Organize sales, goals, commissions and portfolio in one place.
A system for consórcio advisors and teams (Brazilian group-purchase plans) to stop depending on spreadsheets: sales, portfolio, commissions, payment slips and customer communication in one place.
Quotas, payment slips and commissions in spreadsheets nobody trusts.
Sales and back office in the same system.
Customer and quota portfolio, a commission engine with taxes and reconciliation, payment slips matched by taxpayer ID and due date, and welcome messages by email and WhatsApp — with an operations dashboard.
Built to solve, not to impress.
- Customer and quota portfolio by taxpayer ID, with group and award status.
- Commissions with taxes, receipts and reconciliation (no destructive reversals).
- Payment slips imported and matched by taxpayer ID and due date.
- Welcome messages by email and WhatsApp, with a KPI dashboard.
Everything a sales operation needs.
Sales and production
Every sale recorded, with quota, group and advisor.
Ranking and performance
Who is producing across the team, month by month.
Goals
Target and actual, side by side.
Portfolio
Customers and quotas by taxpayer ID, with group and award status.
Commissions
Commissions with taxes, payouts and reconciliation.
Reports and forecast
Expected receipts for the next 12 months.
Welcome messages and reminders
Welcome messages, payment slips and reminders go out on their own.
Sales follow-up
Retention and delinquency that need action, highlighted.
From spreadsheet to dashboard.
- Commission spreadsheet
- WhatsApp with customers and partners
- Payment slips checked by hand
- Portfolio in separate files
- Portfolio, sales and commissions on the same base
- A dashboard with expected receipts
- Automatic welcome messages and reminders
- What needs action, highlighted
Key benefits.
Nothing gets lost
Every quota with its history, payment slip and next step.
Money you can trust
Commissions calculated with taxes and reconciliation, no floating-point drift.
Secure
Multi-company, role-based access and an audit trail.
How it works.
Centralize
Customers, quotas and partners in a single base.
Automate
Commissions, payment slips and welcome messages stop being manual.
Show
A dashboard with credit, receipts and what needs action.
Who it's for.
- Consórcio advisors
- Consórcio sales offices and teams
Product screens.
Real product screens.
Frequently asked questions.
Yes: multi-company, with role-based access (advisor, assistant, manager).
Get your consórcio operation out of the spreadsheet.
Conte seu caso. Respondemos com o próximo passo — sem compromisso.
Talk to us