Sales — Where it all begins.
Capture leads from any channel, manage your pipeline in real time and send interactive commercial proposals with purchase interest prediction.
Panoramic screenshot of the deals pipeline with stage columns (Lead, Qualified, Proposal, Negotiation, Won), cards with company, amount and assignee, interest indicator and toolbar with filters.
Connect all your capture channels in one place.
Every lead arrives directly in your CRM with its source identified — whether it comes from a campaign, a form, a referral, or an event.
Hub-and-spoke diagram: channels (Meta, WhatsApp, LinkedIn, Forms, Referrals, Public Quoter) converging into the CRM with auto-created contact and full source attribution.
Every contact has a complete lifecycle.
From the moment a lead enters the system until they become a customer, every interaction is recorded. Visual pipeline with customizable stages, team assignment and all activity centralized.
Contact pipeline in kanban view with cards showing name, company, stage, assignee and interest indicator. Columns: New → Contacted → Qualified → Opportunity → Customer.
Automate follow-ups without losing the personal touch.
Define action sequences that execute automatically when a contact enters a specific stage. Emails, WhatsApp, chatbots — all on autopilot with your defined timing.
Visual sequence editor with 3 steps: (1) Welcome email — immediate, (2) WhatsApp follow-up — 24h later, (3) Qualification chatbot — 72h later. Cards in a vertical timeline.
The most complete commercial proposal engine on the market.
It's not a PDF attachment. It's an interactive experience with dynamic pricing, complex price rules, versioning and purchase interest prediction — all natively integrated in the CRM.
Screenshot of a proposal as seen by the client: header with logo, personalized title, professional design, product table with prices and Approve/Reject buttons.
Know who's truly interested — before they tell you.
Every sent proposal tracks client views. The system automatically classifies interest level as Cold, Warm or Hot, based on patterns from your closed deals.
Deals pipeline with 3 highlighted cards: blue "Cold" indicator (2 views), yellow "Warm" (5 views), red "Hot" (12 views). Thresholds calculated from the account's real history.
Real-time dashboards for your entire sales operation.
Build dashboards with configurable panels that query your sales data in real time. Charts, individual metrics, date filters — all modular and shareable with the team.
Dashboard with 4 panels: (1) Proposals sent this month: 47, (2) Bar chart "Deals by stage", (3) Line "Monthly revenue last 6 months", (4) Close rate: 34%.
Connected to your entire ecosystem.
From digital campaigns to your ERP — the sales module integrates natively with your existing tools.
Integration diagram: Prolibu at center connected to Meta/TikTok/LinkedIn, Google/Microsoft, SendGrid, Twilio, ERP, Google Sheets, Power BI, Calendar and Work Orders.
Transform your sales process today.
Schedule a session with a consultant and discover how Prolibu can supercharge your team's sales.
Sales — Where it all begins.
Capture leads from any channel, manage your pipeline in real time and send interactive commercial proposals with purchase interest prediction.
Panoramic screenshot of the deals pipeline with stage columns (Lead, Qualified, Proposal, Negotiation, Won), cards showing company name, amount and assignee, interest indicator (Cold/Warm/Hot) and toolbar with filters.
Connect all your capture channels in one place.
Every lead arrives directly in your CRM with its source identified — whether it comes from a campaign, a form, a referral, or an event.
Hub-and-spoke diagram: channels (Meta, WhatsApp, LinkedIn, Forms, Referrals, Public Quoter) converging into the CRM with the contact auto-created and full source attribution.
Every contact has a complete lifecycle.
From the moment a lead enters the system until they become a customer, every interaction is recorded.
Visual pipeline
Customizable stages with required fields, suggested fields, and movement history.
Smart assignment
Owner, collaborators, and automatic round-robin distribution for incoming leads.
Response speed
Measure how fast your team contacts a lead for the first time — with configurable indicators.
Centralized activity
Notes, tasks, calls, meetings, emails, deals, and contracts — all in one place.
New
Laura Gómez
$15,000
Andrés Ruiz
$8,200
Qualified
María Torres
$32,400
Proposal
Carlos Herrera
$45,200
Won
Sofía Méndez
$18,900
Sequence: Lead Welcome
Trigger: Contact enters stage → New
Welcome email
Template: "Thanks for your interest"
ImmediateWhatsApp message
"Hi , we're reaching out from..."
24 hours laterConversational flow
Chatbot qualifies the lead automatically
72 hours laterAutomate follow-ups without losing the personal touch.
Define action sequences that trigger automatically when a contact enters a specific stage. Emails, WhatsApp, chatbots — all on autopilot with the timing you set.
The most complete commercial proposal engine on the market.
Not a PDF attachment. It's an interactive experience with dynamic pricing, complex price rules, full versioning, and purchase interest prediction — all natively integrated into the CRM.
Commercial Proposal — TechNova Corp
SaaS Enterprise Licenses · 50 users
| Product | Qty. | Unit Price | Discount | Total |
|---|---|---|---|---|
| Prolibu Suite License | 50 | $55.00 | -15% | $2,337.50 |
| Enterprise Implementation | 1 | $5,000.00 | — | $5,000.00 |
| Training (40h) | 1 | $3,200.00 | -10% | $2,880.00 |
| Monthly total | $10,217.50 | |||
Visual templates
Professional reusable designs with custom fonts, dynamic variables, and direct import from Figma.
Pricing engine
Volume discounts, progressive formulas, multi-currency, payment plans, and product rules that protect margins.
Versioning
Auto and manual saving with names. Restore any version in one click. Show "Option A" and "Option B" to the client.
Built-in approval
The client approves or rejects directly from the proposal. With terms and conditions, post-approval lock, and surveys.
Public quoter
A wizard where the prospect selects products, fills in their info, and gets an automatically built proposal — 24/7.
Expiration & control
Expiry dates, automatic unpublishing, configurable visible stages, and download permissions.
Know who's truly interested — before they tell you.
Every sent proposal tracks client views. The system automatically classifies interest level based on patterns from your closed deals.
Cold
Few views. The client hasn't engaged with the proposal yet.
2 viewsWarm
Moderate interest. Multiple views, above the average of won deals.
5 viewsHot
High engagement. Interest level is significantly above average.
12 viewsReal-time dashboards for your entire sales operation.
Build dashboards with configurable panels that query your sales data in real time. Fully modular and shareable with your team.
Proposals sent
47
Close rate
34%
Deals by stage
Active pipeline
$234K
Cycle time
18d
Leads by source
Meta
42% of total
1st contact speed
🔥 2.4h
Connected with your entire ecosystem.
From digital campaigns to your ERP — the sales module integrates natively with your existing tools.
Transform your sales process today.
Book a session with a consultant and discover how Prolibu can power your team's sales.