Sales management
Opportunities with continuity.
Companies, contacts, leads, deals and quotes connected with the conversation.
FOR SERVICE PROVIDERS AND INTEGRATORSConnect
Connect
client service
and sales.
Dotaskia brings together CRM, WhatsApp, quotes and tickets so your team can serve clients, follow opportunities and coordinate work in one environment.
Talk to us on WhatsAppExplore the platform↓
By BeeProOne relationship. All the context.
CRM and sales follow-up›WhatsApp and conversations›Tickets and support›Teamwork and automation›DOTASKIA CAPABILITIESHow Dotaskia works.
A contact asks a question. The team understands the need. The relationship moves towards an opportunity, a quote or a support request, with its details available.
Know the clientCompanies, contacts, leads and opportunities with their details.
Continue the conversationWhatsApp, web chat, owners and internal notes.
Coordinate the workFollow-up, quotes, tickets and workspaces for the team.
Give every conversation context. And a next action.
THE COMPLETE CLIENT RELATIONSHIPWhat you can connect
What you can connect
with Dotaskia.
Sales management, communications, support and collaboration in the same environment.
01 / 04Know the contact.
Know the contact.
Continue the opportunity.
Organize companies, contacts, leads, deals and quotes. Review and update lead details from the conversation while serving the client.
- Sales stage and product of interest.
- Country, notes and follow-up date.
- Quotes from the context of a conversation or lead.
02 / 04A shared conversation.
A shared conversation.
Context available to the team.
Handle WhatsApp and web chat from the platform. Review conversations by line and owner, reply to clients and use internal notes to coordinate the team.
- Lines and conversations for different products.
- Conversation owner and status.
- Client replies and internal team notes.
03 / 04From the question
From the question
to the team’s response.
The ticket module organizes service and support requests in the same environment as contacts, companies and messages.
- Record and manage requests.
- Client context within the platform.
- Support work alongside the commercial relationship.
04 / 04Organize the work.
Organize the work.
Connect the activities.
Organize products, teams or work areas through Spaces. Combine internal communication, notes and system actions to support service and follow-up.
- Workspaces for different areas.
- Internal channels and coordination notes.
- Automation according to available features and configuration.
THE CONVERSATION AND SALES MANAGEMENTTalk to the client.
Let’s discuss your operation
Talk to the client.
Know what comes next.
A response is more useful when the team knows the contact. Review their product interest, sales stage and next activity while handling the conversation.
Lead details alongside the conversation.
An owner and notes for continuity.
Quotes connected to the sales context.
One conversation.
A next action.
Product of interestService enquiry
Company · Contact · Lead
Sales follow-upRecord the next activity and its date.
A proposal with contextClient · Product · Next activity
WHATSAPP AS A SHARED WORK CHANNELUnlimited WhatsApp.
Unlimited WhatsApp.
Service with context.
Bring your WhatsApp line conversations together with contact details and sales follow-up. The team can understand the enquiry, coordinate a response and record what should happen next.
Unlimited WhatsApp is part of the commercial proposal. We define scope, service lines and terms with you before contracting.
WhatsApp, web chat and internal communication
Owner, status and internal notes
TICKETS AND SUPPORT MANAGEMENTThe relationship continues
The relationship continues
after the sale.
A support need is also part of your client relationship. Record and manage requests through tickets within the environment of contacts, companies and communications.
ILLUSTRATIVE EXAMPLEOne need.
One need.
A team to address it.
TICKETS AND SUPPORT MANAGEMENT
Visible requests
Organize what needs the team’s attention.
Client information
Keep service within the shared work environment.
Internal collaboration
Use channels and notes to coordinate the response.
The client
Explains what they need to resolve.
Your team
Coordinates service with the relevant context.
SALES FOLLOW-UP WITH CONTINUITYGive the opportunity
Give the opportunity
a next
action.
A lead can hold product interest, sales stage, a follow-up date and notes. Keep those details available so the team knows where the relationship stands.
Context for follow-upILLUSTRATIVE EXAMPLE
What does
this contact need?
this contact need?
Product of interestWhat they are asking about
Sales stageWhere the relationship stands
Next activityWhat should happen next
Concept illustration · Not a product screenshot01
Understand the enquiry.
Review the contact information and interest.
02
Update follow-up.
Record the stage, notes and next activity.
03
Prepare the proposal.
Start a quote from the conversation or lead.
TOOLS CONNECTED WITH YOUR OPERATIONConnect communications.
Connect communications.
Keep work moving.
Dotaskia supports integrations with Google, Meta and Twilio. We define the connected service, exchanged information and enabled actions according to the project’s scope and available features.
Lead capture and forms
Receive a contact’s interest and continue working on the lead.
Messaging and service
WhatsApp and web chat connected with the contact and sales context.
Automation
Actions such as welcome messages and assignment, according to available configuration.
Spaces and collaboration
Organize work by products, teams or areas and coordinate through channels and notes.
DIFFERENT AREAS. ONE CLIENT RELATIONSHIP.Sales, support and teams.
Sales, support and teams.
Connected work.
For companies with multiple contacts, conversations, products and service needs.
Service and support
Responses with context.
Service channels, owners, internal notes and support requests.
Service companies
One portfolio, different areas.
Spaces to organize products, teams or activities within a shared platform.
TECHNOLOGY FOR YOUR COMPANY’S PORTFOLIOYou deliver the service.
You deliver the service.
BeePro provides the technology.
Bring Dotaskia into the sales management and service of your client portfolio. Connect conversations, contact information and the work your team needs to carry out.
Let’s discuss your service lines, products, workspaces and coordination needs to define Dotaskia’s scope for your company.
Let’s discuss your operationCONTEXT THAT KEEPS WORK MOVING.
FREQUENTLY ASKED QUESTIONS
Get to know the platform.
The essentials before discussing your operation.
What does Dotaskia connect?+
Dotaskia brings together sales management, communications, support and collaboration: companies, contacts, leads, deals, quotes, forms, tickets, messaging and workspaces.
Who is it designed for?+
For companies managing multiple contacts, conversations, products and requests with several people or departments involved. This includes service providers, security companies, outsourcing providers and integrators serving a client portfolio.
How does WhatsApp connect with the CRM?+
A conversation can be linked to a lead and allow the team to review or update its sales stage, product interest, country, notes and next activity. This brings follow-up into the service conversation.
What does unlimited WhatsApp mean?+
It is part of Dotaskia’s commercial proposal. Scope, service lines, terms and included third-party services are confirmed when preparing the proposal.
Does Dotaskia include support tickets?+
Yes. It includes a ticket module to record and manage service and support requests. Specific statuses, priorities, rules and automation are reviewed according to enabled features.
What are Spaces and integrations?+
Spaces organizes work areas such as products or teams. Dotaskia supports integrations with Google, Meta and Twilio; the connected service, information exchange and available actions are defined for each project.
How can I bring Dotaskia to my company?+
Let’s discuss your contacts, service lines, teams, products and processes to define scope. Contact is through WhatsApp and the proposal is defined from that conversation.
By BeeProKeep the relationship moving.
Bring your team with it.
Let’s discuss the client service, sales follow-up and coordination your company needs.
Explore Dotaskia on WhatsAppTECHNOLOGY FOR YOUR COMPANY’S PORTFOLIO