Identifies and creates
Digital Employee searches CNPJ at Receita, identifies company, creates contact with structured data.
01 · CONTACT
Pillar · Integrated CRM
CRM integrated with WhatsApp that fills itself ALONE
CRM integrated with WhatsApp shouldn’t be another spreadsheet the salesperson fills out at the end of the day — and never fills out. You close the sale in chat and the pipeline keeps lying: lead in the wrong stage, note no one typed, follow-up disappears. Here the Digital Employee from XMACNA EXECUTES this record for each conversation — creates contact, opportunity, note, and task in real time on HubSpot, Pipedrive, RD or Salesforce. You open it on Monday and the funnel already tells the truth, no typing needed.
24/7no vacations, no days off
On the spotfaster than human
In 5 yearsAI is a basic requirement
From SDR to CRM
See how the magic happens.
Pipeline that updates while you sleep. Persistent memory.
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01
Message
Client contacts via WhatsApp, voice, or active campaign.
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02
Context
The Digital Employee reads history, memory, and data from the Intelligent Dashboard.
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03
Decision
It chooses the next action: reply, qualify, schedule, collect, or escalate.
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04
Record
The conversation turns into structured data, private notes, and updated opportunity.
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05
Control
Your team takes over when a human is needed, already with full context.
Your CRM integrated with WhatsApp — not another one for you to learn.
The last thing you need is to switch tools and train the team again. Your team has already abandoned CSV import sheets and seen Zapier integrations break at the worst moment. The Digital Employee chats directly with the HubSpot, Pipedrive, RD, or Salesforce you already have — and writes in real time, just as the salesperson would if they had time. No CRM yet? XMACNA delivers the Intelligent Dashboard included in the setup, at no extra license cost.
Before
Lead lost on WhatsApp
After · XMACNA
Lead created in CRM
Before
Salesperson types summary
After · XMACNA
Summary generated by AI
Before
Outdated pipeline
After · XMACNA
Real-time pipeline
Before
Forgotten follow-up
After · XMACNA
Automatically created task
What the customer said on WhatsApp becomes data to decide.
You don't make decisions by looking at the conversation — you make them by looking at the pipeline. And the pipeline only works if it faithfully reflects what the customer really wants, what stage they are in, and what was agreed upon. With each interaction, the Digital Employee feeds the dashboard: contact, stage, score, rating, and the fields that matter to your business. You stop guessing who is hot and see where to focus the team today — with each customer's history stored between conversations, thanks to Long-Term Memory. See where to start with a free assessment.
Stage advancement
Advances LEAD → CE → SCHEDULED based on conversation signals. Automatic stage advancement.
02 · OPPORTUNITYFor the seller
Summarizes context, sets next action, creates task for the human to close.
03 · NOTE + TASKWhat matters to know.
Does the CRM really update by itself, without the seller typing?+
Yes. With each WhatsApp conversation, the Digital Employee creates contact, opportunity, note, and task in your CRM in real time — no manual CSV and no integration that breaks.
Does it work with the CRM I already use?+
Yes. Native API integration with HubSpot, Pipedrive, RD, and Salesforce. Still no CRM? XMACNA includes the free Intelligent Dashboard in the setup.
If my seller changes the CRM, does the Digital Employee respect it?+
Yes, synchronization is bidirectional. The seller edits the CRM and the Digital Employee uses the new data in the next message to the customer.
Does it remember the customer in future conversations?+
Yes. Long-Term Memory stores preferences, history, and attributes of each customer between conversations — the recurring lead doesn’t start from scratch.
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