> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/o-que-e-o-crm-plus.md).

# O que é o CRM Plus?

Compreender o que o CRM Plus acrescenta ao OutSmart e quando o utilizar.

O CRM Plus acrescenta um funil de vendas ao OutSmart CRM.

Trabalha com **Tipos de conta**, **Fases da lead**, e **Razão de fecho**.

Isto ajuda a acompanhar leads de forma estruturada.

### O que o CRM Plus acrescenta

* **Tipos de conta** definem como são categorizadas as relações.
* **Fases da lead** mostram em que fase se encontra uma lead no processo.
* **Razão de fecho** registam por que razão um negócio é ganho ou perdido.

### Quando utilizar o CRM Plus

O CRM Plus é indicado se:

* faz acompanhamento ativo de leads
* pretende gerir oportunidades de vendas por fase
* pretende elaborar relatórios sobre ganhos e perdas

### Como funciona o fluxo

{% stepper %}
{% step %}

### Escolher um Tipo de conta

Por exemplo, **Lead**, **Prospect**, ou **Cliente**.
{% endstep %}

{% step %}

### Avançar pelas Fases da lead

Levar a relação do primeiro contacto ao fecho.
{% endstep %}

{% step %}

### Escolher Passos para saída

Registar por que razão o negócio é ganho ou perdido.
{% endstep %}
{% endstepper %}

### Artigos relacionados

* [Ativar o CRM Plus](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/ativar-crm-plus.md)
* [Configurar Tipos de conta](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/configurar-tipos-de-conta.md)
* [Configurar Fases da lead](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/configurar-fases-da-lead.md)
* [Configurar Razão de fecho](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/power-ups/crm-plus/configurar-razao-de-fecho.md)


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