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Commercial management

Customer and sales follow-up, without losing the origin

The commercial front of BixSales: where each contact came from, how the sale is worked, and when they become a customer.

Capturing leads is not enough if follow-up lives in a spreadsheet and the close is lost in a chat. In BixSales the commercial team works on one shared history.

Where each contact came from

The origin is recorded: a campaign, a referral, a visit or another channel. The team knows how the person or company arrived, not just a name in an Excel row.

Follow the sale

Sellers see which contacts are in progress, which opportunities exist and what is left to close. The goal is to sell with clarity, not rebuild the story in every meeting.

From contact to customer

When the deal closes, the record is not “archived” in another system. It becomes a customer with the same thread: origin, commercial conversation and what comes next.

The sale is not the end of the journey. Operations and collections continue on that same customer story.