Leads, quotes and orders. One CRM.
Enquiries lived in a shared inbox, sales in spreadsheets, invoices in PHC and prices in PDF catalogues. Now the whole commercial operation — from the first email to the confirmed order — runs as one system.
tools unified
the inbox becomes leads, around the clock
pipelines — B2B & B2C — one view
THE PROBLEM
Two markets, a factory, and a thousand emails.
Wewood sells in two motions at once — B2B partners and contract projects, and private clients — while production runs behind them. Every enquiry, quote and order lived in a different tool; nobody held the full picture of a customer.
1
Centralise leads, deals, quotes and orders in a single pipeline view.
2
Give each salesperson their own book — management keeps the global view.
3
Price from one catalogue: finishes, variants and customer discounts included.
4
Retire the copy-paste between the inbox, the spreadsheets and the ERP.
Before — the everyday mess
THE PLATFORM
Every step of the sale. One surface.
A single system connecting the whole commercial operation — from the first email to the confirmed order, from catalogue price to executive report.
Leads & contacts
Companies, contacts and private clients in one base — enriched automatically with registry and web data.
Two pipelines
B2B and B2C boards with their own stages — from first contact and showroom visit to confirmed order.
Quotes
Catalogue-priced proposals with finishes, variants, customer discounts and a branded PDF in one click.
Orders & stock
Order status, supplier notes, stock locations — operations and sales finally share one truth.
Email & WhatsApp
Every thread synced and filed to its lead or deal, with AI-suggested replies ready for review.
Reports & targets
Sales reports, team targets and an executive dashboard — live all month, not at month-end.
One team. One login. One view. Each salesperson sees their book — management sees both markets.
Every deal on one board — and it keeps itself moving.
Two markets, one discipline. The B2B and B2C pipelines run as live boards — value, stage and owner always current. Hot leads are scored and become deals on their own; when a deal goes quiet, the follow-up task is already on someone's list.
Kanban pipelines with live totals, per market and per salesperson.
Lead scoring that promotes hot leads to deals automatically.
Follow-up tasks and CRM alerts raised on their own when a deal stalls.
From inbox noise to qualified lead — untouched.
Every enquiry captured, none retyped. The shared inbox is read continuously. Each new email is parsed into a structured lead — contact, company, market, products of interest — enriched with public data, and filed with its full thread. A suggested reply is already waiting for review.
24/7 inbox polling — nothing waits for a human to notice.
Contact, company and product interest extracted from the email body.
Web enrichment: registry data, sector, site — verified before use.
A reply drafted from the catalogue and history, ready to send.
Quotes priced from the catalogue, not from memory.
Finishes, variants, discounts — the price is already right. Every product, finish and country variant lives in one catalogue with its pricing rules. Building a proposal is picking lines: the customer's discount applies itself, VAT is handled, and the branded PDF is ready to send — filed against the deal.
One catalogue: products, finishes, variants and price lists.
Customer discounts and margins applied automatically.
Branded PDF in one click — logged on the deal's timeline.
The CRM answers questions now. In plain Portuguese.
Ask the pipeline anything. The CRM ships as an MCP server: the team connects Claude to it and asks — pipeline health, stalled deals, top products, a client's history. The agent reads the same data, respects each person's role, and can act: create the task, draft the email, move the deal.
Secure remote MCP — CRM login, role-based access, full audit log.
Live answers with sources: deals, quotes, emails, sales history.
Actions with confirmation — tasks, replies, stage moves, imports.
AUTOMATION
The work that lived in someone's head now happens on its own.
Round-the-clock intake
Every email read, matched to its lead or deal, and filed — with a reply drafted.
Self-driving follow-ups
Hot leads become deals; stalled deals raise tasks and CRM alerts by themselves.
ERP & sheet sync
PHC invoices and sales sheets imported, deduplicated and reconciled on schedule.
