AffiliaTracker

HomePlatformCRM Cloud

CRM Cloud Available

From first contact to supplier order, in a single tool.

Prospects, deals, quotes and orders, all connected. AI researches your customer from their website or tax ID, fills in the record and drafts your next message with real slots from your calendar.

  • Research your customer with AI and let it fill in the record
  • PDF proposals with your template, your products and your volume pricing
  • Full history on one timeline, plus activity, sales and cost-per-channel reports
Book a demo See features

Illustrative interface with fictitious data.

Companies and contacts.

A 360° record of every customer.

360° company record Data, B2B classification (activity code, headcount, revenue), sales segmentation, automatic logo and linked contacts and deals.
AI company research From the website or tax ID, AI finds the company and fills only the empty fields. With a tax ID it first shows you which company it found. Designed for Spanish companies.
Company duplicates Warns you when a company already exists and offers a screen to discard and restore duplicates.
Contacts in several companies A record and timeline for each contact, linked to one or more companies.
Projects tasks on the record Related Projects cards are visible from the company or deal.

Prospects and deals.

From first contact to close, drag and drop.

Prospect board and list Kanban board and list, dragging across 9 stages.
One-click conversion A prospect becomes company, contact and deal, reusing the company if it exists and keeping the AI research.
Discards and LinkedIn log Discarded prospects are set aside and searchable; the timeline tells connection requests apart from InMails.
Deals in list and board Drag and drop, filters, chosen columns and saved views. Views are saved in each person's browser.
Stage history and time report How long each stage takes and what has stalled.
Import prospects from CSV With a downloadable sample template.

Activity and email.

Everything that happened with each customer, in one place.

Unified timeline Notes, calls, emails, meetings, LinkedIn and WhatsApp on one timeline.
Tasks and reminders With type, priority and due date; sending an email lets you schedule the follow-up at 1, 3 or 5 days. Global screen with filters and bulk actions.
Email from the record With each rep's mailbox and signature, CC and variables, and a copy in "Sent".
Scheduled sending Pick the day and time; if the customer replies first, the send is cancelled.
Templates and snippet library Email, LinkedIn and WhatsApp templates with variables, and snippets inserted with "/".
Sync the inbox from the record Pulls that customer's emails from the Exchange mailbox, on demand.

Quotes, orders and proposals.

Branded documents without leaving the CRM.

Quotes and purchase orders Catalogue lines, terms, rental days, duplicate, correct and statuses.
PDF with your company branding Logo, colours, bank details, legal notice, signature and text library. No e-signature.
Supplier orders Created from the customer order, with email sending, statuses, rental dates and CSV export.
Catalogue and rate book Sections, families and items with a single product sheet; volume-tier prices pasted from Excel.
Proposal generator Your Word template with the products you choose, turned into a PDF ready to attach; adds the customer logo and one product per page. It does not calculate totals; the template is prepared with tags.
Rental renewal reminders Task and email to the rep before a customer rental ends.

Reports and integrations.

See what works and bring data in without retyping.

Scoped dashboard Reps see themselves, managers their team and admins everyone.
Activity and sales dashboards SDR activity, prospects, stages, deals, sales and marketing with CPL, CAC and ROI per channel. In the marketing dashboard, costs are entered manually.
Guided CSV import Companies, contacts, deals, activities, prospects and quotes, with mapping and preview.
Website lead intake From WordPress or Elementor, with round-robin assignment, email alert and UTM.
CRM in Cloud connector Imports from an external CRM.
Built-in AI

Sales AI inside every record.

Provider: OpenAI, using the platform key or your own (stored encrypted). The AI prepares; a person reviews and sends.

Write with AI

Emails, LinkedIn connections and InMails, WhatsApp and rewriting, choosing the agent. LinkedIn and WhatsApp are copied manually.

Real slots from your calendar

AI suggests free times from the rep's calendar (Exchange or CalDAV).

Proactive SDR agent

Follow-up inbox with inactive customers, "Prepare follow-up" with an AI draft and "Review and send". Nothing is sent until someone approves it.

Research by website or tax ID

Finds the company and fills only the empty fields.

Bulk CSV enrichment

Website, registers and land registry, with optional AI; results download as CSV.

Follow-up sequences

Each step creates a task with an AI draft and the sequence stops if the customer replies. They do not send on their own: every email is reviewed.

What it does not do yet

We would rather you knew before the demo. Status as of 10 October 2026.

  • Built-in telephony and WhatsApp
  • Gmail and Microsoft 365 connection
  • HubSpot, Salesforce, Pipedrive, Zoho or Mailchimp integrations
  • Per-account configurable fields, stages and sources
  • Exporting company, contact or deal lists
  • E-signature for quotes
Same account, same users

Combine it with the rest of the platform.

Affiliate CloudLead distributionAvailable Lead Gen CloudLanding pages and consentComing soon Marketing CloudEmail marketingComing soon Projects CloudBoards and tasksAvailable People CloudSchedules, leave and absencesAvailable