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Automate your sales process from end to end

A visual pipeline that never loses a lead, AI agents that qualify prospects automatically, quotes generated in seconds, and real-time sales reports without waiting for month-end.

Nabú visual CRM with sales pipeline, configurable stages, and kanban board of opportunities

Visual pipeline with configurable stages and automatic tracking of every opportunity.

Your sales team loses opportunities every day

Most sales teams work with disconnected tools that lead to forgotten follow-ups, unqualified leads, and forecasts that arrive too late.

Leads lost without follow-up

A prospect comes in via WhatsApp, another through email, another from a web form. Without a centralized system, reps forget to follow up and the lead goes cold. Studies show 78% of buyers close with whoever responds first.

Manual quotes that take hours

Building a quote means searching for prices, copying customer data, formatting the document, and emailing it. What should take 2 minutes takes 30, and in the meantime, the prospect gets the competitor's quote.

Reports that arrive late or never

The manager asks for a sales report and the team spends half a day pulling data from spreadsheets. By the time the report is ready, the information is already outdated and decisions are made blind.

Pipeline with no real visibility

How many open opportunities are there? What stage is each one at? What's the month's forecast? Without a visual pipeline, the sales director works on assumptions instead of actual data.

Is your sales team working with disconnected tools?

There's a better way

How Nabú automates your sales process

Nabú visual CRM with kanban sales pipeline and drag-and-drop stages

Kanban pipeline with configurable stages and drag & drop to move opportunities.

Visual pipeline that never lets opportunities slip

Every lead enters the CRM automatically — whether from WhatsApp, web form, email, or call. The kanban pipeline shows all opportunities organized by stage, with amounts, close probability, and estimated date. Drag and drop to advance a deal, and the system logs every movement.

  • Automatic lead capture from WhatsApp, email, web, and social media
  • Customizable stages: prospecting, contact, proposal, negotiation, close
  • Automatic alerts when a deal sits too long without movement
  • Complete history of every interaction with the prospect
Nabú AI agents qualifying leads with configurable criteria and smart assignment

AI agents that qualify prospects and assign them to the right rep.

AI agents that qualify leads for you

An AI agent converses with every incoming prospect, asks the right questions to qualify them (budget, urgency, need), and assigns them to the best-fit rep. Hot leads arrive prioritized; cold ones are nurtured automatically until they're ready.

  • Automatic scoring based on configurable criteria (BANT, MEDDIC, etc.)
  • Natural conversations via WhatsApp, web chat, or email
  • Smart assignment by territory, product, or workload
  • Automatic nurturing of cold leads with relevant content
Nabú analytics dashboard with real-time sales metrics, forecasts, and rep performance

Real-time analytics: forecasts, conversion by stage, and team performance.

Reports and forecasts in real time

Forget manual reports. The sales dashboard updates in real time with the metrics that matter: conversion rate by stage, average deal size, sales cycle length, monthly forecast, and individual rep performance. Make decisions with data, not gut feelings.

  • Real-time dashboard with up-to-the-second sales KPIs
  • Revenue forecast based on pipeline and historical close probability
  • Performance comparison between reps and time periods
  • Automatic alerts when the pipeline drops below a defined threshold

Want to see the CRM and sales agents in action?

Schedule a demo

The modules that power your sales automation

Each company activates only the modules it needs. These are the most used for sales automation.

CRM

Pipeline and sales tracking

AI Agents

Lead qualification and nurturing

Analytics

Sales reports and forecasts

Email

Sequences and follow-up

Contacts

Centralized prospect directory

Tasks

Sales activity tracking

Industries that automate sales the most with Nabú

About sales automation with Nabú

Nabú includes a full CRM with visual pipeline, opportunity tracking, interaction history, and reports. For teams that need a CRM integrated with the rest of their operations (tasks, chat, email, analytics), Nabú eliminates the need for a separate CRM. If you already use Salesforce or HubSpot, Nabú integrates with them.

The AI agent converses with each prospect via WhatsApp, web, or email and asks configurable questions: available budget, decision timeline, specific need, and buying authority. Based on responses, it assigns a score and classifies the lead as hot, warm, or cold. Hot leads are routed immediately to a rep; cold ones enter an automatic nurture sequence.

Yes. The analytics module calculates the forecast based on the value of each open opportunity, its current stage, and the historical close probability for that stage. The number updates automatically every time a rep moves a deal in the pipeline, with no manual reports needed.

There's no technical limit on simultaneous users. Licensing is based on active user count per plan. Each rep has their own pipeline view with their assigned opportunities, while the manager sees the consolidated view of the entire team.

Yes. Nabú's AI agents connect directly to WhatsApp Business API. Every conversation with a prospect is automatically logged in the CRM, linked to the corresponding opportunity. The rep can view the full message history without leaving the platform.

Automate your sales process with a visual CRM, AI agents, and real-time analytics.

Request a demo