How to Integrate Jestor with Your CRM and Automate Your Sales Pipeline

For teams managing dozens of deals every week, keeping the sales pipeline up to date is often a struggle — data gets scattered, updates are inconsistent, and reports arrive late.

Integrating Jestor with your CRM solves this.
With AI and no-code automation, it connects your sales, financial, and operational data in real time, giving you full visibility from lead to post-sale.

1. Connecting CRM to operations

Jestor doesn’t replace your CRM — it enhances it.
While your CRM focuses on customer relationships, Jestor acts as the automation layer that links sales activity to finance, logistics, and customer success.

With integrations like Omie, Conta Azul, and spreadsheets, you can:

  • Automatically update a deal’s status after payment;
  • Trigger onboarding tasks once a proposal is approved;
  • Sync invoices and revenue dashboards;
  • Track every customer in one central view.

2. End-to-end sales automation

With Jestor, you can create visual workflows that mirror your sales process.
For example:

“When a deal is marked as closed in the CRM, generate an invoice in Omie and create a post-sale task automatically.”

These automations remove manual steps and ensure every customer is followed up on time.
AI learns from your sales patterns and suggests new rules to shorten the sales cycle.

3. Real-time dashboards and AI insights

Managers gain complete visibility with real-time dashboards that track conversion rates, average deal time, and sales performance.
Because everything is connected, Jestor provides cross-system reports that combine CRM, ERP, and financial data for deeper insights.

4. Simple, scalable, and collaborative

Jestor’s plan is straightforward: unlimited users for R$99/month, allowing sales, finance, and support teams to collaborate seamlessly — without worrying about user limits or extra costs.

Conclusion

Integrating Jestor with your CRM turns your sales pipeline into an intelligent, automated ecosystem that connects every part of your business.
It’s the next step for teams ready to scale with structure and clarity.

With Jestor, you can connect your CRM, automate your sales pipeline, and gain full operational visibility — all no-code and AI-powered.
Discover how Jestor helps businesses streamline sales and grow smarter.

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