History that follows the customer
Map contacts, conversations and relevant service information. Define what can be centralized and who accesses each record within the chosen tools.
BY BUSINESS NEED / CRM, service and WhatsApp
The conversation should not restart with every new agent.
Give service context and sales direction. Structure CRM, stages, owners and authorized channels so opportunities and requests have continuity.
- CRM, service and WhatsApp
- Businesses preparing their next stage
- Sales and operations teams
WHAT NEEDS TO WORK IN DAILY OPERATIONS
The challenge shows up every day. The project starts there.
Before choosing tools, understand what needs organizing. These points guide discovery and delivery criteria for this need.
Pipelines with stage criteria
Distinguish new contacts, qualified opportunities, proposals and after-sales. Set owners, next steps and loss reasons that help the team act.
WhatsApp with operational rules
Assess connection methods, providers and authorized workflows. Conversation routing and automation need to respect channel limits and hand exceptions to the team.
Decisions stuck between teams and systems
When each team maintains a different version of information, work depends on checks and informal agreements. Define data sources and ownership for every stage.
PRIORITIES CONNECTED TO THE ECOSYSTEM
A shared foundation. Deliverables for your situation.
Connect business priorities to commerce, management, data and automation. The project defines what to implement first, how each deliverable will be validated and what your team needs to own daily routines.
History that follows the customer
Map contacts, conversations and relevant service information. Define what can be centralized and who accesses each record within the chosen tools.
Explore this offeringPipelines with stage criteria
Distinguish new contacts, qualified opportunities, proposals and after-sales. Set owners, next steps and loss reasons that help the team act.
Explore this offeringWhatsApp with operational rules
Assess connection methods, providers and authorized workflows. Conversation routing and automation need to respect channel limits and hand exceptions to the team.
Explore this offeringManagement to support daily work
Define how records, ownership and procedures support the priorities above. We assess current systems and ERP or POS needs without imposing replacement before discovery.
Explore this offeringData to monitor progress
Choose indicators linked to project goals and available sources. Agree concepts, refresh frequency and review routines so teams can monitor the delivery.
Explore this offeringAutomation with purpose and limits
Assess repetitive tasks, approved content and opportunities for AI assistance. Each application needs authorized access, review criteria and human handoff for exceptions.
Explore this offeringINTEGRATION DEFINES HOW INFORMATION MOVES
Technology needs to connect to what your business already uses.
Bring your systems and workflows that depend on manual work. Existing connectors are a starting point; APIs, plans, data and limits need validation for your situation.
Explore available integrationsESCADIO CONNECT
Management and records
- Bling
- Tiny ERP
- Conta Azul
Payments
- Mercado Pago
- Pagar.me
- Pix
Logistics
- Correios WS
- Melhor Envio
- Frenet
Relationships and measurement
- Google Analytics 4
- Chatwoot
Examples from the Escadio Go reference platform catalog, not guaranteed connections for every project. Activation and workflows depend on plans, providers and compatibility. Shopify, Shopify Plus and custom integrations are assessed separately.
SCOPE MATCHED TO YOUR BUSINESS STAGE
Start with the stage your business needs to own.
Operational profiles guide depth, priorities and ownership. These paths provide context for discussion; technical solutions are defined during discovery.
STRUCTURE
Build a usable foundation
For operations organizing initial channels, records and team routines before adding more tools.
Explore the initial profileIMPROVE
Address current limits
For businesses already operating that need to prioritize experience, management or connections while keeping the business running.
Explore the growth profileCONNECT
Address complexity
For operations with multiple systems, departments and providers requiring architecture, acceptance criteria and planned continuity.
Explore the enterprise profileHOW WE LEAD THE PROJECT
From an identified problem to routines your team can own.
- 01
Discovery with context
We map systems, people, data and operational capacity. Your team helps identify the bottleneck and define the priority goal.
- 02
Design and scope
We define deliverables, dependencies, ownership and acceptance criteria. Integrations and third-party services have explicit conditions.
- 03
Implementation and validation
We configure or develop agreed scope and test workflows with owners. Planned exceptions are included in validation.
- 04
Guidance and continuity
We prepare team handover and document agreed points. Support and improvement follow contracted terms.
FAQ
Questions before taking the next step.
Is a WhatsApp button enough to have CRM?
No. A button starts a conversation. CRM requires records, stages, owners and follow-up routines; connections between tools are assessed in the project.
Do I need to replace my existing systems?
We first assess fit, data, APIs and limitations. A connection may be sufficient; migration or replacement enters the design only when justified and agreed.
How do you define the first stage?
We start with the priorities above and your business discovery. Technical dependencies, team capacity and acceptance criteria guide a feasible scope.
Does the project include daily business operations?
Delivery prepares workflows and guides teams within scope. Commercial routines, content updates and operations remain with your business unless specific services are contracted.
How will we assess whether delivery meets the goal?
We define validation scenarios and indicators possible with existing data. Commercial results also depend on offers, demand and execution; we do not promise percentages without evidence.
ESCADIO TECH / CRM, service and WhatsApp
Your context defines the project. Let us understand the next stage.
Tell us which challenges appear in your routines and how your team works today. The conversation starts with the problem, to define what to organize, connect or improve.
Talk to a specialist- 01History that follows the customer
- 02Pipelines with stage criteria
- 03WhatsApp with operational rules