360º accounts and contacts
Full timeline, explainable customer health, custom fields and duplicate detection.
GPlanSIS commercial platform
Sell more with a pipeline that works for you
Accounts, deals, schedule, quotes, contracts and reports in one place. CRM·X reminds you of the next step, computes the forecast and takes the quote all the way to the customer's signature.
- MFA sign-in
- Data isolated per company
- Verifiable audit trail
28screens ready for the team
360ºview of every customer
2languages: Portuguese and English
100%of changes audited
Features
Everything sales needs, no side spreadsheets
Every module talks to the others: the deal knows the account, the quote knows the catalog and the report knows everything.
Pipeline and forecast
Drag-and-drop stage board, exit rules, owner splits and weighted forecast per currency.
My day and schedule
Today's meetings, overdue tasks, deals without a next step and SLAs due — nothing to hunt for.
Catalog, pricing and approvals
Price lists by validity, segment and region, quote simulator and role-based discount approval.
Quotes and contracts
Numbering, versions, PDF, public link for the customer and acceptance with a recorded signature.
Automation
Event rules you can simulate before switching on, plus a trail of what the engine decided and did.
Dashboards and reports
Every number with its formula, source and data age; report builder with CSV and XLSX export.
Integrations
Connectors, signed webhooks and reconciliation with external systems showing the value at risk.
Users, teams and roles
User manager with roles, team hierarchy, revocable sessions and MFA.
How it works
From first contact to the signed contract
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01
Capture
Account, contact and every interaction land on the customer timeline.
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02
Qualify
The deal enters the pipeline with probability and next step.
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03
Propose
Build the quote from the catalog, with discount approval.
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04
Close
The customer accepts via public link; the contract is born signed.
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05
Track
Dashboards show results, forecast and what needs you.
Security
Your commercial data protected by default
Security is neither optional nor a hidden setting: it lives in the database, the sign-in and the trail of every change.
- Per-company isolationForced Row Level Security in PostgreSQL: one company never sees another.
- Strong sign-inArgon2 passwords, app-based MFA and lockout after failed attempts.
- Chained auditEvery change enters a hash chain that can be verified.
- Sessions under controlSee connected devices and revoke any of them instantly.
- Roles and permissionsEach person sees and does only what their role allows.
Your sales team ready to sell today
Sign in and start from My day: your schedule, pending items and the deals that need attention.