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How Cobratia is put together

Eight modules, one system.

You get what you need today and add the rest whenever you want. It isn't eight systems passing data to each other: it's a single one, with one record per customer, and each module adds something to that record. That's why the person writing to you with a complaint, the one who owes you an installment and the one who asked you for a quote are the same person on screen.

See how they connect See the most popular

How they connect

Pick a module and see what it connects with.

Each line is something that happens on its own between two modules, without anyone on your team moving it from one side to the other.

Customer service

An assistant with your brand answers 24 hours a day on WhatsApp, your website chat, Telegram and email.

  • Sees the record, the balance and what was discussed before
  • What it doesn't know it doesn't make up: it hands it to a person
  • Waits for them to finish typing and changes tone if they're upset

Connects with

  • Every incoming message lands in Leads according to what was asked, and the assistant books meetings in your team's free slots.
  • The assistant takes the order in the conversation, with your catalog, and confirms with the customer before creating it.
  • Whoever answers the offer is served by the assistant, right away and with their history in view.
  • Whoever answers a campaign talks with the assistant, which knows what campaign they came from and replies accordingly.
  • If they reply to the reminder, the assistant carries on: it gives them the payment details and records the promise with its date.
  • The assistant gives their alias to whoever asks how to pay, reads the receipt and knows who has already paid.
  • The app's chat is handled by the same assistant, with the same history as on WhatsApp.

It's the base. Without it, the other modules' messages still go out, but a person answers the replies.

See customer service in detail →

Sales and orders

Takes the order in the conversation, with your catalog and each customer's price, and alerts whoever prepares or delivers it.

  • Confirms before creating the order
  • The alert reaches the right person, on their channel
  • Your team can also enter it from the panel

Connects with

  • The assistant takes the order in the conversation, with your catalog, and confirms with the customer before creating it.
  • There's only one catalog: the same products and prices for chat orders and CRM quotes.
  • If the customer who had stopped buying says yes, the order is taken in the same chat.
  • Your customer can also order from the app, without chatting, with the same rules and the same delivery days.
  • Each campaign is measured by how many bought in the following seven days.
  • Someone with an order in progress gets no reminder and no offer until it's delivered.

Without Customer service, your team enters orders by hand: nobody takes them through the chat.

See sales and orders in detail →

CRM and sales follow-up

The sales pipeline, quotes accepted from a link, the team's calendar and tasks, and the sales report.

  • Every deal in its stage, with its probability
  • My day, tasks, calendar with Google Calendar
  • Companies with their people, and email from the record

Connects with

  • Every incoming message lands in Leads according to what was asked, and the assistant books meetings in your team's free slots.
  • The lists you import are the audience for a one-off campaign, and a survey answer is saved in the record.
  • There's only one catalog: the same products and prices for chat orders and CRM quotes.

Available on its own. With the assistant, Leads and meetings come in on their own.

See the CRM in detail →

Win back customers(Active selling)

Detects whoever stopped buying, with the rule you set, and writes to them before they get used to another supplier.

  • You set the rule: two weeks, a month
  • Offers them what they usually buy
  • Whoever asks not to be contacted gets nothing more

Connects with

  • Whoever answers the offer is served by the assistant, right away and with their history in view.
  • If the customer who had stopped buying says yes, the order is taken in the same chat.
  • They go out from the same engine, with the same brakes: opt-outs, holidays, daily caps, and nobody receives the same template twice.

Without Customer service, the messages go out, but a person answers the replies.

See how customers are won back →

Marketing campaigns

A message to a list or to an audience built from your data, via WhatsApp or email, with surveys and measured results.

  • One-off campaigns: one list, one day, once
  • Surveys with a personal or general link
  • Who read, replied, bought and paid

Connects with

  • Whoever answers a campaign talks with the assistant, which knows what campaign they came from and replies accordingly.
  • The lists you import are the audience for a one-off campaign, and a survey answer is saved in the record.
  • Each campaign is measured by how many bought in the following seven days.
  • Each campaign is also measured by how many paid in the following seven days.
  • They go out from the same engine, with the same brakes: opt-outs, holidays, daily caps, and nobody receives the same template twice.

Available on its own. With the assistant, replies are handled right away.

See campaigns in detail →

Automated collections

Notifies before the due date, insists with judgment once it's overdue and stops when the customer pays.

  • Rules by days overdue, amount or segment
  • Your hours, your holidays and a daily cap
  • Installments, invoices or running account

Connects with

  • If they reply to the reminder, the assistant carries on: it gives them the payment details and records the promise with its date.
  • Someone with an order in progress gets no reminder and no offer until it's delivered.
  • When the payment comes in, that person's reminders stop on their own: nobody asks for money from someone who already paid.
  • Each reminder can carry the link to their account, where they see their balance, their installments and how to pay.

Without Customer service, the reminders go out, but a person answers the replies.

See collections in detail →

Payment validation

Each customer with their personal account: the payment is detected, attributed, notified and goes into your system.

  • The money goes straight to your account
  • Alert to the driver and to administration
  • Reported and applied in your management system

Connects with

  • The assistant gives their alias to whoever asks how to pay, reads the receipt and knows who has already paid.
  • Each campaign is also measured by how many paid in the following seven days.
  • When the payment comes in, that person's reminders stop on their own: nobody asks for money from someone who already paid.
  • In the app each customer sees their alias and how to pay, with a button to copy it.

Available on its own, whatever system you have, or none.

See payment validation in detail →

Your customers' app

Each customer opens their account with your brand: their balance, their orders, how to pay and the chat, with no username or password.

  • Installs on the phone like an app
  • The link arrives with your logo on WhatsApp
  • Orders without chat, under the same rules

Connects with

  • The app's chat is handled by the same assistant, with the same history as on WhatsApp.
  • Your customer can also order from the app, without chatting, with the same rules and the same delivery days.
  • Each reminder can carry the link to their account, where they see their balance, their installments and how to pay.
  • In the app each customer sees their alias and how to pay, with a button to copy it.

Without Customer service, the customer sees their account and how to pay, but nobody answers in the app's chat.

See your customers' app in detail →
The most popular

Six ways to start. And any other combination.

These are the most popular combinations. If yours is different, it's put together just the same: you choose module by module.

Payment validation only

Payment validation

For those who already collect their own way and want to stop cross-checking the bank statement against their list: every payment detected, notified and in their system.

CRM only

CRM

For the sales team that needs to organize its sales: the pipeline, quotes, and everyone's calendar and tasks.

Service + collections

ServiceCollections

For those who want answers at any hour and reminders for overdue payments to go out on their own, with their rules.

Service + win-back

ServiceWin back customers

For those who live on repeat customers: it writes to whoever drifted away and serves them when they answer.

Campaigns

Campaigns

To speak to your customer base with a message to a list, surveys and measured results: who replied, bought or paid.

Everything

All eight

Serve, sell and collect on the same record: what happens in one module is put to use by the other seven.

What you didn't sign up for

You still see it. With a lock, and a button to request it.

Nobody hides what exists from you. What you didn't sign up for shows in the menu, under "Not in your plan", with a lock. If you open it, it tells you what it does and lets you request it: "I want it activated" lets us know, and we add it.

And what you do have works for real, not halfway: if a module isn't in your plan, its sends don't go out even if someone left them switched on. In "Your plan" you see in one place what you have and what you can add.

Always included

And what every account comes with, whatever you sign up for.

It isn't a module: it's the base all eight work on.

Dashboard

What happened in your account today, at a glance.

Contacts

Your contact base, with each record, its filters and export whenever you want.

Action board

The cases that need a person, with your stages.

Messages sent

Every message that went out: when, to whom and how it ended.

WhatsApp templates

Created from the panel and submitted to Meta for approval.

Products and services

Your catalog with its prices, one for everything.

Team

Your company's users, with three access levels.

Settings

Your brand, your hours, your holidays and your company's email.

Help

News and the manual for each screen, inside the panel.

Guided implementation

We set it up with you and adjust it when your operation changes.

What they ask before building their plan

What people ask us most before getting started. If something's missing, write to us and we'll answer it.

Can I start with one module and add others later?

Yes, and it's the most common case. Adding one doesn't migrate anything: it uses the same contacts, the same history and the same configuration you already have. You request it from the panel, with the lock button, or by talking to us.

What about what I didn't sign up for?

You still see it in the menu, under "Not in your plan", with a lock. If you open it, it tells you what it is and lets you request it with a button: "I want it activated". In "Your plan" you see what you have and what you can add.

Can I cancel a module?

Yes. What it does switches off —for example, its sends stop going out— and it shows with a lock. Your contacts and your history aren't deleted.

Do I need to configure anything when adding a module?

Some switch on by themselves, like the CRM or your customers' app. Others need their data: the assistant, how to serve and what to answer; payment validation, the connection with the payment provider. We do that with you.

How much does it cost?

It depends on the modules you choose and the volume of your operation. Tell us what you need and we'll put together the proposal: guided implementation is included.

Do I need a management system to use Cobratia?

No. If you have one, we connect it and your data comes in on its own. If not, you load your contacts from an Excel or CSV file, or they get added through conversations.

Tell us what you want to solve first.

With that we tell you which modules to start with and which will suit you later. No commitment, and you try it first with a sample account.

Let's talk about my case Sign in to the platform and see it

Keep going

The two newest modules, and how Cobratia connects with your system.

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Cobratia is a brand of Rodrigo Seoane Ruano · Tax ID (CUIT) 27-96491224-1 · Calle 31 511, Santa Teresita (ZIP 7107), Buenos Aires Province, Argentina · Terms of use · Privacy