Procedo

Procedo is a software as a service (SaaS) platform offered by Procedo Tecnologia Ltda that aims to centralize and automate sales and project management information within a company. According to the vendor, this platform is suitable for companies of various sizes, ranging from small businesses to large enterprises. It is utilized by sales professionals, project managers, business development managers, marketing professionals, and IT companies.

Key Features

CRM de Vendas: According to the vendor, Procedo allows users to manage their sales funnel from start to finish, build relationships with their sales pipeline, and customize the platform to align with their company's sales processes.

Automated Proposal Generation: The vendor claims that Procedo can automatically generate personalized sales proposals, define approval workflows, and version existing proposals without losing negotiation history.

Discounts and Recurring Services: Procedo reportedly enables users to set discount thresholds and automatically apply them to quotes. It also allows for the management of recurring services that can be automatically included in quotes.

Sales Team Management: According to the vendor, Procedo provides tools to monitor and manage sales team performance, as well as coordinate activities and resources throughout each stage of the sales process.

Task Management and Collaboration: Procedo offers features to optimize task management by providing an integrated agenda for the entire team. It also facilitates collaboration among team members.

Geolocation Tracking: The vendor states that Procedo includes a geolocation feature, allowing users to track the concentration of their opportunities and prospects.

Instant Contract Signing: Procedo can be integrated with ClickSign to enable instant contract signing with legal validity, according to the vendor.

Lead Capture: The vendor claims that Procedo CRM can capture leads by integrating with a website's contact form.

Performance Reporting: Procedo reportedly provides comprehensive sales performance reports to track the evolution of team performance.

Project Management Solution: Procedo offers project management features for software companies, including time tracking, expense management, labor cost control, project billing, and access permissions based on user hierarchy. The vendor states that users can customize projects based on development stages and monitor step-by-step execution. Additionally, Procedo allows for detailed activity breakdowns to facilitate transparent client billing.