It's not just a CRM. It's your central operating system to measure profitability, manage complex projects, and automate your sales in a single platform.
Used by more than 50+ Professionals in Latam.
BUSINESS INTELLIGENCE SYSTEM
Unify commercial and productive operations in one place. Conecto BI System gives you total visibility: from the first lead to invoicing and profitability per project.
The CRM that your Salespeople will love (and so will you).
Let your sales team focus on what they do best: closing deals. Conecto BI System eliminates the administrative burden and gives them superpowers to prospect and sell.
Move your deals with drag-and-drop. Visualize the value of your portfolio and the probability of closing in seconds.
WhatsApp, Instagram, and LinkedIn in one place.
"It's almost unfair: your salespeople close more without effort, and you as an owner, can finally see what's happening without asking for an Excel spreadsheet."
— That is the power of a Business Intelligence System.
PIPELINE & PROJECTION
Visualize not just leads, but the probability of closing and the projected value of your portfolio. Move deals through custom stages and automate follow-up tasks so nothing goes cold.
REAL OMNICHANNEL
Your customers don't live in a single channel. Centralize all conversations in a single shared inbox, allowing any team member to respond with full historical context.
SALES AUTOMATION
Create intelligent email sequences that stop when the prospect responds. Let AI handle repetitive follow-up while your team focuses on closing the sale.
BI & FINANCE
Conecto BI System closes the cycle: it connects the won sale with invoicing and collections. Visualize your cash flow, your MRR (Recurring Revenue), and the real profitability of each client in executive dashboards.
Meeting AI turns every video call into actionable intelligence: record, transcribe, analyze sentiment, and create automatic tasks within Conecto BI System.
Meeting AI is the intelligent war room module within Conecto BI System that transforms your sales, onboarding, or support meetings into a continuous flow of data, insights, and tasks inside your CRM.
It works like another team member: listens, understands, summarizes, and suggests your next move while you talk with the client.
Try how it feels to have AI inside every meeting, turning conversations into real closes.
Most CRMs are made for e-commerce or simple products. Conecto BI System is built for the art of consultative selling and executing professional services.
Stop managing clients in spreadsheets and your projects in +10 apps.
The Pain:Chaos in deliverables and manual reports.
The Solution:Client management, project management, and automated reports in one place.
Your knowledge is the product; don't waste time managing it.
The Pain:Difficulty measuring profitability per project.
The Solution:Time tracking, recurring billing, and CRM for complex consultative sales.
For teams that sell services, not physical products.
The Pain:Disconnection between Sales and Operations.
The Solution:The perfect flow: Prospect -> Won deal -> Project created -> Invoice issued. No friction.
Discover how AI and automation are transforming today's business landscape.
Go to full blog
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