The problem
The sales rep leaves the company and takes the relationship with the class along.
With Partiu Formatura
Negotiation history lives in the system: contacts, visits, proposals, and objections stay with the company, not with the person.
Business management · CRM
Advanced CRM: scoring, pipelines, campaigns, and segmentation from first contact to contract
Selling graduations is a long cycle, with many decision makers and a committee that changes every year. The CRM brings sales operations and marketing into the same history: profile and engagement lead scoring, multiple pipelines, Kanban and forecasting, email campaigns, automations, landing pages, tracking, dynamic segments, B2B account portfolios, proposals, and contracts. The lead never switches systems when it moves from marketing to sales.
The problem and the fix
The problems CRM solves every day
If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.
The problem
The class committee changes and the sales rep finds out too late.
With Partiu Formatura
Representatives recorded per class and per term, with every change and the current contact on file.
The problem
Nobody knows which institutions are being worked and which have been abandoned.
With Partiu Formatura
Territory map and portfolio per sales rep, showing coverage, last visit, and stalled opportunities.
The problem
The proposal is built in a loose document and does not match the signed contract.
With Partiu Formatura
Proposals generated from the system with the package and pricing that become the contract and billing, with no retyping.
The problem
No one can prove the visit happened or what was agreed during it.
With Partiu Formatura
Check-in with the distance to campus locked in, check-out recorded on the class timeline and a sales rep app with the day organized.
The problem
Every lead looks equally urgent and the team reaches out to whoever came in last.
With Partiu Formatura
Scoring separates profile fit from recent engagement, applies configurable tiers, and shows the history behind every point.
The problem
Marketing sends to static lists that go stale right after they are exported.
With Partiu Formatura
Dynamic segments are recalculated by rules, log entries and exits, and feed campaigns, cadences, and automations.
The problem
The campaign reports opens and clicks, but nobody knows whether it turned into an opportunity or a contract.
With Partiu Formatura
Tracking, UTMs, and attribution connect the campaign to the journey, the pipeline, and revenue, with cost and ROI per channel when spend is entered.
In practice
Real examples of CRM working for you
Everyday situations at graduation companies, from the problem to the result, using the modules on this page.
Portfolio reassigned without losing relationships
The scenario
A sales rep left mid-season with fifteen deals in progress.
With the system
The portfolio was reassigned in the system, and each new owner took over with the full record of contacts, proposals, and objections.
The result
No deal had to start from scratch, and the portfolio's close rate held steady through the season.
A territory gap revealed on the map
The scenario
Leadership suspected an entire region was being ignored but could not prove it.
With the system
The deal map showed, by territory, institutions with no visit in the last twelve months.
The result
The region was added to the next quarter's route and produced three new classes that simply had never been contacted.
Proposal becoming a contract without retyping
The scenario
Approved proposals were rewritten by hand as contracts, and the amounts never quite matched.
With the system
Proposals began carrying the package, pricing, and terms that feed directly into the contract template.
The result
The contract matched exactly what was approved, and the class was created in the system with the right plan from day one.
Hot lead prioritized at the right moment
The scenario
The database held many old contacts and sales reps could not tell who still showed real intent.
With the system
The score combined profile, submitted forms, pages visited, opens, and clicks, with an expiration so old engagement loses weight.
The result
The sales queue began highlighting leads with both fit and recent activity, with a full explanation of each score.
A campaign aimed at a live audience
The scenario
One initiative needed to reach only leads from certain regions, programs, and score tiers.
With the system
The audience was built from combined rules, previewed, and used in the send and the automation without exporting spreadsheets.
The result
Entries and exits in the segment tracked changes in lead data, keeping the campaign consistent throughout its run.
How it works
How information flows through CRM
Every step is a real module, and what comes out of one goes into the next without anyone typing it again.
- 1Lead comes inA form, landing page, pop-up, webhook, import, or prospecting creates the contact with source, consent, and attribution data.
- 2Audience and score are calculatedRules rate profile and engagement, update tiers, and place the lead in the matching segments.
- 3Campaigns and automations nurtureEmails, pages, cadences, and flows react to behavior without splitting marketing from sales history.
- 4Lead lands in the right pipelineDistribution applies portfolio rules; the sales rep gets context, score, timeline, and next action.
- 5RelationshipKanban, tasks, visits, contacts, checklists, and objections track how the deal is progressing.
- 6ProposalThe package is built in the system and sent by link, with views tracked.
- 7ContractThe approved proposal becomes a digitally signed contract, with no retyping.
- 8The class is created and the source closes the loopWhat was sold becomes a class and revenue; campaign, channel, and sales rep stay tied to the result.
Module by module
Everything included in CRM
16 modules and 107 features on this page, all running on the same class, graduate and event records.
Two-Axis Lead Scoring
Explainable sales priority: who the lead is and what they did recently.
- Profile score and engagement score calculated separately
- Configurable rules by lead field and by behavioral event
- Comparison operators for text, filled fields, lists, numbers, and ranges
- Positive or negative points, with an occurrence cap per rule
- Expiration for engagement only, with automatic decay of expired events
- Configurable A, B, C, and D tiers per axis
- Simulation on a real lead, database distribution, and periodic recalculation
- Auditable history with reason, change, total, reference, and expiration
Dynamic Audience Segmentation
Audiences that keep up with your database and stay ready to activate.
- Dynamic or static segments with rules stored in the CRM
- Conditions combined with AND or OR operators
- Filters by source, status, stage, score, tiers, location, and lead data
- Audience preview before saving the segment
- Immediate materialization and configurable periodic recalculation
- Member list with segment entries and exits on record
- Free-form tags applied manually or by automation
- Segments reused in sends, cadences, reports, and workflow triggers
Advanced Sales Pipelines
More than one sales process, with stage governance and revenue forecasting.
- Multiple pipelines, each with its own name, description, and columns
- Lead Kanban with movement between stages and metrics per column
- Pipeline of B2B opportunities and deals by institution, program, and class
- Probability and expected close date used in the weighted forecast
- Required checklist per stage to standardize how deals move forward
- Time stalled, history, activities, and next steps in the context of the deal
- Win and loss reasons for conversion and competitive analysis
- Controlled conversion of the opportunity into a contract, customer, class, or billing campaign
Integrated Marketing Campaigns
Planning, audience, content, execution, and results connected to the CRM.
- Campaigns by channel, period, budget, goal, status, and owner
- Target audience and segment linked to the campaign with no spreadsheet in between
- Email editor with templates, lead variables, and test sends
- Custom domain with SPF and DKIM verification before scheduling
- Send queue, pause, resume, cancel, and suppression list
- A/B testing with sample size, decision window, and the winner sent to the rest of the list
- Opens, clicks, bounces, complaints, unsubscribes, and conversions per recipient
- Budget, actual cost, sent, opened, conversions, and conversion rate per campaign
Automation and Nurturing
Journeys that respond to lead behavior and sales progress.
- Visual editor with email, wait, condition, task, and stage change steps
- Triggers for lead created, stage changed, score reached, and segment entry
- Triggers for form submission, open, click, and page visited
- Triggers for deal won, lost, or moved to another stage
- Flow validation, cycle prevention, and loop protection
- Version frozen on activation to protect runs already in progress
- Deterministic A/B split and waits adjusted to business hours
- History per run and per node, with controlled reprocessing of failures
Lead Capture, Tracking, and Attribution
Source and behavior follow the lead all the way to revenue.
- Landing pages linked to a campaign and form, with metrics and A/B testing
- Configurable forms, QR codes, submission export, and inbound webhooks
- Pop-ups by time, scroll, or exit intent, with frequency per visitor
- Chat widget connected to WhatsApp customer service
- Tracking of sessions, pages, events, and consent on authorized domains
- Retroactive identification of anonymous browsing once the visitor becomes a lead
- UTMs, click IDs, and the journey gathered on the contact timeline
- Comparison of attribution models, spend, cost per lead, and ROI per channel
B2B Pipeline with Gates
The negotiation with the institution and the committee, with a requirement lock at every stage.
- Eleven stages of the graduation sale, from mapped class to class in enrollment
- Entry gate: moving forward without the stage requirements is refused, with a list of what is missing
- Escalating SLA that alerts the manager, creates a review task and then removes the dormant deal from the forecast
- Institution, course, expected commencement and estimated class size
- Versioned graduation committee, with each member's decision power and favorability
- Competitors per class, categorized loss reason and recycling scheduled for the next committee term
Portfolio and Territories
Who covers whom, and what is left uncovered.
- Portfolio per sales rep, with a single primary owner per institution
- Negotiation map with institutions colored by stage
- Territories by polygon, radius or region
- Suggestion of unowned institutions inside the sales rep's territory
- Apply territories without taking accounts from whoever already serves them
Calendar and Visits
What was agreed and what happened during the visit.
- Calendar per sales rep, with appointments and check-in
- Activities with contact sentiment, time spent and next steps
- Visit check-in with distance to campus and out-of-area warning
- Completed visit recorded on the class timeline
- Automatic task when the deal exceeds the stage deadline
- Interaction history per institution
Proposals
The proposal that becomes a contract without a trip through Word.
- Built from packages, products, and terms
- Pricing by enrollment tier and a version locked with a hash on sending
- Version comparison showing the impact per graduate
- Simulator link for the committee, without showing cost or margin
- Discount approval levels with justification and sign-off
- Sales proposal sent by link, with view tracking
- Contract generated only from the proposal accepted by the committee
Sales Rep App
The field sales rep's day, scoped to their own portfolio.
- Dedicated app with two-step login
- Today screen with KPIs, route, tasks and target
- Deals past their deadline highlighted
- Its own session and scope, separate from the admin panel
- Portfolio, visits with photos and check-in, calendar, goals, proposals and commission statement
- Entries made without signal are sent when the connection returns, without duplicates
Teams, Visibility and Clean Data
Each rep sees their own records, and the database does not pile up duplicates.
- Teams with a manager and visibility by own records, team, branch or everything
- Field-by-field change history and a log of every export
- Single list of opportunities and B2B deals
- Lead-to-deal conversion carrying fields, activities and emails
- Duplicates by email, phone, tax ID and name, with field-by-field merge
- Saved filters, global search, bulk edit, deal following and mentions
Email, Calendar, Calls and WhatsApp
The customer conversation recorded in the deal, without the rep copying anything.
- Mailbox connected to Google, Microsoft or IMAP, with emails from known contacts only
- Customer replies in the deal thread and removed from the cadence
- Two-way calendar sync and a public booking link
- Call button through Partiu Voz with outcome, activity and next task in one step
- WhatsApp messages inside the deal and approved template sending
- Reminders by push, email and bell, with a daily digest
Reports, Tracked Proposals and Revenue
Managers build their own reports and know when the committee opened the proposal.
- Deal duration, time per stage, conversion and activities by outcome
- Report builder and dashboards without SQL
- B2B proposal opens logged and notified to the owner
- Contract generated and sent for signature after acceptance
- Month-by-month revenue schedule in the forecast and currencies with PTAX rates
API, AI and Post-sale
The CRM open to other systems, with learned forecasting and automatic onboarding.
- Public API with tokens, scopes and cursor pagination
- Signed outgoing webhooks, with formats for Slack and Teams
- Company tax ID data and e-MEC programs filled in automatically
- AI assistant inside the deal, off by default
- Win probability learned from the company's history
- Onboarding project created when the deal is won
Targets, Commissions, and Lead Capture
Sales that are measured, rewarded, and supplied with leads.
- Targets per sales rep and per team, with a locked daily tally
- Configurable landing pages and lead capture forms
- QR codes for in-person lead capture at fairs and visits
- Automatic round-robin lead distribution
- Conversion dashboard by source
- Sales rep commission on closed or collected revenue, with monthly calculation and clawback
Find the right plan for CRM
Compare the modules and choose the setup that fits your operation.