, available on the Enterprise plan to organize who handles what.
Lead transfer
The action that changes who's responsible for a lead. Until the transfer, only the original owner sees the lead and its history; afterward, the new owner has full access, without losing any previous message.
Real Estate Profile
SalesGin mode for real estate agencies and agents: the AI recommends catalog properties, qualifies interest and schedules visits.
Perfil Geral
SalesGin mode for retail, industry and service providers: the AI recommends catalog products or services, builds the order and generates the charge in the conversation.
Product catalog
List of products or services with photos, price, stock and categories that the AI uses to recommend and build orders in the General profile.
Meta Lead Ads
Facebook and Instagram ad format that captures interested people's details through forms.
Google Ads Lead Forms
Lead form extension in Google Ads campaigns.