> 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/marketplace-pacotes-e-power-ups/power-ups/crm+/o-que-e-o-crm+.md).

# O que é o CRM+?

O CRM+ adiciona um funil de vendas ao OutSmart CRM.

Trabalha com **tipos de conta**, **fases do lead**, e **motivos de fecho**.

Isto ajuda-o a acompanhar leads de forma estruturada.

### O que o CRM+ adiciona

* **Tipos de conta** definem como categoriza as relações.
* **Fases do lead** mostram em que fase do processo está um lead.
* **Motivos de fecho** registam por que motivo um negócio é ganho ou perdido.

### Quando usar o CRM+

Use o CRM+ se:

* faz acompanhamento ativo dos leads
* quer gerir oportunidades de vendas por fase
* quer fazer um Relatório sobre ganhos e perdas

### Como o fluxo funciona

{% stepper %}
{% step %}

### Escolha um tipo de conta

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

{% step %}

### Avance pelas fases do lead

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

{% step %}

### Escolha um motivo de fecho

Registe por que motivo o negócio é ganho ou perdido.
{% endstep %}
{% endstepper %}

### Artigos relacionados

* [Ativar o CRM+](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/ativar-o-crm+.md)
* [Configurar tipos de conta](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-tipos-de-conta.md)
* [Configurar fases de leads](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-fases-de-lead.md)
* [Configurar motivos de fechamento](/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/definir-razoes-de-fecho.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-pt/marketplace-pacotes-e-power-ups/power-ups/crm+/o-que-e-o-crm+.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.