Sales Operation

For those who sell through conversation.

The lead comes in, someone responds, qualifies, sends a proposal and closes — often on WhatsApp. The platform makes sure the conversation becomes a deal, that no one is left without a reply, that follow-up happens and that management can see the queue. Your team sells; the intelligence assists or responds wherever you decide.

From prospecting to post-sale — what starts happening at each step.

Clinics, services, manufacturers, carriers, B2B with a sales team: the flow is this one, with different names.

  1. 01

    Prospecting

    Before the first contact. Our own database with tens of millions of CNPJs and partners; natural-language search; a Radar that alerts you when a new company opens matching the profile you saved. A person is the one who sends the outreach.

  2. 02

    Lead

    Comes in through WhatsApp, Instagram, Telegram, SMS or the website form — and immediately becomes a deal in the first stage of the channel pipeline, with its source recorded. Nothing stays without an owner: the queue shows who is waiting and for how long.

  3. 03

    Conversation

    The team responds with the record alongside, the AI drafter in the company tone and "Ask the Agent" for questions. After hours, or if no one replies within X minutes, the agent responds — and hands off in the situations you turn on.

  4. 04

    Proposal

    Tasks with email and WhatsApp reminders, deal fields, stage moved — and the automation that fires when the deal changes stage or gets a tag.

  5. 05

    Closing

    The pipeline shows count, value and time stuck per stage. A stalled deal gets a tag on its own and can trigger a task or message — follow-up stops depending on memory.

  6. 06

    Post-sale

    Whoever bought stays in the base, with history and tags. Behavior-based campaigns and automations keep the relationship going — without bothering those who asked not to be contacted.

Prospecting: the next book of business, found.

For those who don't get demand through the website — service providers, manufacturers, distributors, sales reps.

  • Our own database with tens of millions of CNPJs and partners, on Banmo's server, with no charge per lookup.
  • You write what you want in natural language — "doctors in Santa Catarina who opened a company in the last 6 months" — and the AI fills in the filters for you to review. The manual filters are still there.
  • Each company comes with dozens of columns: CNPJ, legal name, phone, activity, address, email, size, capital, registration status, ownership structure.
  • Radar: a saved profile alerts you by WhatsApp and email about new companies matching that profile; each month becomes a list, without repeating.
  • When you click the phone, the company becomes a contact with the "Prospecting" tag and the conversation opens in support. The sale shows up in the reports.
  • A person is the one who sends — one by one, or by broadcast with pacing limits. We recommend a number separate from the support one. No limit guarantees delivery: that's WhatsApp's rule, not ours.

What the Prospecting agent does — and what it doesn't

It finds, qualifies and writes the outreach. By product decision, it doesn't talk to anyone on its own — so it doesn't burn your number or your reputation. The person reads, adjusts and sends.

Prospecting starts enabled only for the account owner; enabling is individual, per person.

No one is left without a reply — and your team keeps selling.

  • Team scale. During human support hours, the person responds and the agent stays on reserve; if no one replies within X minutes, it steps in. After hours, the agent responds right away.
  • Handoff with a summary, in over 30 situations you turn on and off: asked for a person, negotiation outside policy, large purchase or CNPJ, dissatisfaction, sensitive matter.
  • The salesperson copilot: an AI drafter in the company tone, "Ask the Agent" for orders, stock and pipeline, quick replies and message sequences (text, audio, photo, video in sequence).
  • Take over and hand back any of the agent's conversations, with one click.
  • Several salespeople on the same official number, each conversation assigned to whoever replied.
Support history with a person, the team and an AI agent in the same conversation
Person, team and AI agent in the same history — with channel and time. Real Platform screen · demo data.

CRM and pipeline

  • A new conversation becomes a deal in the first stage of the channel pipeline, without typing.
  • As many pipelines as you need; stages that move by automation; count, R$ and time stuck per stage.
  • Companies enriched by CNPJ. Tasks with email and WhatsApp reminders.

Trigger-based follow-up

  • A stalled deal gets a tag on its own — and the automation fires a task, message or change of owner.
  • Triggers: deal created, stage moved, tag applied, message received, contact created.
  • Campaigns through the official number to your base, with templates approved by Meta.

Supervision

  • Live panel: who is waiting, for how long, load per salesperson, time-limit alerts.
  • First-response and resolution reports per person and per channel; support gaps by hour and day.
  • A sales coach with a score per conversation and bulk auditing: "question left unanswered", "dissatisfied customer".

The manager sees the operation without reading everything.

A sales coach per conversation, batch analysis by period, conduct alerts and an executive summary with training recommendations.

Supervision also looks for the reverse of the handoff: conversations that should have gone to a person and didn't — and offers to turn on the rule for next time.

AI audit, Sales coach tab: batch analysis, conversations analyzed, average score, conduct alerts and executive summary
Sales coach: score per conversation and executive summary for management. Real Platform screen · demo data.

BANMO sets it up with you.

In assisted onboarding: channels connected, pipelines and stages your way of selling, base imported, Brain filled in, handoff and scale situations defined, follow-up automations turned on — and the team trained.

Price and timeline are agreed in the conversation, with your operation on the table.

Tell us how your team sells today.

Channels, lead volume, team size, where follow-up gets lost. The demo starts from there.

Your data stays in our own CRM — the same platform you are evaluating. After you send it, you continue on WhatsApp with the message ready.