B2B CRM for sales follow-up

Find sales that need attention and pick up each opportunity with its agreements, proposals and pending work, without relying on one person’s memory.

Find opportunities that need a response

Check which sales are not moving, who owns them and what is pending. Decide where to step in with the cases in view.

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Give every follow-up an owner and a date

Ask the assistant to assign a call, proposal review or confirmation. Your team sees who needs to act and when.

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Keep the customer moving when a salesperson changes

The assistant brings together agreements, the current proposal and pending work. The next salesperson can continue from there, with the appropriate permissions.

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Sales follow-up stays with your company

Spot opportunities missing follow-up

Review sales stages and pending tasks to decide where to intervene.

New5

Switchboards for Nordelta site

Eléctrica Mitre
Laura Peña
$4,800,000
Antonella

Monthly rebar list

Corralón Don Pedro
Pedro Aguirre
$12,300,000
Marcos

Faucets for Callao tower

Sanitarios Rivera
Nadia Sosa
$1,850,000
Antonella

Biweekly warehouse restock

Distribuidora El Águila
Hernán Vidal
$3,240,000
Marcos

Structure, Escobar warehouse

Aceros del Sur
Julián Paz
$7,900,000
Marcos
Quote4

Cooling units for 3 branches

Frío Norte SRL
Diego Ferreyra
$9,100,000
Marcos

Scania clutch kit

Repuestos Balcarce
Jorge Ríos
$2,400,000
Antonella

AC splits, downtown offices

Climatización Paraná
Carla Méndez
$5,600,000
Antonella

Bolts and fasteners, Km 42 site

Bulonera Central
Rubén Salas
$980,000
Marcos
Won2

Wiring, Pilar plant

Electro Oeste
Ana Suárez
$6,700,000
Antonella

Aggregates and cement, slab

Materiales Ituzaingó
Gustavo Leiva
$3,150,000
Antonella
Lost0

Review each sale with its background

Check recorded documents and proposals to resume contact with the agreed terms.

Avoid depending on one person

Whoever takes over can access the customer’s history according to their permissions.

IndustryConstruction / projects
Main contactGastón HerreraGastón Herrera
Phone54 11 5200 3418
Emailcompras@delpilar.com.ar
CreatedMar 12, 2026
AddressAdd address
Add field

Continue the work in your existing systems

We define which data to share with your email, spreadsheets and management systems to support sales follow-up.

WhatsApp

Messages and questions

Gmail

Emails and attachments

Outlook

Microsoft 365 email

Google Sheets

Spreadsheets and price lists

Microsoft Excel

Costs and business data

Google Drive

Team documents

Slack

Internal conversations

Microsoft Teams

Work across teams

Google Calendar

Meetings and commitments

OneDrive

Microsoft 365 files

Tango Gestión

Operations and invoicing

SAP Business One

Operational data

Odoo

Company processes

Xubio

Accounting and invoicing

Softland

Business management

Contabilium

Sales and administration

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Frequently asked questions

Adapts to how your industry works

IT resellers and technology

Daily changes to wholesale price lists, quotes in dollars, and thin margins on volume sales.

Building materials

Prepaid materials at locked-in prices, partial deliveries to job sites, and customer credit accounts.

Electrical supplies

Extensive catalogs, currency-linked prices, and itemized quotes.

Auto parts

Cross-brand equivalents and different price lists for retail customers and repair shops.

Refrigeration and HVAC

Imported equipment, supplies, and technician hours for each project.

Medical supplies

Institution-specific prices and different terms for clinics, pharmaceutical wholesalers, and private health plans.

Another industry?

Tell us how you work and where you'd like to start.

See how to follow up on sales in Patio

In 30 minutes, we show you Patio and discuss the sales follow-up your team needs.

The stages and agreements you need to check.

How another team member picks up a sale.