Customer and lead records with full history
Configuration, integration and implementation are adapted to the company’s real workflow.
Business CRM
Customers, sales and next actions in one connected CRM.
Goatify helps teams centralize customer data, conversations, voice calls, opportunities, proposals, contracts, tasks and follow-up without losing context.
360° customer profileSales pipelineAI-assisted follow-up
Business CRMWe use real Goatify visual assets to show portals, automation, dashboards and digital products in context.
Visual ecosystem
See how the pieces connect.
We use real Goatify visual assets to show portals, automation, dashboards and digital products in context.
Capabilities
What this solution can include.
Goatify CRM centralizes customers, leads, conversations, calls, pipeline, documents, tasks and automation for companies in the Americas, the United States and Spain.
Pipeline stages, value and ownership
Configuration, integration and implementation are adapted to the company’s real workflow.
Text conversations, WhatsApp and voice interactions
Configuration, integration and implementation are adapted to the company’s real workflow.
Proposals, contracts and pre-invoices
Configuration, integration and implementation are adapted to the company’s real workflow.
Tasks, projects, calendar and reminders
Configuration, integration and implementation are adapted to the company’s real workflow.
Dashboards, automation and AI assistants
Configuration, integration and implementation are adapted to the company’s real workflow.
In depth
Context before every conversation
A customer record should show who the person is, what they asked for, what was promised and what needs to happen next.
Customer timelineDocuments and notesRelated opportunitiesClear ownership
In depth
From conversation to execution
When a deal moves forward, Goatify can turn commercial data into documents, tasks and projects.
Proposal workflowAutomated remindersProject handoffPerformance reporting
Implementation process
Map the commercial process → Measure activity and conversion
A clear implementation path reduces risk, aligns teams and keeps the project focused on real outcomes.
Map the commercial process
Each phase is reviewed with clear responsibilities and acceptance criteria.
Configure records, stages and roles
Each phase is reviewed with clear responsibilities and acceptance criteria.
Connect channels and automations
Each phase is reviewed with clear responsibilities and acceptance criteria.
Measure activity and conversion
Each phase is reviewed with clear responsibilities and acceptance criteria.
Best fit for
Built for real business contexts.
B2B teamsProfessional servicesEducationConstructionHospitalityGrowing companies
Related Goatify solutions
Connect this page with the rest of Goatify.
Frequently asked questions
Answers before implementation.
What is Goatify CRM?
A business CRM for managing customers, prospects, conversations, opportunities, documents, tasks and follow-up.
Can it connect WhatsApp and calls?
Yes, depending on the selected provider, plan and integration scope.
Can teams customize pipeline stages?
Yes. Stages and fields can be adapted to the real sales process.
Does it support documents?
It can generate and store proposals, contracts and pre-invoices based on the configured scope.
Where is Goatify available?
Goatify works remotely with companies across Latin America, the United States and Spain.
Explore the Goatify ecosystem
CRM, AI agents, websites, apps, portals, productivity and digital growth in one connected company.
Build the right solution for your company.
Book a working session to define modules, channels, integrations and priorities.