What to evaluate before choosing a B2B CRM
B2B sales have longer cycles, multiple decision-makers and a mix of communication channels. A CRM that handles simple transactional sales can break down in an operation with technical proposals, negotiation over WhatsApp and follow-up that runs for weeks.
- Configurable funnel: stages and advancement criteria specific to your sales cycle
- Channel coverage: wherever your leads are — WhatsApp, email, phone
- Follow-up automation: so no lead goes cold for lack of contact
- Pipeline visibility: who is in which stage, for how long and why
- Conversation analysis: to spot win and loss patterns
Why your communication channel defines the right CRM
In Brazilian B2B, WhatsApp is the dominant negotiation channel — not the exception, the norm. A CRM without native WhatsApp integration creates two parallel worlds: the official system and the conversations that actually close deals.
CRPRO, by Nexo, is built on that reality. It centralizes the shared WhatsApp inbox, keeps each lead's history in the funnel and fires follow-up automations without making sales reps leave the tool.
When to add conversation analysis to your CRM
A CRM records what happened. Conversation analysis reveals why it happened: where the sales rep lost the negotiation, which argument converted, which questions were never asked.