Modules / CRM
Leads, conversations, quotes and follow up in one pipeline your AI keeps moving, connected to the invoices and projects that come after the sale.
What your AI does here
Setup
Tell Padrino how you sell and it proposes the stages: lead, site visit, quote sent, won, lost, or whatever fits your trade. Approve them and the CRM is ready.
Customers, contacts and history arrive in one place. Your AI starts working the pipeline the same day instead of waiting for a consultant to configure it.
Follow up
Your AI checks the pipeline every morning. Quotes older than your threshold get a follow up in your voice, logged on the deal. Replies come back to the same thread.
Because the CRM shares context with invoicing and projects, it knows who has paid, who is mid-job and who should not get a sales email this week.
Followed up on 7 quotes older than a week. Two asked for a site visit; both are on the calendar.
One system
Questions
A CRM where an AI agent does the data entry and follow up: logging conversations, updating deals and nudging quiet leads. You review and step in where judgment is needed.
No. Padrino proposes stages from a description of how you sell, and you approve or adjust them.
Yes, within the permissions you set. You can require approval before anything is sent.
It is designed for small teams: a simple pipeline, shared context with invoicing and projects, and an AI doing the busywork.
Guides
Start with one connected system instead of assembling a stack of subscriptions first.