Sales rep tracking

Available on Pro and Business plans.

What it is

When you connect your sales reps' WhatsApp numbers to Trama, the system can see all the conversations they have with customers. This allows Mission Control to update automatically, without anyone having to enter data manually.

What it enables

• Automatic board updates. If your sales rep sends a quote on WhatsApp, Trama detects it and moves the opportunity to QUOTED automatically.
• Follow-ups with real context. Instead of "contact Lucy", the follow-up says "Lucy hasn't responded to you in 3 days, after you sent her the Porto de Galinhas quote."
• Operation metrics. Average response time of the team, follow-up rate, close rate per sales rep.
• CRM that fills itself. Every interaction is logged without the sales rep having to enter anything into any system.

How to connect

Each sales rep who wants to connect their WhatsApp needs to enable access from the Trama platform. The process takes less than 5 minutes. The sales rep continues using their normal WhatsApp — nothing changes in their workflow.

Numbers included per plan