01
Capture
Create the record at first contact with source, intent, and qualification data.
Renewal pipeline, churn signals, and expansion revenue tracked inconsistently across sales and service teams. In Colombia, Soberan's AI-native CRM connects sales, service, and collections in one system with native WhatsApp.
Renewal pipeline, churn signals, and expansion revenue tracked inconsistently across sales and service teams.
01
Create the record at first contact with source, intent, and qualification data.
02
Apply territory, product, priority, and owner rules before follow-up.
03
Keep conversation, quote, stage, and next action in one history.
Customer evidence
Three locations share one pipeline; every WhatsApp lead is captured with an owner and next action.
Read the full customer story →Soberan connects sales, service, and collections in one system with native WhatsApp. Renewal pipeline, churn signals, and expansion revenue tracked inconsistently across sales and service teams.
Renewal pipeline, churn signals, and expansion revenue tracked inconsistently across sales and service teams. Soberan unifies customer context between ERP and CRM, eliminates duplicates, and lets the agent run automated follow-ups with human approval gates.
The CRM module has a typical 30-day go-live, including integration with WhatsApp Business Platform and existing ERP.