DocSales automates the main activities of the
salesperson, without leaving the CRM screen
Imagine a sales rep workday!
What activities do they perform throughout the day?
- Sends materials and information by email
- Schedules activities and adds tasks to CRM
- Follows up by email, WhatsApp, or phone
- Prepares commercial proposals
- Sends a PDF via email for electronic signature
- Sends the new client to the finance team, which registers them in the invoicing, maintenance, or service system
How to ensure that all activities are performed at the correct time, according to the sales methodology?
Did you know that...
72% of salespeople's time is spent on tasks that are not related to revenue.
66% of salespeople say they waste too much time switching between tools that are not connected.
80% of sales require 5+ follow-ups, but only 8% of salespeople follow this rule.
Automation of proposals and contracts, , tasks, integration with CRMs e ERPs. This is our most complete solution.
Automation of proposals and contracts, tasks, integration with CRMs e ERPs. This is our most complete solution.
Complete eSign as a Service solution, an electronic signature API for integration with CRMs, ERPs, etc.
Digital business card app for events andin-person meetings with lead generation features.
+8.000 salespeople from more than 1,500 sales teams across 7 countries
In 2023...
USD 100+
MM
in deals closed by our customers.
767.868
people signed at least one document via DocSales.
378.849
documents signed, equivalent to a 45-story building of stacked paper.
And the fastest-growing companies trust DocSales
Shall We Talk?
If your company has 3 or more salespeople and you believe that task automation can unlock your growth, schedule a free consultation with our specialists.
