For sales and ops teams
Run your entire business.
CRM, helpdesk, bookings and automations running side by side — all wired to the same database and the same AI.
CRM and Pipeline
Every deal in the right place, from lead to won.
Drag deals across stages, see value, owner and time-in-stage on every card, and track the pipeline in real time. CRM and funnel in one place.
- Kanban funnel with value per stage
- Cards with owner, value and aging
- Live pipeline stats
Ativos
18
Pipeline
R$ 2,4M
Ganhos 30d
7
Ticket médio
R$ 13k
Loja Verão
Loja Verão Ltda
Studio Pilates
Studio Pilates
Clínica Bem-Estar
Clínica Bem-Estar
Padaria Pão Quente
Pão Quente
Agência Norte
Agência Norte
Café Central
Café Central
Construtora Lar
Construtora Lar
Auto Peças SP
Auto Peças SP
Mercado Bom Preço
Mercado Bom Preço
Help Desk
Every channel's support in one inbox.
WhatsApp, email and Instagram land in the same inbox, with SLA, priority, macros and CSAT. Your team replies fast and measures satisfaction.
- Multichannel inbox (WhatsApp, email, Instagram)
- SLA, priority and macros
- CSAT and support reports
Abertos
12
SLA risco
1
CSAT
4,8
Scheduling
A full calendar without the back-and-forth.
Clients book open slots from your public link; everything lands in your calendar with confirmation, reminders and no-show control. Fewer gaps, fewer no-shows.
- Public booking page
- Automatic confirmation and reminders
- No-show control and blocks
Próximos 7d
18
Confirmados
15
No-show
2
09:00
Maria
Corte
14:00
João
Consulta
10:30
Ana
Avaliação
09:00
Bia
Retorno
16:00
Léo
Sessão
15:00
Rui
Corte
09:30
Sofia
Avaliação
13:00
Tom
Consulta
Documents and e-signature
Proposals and contracts signed without leaving the CRM.
Generate proposals and contracts with CRM data in merge fields, send for e-signature (Clicksign) and track every signer from sent to signed.
- Merge fields pulling CRM data
- E-signature with Clicksign
- Per-signer status in real time
Para {{cliente}}, apresentamos a proposta no valor de {{valor}}, com validade até {{data}}.
Assinatura digital
Assinaturas
Maria Silva
Cliente
João Costa
Financeiro
Merge fields do CRM
Automations
Your business running itself, from trigger to action.
Build visual flows with no code: a trigger (deal won, ticket created) fires conditions and actions like create task, send WhatsApp or move the funnel. Runs around the clock.
- Visual trigger, condition and action
- No code, always on
- Fires WhatsApp, tasks and funnel
Gatilho
Deal marcado como Ganho
Condição
Valor maior que R$ 10.000
Ação
Criar tarefa de onboarding
Ação
Enviar WhatsApp ao cliente
Everything at once
What's running right now.
Unlike a step-by-step pipeline, in Business many operations happen in parallel — all in one panel.
Operational activity
Last 15 minutes · live feed
Lead captured
agoraBistro 18 via QR Code · assigned to João (SDR)
Deal closed
2 minFitClub · $2.4k · 4-day cycle
Ticket replied
4 min#142 high · AI-suggested reply · 2min
Meeting confirmed
7 minMariana O. tomorrow 10am · Calendar synced
Automation fired
11 min23 leads got welcome + booking link
MRR updated
15 min+$420 this month · 5 new customers
Who operates it
Who lives in Business every day.
Three different roles. Same platform. Never losing context of what the others do.
“I used to bounce between spreadsheet, CRM and WhatsApp. Now the AI Coach tells me which lead to call right now, and why.”
RMRafael M.
AE · B2B SaaS
Meu pipeline +18%ComissãoR$ 8.420
Mês atual · 4 fechados
FitClubR$ 12kPropostaNutrianaR$ 8kGanhoBistro 18R$ 24kQualif.Daily habit
Opens the pipeline, executes the 3 AI-suggested actions, closes 1-2 deals per week without friction.
“Each ticket arrives with CRM context. AI suggests the reply. I review and send. We resolve in half the time.”
JCJuliana C.
Support Lead
Atendimentos 2h14M. Silva
Trocar plano
J. Costa
Reembolso
F. Lima
Como faturar?
Resposta IA prontaDaily habit
Clears the daily queue in 2h. Spends the rest spotting upsell opportunities that turn into commission.
“No more building dashboards in spreadsheets. MRR, SLA, conversion — it all shows up without me asking.”
ASAndré S.
Head of Operations
Operações · liveContatos
1.2k
Conv.
24%
MRR
R$45k
Tickets
8/h
Daily habit
Reviews ops KPIs in the morning. Tweaks automations on the spot if something is off-track.
Abstract Learning
Learn the workflow before applying it in the product
Guides and playbooks connect this page decision to execution inside AbstractOS.
Explore by module
- Sales proposalsCreate proposals with AI, e-signature and view tracking — and convert them into a CRM deal.
- Online schedulingBooking page with automatic confirmation, WhatsApp reminders and a deposit — tied to the CRM.
- CRMSales pipeline, contacts and AI follow-up. Import from a spreadsheet and sell more, without the complexity.
- Customer supportInbox with tickets, SLA, macros, CSAT and AI replies. Tied to the CRM.
- Email marketingCampaigns, sequences and automation, segmented straight from the CRM. With content AI.
- Client prospectingGenerate lead lists from Maps and company data and push them straight to the CRM pipeline.
- Project managementKanban, calendar and dependencies, with the project tied to the client and the CRM deal.
- Product catalogOnline catalog with WhatsApp orders and Pix payment, the order becoming a CRM contact.
- Knowledge baseHelp center with articles and AI search that cuts tickets, tied to support.
Frequently asked questions
Everything you need to know.
The most common questions about AbstractOS, pricing and what comes included.
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