The CRM your team uses every day

Visual pipeline, lead management, integrated WhatsApp and Sales Copilot — everything in one platform built to close deals.

Set up in minutes · Cancel anytime

9:41
Pipeline

Novo Lead

1.875 € · 4 deals

Pesquisar negócios...
Filtro
Sofia Ribeiro

Sofia Ribeiro

2.400 €

Novo Lead · Criado há 23 dias

Médio 23D Parado
Mariana Costa

Mariana Costa

950 €

Novo Lead · Criado há 12 dias

Frio 12D
Pedro Silva

Pedro Silva

1.800 €

Novo Lead · Criado há 2 dias

Quente 2D
Tiago Mendes

Tiago Mendes

7.800 €

Novo Lead · Criado há 8 dias

Médio 8D
How it works

From sign-up to first sale in three steps

A simple flow designed for sales teams that want results without complexity.

UMA PLATAFORMA COMPLETA

Tudo o que a sua equipa precisa para vender melhor.

Clientes, vendas, WhatsApp e inteligência artificial num único lugar.

Cockpit Comercial • 16/08/2026 - 15/09/2026

Visão Geral

Acompanhamento de vendas vs. período anterior

Dashboard GeralPerformance da EquipaForecast IA
Resumo Inteligente
Somas IA

Sinais do seu negócio neste momento

  • Crescimento de +28.4% nas vendas faturadas.
  • 4 vendas concluídas neste período (32.800 €).
  • 3 oportunidades em follow-up activo.
Últimos 30 Dias Exportar
Pipeline Aberto

19.300 €

3 oportunidades ativas+28%
Negócios Ganhos

32.800 € (4)

vs. 25.800 € anterior+27%
Taxa de Conversão Real

80%

Lead to Won+12%

Receita Recebida

32.800 €

Faturação Pendente

4.500 €

Funil de Conversão

CRM
  • Novo Lead

    Entrada no pipeline

    2

    50%
  • Proposta Enviada

    Em qualificação

    1

    25%
  • Nova Etapa

    Proposta / follow-up

    1

    25%
  • Ganho

    Oportunidades fechadas com sucesso

    4

    100%
  • Perdido

    Oportunidades encerradas sem venda

    0

    0%

Resumo do Funil (Últimos 30 Dias)

Taxa de Conversão

80%

Oportunidades Ganhas

4

Valor Ganho

32 800 €

Este funil representa o pipeline actual e os resultados do período (Últimos 30 Dias).

Somas IA
Oportunidade "Site Acme" tem 85% de probabilidade de fecho.
Ganhos
32.800 €
28.4% este mês
01. DASHBOARD COMERCIAL

Controlo total em tempo real

Acompanhe as suas métricas, conversões e alertas inteligentes num único painel de vendas.

  • ✓Funil visual e previsões de venda
  • ✓Resumos gerados pela Somas IA
02. WhatsApp

O seu canal de vendas.

Centralize conversas, partilhe propostas e atenda em equipa. Tudo no mesmo lugar e com o contexto que a sua equipa precisa.

Artificial intelligence

AI applied to your sales process

Features that already exist in the product — from automatic alerts to message generation with real CRM context.

Sales Copilot

Chat with AI about your pipeline, leads and priorities using real CRM data.

Daily briefing and alerts

Overdue tasks, at-risk deals and pending proposals — detected automatically.

Lead scoring

Prioritise contacts based on activity, source and open deal connections.

Message generation

Follow-ups, emails and WhatsApp messages generated from deal and proposal context.

Per-record analysis

On every lead or deal: risks, suggested next action and objection responses.

Contextual forecast

Revenue forecast combined with pipeline analysis.

Features

Everything you need to sell more

Real platform modules — no generic promises.

Visual pipeline

Kanban with customisable stages. Drag deals and see your funnel in real time.

Automations

Automatic flows for follow-ups, task assignment and team notifications.

Team management

Roles, permissions and visibility per member — from sales rep to administrator.

Sales Copilot

AI chat, proactive alerts and lead scoring built into the CRM.

Security and GDPR

Cloud data with Supabase, encryption in transit and GDPR compliance.

WhatsApp in the CRM

Conversation panel, history per contact and messages linked to leads and deals.

Pricing

Transparent plans

14-day free trial.

Monthly
Annual

Starter

For freelancers and small businesses.

€29/month

Billed monthly

Start free trial
  • Up to 3 users
  • Up to 1,000 leads
  • Sales pipeline
  • Lead management
  • Basic dashboard
  • Tasks and follow-ups
  • Basic automations
  • Email support
Most popular

Growth

For growing companies.

€79/month

Billed monthly

Start free trial
  • Up to 15 users
  • Up to 10,000 leads
  • Sales Copilot (AI)
  • Advanced dashboard
  • Business opportunities
  • Advanced reports
  • Multi-step automations
  • WhatsApp integrated in the CRM
  • Priority support

Enterprise

For companies with advanced needs.

€199/month

Billed monthly

Start free trial
  • Unlimited users
  • Unlimited leads
  • AI with extended limits
  • Dedicated API
  • Advanced security
  • Assisted implementation
  • Dedicated account manager
  • Custom SLA
RGPD compatível
Servidores na Europa
SSL seguro
Faturação automática
Cancelamento a qualquer momento
Suporte incluído

Métodos de pagamento aceites

Visa
Visa
Mastercard
Mastercard
Apple Pay
Apple Pay
Stripe
Stripe
FAQ

Frequently asked questions

Straight answers about what the product does today.

Ready to try it?

14 days free to explore the pipeline, WhatsApp and Sales Copilot.

SomasCRM

The modern CRM platform that transforms how your team sells.

14-day free trialNative WhatsAppBuilt-in AI

Modules

Sales

  • Pipeline
  • Dashboard
  • Contatos
  • Produtos
  • Campanhas

Communication

  • WhatsApp
  • Agenda
  • Tarefas

Intelligence

  • IA
  • Timeline
  • Automações
  • Relatórios
  • Metas

Resources

On mobile

Built for European businesses GDPR-ready (GDPR)
Multi-language Euro payments

© 2026 SomasCRM. All rights reserved.