All your channels. One operation.

The Brazilian CRM for teams that sell through conversations. WhatsApp, Instagram, LinkedIn, and email stay in one commercial flow. Every opportunity has an owner, and the payment link goes out inside the conversation.

The diagnosis shows where your sales get stuck. Start there and scale without switching systems.

Who already operates this way

José VicenteEditor · Forbes
Fernanda Leal Moura
André Rosa
Anna Clara
Reginaldo Pereira
Renan Porto
Samuel Alves
Marcos Ferreira
Marcos Daniel
Anna Clara & Samuel Alves

What nobody measures

A lost lead never makes a sound. They just stop buying.

What was agreed is in an audio.

It’s in the history, labeled, on the lead’s record.

Whoever sees it first replies.

Each conversation has an owner and a stage.

The next step lives in someone’s head.

It becomes a dated task, on the responder’s calendar.

The “yes” turns into a charge next week.

The payment link is sent inside the conversation.

At month-end, someone says "the market was weak." Often, the operation simply lacked structure.

The system live

The entire operation, on one screen.

Pipeline: each opportunity has a stage and owner.

Socialfy CRM pipeline with named stages, opportunity cards and owners — sensitive data blurred — Actual captures from Socialfy CRM · names, messages and amounts blurred

Socialfy CRM dashboard with opportunity and appointment indicators — values blurred — Actual captures from Socialfy CRM · names, messages and amounts blurred

House detail

They live in there.

Sofy, Motti and Nex appear when a search returns no results, when the team hits a target and on channel monitoring screens. The interface shows the state of the operation.

Sofy · takes care of conversations
Motti · chases stalled payments
Nex · connects the channels

The system, chapter by chapter

Six areas where the operation stopped turning into revenue.

Prospecting

Your pipeline shouldn’t wait for leads to show up.

You define role, industry, and region. Invites go out from your LinkedIn account, within a configured daily limit that reduces operational risk.

When someone accepts, they enter as an opportunity with an owner. The first message is held for your approval before sending.

Real Socialfy Prospector dashboard: prospecting funnel with imports, invites, accepts, conversations and replies, active campaigns and daily send limits — names blurred — Real capture · sensitive data blurred

Inbox

Connected channels land in the same place.

WhatsApp, Instagram, LinkedIn, and email in the same inbox. The agent sees where the person came from and what has already been discussed before replying.

Leads from prospecting arrive as pipeline contacts with the source labeled. The system does not create a new record for every attempt.

Whoever replies sees the history first. Clients do not have to repeat their story or hear a promise someone already ruled out.

Team inbox in Socialfy CRM: multi-channel conversation queue with history and contact panel — sensitive data blurred — Real capture · sensitive data blurred

Pipeline

Each opportunity with an owner and stage.

The conversation becomes a deal on a board. Drag it through stages and see at a glance where it’s stuck.

Every conversation has an owner. It is clear who should reply, reducing the risk of a client slipping through.

Socialfy CRM pipeline with columns per stage, opportunity cards and owners — sensitive data blurred — Real capture · sensitive data blurred

Schedule and follow-up

What’s agreed has a date and an owner, not just memory.

You send the link, the client picks a time, the system confirms and reminds. Those who ghost get re-engaged without you having to remember.

Team calendar in Socialfy CRM with a week full of distributed appointments — names blurred — Real capture · sensitive data blurred

Payments

Turn “yes” into revenue — inside the same conversation.

Payment link in the chat where the client is already talking to you. No switching systems, no sending data outside, no “I’ll check later.”

This is where most operations lose money they already earned.

WhatsApp conversation in Socialfy CRM: invoice created and message with payment link sent inside chat — names, messages and amounts blurred — Real capture · sensitive data blurred

Reputation

A happy client brings the next one.

At the right time, the system asks for a review. Your Google reputation starts working for you, and the next conversation comes because the last one succeeded.

illustrative demo

Socialfy ecosystem

There are plenty of tools already.

It is losing context between them. Socialfy connects approved channels and products so the sale continues where it stopped.

Socialfy CRMCommercial memory. What happens here, stays here.

Socialfy ProspectorRight decision-makers entering the conversation.
Socialfy NexusThe whole WhatsApp conversation, off anyone’s phone.
ECOThe recorded screen that becomes a proposal in the chat.
FormFlowThe lead arrives with context, not guesswork.

Instagram
WhatsApp
E-mail

Integrations

Talk to what you already use.

We do not claim to connect everything. We show what works today.

Capture

A lead becomes a labeled contact.

Source, campaign and response stay with the person. They are not trapped in a separate report.

connectors published as verified

Channels

The conversation enters the single inbox.

Your team replies through connected channels, with the history on screen.

connectors published as verified

Calendar

The meeting lands on the right calendar.

The client chooses a time and the appointment is created with an owner, reminder and record.

connectors published as verified

Payment

The charge comes from inside the conversation.

The link is born in the chat and the status returns to the deal record.

connectors published as verified

One conversation, from start to finish

Context follows every step.

Nexus
You record the screen from inside the chat, no other tool needed.
ECO
The link drops into the message field. You press send.
The lead
Watches without creating an account, on desktop or mobile.
FormFlow
Answers the quiz and receives a diagnosis with a result range.
Socialfy CRM
Becomes a labeled contact in the pipeline, with an assigned owner.

Connected products record context in the same CRM history.

Implementation

Implementation prepares the system with your team.

Signing up is quick. The real work is getting the team to use it, and onboarding handles that with you.

Diagnosis
We map your channels, stages and owners before any screen. Process comes first.
Setup
Pipeline, calendar, permissions and templates configured around your operation.
Import
Contacts and history are brought in according to the scope defined during implementation. The team preserves what was validated for migration.
Team operating
The team answering inside the system, with routines and an owner per conversation.

Plans

Choose your plan and start today

Start at the level that fits your moment and grow as needed. No commitments.

Prices are for Socialfy CRM. Terms for Prospector, Nexus, ECO and FormFlow are presented in the conversation.

Centralize

Your entire operation in one place.

R$197/month

Get started

What’s included

✓ Unified inbox: WhatsApp, Instagram and email in one place
✓ Full CRM: contacts, history and labels
✓ Sales pipeline (stage board)
✓ Calendar with link and automatic reminder
✓ Mobile app
✓ Forms and capture pages
✓ Website chat widget: visitors drop straight into the CRM
✓ Tasks, notes and reminders per contact
✓ Ready funnel and pipeline templates to get started fast
✓ Message templates ready to use
Up to 2 users · 1 WhatsApp instance

✦ MOST CHOSEN

Convert

The operation that works and charges itself.

R$397/month

Start now

What’s included

✓ Everything in Centralize
✓ Automations: greets, replies and follows up on its own
✓ Reactivates leads who stopped replying, without you remembering
✓ Payments: payment link in the conversation
✓ Sites, funnels and capture forms
✓ Email marketing + social scheduling
✓ Contact and campaign segmentation by label
✓ Custom triggers and flows
✓ Social planner: schedule social posts
✓ Proposals and quotes with signature
Up to 5 users · WhatsApp + Instagram

Scale

To scale with team and reputation.

R$697/month

Get started

What’s included

✓ Everything in Convert
✓ LinkedIn integration: message decision-makers and publish in the same place
✓ Reputation: automated Google reviews
✓ Advanced reports (source and conversion)
✓ Automatic lead distribution among sellers
✓ Numbers with call tracking by channel and campaign
✓ Member area and webphone
✓ Courses and member community
✓ Contracts and documents with signature
✓ Business dashboards by source
✓ API access and webhooks
Multi-user · WhatsApp + Instagram + LinkedIn · extra instance = add-on

Enterprise

For operations that need more.

Custom

price according to operation

What’s included

✓ Everything in Scale
✓ Users and instances on demand
✓ Sub-accounts and replication across units
✓ Dedicated onboarding and implementation
✓ Priority support with SLA
✓ Dedicated account manager

Connects with what you already use

Instagram

Google

E-mail

Compare

Compare plans

Resources	Centralize	Convert	Scale	Enterprise
Unified inbox (WhatsApp, IG, email)	✓	✓	✓	✓
Full CRM (history and labels)	✓	✓	✓	✓
Sales pipeline and tasks	✓	✓	✓	✓
Calendar with link and reminder	✓	✓	✓	✓
Mobile app	✓	✓	✓	✓
Automations and follow-up	—	✓	✓	✓
In-chat payments	—	✓	✓	✓
Sites, funnels and forms	—	✓	✓	✓
Email marketing and social scheduling	—	✓	✓	✓
LinkedIn integration	—	—	✓	✓
Google reputation	—	—	✓	✓
Advanced reporting	—	—	✓	✓
Member area and webphone	—	—	✓	✓
Dedicated onboarding and SLA	—	—	—	✓
Users	2	5	Multi	On demand
Channels	WhatsApp + IG	WhatsApp + IG	+ LinkedIn	On demand

✓ Official integration · WhatsApp + Instagram

WhatsApp and Instagram official, done right.

Your number runs within Meta’s rules and business verification happens through Socialfy. No hacks and no risk of losing the channel mid-operation.

Frequently asked questions

What everyone asks before joining.

Short, honest answers. Anything that depends on your case we’ll answer in the conversation.

Do I need to start from scratch or can I bring my contacts?

Yes, according to the migration scope defined during implementation. We validate contacts, fields, and history before importing.

Does my WhatsApp stay the same number?

It depends on the connection method and your current number. Implementation reviews the scenario and recommends the approved option for your operation.

Can my team use it without being technical?

Yes. Anyone who uses WhatsApp can use Socialfy. Onboarding trains the team in your process, not a generic system.

Does each person only see their stuff?

Yes. User permissions: each person sees their conversations and opportunities, while managers see everything.

Can I build the pipeline my way?

Yes. Stages, names and order are yours. The pipeline mirrors your process — not the other way around.

Works on mobile?

Yes. You can monitor and reply from your phone — conversations don’t wait for you to sit at a desk.

If a lead stalls, does the system notify?

When configured, a stalled lead can create an alert and a follow-up task with an owner and date.

Is there a contract or commitment?

No. You sign up, use it, and if it’s not for you, cancel anytime.

If I leave, can I take my data?

Yes. Contacts, conversations and history are yours and come with you.

Your team doesn’t need another tool. They need to make sure no conversation dies on the way.

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