ON La Evolución
Product: CSG-360
Your whole sales team working on the same pipeline
Opportunities in kanban, list and calendar views, with email, tasks and quotes attached to every deal. Plus a mobile app that records what happens on the road by voice.
What it includes
- Opportunities and sales pipeline
- Tasks and sales activity
- Quotes from the opportunity
- Integrated email and tracking
- Mobile app with voice AI
- Automatic leads from your website and inbox
- History and change tracking
- Sales reporting
- +1 module
The CRM is where your company's sales work lives: every opportunity with its customer or prospect, its owner, its source, the amount at stake and the stage it is in. The same information can be seen as a kanban board to drag deals between stages, as a list to work with filters across many deals at once, or as a calendar to see what is due this week.
Everything else builds up around the opportunity: pending tasks with their owner and reminder, the quotes that have been sent, the team's comments, documents, and the history of which stages it went through and when. Company email is read and answered inside the CRM itself, and when the customer replies their answer is assigned automatically to the right opportunity, so the whole thread sits where anyone on the team can read it.
The same goes for WhatsApp, to reach customers on the channel they actually answer. Leads come in on their own from your website form and from enquiries arriving by email, which AI reads to extract the details. And for those out on the road there are Android and iOS apps: opportunities are created and meeting outcomes dictated by voice, without waiting to get back to the office.
The sales pipeline
Kanban, list and calendar: the same pipeline seen three ways
A CRM exists so you can tell, at any moment, how much business is open and where each deal stands. In CSG-360 that information is single and can be viewed in three different ways, depending on what you need to do with it.
Kanban board
Every opportunity is a card and every column a stage. Drag it from one to another and the change is recorded with its date, so the history of where it has been writes itself.
List with filters
For working in volume: filter by owner, source, sector or amount, sort by expected close date and act on many deals at once.
Calendar
To see what is due this week and what has slipped. Opportunities that pass their expected date raise their own alert.
You define the stages for each opportunity type, because a maintenance contract is not sold the way a turnkey installation is. And prospecting is kept apart from qualified business, so the pipeline figure is not inflated by what is still just a list of contacts.
Customer conversations
The thread with the customer stops living in a personal inbox
Company email is read and answered inside the CRM itself. When the customer replies, their answer is assigned automatically to the right opportunity, so the whole conversation sits where anyone on the team can read it, and it is still there the day that person is on holiday or leaves the company.
The same goes for WhatsApp, through the official WhatsApp Business API: messages are sent from the customer record and stay logged in the system, not on the personal phone of whoever sent them.
Everything that builds up around an opportunity
- Tasks with an owner and a reminder. The follow-up call, the visit, sending the proposal. They split into subtasks and record the time spent.
- Quotes. Generated from the opportunity itself, with the customer and their terms already filled in, showing how many were sent and which one was accepted.
- Team comments and attached documents, so context is not lost between departments.
- Stage history with dates and users with access, because a rep can work only with their own portfolio while the manager sees the whole pipeline.
Reps on the road
Dictate the visit on the way out and the CRM writes it up
People who sell are not sitting at a desk: they are in the car, on a site or in the next customer's waiting room. That is why the CRM has native Android and iOS apps, and why they can be used by speaking.
After a meeting, the rep says out loud how it went. AI transcribes it, files it into the right fields and updates the opportunity: the outcome, the next step, the follow-up date. New opportunities can be created by dictating the details too, without typing a thing.
What makes this matter is not convenience: it is that information not recorded in the moment never gets recorded at all. A CRM dies the day updating it costs more than not updating it.
What it includes
CRM and sales management
9 modules
Opportunities and sales pipeline
The complete sales pipeline in three views of the same information: kanban to move each opportunity from stage to stage, a list to work in volume with filters, and a calendar to see what is due this week.
Tasks and sales activity
Every opportunity builds up its own tasks (the follow-up call, the visit, sending the proposal) assigned to a person with a deadline and a reminder.
Quotes from the opportunity
The sales quote is generated from the opportunity itself, with the customer and their commercial terms already filled in, and stays linked to it.
Integrated email and tracking
Company email is read and answered inside the CRM itself, and every message stays attached to the opportunity it belongs to.
Mobile app with voice AI
Native Android and iOS apps for reps working on the road: walking out of a meeting they say out loud how it went, and AI transcribes it and updates the opportunity.
Automatic leads from your website and inbox
Your website contact form creates the opportunity in the CRM the moment somebody submits it, with its source tagged and its owner assigned.
Show the remaining 3 modules
History and change tracking
Every opportunity keeps a record of where it has been: the stage history with dates, the team's comments, attached documents and who has access to it.
Sales reporting
Reports that come from the team's real activity rather than a summary somebody fills in on Fridays: pipeline by stage and owner, quotes sent and accepted, and average time to close.
Customer Service
Turn any company mailbox into tickets with an assigned team, a priority and a board: every incoming email stops being a message somebody has to remember to answer.
Success stories
Companies already using it
Cosferla
Product: CSG-360
Sector: Industry and manufacturing
El Siete Formación
Product: CSG-360
Sector: Training
Grupo Inverdama
Product: CSG-360
Sector: Services and maintenance
Clearing things up
Frequently asked questions
Answers to what we get asked most.
Can sales reps work from their phone?
Yes, with Android and iOS apps. On top of viewing and updating their opportunities, reps can create them by talking: they dictate the details and AI files them into the right fields. After a meeting they say out loud how it went and that outcome is recorded on the opportunity, without waiting to get back to the office.
Do leads from my website come in automatically?
Yes. Your website contact form, whether built in WordPress or custom, creates the opportunity in the CRM the moment somebody submits it, with its source and owner assigned. Enquiries arriving by email also become leads: AI reads the message and extracts the contact details and the reason for writing.
What happens to the emails I exchange with the customer?
They are read and answered from the CRM itself, and every message stays attached to its opportunity. When the customer replies, their answer is automatically assigned to that same opportunity, so anyone on the team can read the whole thread and it does not stay in the personal inbox of whoever was handling the deal.
Can I see the pipeline the way that suits me?
The same information is shown as a kanban board, a list and a calendar, and you switch between them with one click. You define the pipeline stages for each opportunity type, and prospecting is kept separate from qualified business.
Is the CRM connected to quotes and invoices?
Yes, and that is the difference from a standalone CRM. The quote is generated from the opportunity itself with the customer details already filled in, and on acceptance the opportunity moves stage and can generate the project or order. What was quoted and what ended up invoiced stay connected, with no retyping.
Can I limit which opportunities each rep sees?
Yes. Permissions are set per profile and each opportunity has its own users with access, so a rep can work only with their own portfolio while the manager sees the whole pipeline.