View conversations from connected WhatsApp, Messenger and Instagram accounts. Review contact details and history, assign owners, update statuses and switch between assisted service and team takeover.
TEK 2.0 · White-label CRM
Customer relationships with context and continuity.
TEK 2.0 brings together customer service, contacts, opportunities, campaigns, scheduling and business insights. Configure the experience for your company and give every conversation a clear next step.
TEK 2.0WHITE-LABEL CRM
InboxConversations and service
ContactsData and follow-up
PipelinesOpportunities and stages
Calendar + AIMeetings and insights
Product overview · TEK 2.0
Functional scope
Your entire sales cycle, connected.
TEK 2.0 helps centralize customer service, organize processes and maintain consistent follow-up. Each channel and feature depends on the connections, permissions and configuration agreed for your company.
Manage data, tags, notes and custom fields; import and export records with duplicate checks. Record lead sources and use AI to review summaries, needs, next steps and lead classification.
Organize parallel processes with stages, cards, owners, amounts and currencies. Search authorized records and review open value, closed deals and sales according to the commercial outcome defined for each stage.
Schedule meetings from a contact, conversation or deal. Manage owners, dates, time zones and notifications; view the shared calendar and connect Google Calendar, Outlook/Microsoft 365, Calendly or the CRM calendar according to your configuration.
Prepare WhatsApp broadcasts with approved templates and email campaigns with filtered audiences. Review recipients, variables and results before and after sending. Each channel's authorization rules apply.
Configure rules using events, conditions and actions; build WhatsApp conversation flows and enable AI assistance to respond, draft messages, analyze contacts or re-engage eligible conversations.
Review activity, conversations, new contacts, opportunity value and sales by pipeline and period. The AI dashboard generates SWOT analyses with supporting evidence and limitations based on available records.
Adapt the appearance to your company's identity, manage users and roles, and configure channels, currencies, tags, fields and AI agents from one workspace.
Each deployment is tailored to the client's processes and connections. Integrations require credentials, authorization, configuration and operational validation; some features depend on external providers.
TEK 2.0 in action
Real product views.
Explore CRM workspaces for contacts, opportunities, scheduling and analytics. Product screenshots show the Spanish interface.
Recommendations and analyses support decisions and require team review. Feature availability varies with permissions, connections and configuration.
One operation, different views
Customer context follows every stage.
From the first conversation to the sales outcome, your team can maintain the history and act with a shared view.
01
Capture leads and identify their source
Record the opportunity's source when that information is provided by the channel.
02
Respond and organize
Assign owners, update the contact and move the opportunity through its stages.
03
Follow up and learn
Schedule the next action and review metrics within the scope enabled for your company.
Adapted to your brand
A platform with your company's identity.
TEK 2.0 provides the sales foundation. Branding, users, channels and connections are defined for each deployment; the company must authorize permissions for each provider.
The scope of messaging, scheduling, campaigns and insights depends on available connections and the agreed configuration.
TEK 2.0
Capture → respond → organize → follow up → schedule → close → analyze.
A sales workflow that preserves context and makes the next step visible.
Get to know TEK 2.0 in a conversation.
We review your channels, processes and implementation needs.