Convert X

Dauglis Moreira

About this app

Convert X is the mobile CRM for teams that sell in the field and in the office: centralize opportunities, conversations, and next steps without losing context.

WHAT YOU DO IN THE APP
• View and manage opportunities with a clear pipeline (what came in, what progressed, and what's missing)
• Keep WhatsApp conversations connected to the deal and customer history
• Make voice calls in the context of the service, with useful recording for the team
• Receive notifications so you don't miss important messages and events
• Search and filter opportunities to quickly find what you need
• Attach photos, audio, and documents to keep evidence and details in the record itself

WHO IT'S FOR
Sales teams, SDRs/closers, managers, and operations that need sales discipline, traceability, and speed in execution.

HOW IT WORKS
You access it with your company account. The available features depend on what your administrator has enabled (integrations, channels, and organizational policies).

PRIVACY AND ACCOUNT
For requests related to your account and personal data, please follow the instructions in the privacy policy indicated in the store and in the app.

SUPPORT
If you have any questions, please contact your company administrator or the official channel provided by your team.

What’s new

Primeira versão pública do Convert X no Android.

• Acesso ao CRM com oportunidades e pipeline
• Conversas e integração com WhatsApp no contexto do negócio
• Chamadas de voz e registro de interações
• Notificações para acompanhar mensagens e alertas
• Busca, filtros e anexos para manter tudo organizado

Estamos começando: envie feedback pelo canal da sua empresa.