Centraliza operações
Organiza CRM, cobrança, atendimento, documentos e automação em uma plataforma web para empresas brasileiras.
Multi-tenant CRM with billing and WhatsApp built in
CRM, billing and customer support integrated in one system.
ConaCRM brings customers, sales pipeline, WhatsApp, documents, billing and automations together in a platform built for Brazilian companies that operate with multiple CNPJs.
- 14-day free trial
- No credit card
- Native multi-tenant
Grupo Torres
3 CNPJs connected
Deals
148
Active opportunities
R$ 82,4k
In negotiation
24
Follow-ups today
Pipeline
ReportsNew6
Nova Era Construction
R$ 24.800Hot
Proposal4
Grupo Torres
R$ 12.400Proposal
Won3
Auto Center SP
R$ 8.900Won
Recent charges
Nova Era Construction
Pix · R$ 24.800
R$ 24.800Paid
Auto Center SP
Boleto · due 02/07
R$ 8.900Pending
ConaCHAT
3Good morning! Did you get the proposal?
Confirmed! I will send the Pix charge in a moment.
Today's tasks
Call Carlos — follow-up10:30
Send Grupo Torres proposal14:00
Resposta direta
O que a ConaCRM faz?
Atende multiunidade
Ajuda empresas com unidades, marcas, CNPJs ou tenants diferentes a manter dados isolados e relatorios consolidados.
Conecta atendimento
Leva WhatsApp, histórico do cliente, propostas, cobranças e assinaturas para o fluxo comercial.
Your sales operation can not rely on spreadsheets, loose WhatsApp and separate billing.
When tools don not talk to each other, history gets lost, follow-ups are forgotten and the manager operates in the dark.
Your CRM does not talk to billing
You close the deal in one system and issue the charge in another — payments never update the customer history.
Customer history is scattered
WhatsApp chats, emailed proposals and spreadsheets for billing. No one has the full picture.
Every CNPJ runs its own way
Duplicated spreadsheets, inconsistent permissions and reports that no one consolidates.
Follow-ups get forgotten
Without tasks tied to the deal, control depends on the sales rep memory.
Reps update spreadsheets by hand
Hours lost on data entry that could be selling.
Documents and contracts live outside the flow
Proposal sent, signature elsewhere, file lost on disk.
The manager can not see a consolidated pipeline
No view by tenant, team or unit — decisions become guesswork.
An operational CRM to sell, support, bill and track customers with clarity.
Eight modules that connect natively — from first contact to payment and ongoing support.
Core
CRM Core
Contacts, companies, sales pipeline, tasks and full pipeline. The foundation of everything.
Sales pipeline
Configurable stages per tenant, drag-and-drop and revenue forecast by value.
ConaCHAT
WhatsApp, web chat and AI chatbot unified in the contact profile.
Integrated Billing
Boleto, Pix and card. The charge is born from the deal itself.
Documents & Signatures
Proposals, contracts and digital signatures with reusable templates.
Reports & Dashboards
Pipeline by value, conversion by stage, billing and productivity.
Multi-tenant Admin
Each CNPJ isolated or consolidated, with limits and reports by unit.
MCP Server — AI
AI agents that run actions in the CRM with security and permission.
The complete, integrated cycle
When a deal moves forward, everything happens inside the same system.
The proposal is generated, the contract can be signed digitally, the charge is issued and all history stays linked to the customer. No loose tools. No rework.
01Contact
02Deal
03Proposal
04Signature
05Billing
06Payment
07History
Multi-tenant since day one, not as an afterthought.
ConaCRM was built for companies that run multiple tenants, units, branches or CNPJs.
Each unit can have:
Its own contacts and pipelines
Its own billing and documents
Its own team permissions
Isolated or consolidated reports
Grupo Torres — HQ
12.345.678/0001-90
Grupo Torres — HQ
12.345.678/0001-90
Torres Construction
12.345.678/0002-71
Torres Real Estate
12.345.678/0003-52
Consolidated view
Switch between isolated and consolidated
Mariana Alves
Deal: Annual PlanCharge: R$ 24,800
Good morning! I got the renewal proposal. Can we go with the annual plan?
09:42
Good morning, Mariana! Perfect. I will generate the Pix charge now.
09:44
Perfect, I will wait.
09:45
...
WhatsApp and support connected to the customer real history.
The customer messages on WhatsApp, your team replies in ConaCHAT and the whole history is saved in the contact profile — alongside deals, tasks, documents and billing.
WhatsApp linked to the contact profile
Web chat and unified history
Message templates and triage
AI chatbot with real context
Search across conversation history
Demand classification
Closed the deal? Issue the charge in the same flow.
Stop switching between CRM, bank and spreadsheet. The charge is born from the deal itself and the payment updates the history automatically.
Boleto, Pix and card
Recurring charges and payment link
Automatic reconciliation with deal status
History updated after payment
Invoices and financial reports
Deal closed
Grupo Torres — Annual Plan
Charge generated from the deal
R$ 24,800
PaidPixBoletoCard
Recent charges
Nova Era Construction
Pix
R$ 24,800Paid
Auto Center SP
Boleto · due 02/07
R$ 8,900…
ZapFlow Technology
Card
R$ 12,400Paid
Grupo Torres — Annual Plan Paid
Contract — Annual Plan
Grupo Torres · sent via ZapSign
Ana Paula Torres
Signed digitally
Sent
Viewed
Signed
Download signed PDF
Proposals, contracts and signatures in the same customer space.
Generate the proposal from the deal, send it for signing and track status without leaving the CRM.
Proposal and contract templates
Auto-filled with contact data
Digital signature with tracking
Status: Sent, Viewed, Signed
Signed documents in the contact history
Smart automation connected to the real CRM.
The MCP Server lets AI agents interact with CRM data and actions with security and permission — useful, operational automation, not empty promises.
Practical applications
Classify demands automatically
Generate reports in natural language
Query and summarize customer history
Create tasks from conversations
Support chatbots with real context
Automate repetitive routines
Granular, auditable permissions — the AI only acts where it can.
MCP Server
Summarize the overdue charges for the Torres Construction unit this month.
Overdue charges — Torres Construction
- Nova Era Construction — R$ 24,800
- Auto Center SP — R$ 8,900
- ZapFlow Technology — R$ 12,400
Executed with read permission on the Billing module
Permissions by module
| Role | Contacts | Deals | Billing | Docs | Rep. | Perms |
|---|---|---|---|---|---|---|
| Rep | ||||||
| Manager | ||||||
| Finance | ||||||
| Support | ||||||
| Admin |
Full accessRestricted accessNo access
Control who views, creates, edits and runs each action.
ConaCRM does not just have 'admin' and 'user'. Permissions by group, module, action, tenant and operational role.
Permissions by group and team
Access by tenant and module
Rep sees only own deals
Manager sees the whole team
Finance accesses billing
Admin manages permissions
Clear indicators for fast decisions.
Pipeline by value, conversion by stage, billing and productivity — every number operational and useful.
R$ 82,4k
In negotiation
R$ 38,2k
Paid charges (month)
7
Overdue tasks
3
CNPJs connected
Pipeline by stage
NewR$ 32k
ProposalR$ 21k
NegotiationR$ 14k
WonR$ 8k
Charges
72%
Paid
Pending
Conversion by stage
Contacts400
Qualified240
Proposals112
Won48
Plans & Pricing
Choose the ideal plan for your operation. No hidden fees.
MonthlyAnnualSave 20%
Essentials
For freelancers and micro-businesses
Contact us
- Up to 5 users
- 2,000 contacts
- Basic sales pipeline
- Tasks & activities
- Integrated billing (boleto, Pix, card)
- Quick onboarding
- Email support
RecommendedStart free trial
Professional
For SMBs with a sales team — the most popular plan
R$ 63/mo
- Up to 20 users
- 10,000 contacts
- Full CRM Core
- ConaCHAT (WhatsApp + web chat)
- Documents & digital signatures
- Complete billing integration
- Reports & dashboards
- RESTful API
- Priority support
Enterprise
For multi-unit companies and holdings
Contact us
- Unlimited users
- Unlimited contacts
- Native multi-tenant
- All Professional modules
- Granular group permissions
- MCP Server — AI Automation
- Custom webhooks & integrations
- SSO & SAML
- Consolidated multi-tenant reports
- Dedicated SLA support
- Customer success manager
Poli360
For parliamentary offices and political cabinets
Contact us
- Voter management with segmentation
- Demand tracking with protocol
- Integrated parliamentary agenda
- Office budget control
- Standardized accountability reports
- Segmented campaigns (email, WhatsApp)
- Advanced LGPD compliance
- Mandate productivity reports
Organize your sales operation in a CRM built for the Brazilian reality.
Try ConaCRM and see how customers, sales, billing, documents and support can run in a single environment.