Commercial
Sell without spreadsheets.
CRM, quotes, contracts, billing and collections in one product. Leads from Marketing and tickets from Support arrive with no retyping.
- 17 modules
- 2 products talk with it
What Commercial does
Sales · Pipeline
From first contact to contract.
Leads, accounts and opportunities in a pipeline that moves with a single gesture. Account 360 brings together each customer’s company tax ID (CNPJ) status, health, monthly recurring revenue (MRR), contracts and deals.
Grupo Vértice’s pipeline, stage by stage.Grupo Vértice · fictional company · illustrative data Sales · Today
Every morning starts with the right queue.
Today puts overdue follow-ups, the day’s meetings, cadence steps and hot leads in order. Every item says why it is there: no black box.
Today’s queue, with the reason for each item.Grupo Vértice · fictional company · illustrative data Service · Omnichannel Inbox
Every conversation in one inbox.
WhatsApp, e-mail and SMS arrive in the same inbox, each conversation with a response deadline and an owner. The inbox warns you before you send a message outside WhatsApp’s 24-hour customer-service window.
Channels are connected at implementation; WhatsApp runs through Meta’s official Cloud API, with your company’s number.
WhatsApp, e-mail and SMS conversations in one inbox, each with a deadline and an owner.Grupo Vértice · fictional company · illustrative data Finance · Dunning cadence
From quote to Pix, on one thread.
Quotes with discount approval, contracts with a signature timeline, recurring invoices with MRR and a dunning cadence designed step by step: the day, the channel and the message.
Pix (Brazil’s instant payments), boleto (the bank payment slip) and dunning delivery are switched on at implementation, with your company’s payment provider and channels.
The dunning cadence, from the first reminder to credit-bureau reporting.Grupo Vértice · fictional company · illustrative data
17 modules, as the product shows them.
The same groups and the same names as the Commercial menu.
Collections the way Brazil pays.
Pix, boleto, CNPJ and WhatsApp are part of the product, ready for your company’s credentials.
Pix and boleto
Charges issued through your company’s payment provider and tied to the customer’s invoice.
Pix Automático
Recurring Pix, from the customer’s authorization to the recurring charge, with no boleto every month.
MED 2.0
Pix’s dispute mechanism: disputes opened and tracked within the collection itself.
Dunning on WhatsApp
Reminders by WhatsApp, e-mail and SMS, within WhatsApp’s 24-hour customer-service window.
Credit-bureau reporting
With prior notice to the debtor and an audit trail, through the bureau your company contracts.
CNPJ lookup
The account fills itself in from its CNPJ at the Receita Federal, Brazil’s tax authority. A lead from Marketing is not duplicated: the CRM checks the e-mail.
Talks with 2 products.
Commercial sends events and receives them. These are the real events between it and the other products.
Receives
Lead captured
Becomes a CRM lead with no retyping; the e-mail check prevents duplicates.
nexus.marketing.lead.capturedTicket opened
The ticket becomes a note on the account’s opportunity.
nexus.support.ticket.openedTicket resolved
The customer earns health points in Customer Success.
nexus.support.ticket.resolved
Sends
Churn risk
The customer’s open tickets move up in priority in Support.
nexus.commercial.churn.risk
Only events that already take effect in the receiving product appear here. CPF, CNPJ, phone, Pix key and address stay out of events between products.
How the products talkCommon questions
Do I need other products to use Commercial?
No. Commercial works on its own, and TIZ comes included. With Marketing or Support active, they start exchanging events with Commercial.
Does Commercial collect by Pix and boleto?
Yes, through your company’s payment provider, connected at implementation. The same goes for Pix Automático and for disputes through MED 2.0.
How does Today decide the order of the queue?
With a score of known weights: a meeting about to start, an overdue cadence step, a stalled deal, the stage, the value and a hot lead. Every item shows why it sits where it does.
How does WhatsApp work in Commercial?
Through Meta’s official Cloud API, with your company’s WhatsApp Business number, connected at implementation. The inbox warns you before you send a message outside WhatsApp’s 24-hour customer-service window.
Can I bring over the data from the system I use today?
The financial data, yes. The importers bring customers, suppliers, invoices, payables, opening balances and the chart of accounts from Omie, Conta Azul, Nibo, QuickBooks or a spreadsheet.
Where is my customers’ data stored?
In São Paulo, isolated per company in the database, with personal data encrypted field by field. Individual and company tax IDs (CPF, CNPJ), phone numbers and Pix keys stay out of the events between products.