How to Use Jestor to Automate Sales and Post-Sales Tasks

In many companies, sales and customer success teams spend more time updating spreadsheets and sending manual messages than actually engaging clients.
Between multiple systems and scattered data, productivity suffers.

With Jestor, you can automate your entire sales and post-sales process — from first contact to customer retention — connecting CRM, ERP, and operations in one place.

1. Centralizing your sales process

Jestor lets you create a custom sales pipeline with visual stages, automations, and responsible owners.
Each new opportunity triggers automatic tasks, updates dashboards, and syncs data across teams.

It integrates directly with Omie and Conta Azul, keeping quotes, invoices, and payment data aligned between sales and finance — no manual duplication required.

2. Smart post-sales follow-up

Customer relationships don’t end after the sale.
In Jestor, you can set up automated post-sales flows, such as:

Welcome or follow-up emails;
Task creation for support teams after delivery;
Customer satisfaction tracking;
Alerts for contract renewals or expiring services.

These automations ensure consistent, proactive communication with every client.

3. AI and real-time analytics

Jestor’s AI helps track conversion rates, sales performance, and deal cycle times, while suggesting automations based on your workflow patterns.

All insights are displayed in real-time dashboards, giving managers the clarity to make fast, data-driven decisions.

4. Affordable and scalable

Jestor’s pricing model is straightforward: unlimited users for R$99/month, so your entire sales and post-sales teams can collaborate and automate freely.

Conclusion

Automating sales and post-sales isn’t just about efficiency — it’s about building better relationships and scaling intelligently.
With Jestor, your sales operation becomes faster, clearer, and smarter.

With Jestor, you can automate your sales funnel, integrate ERP and CRM, and connect post-sales — all no-code and AI-powered.
Discover how Jestor helps teams turn their sales process into a growth engine.

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Em 2026, as empresas mais eficientes não são as que trabalham mais, mas as que trabalham melhor com BPM e IA. O Jestor reúne essas duas forças em uma única plataforma — processos claros, dados centralizados e inteligência aplicada ao dia a dia. É a fusão perfeita entre organização e inovação.

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Em 2026, o gestor deixa de ser apenas quem aprova planilhas — e vira líder de sistemas inteligentes. Ele usa plataformas como o Jestor para modelar processos, criar automações e usar IA como parceira de gestão. O gestor moderno não precisa programar, mas precisa pensar como um arquiteto de informação.

How AI Makes Companies More Human in 2026

Paradox of 2026: the more AI we use, the more human business must be. Technology frees leaders to focus on people and strategy. Jestor automates the repetitive and adds context, helping managers decide with both empathy and accuracy. AI and humanity aren’t opposites — they’re partners.