From CRM to ERP, a single solution to accelerate sales
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.
+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
