Your funnel demands the next action. You just decide.

FAYOL's CRM is not a contact list. Each deal shows, by its color, whether the next conversation is scheduled, late or forgotten.

See pricing Get started

New contact

Arrives through the website form, an import, or typed in on the spot.

Probability 10%Stage deadline: 7 days

What it solves

Hover over the cards.

A deal with no next action turns red

The card shows whether the activity is scheduled, overdue or never existed.

The stage asks for what is missing

Required fields per stage: if left blank, the deal does not advance.

One client, one record

A repeated CNPJ is blocked as you type, and duplicates found are merged.

Monthly contracts become forecast

Recurring items count toward the month's recurring revenue, the MRR.

The report tells the story

The numbers come from the event history, not from today's snapshot.

Everyone sees what's theirs

Without permission to see everything, a person only sees their own accounts.

The card's color is a question answered.

Pick one of the three readings.

Sales funnel · deal card

Portal rollout

R$ 18,400

Construtora do Vale

ReferralHigh

4AM

Next activity: meeting, August 22

From first contact to cash

Four milestones, no typing anything twice.

01
Comes in on its own
The public form sends the lead from your website straight into the funnel.
02
Moves on a schedule
Each stage has a deadline. Stalled past it, the deal shows up as rotting.
03
Closes with a reason
Won opens a project. Lost only goes through with a reason picked from the list.
04
Becomes forecast revenue
The revenue goes into Finance, as a single or monthly installment.

The outcome happens as you drag

The two zones appear when the card leaves its spot. Move the cursor to one of them.

Portal rollout

R$ 18,400

Can open the project in FAYOL, client included
Posts the forecast revenue in Finance
A monthly item becomes one installment per month

Requires a reason, picked from the workspace list
The reason feeds the loss report
The deal stays in the history, it does not vanish

Funnel, contacts, activities, goals and forecastFunnel, contacts, activities, goals and forecastFunnel, contacts, activities, goals and forecastFunnel, contacts, activities, goals and forecastFunnel, contacts, activities, goals and forecastFunnel, contacts, activities, goals and forecast

What comes included

No extra module, no separate charge.

For the daily routine

A raw contact comes in as a lead, gets qualified and becomes a deal when it makes sense.

Call, meeting, task, email and visit, with the most important one pinned to the top.

One-time or monthly price. With items, the deal value is their sum and the field locks.

Text, number, date or list, the way your sales process asks.

Tag however you like and save the search you repeat every week.

For those who demand results

Goals per period and a revenue forecast, with the recurring part added up separately.

Conversion by stage, loss reasons and performance by person, counted from the events.

The sweep runs every day and the bell flags what went past the stage deadline.

When you move the card, the system creates the activity or changes the owner.

Contact and company with everything that has happened, including past deals.

Getting started doesn't hurt

Bring your spreadsheet

Import and export by CSV. Your existing customer base comes in whole.

Deleted by mistake

The trash keeps it for 30 days and restores it in one click.

Each person, their own accounts

Visibility by owner is decided in the database, not just on screen.

A won deal opens the project in the same system, with the client attached. See how projects work

Activity-driven funnel
Required fields
Loss reason
Public form
Recurring revenue
30-day trash

Before switching CRMs

Including what it does not do.

No. There is no WhatsApp integration, mass email sending or dialer. The CRM organizes what your team does; the conversation keeps happening where it already happens.

No: the CRM is a FAYOL module and comes with the plans. Whoever manages the funnel needs the CRM permission, set in Roles.

You choose. There is a permission to see all deals; without it, each person sees only the ones they created or are responsible for, and this rule is enforced in the database.

The CRM generates a public form address. You put the link on your website and whatever is filled in lands in the funnel as a lead, with nobody copying anything.

You can open the project in FAYOL from the deal and post the forecast revenue in Finance. A monthly item becomes one installment per month, for as many months as you specify.

It goes to the trash and stays there for 30 days, with a restore button. After that, the automatic cleanup deletes it for good.

The CRM does not live alone

It sits next to projects, finance and meetings, with the same login and in the same workspace. What you sell today is what your team delivers tomorrow, and the money shows up in both places.

Start with the funnel you already have.

Import your spreadsheet, schedule the next conversation for each deal and let the system chase the rest. Try it for 7 days, no card required.

I have an account Get started

Your funnel demands the next action. You just decide.

FAYOL's CRM is not a contact list. Each deal shows, by its color, whether the next conversation is scheduled, late or forgotten.

See pricing Get started

New contact

Arrives through the website form, an import, or typed in on the spot.

Probability 10%Stage deadline: 7 days

What it solves

Hover over the cards.

A deal with no next action turns red

The card shows whether the activity is scheduled, overdue or never existed.

The stage asks for what is missing

Required fields per stage: if left blank, the deal does not advance.

One client, one record

A repeated CNPJ is blocked as you type, and duplicates found are merged.

Monthly contracts become forecast

Recurring items count toward the month's recurring revenue, the MRR.

The report tells the story

The numbers come from the event history, not from today's snapshot.

Everyone sees what's theirs

Without permission to see everything, a person only sees their own accounts.

The card's color is a question answered.

Pick one of the three readings.

Sales funnel · deal card

Portal rollout

R$ 18,400

Construtora do Vale

ReferralHigh

4AM

Next activity: meeting, August 22

From first contact to cash

Four milestones, no typing anything twice.

01
Comes in on its own
The public form sends the lead from your website straight into the funnel.
02
Moves on a schedule
Each stage has a deadline. Stalled past it, the deal shows up as rotting.
03
Closes with a reason
Won opens a project. Lost only goes through with a reason picked from the list.
04
Becomes forecast revenue
The revenue goes into Finance, as a single or monthly installment.

The outcome happens as you drag

The two zones appear when the card leaves its spot. Move the cursor to one of them.

Portal rollout

R$ 18,400

Can open the project in FAYOL, client included
Posts the forecast revenue in Finance
A monthly item becomes one installment per month

Requires a reason, picked from the workspace list
The reason feeds the loss report
The deal stays in the history, it does not vanish

What comes included

No extra module, no separate charge.

For the daily routine

A raw contact comes in as a lead, gets qualified and becomes a deal when it makes sense.

Call, meeting, task, email and visit, with the most important one pinned to the top.

One-time or monthly price. With items, the deal value is their sum and the field locks.

Text, number, date or list, the way your sales process asks.

Tag however you like and save the search you repeat every week.

For those who demand results

Goals per period and a revenue forecast, with the recurring part added up separately.

Conversion by stage, loss reasons and performance by person, counted from the events.

The sweep runs every day and the bell flags what went past the stage deadline.

When you move the card, the system creates the activity or changes the owner.

Contact and company with everything that has happened, including past deals.

Getting started doesn't hurt

Bring your spreadsheet

Import and export by CSV. Your existing customer base comes in whole.

Deleted by mistake

The trash keeps it for 30 days and restores it in one click.

Each person, their own accounts

Visibility by owner is decided in the database, not just on screen.

A won deal opens the project in the same system, with the client attached. See how projects work

Activity-driven funnel
Required fields
Loss reason
Public form
Recurring revenue
30-day trash

Before switching CRMs

Including what it does not do.

No. There is no WhatsApp integration, mass email sending or dialer. The CRM organizes what your team does; the conversation keeps happening where it already happens.

No: the CRM is a FAYOL module and comes with the plans. Whoever manages the funnel needs the CRM permission, set in Roles.

You choose. There is a permission to see all deals; without it, each person sees only the ones they created or are responsible for, and this rule is enforced in the database.

The CRM generates a public form address. You put the link on your website and whatever is filled in lands in the funnel as a lead, with nobody copying anything.

You can open the project in FAYOL from the deal and post the forecast revenue in Finance. A monthly item becomes one installment per month, for as many months as you specify.

It goes to the trash and stays there for 30 days, with a restore button. After that, the automatic cleanup deletes it for good.

The CRM does not live alone

It sits next to projects, finance and meetings, with the same login and in the same workspace. What you sell today is what your team delivers tomorrow, and the money shows up in both places.

Start with the funnel you already have.

Import your spreadsheet, schedule the next conversation for each deal and let the system chase the rest. Try it for 7 days, no card required.

I have an account Get started