The sales pipeline
Every potential deal in its stage, with its amount, its probability and its owner. You set the stages.
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Argentina in River Plate Spanish; the rest in neutral Spanish; English for everyone else.
Argentina in River Plate Spanish; the rest in neutral Spanish; English for everyone else.
Cobratia adds a full CRM: the sales pipeline, quotes your customer accepts from a link, companies with their people, each team member's calendar and tasks, and the sales report. And from now on it's sold by module: you choose the ones you need and add the rest whenever you want, on the same record for each customer.
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Until now Cobratia served customers, sold in the chat and collected. What was missing was the place where the sales team carries each deal from start to finish. Now it's here, and it uses the same contacts, the same catalog and the same email as the rest.
Every potential deal in its stage, with its amount, its probability and its owner. You set the stages.
Your customer opens it with your brand, downloads it as a PDF and accepts it from their phone. The deal moves to Won on its own.
Each person opens their day: what's overdue, meetings with video call and tasks. The calendar works with Google Calendar.
With the assistant, what people ask for on WhatsApp comes in sorted by what they asked for, and the meeting gets booked in a free slot.
Each company with its people and its history. And you write to a contact without leaving the CRM, from your company's email.
What was won and lost, why it was lost, where deals fall through and what each person did.
CRM · Sales
Sales pipeline
You drag the card from one stage to another. Lost asks for the reason; Won closes it.
Each company gets what it needs: just payment validation, just the CRM, customer service with collections or with win-back, campaigns, or everything together. What you didn't sign up for you see with a lock and request with a button when you need it.
A message to a list, on one day, just once, with all the usual brakes. A survey with a personal link whose answer is saved in the record. And every campaign measured by what happened next: who received it, read it, replied, bought or paid.
Tell us how you sell and collect today, and we'll show it to you set up with your data.
The sales pipeline with its stages, quotes your customer accepts from a link, companies with their people, email from the contact record, My day, tasks and a calendar with Google Calendar for each team member, Leads sorted by what each one asked for, and the sales report.
Yes. Since October 2026 Cobratia is sold by module and the CRM is one of the eight. The rest shows in the panel with a lock and can be added whenever you want.
The eight parts sold separately: customer service, sales and orders, CRM, win back customers, campaigns, collections, payment validation and your customers' app. They all work on the same record for each customer.