Opportunity
Automation line project · North Industry
$128,000.00
Owner: Ricardo M.
Last contact: May 8, 2026
No movement for 12 daysCRM for SMB industrial B2B teams
Organize sales, WhatsApp and proposals for your plant in one place.
Idealize CRM centralizes leads, quotes, proposals and follow-ups so SMB industrial B2B teams sell with more control and predictability — without replacing your ERP.
B2B industrial CRM — WhatsApp, quotes, proposals and follow-up in one commercial funnel.
- Track open quotes
- See proposals with no response
- Organize commercial WhatsApp
- Spot stalled opportunities
- Measure sales performance
We deliver value, not just software.
With Idealize CRM, we go beyond rollout. We understand your sales process, train your team, and monitor platform usage so the CRM drives real outcomes.
With monthly reports and practical recommendations, we help managers spot improvements, boost productivity, and turn the CRM into a true growth tool.
Built for B2B sales
Organize long negotiations, proposals, quotes and follow-ups in one place.
WhatsApp at the center
Turn commercial conversations into trackable opportunities.
Does not replace your ERP
Idealize organizes pre-sales before the order exists in the ERP.
Your plant sells well — but is commercial still improvised?
When WhatsApp, spreadsheets, proposals and tasks are scattered, managers lose control and deals go cold.
Leads lost on WhatsApp
Important conversations stay on reps' phones and never enter the funnel.
Proposals with no follow-up
Quotes are sent but no one tracks response or next step.
Manager blind to the funnel
Status means asking each rep — not one reliable view.
Outdated spreadsheets
Everyone tracks their own way; data is never trustworthy.
Forgotten follow-ups
The customer asked for a quote, got a proposal, then went quiet.
Low sales predictability
Opportunities exist but you cannot see what will actually close.
If your team still relies on WhatsApp, spreadsheets and memory, Idealize CRM can organize that process.
What changes when you leave spreadsheets for a CRM?
Before and after in day-to-day commercial work.
Before
After
Lead lost on WhatsApp
Lead with owner and stage
Forgotten proposal
Follow-up scheduled
Manager asks each rep
Real-time dashboard
Stale spreadsheet
Centralized funnel
History on the phone
History on the account
Stalled deal, no alert
Stalled deal alert
From first contact to close — every step with an owner and next action
How Idealize organizes commercial work before the order hits your ERP
Qualify lead
Lead
Lead from WhatsApp, web or referral — with source and owner.
Idealize tracks everything that happens before the order exists in your ERP.
CRM with WhatsApp for industrial sales
CRM com WhatsApp para vendas industriais — sem perder conversas no celular do vendedor.
Em muitas indústrias, o primeiro contato do cliente acontece pelo WhatsApp. O problema é quando essa conversa fica perdida no celular de um vendedor. Com o Idealize CRM, o WhatsApp passa a fazer parte do processo comercial.
Conversas
MA
Marina Costa09:14
Quero entender os planos…
TE
TechParts Ltda08:52
Pode enviar a proposta?
GR
Grupo HorizonteOntem
Reunião confirmada?
FE
Felipe AlvesOntem
Obrigado pelo retorno!
Marina Costa
Em atendimentoOlá! Vi o anúncio e quero entender os planos.
Claro! Já vinculei seu lead e preparei o próximo passo.
IAIA sugere resposta
Lead
Metalúrgica Silva · Cotação #2847
Origem: WhatsApp · indicação
AMResponsável: Ana M.
Estágio
Cotação12
Proposta5
Centralize conversas comerciais
Histórico único por cliente, fora do celular pessoal.
Conecte vários números de WhatsApp
Vários canais da empresa em uma inbox.
Atribua atendimentos para vendedores
Responsável claro em cada conversa.
Crie leads a partir das conversas
Pedido de orçamento vira lead no funil.
Vincule conversas a oportunidades
WhatsApp ligado à negociação em andamento.
Crie tarefas e reuniões a partir do atendimento
Próximo passo sem sair do contexto.
Control proposals, quotes and follow-ups in one place
Track proposals and avoid missed follow-ups in industrial sales.
Connect ERP quotes, recalculate catalog and proposals with target margin, and get alerts when a quote needs review — without parallel spreadsheets.
Every quote needs an up-to-date price and a clear next step.
Raw material indices
Steel, aluminum and FX feed product cost via API.
Target margin on quotes
Suggested price from current cost and expected margin.
Controle de propostas abertas
Veja o que está em negociação agora.
Status por oportunidade
Etapa clara em cada negociação.
Histórico de negociação
Tudo que já foi enviado e discutido.
Tarefas automáticas de follow-up
Lembrete para retornar ao cliente.
Proposal sent
CRM and ERP in industrial operations
Each system has its role — one does not replace the other
Your ERP starts when the order exists. Idealize organizes everything before that.
In manufacturing, ERP is essential for orders, inventory, billing, production and finance. But before the order exists, your team must qualify leads, prepare quotes, send proposals, follow up and negotiate. Idealize CRM organizes that pre-sale stage so no opportunity is left untracked.
ERP
After the order is closed
- Pedido
- Estoque
- Faturamento
- Nota fiscal
- Financeiro
- Produção
Idealize CRM
Before the order exists
- Leads
- Commercial WhatsApp
- Customer service
- Opportunities
- Quotes
- Proposals
- Follow-ups
- Meetings
- Pipeline
- Sales metrics
Proposal becomes order
Idealize does not replace your ERP. It organizes pre-sales so your team sells with more process.
Managers stop asking and start seeing
Track service, proposals, funnel, reps, goals and stalled deals in real time.
See commercial performance in real time and spot bottlenecks in the funnel, service and conversion.
You can't improve what you can't see.
Leads received
Inbound volume by period.
Unassigned leads
What still has no owner.
Proposals sent
Offers currently in play.
Open opportunities
Pipeline in progress.
Stalled opportunities
Deals with no movement.
Overdue follow-ups
Late tasks across the team.
Sales by rep
Individual performance.
Funnel stage performance
Bottlenecks by phase.
Average response time
Speed in commercial service.
Sales goals
Target vs actual.
Rep ranking
Team comparison.
Loss reasons
Why opportunities didn't close.
Uma visão para cada pessoa da operação comercial.
Vendedores, gestores e diretores enxergam o que precisam para agir
Commercial AI copilot
Summaries, suggestions and next steps with full customer and operations context.
Faster replies for industrial sales reps with human review before sending
O Idealize CRM usa inteligência artificial para ajudar sua equipe comercial a ganhar tempo sem perder contexto. A IA atua dentro do CRM, conectada ao histórico do cliente, às conversas e aos produtos da empresa.
Question on WhatsApp
The customer asks about delivery time, terms or proposal details.
Context-aware suggestion
AI drafts a reply using order history, average lead time and ERP data.
Review and send
The rep edits if needed and sends in one click — nothing goes out automatically.
Resumir conversas
Entenda o que já foi tratado antes de retomar o contato.
Sugerir respostas
Apoio na redação com tom profissional.
Reescrever mensagens
Ajuste clareza e objetividade no WhatsApp e e-mail.
Ajudar em e-mails comerciais
Follow-ups e propostas com menos retrabalho.
Mais agilidade para o vendedor. Mais contexto para a empresa.
CRM for manufacturers that sell through proposals, quotes and relationships
Idealize CRM was designed for B2B commercial operations that need to track opportunities from first contact to close.
Ideal para empresas com 5 a 100 funcionários, equipe comercial de 2 a 30 vendedores e forte uso de WhatsApp no atendimento.
Plans tailored to your operation
Build a package based on your team size, WhatsApp numbers and modules needed.
Every manufacturer has a different sales process. We help define users, WhatsApp, AI, implementation and integrations — no one-size-fits-all package.
Investment depends on users, channels, modules and implementation.
For teams from 3 sales reps. Custom pricing — contact us to build the right package.
What affects pricing
- Number of users and reps
- Commercial WhatsApp numbers
- Modules (proposals, cadences, marketing, post-sale)
- Commercial AI usage
- Implementation and training
- Integrations (ERP, API, webhooks)
Assisted implementation and Brazil-based support
Smooth transition for teams living on spreadsheets and WhatsApp.
Brazil support
Portuguese-speaking team that understands industrial sales.
Secure data
Commercial data protected and isolated per company.
Guided rollout
Step-by-step path to launch funnel, WhatsApp and proposals.
Team training
Reps and managers productive from day one.
Easy migration
Import leads and accounts from Excel or CSV in a few clicks.
Data privacy
Industrial and pricing data isolated and protected in the cloud.
Low learning curve
Intuitive for reps used to WhatsApp only.
Demonstração
Solicite uma demonstração focada no seu cenário
Conte rapidamente como sua equipe vende hoje. Vamos mostrar como organizar seu processo comercial com o Idealize CRM.
Answer in under 1 minute. Our team will contact you to understand your scenario.
- Tour pelos módulos que importam para você
- Cenário alinhado ao seu processo de vendas
- Tire dúvidas sobre WhatsApp, IA e relatórios
- Sem compromisso
Step 1 of 2
Request contact or assessment
Quick form to reach our team — no demo booking required. Tell us what you need and we will get back to you.
Frequently asked questions about CRM for manufacturers
Stop losing deals due to lack of process.
Idealize CRM helps manufacturers grow with more organization, control and sales predictability.
Centralize WhatsApp, leads, proposals, tasks, goals and metrics on one platform for your team.
Central comercialao vivo
Novo lead · WhatsAppCotação em andamentoFollow-up pendente
Bom dia! Preciso de orçamento para 500 peças usinadas.
Recebido. Vou registrar a cotação e retorno com prazo hoje.
IAIA sugere resposta
RS
Metalúrgica Silva · Cotação #2847
Vendedor: Ricardo M.
Follow-up pendente
Hoje, 16:00 · Ricardo M.
Parada há 5 dias
Indústria Norte · Proposta R$ 128k
Proposta enviadaR$ 128k
Reunião agendada
Amanhã, 09:30 · alinhamento técnico