By Technify · AI CRM for teams that sell on WhatsApp
The CRM that fills itself in.
Cora reads WhatsApp and your meetings, creates and updates every deal with AI, enriches the lead from company records and tells Meta who became a customer. Your team keeps selling on WhatsApp.
The problem
Your team sells on WhatsApp. Your CRM never finds out.
Ads show clicks, WhatsApp holds the conversations and the CRM only knows what someone remembered to type. In the end nobody knows which campaign sells, and Meta keeps optimizing for people who just click.
01
Campaigns without an ending
Ads Manager counts leads but not which ones became sales. Budget flows to the ad that brings browsers.
02
Conversations that never become data
The lead shared budget, timing and objections on WhatsApp and in the meeting. None of it reached the CRM.
03
A CRM nobody feeds
Sellers are busy talking to customers. Typing every lead and moving every card gets left for later, and later never comes.
04
Gut-feeling forecasts
The monthly target lives in an optimistic spreadsheet, and the manager finds the gap on the 25th.
From ad to sale
Know which ad sold, not just which one got the click.
Cora stores the source of every lead, from the click-to-WhatsApp ad, the form or the website, and follows it to the sale. When the AI confirms the lead is good, and when they buy, Meta receives that signal with the sale value. Your ads start looking for buyers, not clickers.
Source captured automatically
Click-to-WhatsApp ads, UTMs, forms and the website land on the card on their own.
The right signal for Meta
Not just "message received": qualified lead and sale with value, decided by AI from the conversation.
Budget where sales happen
Compare campaigns by sales and cost per sale. Ideal to prove paid traffic results.
Ad
Meta Ads
- Click to WhatsApp
- October campaign
- Video creative 03
Lead
Ana Ribeiro
- Messaged on WhatsApp
- Source saved on card
- Nobody typed a thing
Qualified
By AI
- Read the chat
- Budget and timing ok
- High confidence
Sale
R$ 18,400
- Annual contract
- Seller Carla
- 12-day cycle
Signals sent back to Meta
Conversions API · decided by AI reading the conversation
- Lead sent
- Lead qualified by AI sent
- Sale with value sent
Campaigns by sales, not clicks
Illustrative example with fictional data.
WhatsApp that becomes CRM
AI reads the chat, qualifies the lead and moves the pipeline.
An evolution of Zapito. While your team chats, the AI picks up interest, budget, timing and who decides, creates the card, fills the fields and changes the stage. Every change shows the chat excerpt and a confidence level.
Ana Ribeiro
via WhatsApp ad · October campaign
AI reading the chat
- Interest
- Team plan · 3 locations
- Pain
- Lost follow-ups
- Decision maker
- Yes · partner
- Timing
- This month
- Budget
- Up to R$ 2k/mo
Qualification score
0
Qualified
Evidence
Confidence: High
“I'm a partner and want to solve this this month.”
Clinics pipeline
Suggest onlyAutomatic- Fields filled from the conversation
- Evidence and confidence on every change
- Suggest-only or automatic mode
- Critical fields can be locked
Illustrative example with fictional data.
Lead received
Ana Ribeiro
ana@aurelis.med.br · +55 41 9 8xxx-xxxx
Enriching with public data…
Company
Federal Revenue · open CNPJ data
- Legal name
- Aurelis Serviços Médicos LTDA
- CNPJ
- 41.927.358/0001-07
- Activity (CNAE)
- 8630-5/03 · Outpatient medical care
- Size
- Small business
- Founded
- 2017 · Curitiba, PR
- Partners
- 2 partners · Ana Ribeiro is managing partner
Google and website
Google business profile and website
- Google profile
- Rating 4.8 · 212 reviews
- Locations
- 3 addresses in Curitiba
- Website
- aurelis.med.br · online booking
AI suggestion
Talk to Ana about lost follow-ups across the 3 locations. She is the managing partner and decides alone.
Illustrative example with a fictional company and CNPJ.
Enrichment built for Brazil
Got just a name? The card completes itself.
From the CNPJ, the email domain or the website, the card gets public Federal Revenue records, the company's Google profile and details from its site. Sellers walk into the first conversation knowing who they are talking to.
01
Made for Brazil
CNPJ, CNAE, company size and partners from open Federal Revenue data.
02
Source on every field
Each piece of data shows where it came from, so the team trusts what it reads.
03
Fit scored
Leads arrive already ranked against your ideal customer profile.
Meetings and calls
Every meeting becomes a summary, insights and a next step.
Cora transcribes Google Meet meetings, understands objections and agreements and logs everything on the deal card. Phone calls come right after, in the same place. Managers know what happened without listening to an hour of recording.
Transcript and summary
Meet meetings transcribed, with summary and agreements inside the card.
Objections mapped
See which objections come up most and at which stage deals stall.
Coaching with data
Talk time, questions and next steps for each seller, conversation by conversation.
Demo · Clínica Aurelis
Google Meet · 32 min · 3 participants
Carla 04:10
Let me show you the dashboard for all three locations.
Ana 09:32
Nice. Can each location see only its own schedule?
Paula 18:05
For me it's about price. Does it fit November's budget?
Carla 27:40
It does. I'll send the proposal starting in November.
AI insights
- Participants2 decision makers
- ObjectionNovember budget
- RequestPer-location view
- SentimentPositive
Talk time
Summary saved on card
Two decision makers on the call. Asked for a per-location view. Proposal starting in November.
Illustrative example. Recording and transcription follow participant consent.
Ready in minutes
Pipeline running on day one. Your way.
Start from a ready-made template for your industry and adjust whenever you want: drag stages and fields, build no-code automations and give each role the right access. No consultants, no weeks of rollout.
Fields
- Text
- Number
- Currency
- Date
- List
- CNPJ
- Owner
- File
Stages
Card fields
- ProcedureList
- LocationList
- SourceList
- Drop here
Automation
ActiveWhen
a card enters Proposal
If
Treatment value above R$ 10k
Then
- Notify the manager on WhatsApp
- Create a follow-up task in 2 days
Industry templates
Clinics, education, real estate, solar and services, ready to use.
No-code fields and automations
Drag, configure, done. When, if and then rules.
Permissions and audit
Role-based access and a history of every change, made by a person or by AI.
Performance and forecast
Know who sells, what converts and what is coming in.
With campaign, conversation, meeting and stage in one place, management stops relying on incomplete data. See first response time, conversion by stage and by seller, and the weighted forecast of your pipeline.
Sellers · October
Diego is slow to reply and loses more on the timing objection. Worth reviewing his response routine.
Revenue · actual and forecast
- Actual
- Forecast
- Likely range
- Target
- Quarter forecast
- R$ 812k
- Weighted pipeline
- R$ 1.1M
- Stalled deals
- 7
Performance per lead
Source, score, time stuck in stage and next step for every deal.
Performance per seller
First reply, conversion by stage, revenue and objections, side by side.
Weighted forecast
Month and quarter projection based on each deal's value and stage.
Illustrative example with fictional data.
Who it's for
For teams that sell on WhatsApp and invest in paid traffic.
SMBs with 2 to 20 sellers, consultative sales closed in the chat and ads running on Meta. If you spend on ads and don't know which campaign sells, or your team doesn't feed the CRM, this is for you.
Swipe to see other segments
Illustrative example with fictional data.
Paid traffic agencies
Prove to clients that their traffic sells.
Show clients which campaigns turn into sales, not just leads. Cora becomes the proof of results for your traffic management.
- Campaigns compared by sales and cost per sale
- Qualified leads and sales with value sent back to Meta
- Partner program for agencies
Client report
Campaign
- Meta · Click to WhatsApp14 sales
- Meta · Instant form11 sales
- Meta · Website retargeting4 sales
0
Attributed sales
Illustrative example with fictional data.
How it works
Four steps to a CRM that fills itself in.
- 01
Connect your channels
WhatsApp via the official API, Meta Ads, your website and Google Meet. Takes minutes.
- 02
Pick your template
A pipeline ready for your industry. Adjust stages, fields and automations anytime.
- 03
AI gets to work
Reads chats, qualifies, creates and moves cards with evidence and sends the right signals to Meta.
- 04
Decide with data
Campaigns by sales, sellers by conversion and the monthly forecast in one dashboard.
Comparison
Traditional CRMs wait for someone to type. Cora fills itself in.
Traditional CRMs depend on seller discipline and weeks of rollout. Cora starts on day one, with data flowing in on its own.
Cora- Data entry
- Manual, depends on seller discipline
- Automatic by AI, with the chat excerpt as proof
- Integration, extension or paid add-on
- Native: reads, qualifies and moves the card
- Attribution
- Up to the lead, at best
- From the ad to the sale with value, sent back to Meta
- Meetings and calls
- Add-on or pricier plan
- Transcription and analysis next to the pipeline
- Enrichment
- Global email and phone databases
- CNPJ, Google profile and website, built for Brazil
- Rollout
- Weeks, often with consultants
- Minutes, with a ready template for your industry
- Pricing
- Per user, often in dollars, plus add-ons
- Per company, in BRL, users included
- Management
- Reports on incomplete data
- Seller performance and forecast on real data
General comparison with the traditional CRM model, naming no vendor. Features vary by tool and plan.
Integrations
Connected where your sales already happen.
Cora brings together channels that live apart today and feeds results back to your ads.
At launchWhatsApp Business
Meta's official API, with coexistence on the app. Chats read and linked to the card.
At launchMeta Ads and Conversions API
Source of every lead and qualified lead and sale-with-value signals back to Meta.
At launchGoogle Meet
Meetings transcribed, with summary and agreements on the card.
At launchWebsite and forms
UTMs and landing page captured on every form.
Coming nextPhone
Calls logged, recorded with consent and analyzed.
Coming nextGoogle Ads
Offline conversions to optimize search campaigns.
Integration roadmap subject to change before launch.
Early access
Cora is in the works.
Pricing comes at launch: a per-company plan in BRL with users included. Joining the list now means you test first and help decide what comes first.
Cora
Status: In preparation
Price
Set at launch
Part of the Technify platform
- Per company, in BRL, users included
- Start on Zapito and upgrade without reconfiguring
- Connects with Technify's AI agents
Why join now
- Access before general availability
- Special terms for the first cohort
- Assisted migration from your current CRM
- A say in what ships first in Cora
No charge now. You decide when access opens.
Frequently asked questions
What is Cora?+
It is Technify's AI CRM for teams that sell on WhatsApp. It reads chats and meetings, creates and updates every deal on its own, enriches leads from company records, links each sale to its source campaign and tells Meta who became a customer.
Will the AI make mistakes and mess up my pipeline?+
Every change made by the AI shows the chat excerpt that justifies it and a confidence level. You can start in suggest-only mode, where the seller approves each change, and lock critical fields so only people can edit them.
I already have a pixel and the Conversions API on my site. What changes?+
The pixel sees clicks and forms. Leads from click-to-WhatsApp ads and sales closed in the chat are invisible to it. Cora sends Meta qualified lead and sale-with-value signals, decided by AI from the conversation.
Can my WhatsApp number get banned?+
The main plans use the official WhatsApp Business API, with coexistence on the phone app. Unofficial connections, if offered, will be restricted and come with a clear risk warning.
Is it safe for AI to read conversations? What about LGPD?+
The AI only reads conversations from the connected business number. There are role-based permissions, an audit trail, configurable retention and consent for recordings. You can export all your data whenever you want.
Will my team need to change how they work?+
No. Sellers keep working on WhatsApp. The CRM updates itself and managers gain visibility without chasing anyone to fill it in.
Does it work with meetings and calls?+
Google Meet meetings are transcribed, summarized and analyzed from launch. Phone calls come next, on the same card. Recording follows participant consent.
How does lead enrichment work?+
From the CNPJ, the email domain or the website, the card receives open Federal Revenue data, such as legal name, activity, size and partners, plus the company's Google profile and details from its site. Every field shows its source.
Can I migrate from my current CRM?+
Yes. There is import from the most used CRMs in Brazil and from spreadsheets, and the first cohort gets assisted migration. If you prefer, start with Zapito in parallel and migrate once the data proves the value.
What is the difference between Cora and Zapito?+
Zapito is Technify's WhatsApp CRM and the entry point. Cora goes further: it qualifies and moves the pipeline with AI, links sales to campaigns, analyzes meetings and forecasts revenue. Zapito users upgrade without reconfiguring number, users or data.
I run a paid traffic agency. Can I use it with my clients?+
Yes, and it is one of the use cases we are most excited about. With Cora, agencies show which campaigns turn into sales. Reach us at contato@technify.cloud to learn about the partner program.
When does it launch and how much will it cost?+
Cora is in preparation and pricing will be announced at launch, with a per-company plan in BRL and users included. Join the list for early access and first-cohort terms.
Join the list.
Stop feeding your CRM.
Cora is in the works. Leave your name, email and company and we will let you know when access opens.