CRM for marketing and agencies

Your campaigns bring leads. Connect them to sales.

Connect each lead’s source to WhatsApp conversations and your sales pipeline. Follow what happens after the click, with all the context.

Start free Explore workflows

For agencies, growth and performance teams

Creative director at an agency with a laptop and campaign boards in the background.

Example workflow

Lead source identified

Campaign and conversation linked to the opportunity.

From the click to the result.

01Campaign live
02Conversation started
03Sale recorded

Your team’s everyday reality

We know what it’s like not to have a CRM...

Scattered conversations, tasks left to memory and opportunities without follow-up. Does any of this sound familiar?

Lead de campanha cai no CRM mas o atendimento continua no WhatsApp solto
UTM e origem do lead se perdem entre formulário, planilha e inbox
Reativação de base exige disparo manual ou ferramenta separada de campanha
Time de marketing não vê se o lead que entrou ontem virou reunião ou venda
Briefing de cliente e histórico de campanhas ficam espalhados em e-mail e Drive

Inside the product

One operation. Every possibility.

DataModel · GTM

Model your processes by GTM motion

Define phases, fields, and routing rules per board.

Boards + data modelUsage example

Each stage asks for what matters.

New
Qualification
Proposal

Ana Costa

Opportunity in qualification

Interest: A plan for the team
Owner: Marina
Next step: Schedule a demo

The opportunity keeps its data and next step together.

RevOps · Automations

Automate your company end to end

Visual workflows that fire when cards change phase.

Visual automationUsage example

Set the rule. Keep the work moving.

A card enters qualification
The stage change starts the workflow.
Send a welcome message
An approved template opens the conversation.
Create a task for the owner
The team gets the next step with context.

One rule connects all three actions.

Channels · Omnichannel

Connect your communication channels

Official WhatsApp, Instagram, and Telegram in one inbox.

Conversations + CRMUsage example

Every conversation brings its history.

WhatsApp
Instagram
Email

Customer · WhatsApp

Hi! Can we revisit the proposal I received?

Your team · Perpetuus

Of course, Ana. Your proposal is right here. Let’s work through the details together.

Conversation, proposal and owner in one place.

The solution

What changes with Perpetuus

Fewer disconnected tools, more conversation and pipeline in one place.

Campanhas por segmento com WhatsApp, e-mail e tags, tudo rastreado no card

Lead entra com origem, campanha e formulário já preenchidos no pipeline

Automação de nutrição: sequência de mensagens por comportamento (abriu, clicou, não respondeu)

Visão de funil para marketing e vendas na mesma base, sem duplicar contato

Bots com IA para qualificar lead fora do horário antes de passar para o comercial

Templates

Ready workflows

Operation templates you adapt to your team, phases, automations, and triggers designed for Marketing.

Workflow 1

Lead de campanha paga

Padroniza entrada e qualificação de leads de Meta Ads, Google ou formulário.

Pipeline phases

1Novo lead
2Qualificado
3MQL
4Reunião agendada
5Convertido / Descartado

Included automations

Tag automática com origem (UTM, campanha, anúncio)
Mensagem de boas-vindas em até 1 minuto após o cadastro
Score por resposta: move para MQL quando preenche critérios

Workflow 2

Nutrição de base fria

Reativa contatos antigos com sequência segmentada por interesse.

Pipeline phases

1Base segmentada
2Em nutrição
3Reengajado
4Oportunidade

Included automations

Campanha com 3 toques em intervalos de 3, 7 e 14 dias
Se o lead responde, para a sequência e abre tarefa para o time
Tag de “não respondeu” após a sequência completa

Workflow 3

Briefing e entrega de agência

Organiza demandas de clientes da agência do pedido à entrega.

Pipeline phases

1Briefing recebido
2Em produção
3Aprovação
4Publicado
5Relatório

Included automations

Notificação ao account quando o cliente envia material
Lembrete de aprovação pendente após 48h
Tarefa de relatório mensal na data configurada

From campaign to board

From first click to closed deal. Connected.

Know where each opportunity came from, follow the conversation and see the next step through to the close.

From source to closeUsage example

Follow the whole opportunity.

An ad sparks interest
The source campaign is recorded.
The conversation starts on WhatsApp
The contact arrives with campaign context.
Qualification becomes an opportunity
The board holds the data, stage and owner.
The sale keeps its source
Connect the result to the campaign that brought the lead.

One story, from the first click to the sale.

Attribution that survives handoffs
Campaign and channel stay with the opportunity.
Qualification at the edge
Collected information reaches the salesperson.
A board that forces motion
Every opportunity has a stage, owner and next step.
Metrics that finance trusts
See which channels and stages drive results.

Official WhatsApp Business API

Official WhatsApp, ready to operate at scale.

Meta Cloud API: templates, agents, AI bots, and governance on one number, no fragile Web sessions.

Official WhatsAppUsage example

One number. Your whole team.

Official Meta API
Team inbox

Customer · WhatsApp

Hi! I spoke to the assistant. Can someone on the team help me now?

Your team · Perpetuus

Of course, Ana. I’m Marina. I have your conversation history and will take it from here.

Bots and teammates share the same conversation history.

Official Meta Cloud API
Approved templates for campaigns & follow-ups
Multiple agents, one number
AI bots with CRM history
Meta pricing, no intermediary fee

SLA and automated follow-up

The lead hasn’t replied. Your process keeps moving.

Set deadlines for each stage. When time runs out, a rule can create a task, send a follow-up or notify the owner.

Follow-up ruleUsage example

No reply? The next step happens.

A new opportunity arrives
The response window starts counting.
10 minutes without a reply
The time condition activates your rule.
A task reaches the salesperson
With an owner and a deadline to follow up.

The time is an example: you set the rule for each stage.

Automatic first response
Timers by board stage
Follow-ups with approved templates
Tasks with owner and due date
Alerts before bottlenecks become losses

Automation removes forgetfulness from the operation without removing reps from the conversations that matter.

Plans

Invest in processes, not chaos

Start free. Scale when results show up.

Origin

For solo founders exploring the platform.

Free

No card required

1 user
300 contacts
3 boards
1,000 automations/month
1 chat channel

Available on paid plans

Segments and campaigns
Teams and AI agents
VoIP, email, Meet, Meta, and conversions

Start free

Ignite

Dominion

Scale with priority support and the partner program.

R$ 150/user/month

Minimum 2 seats (R$ 300/month)

Unlimited users
50,000 contacts
Unlimited boards
200,000 automations/month
Bulk campaigns
AI agents
Unlimited channels
VoIP · Email · Meet · Meta · Conversions
Partner program

Partner program with details and contact.

FAQ

FAQ: Marketing

O Perpetuus substitui ferramenta de e-mail marketing?

Para operações que misturam WhatsApp, inbox e funil comercial, o Perpetuus centraliza campanhas e atendimento. E-mail marketing massivo puro pode continuar em ferramenta especializada, com integração via automação.

Consigo rastrear de qual campanha veio cada lead?

Sim. Campos de origem, UTM e campanha podem ser preenchidos automaticamente no card quando o lead entra por formulário ou integração.

Agências podem usar um board por cliente?

Sim. Cada cliente pode ter pipeline, campos e automações próprios, com time e permissões separados por organização.

Other verticals