Cloudsix CRM
Cloudsix CRM: sales pipeline, service, and post-sales in one place.
Convert more opportunities with a CRM built for real operations: lead control, stages, tasks, interaction history, and performance indicators. Fully integrated with Cloudsix Whats and WPP CloudBot AI.
Cloudsix CRM Features
A complete commercial structure to sell with predictability and scale service.
Sales Pipeline
- Kanban stages with drag-and-drop.
- Probability and value per opportunity.
- Bottleneck visibility to speed up closing.
Lead and Customer Management
- Complete records with source and segment.
- Timeline with contact history.
- Smart filters for daily prioritization.
Follow-up Automation
- Automatic reminders by stage and SLA.
- Task triggers for sales teams.
- Transition rules and lead distribution.
Metrics and Performance
- Conversion rate by stage and sales rep.
- Average progression time in the pipeline.
- Forecast revenue by period.
Integration with WPP CloudBot AI
Turn conversations into qualified opportunities automatically.
1. Smart WhatsApp capture
CloudBot collects essential data (name, contact, need, and urgency) in the first interaction.
2. Qualification and CRM creation
Data becomes a lead/opportunity in CRM with initial stage, owner, and priority.
3. Context-rich follow-up
The team takes over with full conversation history, reducing rework and improving conversion.
Practical outcomes for commercial operations
- Less lead loss due to delayed response.
- Standardized opportunity qualification.
- Automatic routing to the right sales rep.
- More predictable revenue and closing.
Cloudsix CRM Frequently Asked Questions
Objective answers to speed up your decision.
No. Beyond sales pipeline, it supports service, follow-up, post-sales, and account management.
Yes. CRM receives leads from WhatsApp/CloudBot and automatically organizes team workflows.
Initial setup is fast. In a few hours you can operate with pipeline, users, and basic automations.
Yes. Cloudsix CRM is designed to scale from lean operations to larger sales teams.
Ready to turn conversations into revenue?
Request a Cloudsix CRM demo and see how to integrate pipeline, WhatsApp, and AI in practice.
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