Without a CRM, nobody knows how much the closed sale cost.
It’s the link between the media at the top and the money that came into the bank. Without it, every marketing report ends at the lead — and the conversation with finance never adds up.
Every lead with a stage, an owner and a source
Illustrative example. What matters is the last line of each card: the source. That’s what closes the gap between what was invested and what came in.
New
2Qualified
2Proposal sent
1Closed
1Without the source recorded, the pipeline is just a to-do list. With it, it becomes the report that tells you which campaign paid this month’s payroll.
Who does what in the CRM rollout
A CRM only works if the team uses it. That’s why onboarding is split into lanes: what Manáry handles and where your team’s participation is essential.
What Manáry delivers in CRM
Setup from scratch or cleanup
Whether starting from nothing or cleaning up a CRM that became a dump of duplicate contacts.
Source recorded on every lead
UTM, campaign and landing page stored on the contact, not just the session.
Stages that reflect the real sale
A pipeline designed around how your team sells, not the tool’s default template.
Structured loss reasons
Losing is normal. Losing without knowing why is what keeps next month from improving.
Integration with media and website
Forms, WhatsApp and campaigns feeding the same place, with no manual typing.
Revenue by channel report
The question a CRM exists to answer: which channel paid the bill.
Do you know which campaign generated your last sale?
If the answer takes more than a minute, the problem isn’t marketing — it’s record-keeping. And that can be fixed quickly.