Sales & Pipeline

From qualified lead to closed deal. No spreadsheets.

yapt. combines AI, visual pipeline and real-time coaching to turn conversations into revenue. Every lead qualified, every deal tracked, every proposal followed up.

Your team sells via WhatsApp, but struggles with this every day...

!

Leads go cold without follow-up

Sales rep takes 2h to respond and the lead already bought from a competitor. Without prioritization, everyone loses.

!

Invisible pipeline

Deals in the rep's head, on sticky notes, in spreadsheets. Manager doesn't know the real forecast.

!

Gut-feeling qualification

Rep spends 1h with a cold lead and ignores the hot lead who messaged 3x. No score, no criteria.

!

No coaching

Rep fumbles an objection and nobody corrects in real time. Training only happens in Friday's meeting.

yaDeals

Visual pipeline. Every deal tracked from WhatsApp to revenue.

Drag-and-drop Kanban with multi-pipeline, stakeholders, linked products and SLA per stage. Know exactly where each deal stands, why it's stuck and when it will close. Integrated with every conversation — the deal is born from the conversation.

  • Visual Kanban with drag-and-drop between stages
  • Multi-pipeline: sales, onboarding, CS — each with its own stages
  • Stakeholders: link multiple contacts to the same deal
  • SLA per stage: alerts when a deal is stuck too long
  • Win/Loss analysis: understand why deals are won or lost
yaDeals Pipeline de Negocios
28 negocios · R$ 284k · R$ 142k ponderado
Novo Negocio
Responsavel
Estagio
Prev. Fechamento
Ativos
Ganhos
Perdidos
Lead 8
S: R$ 4.343
TechCorp Brasil
Lucas Mendes
Sem compromisso
$ -
L
StartupXYZ
Robson Ege
Sem compromisso
$ -
R
Edson Teixeira
Edson Teixeira
Sem compromisso
$ -
R
Esfriando
3 Deal - NB da Silva
Netto Bonatelli
$ R$ 4,3 mil
R$ 4,3 mil Setup
13/fev Esfriando
Qualificacao 3
S: R$ 8.000
Deal - Victor Cidade
Victor Cidade
Sem compromisso
$ -
Silvano Gomes
Silvano Gomes d...
Sem compromisso
$ R$ 8 mil
R$ 8 mil Setup
Erica Camila dos Santos
Erica Camila dos ...
Sem compromisso
$ -
C
Proposta 14
S: R$ 94.100   M: R$ 75.715
Mychel Cervantes
Mychel Cervante...
$ R$ 13,2 mil
R$ 6 mil Setup R$ 599/mes
Deal - Thiago
Thiago
$ R$ 17,5 mil
R$ 2 mil Setup R$ 1,3 mil/mes
!
Proposta Mktzap
Leonardo Lead
Sem compromisso
$ R$ 61,2 mil
R$ 7,2 mil Setup R$ 4,5 mil/mes
Negociacao 2
S: R$ 20.959   M: R$ 4.323
Medicmais Paracatu
Tider Dengo
$ R$ 11,3 mil
R$ 9 mil Setup R$ 197/mes
18/fev
Chatal Ortopedicos LTDA
Renata Formiga
Sem compromisso
$ R$ 61,5 mil
R$ 12 mil Setup R$ 4,1 mil/mes
Esfriando
Fechado Ganho 1
S: R$ 1.400   M: R$ 590
Mayara Leite
Mayara Leite
Sem compromisso
$ R$ 8,5 mil
R$ 1,4 mil Setup R$ 590/mes
C
2d
Smart Qualification

Train the AI with your questions. It qualifies each lead automatically.

Choose your methodology (BANT, SPIN, MEDDIC, Challenger or custom), set up your questions with weight and criteria, and define thresholds. The AI extracts answers directly from the conversation and calculates the score. When the lead hits the right point — it becomes a deal automatically.

  • 6 methodologies: BANT, SPIN, MEDDIC, GPCT, Challenger or Custom
  • Set up your questions with weight (1-5) and criteria by type
  • Visual thresholds: Lead → MQL → SQL → Opportunity
  • ICP mode: describe your ideal customer and the AI evaluates semantically
  • Hybrid score: 7 behavioral factors + AI qualification
Lead Score
Modo Híbrido — IA + Comportamental
Hybrid
72 /100
Warm Lead
Qualificado por yaMentor
ICP Match: 84%
Scoring Comportamental Calculado há 11min
Engajamento +20
25
Recência +18
20
Perfil Completo +7
15
Sentimento +8
positive
15
Canal de Origem +10
paid · Meta Ads
10
Atividade de Deals +4
10
Velocidade no Funil +5
5
Qualificação IA (BANT)
Budget R$15-20k
Authority Diretor + CFO
Need Perda de leads
Timeline Não confirmado
Playbooks

Codify your methodology. The entire team executes the same way.

Build your playbook in 5 steps: product, qualification, pipeline, objections and buying signals. yaMentor is trained on the playbook and guides each rep in real time. Junior gets full script. Senior gets bullet points. Everyone sells on standard.

  • 5-step wizard: product, qualification, pipeline, situations, review
  • Objections mapped with ideal response per scenario
  • Buying signals + recommended action
  • Connected to yaMentor — AI trained on your playbook
  • Rep level: Junior (full script) → Senior (bullet points)
Novo Playbook
Playbook de Qualificação — SDR Comercial
Rascunho
Produto
2
Qualificação
3
Pipeline
4
Situações
5
Revisar
Critérios de Qualificação
Defina as perguntas que a IA fará para qualificar leads
Dor
Volume
Decisor
Budget
Timing
1
Qual o maior desafio no atendimento ao cliente hoje?
Obrigatória
Texto livre Peso: 3x
2
Quantas mensagens por mês a empresa processa?
Obrigatória
Múltipla escolha Peso: 2x
Até 10k 10k–100k 100k–1M +1M
3
Já usam alguma solução de IA conversacional?
Sim/Não + follow-up Peso: 1x
Critérios SQL Gerados Auto IA
dor_score ≥ 7 AND volume_msg > 10000 AND tem_decisor = true AND budget_range IN ('50k-100k', '100k+') AND timing ≤ 90 dias
Leads que atendem ≥ 3 critérios → SQL qualificado automaticamente
yaMentor

Real-time coaching. The AI whispers the right play.

While the rep is chatting, the Mentor suggests the next action based on the playbook, the lead's history and the conversation moment. Ready response, objection handled, red flag detected — all in real time, without interrupting the flow.

  • Response suggestion based on active playbook
  • Objection detection + recommended response
  • Red flags: frustration, prolonged silence, cancellation threat
  • Configurable style: Direct, Encouraging or Socratic
  • Next actions: "Create deal", "Send proposal", "Schedule call"
Lead
LEAD MQL SAL SQL OPORT
Mentor
Aberta
IA Ativa
21h restantes
IA
Oi! Vi que voce tem interesse no plano Pro. Temos condicoes especiais para operacoes acima de 10 atendentes. Posso te contar mais?
18:41 ✓✓
Sim! Temos 25 pessoas no time e um budget entre R$2-5k/mes. Quero entender melhor.
18:44
Perfeito! Com 25 atendentes, o plano Pro com IA fica ideal. Qual o nome da sua empresa pra eu montar uma proposta?
18:47 ✓✓
Mentor de Vendas
Mentor
InsideSales Comercial
Mentor de Vendas
Pergunte sobre estrategias de venda, objecoes ou proximos passos
Sugestoes
Como posso qualificar melhor esse lead?
Qual objecao devo antecipar?
Qual proximo passo sugerir?
Pergunte ao Mentor...
Proposals

Proposal via WhatsApp. Client accepts on mobile.

Send proposals via direct link on WhatsApp. The client opens on mobile, sees everything formatted, and accepts online. Tracking: viewed, time on page, when accepted. No PDF, no email, no middleman.

  • Proposal template builder (title, description, price, terms)
  • Public link — client opens and accepts on mobile
  • Tracking: views, time on site, clicks, acceptances
  • Integrated with Deals — proposal linked to the deal
  • Versioning: proposal v1, v2, v3 with history
Propostas
3 ativas
Via WhatsApp
Plano Enterprise — Rodrigo Pimentel
R$ 18.500/mes
Visualizada 3x
Enviada 2h atras Tempo medio: 4min por visita
75%
Plano Professional — Marina Costa
R$ 4.200/mes
Aceita
Enviada 1d atras Assinada digitalmente
100%
Plano Starter — Carlos Mendes
R$ 890/mes
Enviada
Enviada 5h atras Aberta 1x
25%
Contacts 360

Each lead as a living database.

360 view of each contact: lifecycle stage, lead score with breakdown, emotion trends, associated deals, activities, proposals and campaign attribution. The rep never asks 'who is this lead?' again — everything is right there.

  • Lifecycle: visitor → lead → MQL → SQL → opportunity → customer
  • Score with visual breakdown (7 factors + AI)
  • Emotion trends: latest messages with sentiment
  • Deals, proposals and activities linked
  • Campaign attribution: where they came from (Google, Meta, direct)
NB
Netto Bonatelli
[email protected]... +5511986980266
Score: 72 unknown LEAD
Nota
Email
Chamada
Tarefa
Reunião
Sem empresa vinculada
Subscriber
Lead
MQL
SAL
SQL
Opportunity
Customer
Estágio atual
Lead
Desde
há 19 dias
HISTÓRICO
Subscriber → Lead há 19 dias
Formulários Preenchidos
1
Dados Pessoais
Canais de Contato
12
Origem & Atribuição
Widget Web
2
Jornada do Lead
2
Conversas
Negócios
Compras
Calendar & Activities

Synced calendar. Every action logged.

Bidirectional Google Calendar sync with multi-seller view. Activities Hub tracks calls, meetings, tasks and emails — all linked to the deal. My Day shows today's tasks. Manager knows exactly what each rep did.

  • Automatic bidirectional Google Calendar sync
  • Multi-seller view: see the entire team's calendar
  • Activities Hub: tasks, calls, meetings with duration and notes
  • My Day: today's tasks to complete
  • Everything linked to the deal and the contact
Calendário
Gerencie seus agendamentos e disponibilidade
21 reuniões esta semana
30 horas agendadas
Hoje 8 – 14 De Mar De 2026
Dia Semana Mês Agenda Reuniões
março 2026
domsegterquaquisexsáb 1234567 891011121314 15161718192021 22232425262728 2930311234
Próximos
Daily vendas
Amanhã 08:00
Demo — LogTech Sol...
Amanhã 09:00
Qualificação lead...
Amanhã 11:00
Demo — SaaS B2B...
Amanhã 14:00
AI Insights
RESUMO DA SEMANA
21 reuniões
30h em reuniões
Dia mais ocupado: Terça
DOM
8
SEG
9
TER
10
QUA
11
QUI
12
SEX
13
SÁB
14
08:00
Daily vendas
08:00 - 08:30
Daily vendas
08:00 - 08:30
Daily vendas
08:00 - 08:30
Daily vendas
08:00 - 08:30
Daily vendas
08:00 - 08:30
09:00
Demo — LogTec...
09:00 - 10:00
Follow-up Mar...
09:30 - 10:00
Demo — Clínic...
09:00 - 10:00
10:00
Proposta Ente...
10:00 - 11:00
Risco churn —...
10:00 - 10:30
Onboarding N...
10:00 - 11:00
11:00
Qualificação ...
11:00 - 11:30
Review pipeli...
11:00 - 12:00
Follow-up Ca...
11:00 - 11:30
14:00
Demo — SaaS B...
14:00 - 15:00
Demo — E-com...
14:00 - 15:00
Forecast sema...
14:00 - 15:30
16:00
Negociação fi...
16:00 - 16:45
Escalação — c...
16:00 - 16:30
Pipeline Automation

Lead qualified? Deal created. Team notified.

Set the trigger stage (MQL, SQL or Opportunity) and the deal is created automatically in the pipeline. Real-time email notifications: deal won, proposal accepted, lead qualified, AI handoff. Each event with configurable recipients.

  • Auto-deal: lead reaches score → deal created in pipeline automatically
  • 3 triggers: by lifecycle stage, by score threshold, or via Flow
  • Notifications: deal won/lost, proposal accepted, auto-deal created
  • Configurable recipients: owner, admins or custom team
  • Smart handoff: AI escalates to human with reason (frustration, high value)
Automação de Pipeline
3 regras ativas
Auto
TRIGGER Lead Score ≥ 80 (SQL)
ACTION Criar Deal em Pipeline Vendas
12 deals criados hoje
TRIGGER Lifecycle = Opportunity
ACTION Notificar vendedor + criar task
5 notificações
TRIGGER IA detecta frustração > 0.6
ACTION Escalar para gestor
2 escalações
Última notificação
Novo deal criado
Rodrigo Pimentel atingiu SQL (score: 87)
Pipeline: Vendas → Qualificação há 3 minutos

From conversation to revenue. Every step connected.

Lead arrives, AI qualifies, deal is created, proposal sent, sale closed — all automatic, all tracked.

1

Conversation

Lead arrives via WhatsApp. yaveh AI answers, understands context and starts qualification.

2

AI Qualifies

Playbook questions extracted automatically. BANT, SPIN or custom methodology.

3

Score

Hybrid Lead Score: 7 behavioral factors + AI qualification. Threshold reached = SQL.

4

Deal

Deal created automatically in the pipeline. Sales rep notified with full context.

5

Proposal

Proposal sent via WhatsApp link. Client opens on mobile and accepts online.

6

Sale

Deal closed. Conversion sent to Meta/Google via CAPI. Closed loop.

Every detail designed to sell more

Hybrid Lead Scoring

7 behavioral factors + AI qualification combined in a single score.

BANT / SPIN / MEDDIC

Configurable methodology per agent. Choose what makes sense for your team.

ICP Matching

Describe your ideal customer — AI evaluates each lead semantically.

Multi-Pipeline

Sales, onboarding, CS — each with its own stages and SLA.

SLA per Stage

Alert when a deal is stuck too long. Never lose a deal due to inaction again.

Win/Loss Analysis

Understand why deals are won or lost. Improve the process.

Emotion Engine

13 emotional signals integrated into the score and visible in the deal.

Proposal Tracking

Views, time on page, clicks and acceptances — all tracked.

Handler State

Bot ↔ Human without duplicate messages. Clean transition.

My Day

Today's tasks for the rep in 1 screen. Total focus.

Automatic Lifecycle

Visitor → Lead → MQL → SQL → Opportunity — automatic progression.

Deal Auto-Create

Lead qualified → deal created automatically in the pipeline.

Official Meta BSP30M+ msg/month11 years

Ready to turn your conversations into revenue?

Schedule a personalized demo and see how yapt. can revolutionize your business's conversational operations.

No commitment. Setup in 24h. Dedicated support.