Commercial operation

SohneOS

Convex Robótica's commercial operating system.

A platform built to organize clients, leads, opportunities, activities and commercial territories in a single environment.

SohneOS commercial indicators dashboard
Client portfolio

Your portfolio in one place.

Sales people and representatives access their own commercial portfolio, with the history of every relationship organized and always available.

Clients

Active portfolio organized by relationship and territory.

Leads

New opportunities recorded and followed up.

Status

Current situation of each client and opportunity.

Potential value

Commercial estimate attached to each opportunity.

Contacts

People, roles and communication channels.

History

Record of interactions and commercial progress.

Pipeline

Commercial pipeline.

Follow every opportunity from first contact to conversion.

Commercial stages

A defined flow from first contact to conversion.

Drag-and-drop

Move opportunities directly between stages.

Potential value

Commercial volume per stage.

Follow-up

Opportunities visible and continuously updated.

SohneOS commercial pipeline Kanban board
Territory

Commercial map.

See clients, leads and opportunities by territory and follow your commercial presence geographically.

ClientsLeadsOpportunitiesTerritories
SohneOS commercial map with clients and territories
SohneOS activities and follow-up agenda
Commercial routine

Activities and follow-ups.

Organize the commercial agenda and keep follow-up on every opportunity up to date.

Calls
Meetings
Tasks
Visits
Follow-ups
Indicators

Reading the operation.

An objective panel with the indicators that guide the commercial routine.

Potential pipeline

Commercial volume in progress.

Active leads

Opportunities being followed up.

Clients

The representative's active portfolio.

Conversions

Completed opportunities.

Stage distribution

How the pipeline is distributed.

Convex team

Built for the Convex team.

SohneOS is the internal environment of Convex Robótica's commercial operation — it is not a product sold to the public.

01
Administration

Administrators have a panoramic view of the commercial operation.

02
Representatives

Sales people and representatives access only their own portfolio.

03
Integrated environment

Clients, opportunities, activities and territories in one place.

Be part of Convex's commercial operation.

Convex representatives and sales people rely on their own digital structure to organize opportunities, follow clients and develop their territories.