One card per client, one board per team
Sales, finance and onboarding each get their own board. The client is the same card on all three, so nobody copies data or asks a colleague for it.
Copilot
Atendimentos
FiltroClassificarOpções
Novo2
T
Thiago MartinsETA Reino Unido
T
Thiago MartinsR
Rafael NunesM
Martins - FamíliaR$ 300,00
Retorno 15 set, 2026
No prazo · 42 min
A
Ana Paula RochaVisto Mexicano
A
Ana Paula RochaB
Bruno FariasR
Rocha - FamíliaR$ 650,00
Criado hoje, 09:12
No prazo · 18 min
Em atendimento1
L
Lucas AndradeETA Canadá
L
Lucas AndradeR
Rafael NunesA
Andrade - FamíliaR$ 700,00
Retorno 16 set, 2026
No prazo · 3 h
Proposta enviada2
M
Mariana CostaVisto Americano B1/B2
M
Mariana CostaC
Camila RibeiroC
Costa - FamíliaR$ 890,00
Retorno 14 set, 2026
Violado · 2 dias
B
Beatriz SouzaeVisitor Austrália
B
Beatriz SouzaJ
Juliana PradoS
Souza - FamíliaR$ 420,00
Retorno 13 set, 2026
No prazo · 20 h
Retorno agendado1
G
Gustavo PereiraVisto Schengen
G
Gustavo PereiraJ
Juliana PradoP
Pereira - FamíliaR$ 750,00
18 set, 2026 14:00
Pausado
Ganho1
P
Paulo OliveiraVisto Americano B1/B2
P
Paulo OliveiraC
Camila RibeiroO
Oliveira - FamíliaR$ 3.560,00
Entrevista 24 set, 2026
Concluído
...and an AI that answers from your own data
Ask how many cases are waiting for payment or which agent has the most open cards. The answer comes from the board, not from someone's memory.
Copilot
Atendimentos
FiltroClassificarOpções
Novo
Em atendimento
Proposta enviada
Retorno agendado
Ganho
One card per client, one board per team
Sales, finance and onboarding each get their own board. The client is the same card on all three, so nobody copies data or asks a colleague for it.
Copilot
Atendimentos
FiltroClassificarOpções
Novo2
T
Thiago MartinsETA Reino Unido
T
Thiago MartinsR
Rafael NunesM
Martins - FamíliaR$ 300,00
Retorno 15 set, 2026
No prazo · 42 min
A
Ana Paula RochaVisto Mexicano
A
Ana Paula RochaB
Bruno FariasR
Rocha - FamíliaR$ 650,00
Criado hoje, 09:12
No prazo · 18 min
Em atendimento1
L
Lucas AndradeETA Canadá
L
Lucas AndradeR
Rafael NunesA
Andrade - FamíliaR$ 700,00
Retorno 16 set, 2026
No prazo · 3 h
Proposta enviada2
M
Mariana CostaVisto Americano B1/B2
M
Mariana CostaC
Camila RibeiroC
Costa - FamíliaR$ 890,00
Retorno 14 set, 2026
Violado · 2 dias
B
Beatriz SouzaeVisitor Austrália
B
Beatriz SouzaJ
Juliana PradoS
Souza - FamíliaR$ 420,00
Retorno 13 set, 2026
No prazo · 20 h
Retorno agendado1
G
Gustavo PereiraVisto Schengen
G
Gustavo PereiraJ
Juliana PradoP
Pereira - FamíliaR$ 750,00
18 set, 2026 14:00
Pausado
Ganho1
P
Paulo OliveiraVisto Americano B1/B2
P
Paulo OliveiraC
Camila RibeiroO
Oliveira - FamíliaR$ 3.560,00
Entrevista 24 set, 2026
Concluído
...and an AI that answers from your own data
Ask how many cases are waiting for payment or which agent has the most open cards. The answer comes from the board, not from someone's memory.
Copilot
Atendimentos
FiltroClassificarOpções
Novo
Em atendimento
Proposta enviada
Retorno agendado
Ganho
Features
Everything a visa case needs, already on the card
대시보드 /Commercial
⌘K
Open cases2814%
Waiting on WhatsApp128%
Alerts (7 days)95%
Cases per agent
151050
12
9
8
6
3
2
CamilaRafaelJulianaBrunoBeatrizGustavo
Cases by stage
35합계
1/2
신규
In progress
Proposal sent
대시보드01 / 07
Numbers from the board, not from memory.
Cases per stage, per agent, per service. Alerts in the last 7 days. You build the chart yourself; nobody has to ask for a report.
Bar, line, pie and count widgets
Filter by any field
Updates as the team works
Timeline
Tasks
Notes
Files
Emails
Calendar
할 일3
작업 추가
Follow up on WhatsAppNo reply on WhatsApp for 48 hours.
Sep 13, 2026
Camila Ribeiro
Ask for the passport scanPassport and bank statement still missing.
Sep 14, 2026
Rafael Nunes
Book the consulate slotShortest CASV queue is in São Paulo.
Sep 16, 2026Camila Ribeiro
완료1
Send the quoteSent the B1/B2 quote for two applicants.
Sep 10, 2026Camila Ribeiro
Tasks & Notes02 / 07
The task lives on the client's card.
Tasks with owner and due date
Notes attached to the card
Follow-up date with a daily check
Timeline
Tasks
Notes
Files
Emails
Calendar
받은편지함4작성
Documents for the US B1/B2I sent the document list. The passport scan is already on the card.
Sep 12, 2026Quote for two applicantsHere is the quote for two applicants. Confirm and I book the return.
Sep 11, 2026
Canada ETA submittedThe Canada ETA went out this morning. I will ping you when the approval lands.
Sep 9, 2026Family traveling togetherThe whole family is traveling together. I added the three applicants on the same card.
Sep 8, 2026이메일 및 캘린더03 / 07
Email and calendar on the same card.
Google 또는 Microsoft 계정 연결
Emails and events linked to the client
The whole conversation history in one place
Todas as Pessoas· 9
Nome
WhatsApp
Origem
Cidade
Atendente
Quente
Valor
Serviço
M
Mariana Costamariana-costa
WhatsApp
São Paulo
Sim
R$ 890
Visto Americano B1/B2
L
Lucas Andradelucas-andrade
Instagram
Rio de Janeiro
Não
R$ 700
ETA Canadá
T
Thiago Martinsthiago-martins
WhatsApp
Campinas
Não
R$ 300
ETA Reino Unido
A
Ana Paula Rochaana-paula-rocha
Indicação
Curitiba
Não
R$ 650
Visto Mexicano
B
Beatriz Souzabeatriz-souza
Instagram
Porto Alegre
Sim
R$ 420
eVisitor Austrália
G
Gustavo Pereiragustavo-pereira
WhatsApp
Belo Horizonte
Não
R$ 750
Visto Schengen
P
Paulo Oliveirapaulo-oliveira
Indicação
Belo Horizonte
Sim
R$ 3.560
Visto Americano B1/B2
F
Fernanda Limafernanda-lima
WhatsApp
Brasília
Não
R$ 520
Visto Japonês
R
Ricardo Mendesricardo-mendes
Site
Recife
Sim
R$ 1.200
Visto Canadense
Clients & Companies04 / 07
Every client, every applicant, one history.
Your own fields and relations
One timeline (messages, events, tasks, notes, files)
Search by name, phone or message text
By Stage· 5
Novo2
Em atendimento1
Ganho2
E
ETA Reino UnidoR$ 300
WhatsApp
15 set, 2026 09:12
M
Martins - FamíliaV
Visto MexicanoR$ 650
WhatsApp
12 set, 2026 14:03
R
Rocha - FamíliaNew
E
ETA CanadáR$ 700
10 set, 2026 11:26
A
Andrade - FamíliaNew
V
Visto Americano B1/B2R$ 890
8 set, 2026 16:14
C
Costa - Famíliae
eVisitor AustráliaR$ 420
Instagram
6 set, 2026 10:02
S
Souza - FamíliaNew
Service board05 / 07
Stages you name, cards you drag.
Your own stages on every board
Drag cards between stages
Temperature: hot, warm, cold
Timeline
Tasks
Notes
Files
Emails
Calendar
All4Add file
Passaporte - Mariana Costa.pdf
12 set, 2026
Proposta B1-B2.xlsx
11 set, 2026
Lista de documentos.pdf
9 set, 2026
Foto da familia.jpg
8 set, 2026
파일06 / 07
The passport scan is on the card, not on someone's phone.
Several files per card
Rename, download and delete
Preview in the app for supported file types (when enabled)
가져온 데이터Copilot 필드
Nome예: Mariana
이름
Telefone예: 11 98765-4321
Phone
Serviço예: Visto Americano B1/B2
Service
Solicitantes예: 2
Applicants
Import07 / 07
From the spreadsheet to the board in minutes.
CSV import
Column-to-field matching (including relations)
CSV export any time
Made for the whole working day.
Fast enough for the people who live in it
속도를 위해 설계
Shortcuts and short load times. The card opens over the board, so you never lose your place.
Live board
A colleague moves a card and you watch it move. Temperature recalculates every 15 minutes.
One screen
AI, settings and cards open in side panels. No hunting through tabs.
01
02
03
04
Configuration
The manager changes it, not a developer
A new field, a new stage, a new rule: done in Settings, in minutes, without opening a ticket.
Fields and services
Add the field the consulate asks for; register a new visa type as a service
Automations
Warn before a deadline, schedule a follow-up, pause the clock
Layout and views
Choose which fields each board shows and save the filter under your own name
Your brand
Your logo, name and favicon on the workspace, and your company's colors on the sidebar: ready-made themes or your own
사람들· 840
Family
Cases
22 필드
Families· 120
사람들
Cases
39 필드
서비스· 48
Family
사람
8 필드
Cases· 64
Family
Main contact
11 필드
Appointments· 45
Family
사례
6 필드
트리거
Deadline is approaching
동작
필터
동작
레코드 검색
동작
AI 에이전트
동작
레코드 업데이트
동작
Send WhatsApp
동작
레코드 생성
일반
ServiceVisto Americano B1/B2
OwnerCamila Ribeiro
Camila RibeiroCitySão Paulo
Hot✓ Sim
Applicants2
워크스페이스
Cases
사람들
Families
작업
노트
대시보드
워크플로▾
워크플로
워크플로 실행
워크플로 버전
+ 새 레코드✧ 보강✎ 동작 편집
필드
레이아웃
일반
일반완료
Owner·관계
Applicants·숫자
추가
Hot·불리언
섹션 추가
기타
Value·통화
City·Text
생성 일자·날짜 및 시간
새 필드·필드의 기본 위치/가시성…
섹션 추가
Copilot워크스페이스
Copilot
LogoFavicon
Sidebar theme
EffectGlow
Background color#1d4ed8
Second color#3b82f6
Text and icon color#ffffff
Create the workspace in under a minute and start the 30-day trial without a card. Stages, services and fields are adjusted in Settings by the manager, no developer involved.
Yes. Import a CSV and match each column to a Copilot field, relations included. Export any day you like; the data stays yours.
Yes, through Meta's official API. The number is approved by Meta and connected to the CRM, so no phone stays logged in. Meta's rules apply: free text inside the 24-hour window, approved templates outside it.
No. Fields, stages, saved views, services, quick replies and move rules are all created in Settings by the manager.
It answers questions about your own data (how many cases are waiting for payment, which agent has the most open cards) and runs as a step inside automations.
Plans are priced per user per month, billed monthly or yearly, with a 30-day trial and no card. The full table is on the pricing page.