fabIAna

A CRM where every conversation becomes a contact and a deal

Fabiana’s CRM turns every conversation into a contact, with the whole history across channels, and puts it on your pipeline as a deal. Your team moves deals between stages, keeps tasks and notes, sees a lead score and an AI summary for each contact, and every stage change can add a tag, create a task or start a follow-up on its own.

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Try it

An interactive example with a fictional business. Click around.

Pipeline
Open pipeline
€930
Weighted
€228
Won
€75
Lucía Gómez and Lucia G. look like the same person (same email).

Drag a card to another stage, or open it and pick the stage.

New lead2 · €480

Qualified1 · €300

Quoted1 · €150

Booked1 · €75

Lucía Gómez

lucia@example.com · WhatsApp

Deal value
€150
Probability
60%
Lead score
Hot

Asked for a date and a price, and replied within minutes.

AI summary

Two beginners, Saturday morning. Price sent by Fabiana; waiting for them to confirm.

TagsDiscover Scuba

Tasks

Timeline

  1. Stage changed to Quoted
  2. Fabiana saved: 2 people, first time
  3. Conversation started on WhatsApp

Notes

How it works

  1. A conversation becomes a contact

    Name, channel, what they asked and what Fabiana collected are saved on the contact. The same person on email and WhatsApp is one contact, not two.

  2. The contact becomes a deal

    It lands on your pipeline with a value, a probability and an expected date. Your team drags it along the stages as it moves.

  3. Every stage does its job

    Moving a deal can tag the contact, create a task for the team, start a sequence of emails or call your other systems.

Recorded from the interactive example above, with a fictional dive school.
Read the transcript

Every conversation becomes a contact, and every contact a deal on your pipeline. Drag a deal to Booked, and the forecast updates. The stage change runs your automations: a tag, a task for the team and a follow-up email. The same person twice? Merge them, with both histories. Tasks, notes, a lead score and an AI summary on every contact.

Everything included

Contacts

  • One contact per person across every channel
  • Timeline with every message, stage change, note and task
  • Custom fields and tags
  • Companies linked to their contacts
  • Find and merge duplicates by email, phone or name
  • Import from CSV and export whenever you want

Pipeline

  • A board you drag deals across
  • Stage names in the words of your type of business
  • Deal value, probability and expected close date
  • Pipeline total and weighted forecast
  • Won deals with their real value

Fabiana helps

  • Saves what she collects on the contact
  • Lead score (cold, warm, hot) with the reason
  • An AI summary of each contact
  • Deal coaching and churn risk
  • Tasks she creates when the team needs to act

Connected

  • Automations on stage changes, tags and scores
  • Where each lead came from, with UTM tags
  • Webhooks and an API for your own systems
  • Sync with HubSpot or Salesforce
  • Consent and GDPR export or erase per contact

Questions

Does Fabiana include a CRM?

Yes. Every conversation is saved as a contact with its whole history, and contacts sit on a pipeline as deals, with tasks, notes, tags, custom fields and lead scores.

Can I use my own pipeline stages?

Yes. You can rename the stages, or start from the wording of your type of business, and the board follows them.

What happens when a deal changes stage?

Whatever you set up: add a tag, create a task for the team, start a sequence of emails, send an email or call a webhook. The change also goes on the contact’s timeline.

I already use HubSpot or Salesforce. Can I keep it?

Yes. Contacts can sync with HubSpot or Salesforce, and webhooks and the API connect any other system.

Used for

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