Add-On: CRM Suite

The CRM that
thinks like you.

Pipeline AI con drag & drop. Revenue Forecast automatico. WhatsApp & Telegram integrati. Invoicing, customer service, social posting — all synced with your S.C.A.L.A.

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● 3 tiers available: Base Base €40/mo · Pro €79/mo · Enterprise €149/mo

Feature 01

Visual Pipeline

Kanban drag & drop per gestire i deals. Move contacts between stages with a click.

  • ✓Fasi Personalizzabili: Crea la tua pipeline custom
  • ✓Deal Value: See total value per stage
  • ✓Opportunity: Track close probability per deal
  • ✓Filtri Avanzati: Per owner, valore, data, tag
Pipeline View
Discovery
5
€15k
Qualified
4
€22k
Proposal
3
€18k
Negotiation
2
€28k
Won
8
€45k
Lead Score
92
Acme Corp
Hot lead · €15,000
🔥 Priority
67
Beta Industries
Warm lead · €8,000
34
Gamma SRL
Cool lead · €3,000
❄️ Nurturing
Feature 02

Lead Scoring AI

AI assigns a 0-100 score to every lead based on engagement, fit and conversion probability.

  • ✓Preset per Settore: SaaS B2B, E-Commerce, Consulting
  • ✓Score Decay: Punteggio cala con l’inattività
  • ✓Score Triggers: Azioni automatiche al raggiungimento soglia
  • ✓Hot / Warm / Cool: Customisable thresholds
Feature 03

Revenue Forecast

Probability-weighted projections. See your future revenue with real pipeline data.

  • ✓Pipeline per Stage: Weighted forecast per fase
  • ✓Proiezioni Trimestrali: Projected vs Actual a colpo d’occhio
  • ✓Win Rate: Tasso di conversione automatico
Forecast Preview
Pipeline
€128k
Weighted
€90k
Win Rate
62%
Q1
Q2
Q3
Q4
Inbox Preview
💬
Mario Rossi
Perfect, when can we sign?
WhatsApp
✈️
Anna Bianchi
Let’s go with PRO plan
Telegram
Feature 04

WhatsApp & Telegram

Unified inbox for WhatsApp Business and Telegram. Manage all conversations in one place.

  • ✓Inbox Unificata: Tutti i canali in un flusso
  • ✓Template Risposte: Quick reply personalizzabili
  • ✓Auto-Reply Bot: Risposte automatiche intelligenti
Feature 05

Customer Service

Full helpdesk with ticket system, live chat and chatbot AI. Real-time CSAT metrics.

  • ✓Ticket System: Priority, assegnazione, SLA tracking
  • ✓Live Chat: Widget embeddabile sul tuo sito
  • ✓CSAT Survey: Sondaggi post-risoluzione automatici
  • ✓SLA Engine: Regole per priorità con auto-escalation
Service Metrics
12min
Avg Response
4.3h
Avg Resolution
94%
SLA First Response
4.3/5
CSAT Score
Invoice Preview
INV-001 · Acme Corp
€4,500 · Due 15/04
Paid
INV-002 · Beta SRL
€2,800 · Due 20/04
Sent
QT-015 · Gamma Quote
€6,200 · Valid 30 days
Draft
Feature 06

Invoicing & Quotes

Create invoices and PDF quotes directly from the CRM. Payment tracking and revenue reports built-in.

  • ✓Quote Generator: Quotes con sconti e line items
  • ✓Invoicing: Issue and track payments
  • ✓Export PDF: Documenti professionali brandizzati
  • ✓Revenue Report: Incassato vs Outstanding vs Overdue
Feature 07

Social Media Posting

Schedule and publish content on Facebook, Instagram, LinkedIn, X e TikTok from a single interface.

  • ✓Multi-Platform: Publish to 5+ socials simultaneously
  • ✓Scheduling: Plan posts with visual calendar
  • ✓Analytics Social: Engagement, reach, like e commenti
  • ✓A/B Testing: Testa varianti di copy e immagini
Scheduled Posts
📘📸💼 Published
🚀 New CRM module available on S.C.A.L.A…
👍 127💬 23👁️ 1.4k
📘🐦 Programmato · 14:00
📊 Case study: how a company increased…
The full picture

16 Modules. One CRM.

📋

Pipeline

🔥

Lead Scoring

📈

Forecast

💬

WhatsApp

✈️

Telegram

🎫

Ticket System

💬

Live Chat

🤖

Chatbot AI

💰

Invoicing

📝

Quotes

📢

Social Posting

🧪

A/B Testing

⏱️

SLA Engine

📊

Analytics

⭐

CSAT Survey

📧

Email Editor

Native Integration

Connected to All of S.C.A.L.A.

The CRM is not an island. It’s part of the operating system.

🎯

Sync with Strategy

CRM clients feed the Pareto Analysis. See who generates 80% of revenue.

🚀

Sync with Pilot

Convert qualified leads into Pilots. Track validation from first contact to conversion.

📊

Sync with Activation

CRM metrics become Key Results in OKRs. Revenue and pipeline impact your goals.

CRM Plans

Choose Your Level

CRM Base

Get started with client management

€40 /mo €400/year (save 17%)
  • ✓Pipeline + Contacts
  • ✓Basic Lead Scoring
  • ✓Email Editor
  • ✓Import/Export CSV
Start Free
Popular

CRM Pro

For structured teams

€79 /mo €790/year (save 17%)
  • ✓Tutto Base +
  • ✓Revenue Forecast
  • ✓WhatsApp & Telegram
  • ✓Invoicing & Quotes
  • ✓Social Posting
  • ✓Customer Service
Start Free

CRM Enterprise

For structured businesses

€149 /mo €1490/year (save 17%)
  • ✓Tutto Pro +
  • ✓Advanced SLA Engine
  • ✓A/B Testing
  • ✓Automatic CSAT Surveys
  • ✓Advanced Analytics
  • ✓Unlimited Automations
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FAQ

Is CRM included in S.C.A.L.A. plans??

No, CRM is a separate add-on with €40/mo, Base (€40/mo), Pro (€79/mo) and Enterprise (€149/mo). Can be added to any plan. Can be added to any plan.

How many contacts can I manage??

Unlimited contacts on all tiers. No artificial limits.

Can I import from Salesforce/HubSpot??

Sì, supportiamo import da CSV. Esporta dal tuo CRM attuale e importa in S.C.A.L.A. in pochi minuti.

WhatsApp Business è integrato nativamente?

Yes, from the Pro tier. Unified inbox with WhatsApp Business API and Telegram. Quick replies, templates and auto-reply bot included.

The CRM that lavora
like your team

Pipeline + Forecast + WhatsApp + Invoicing + Customer Service. All in S.C.A.L.A.

Start Free →

From €40/mo · Compatible with all S.C.A.L.A. plans