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TomikCRM 2026: end-to-end AI sales operations

Turn your AI agents into a real commercial team.

Live chat, internal agents, multi-agent workspace, and native official WhatsApp API in one CRM. You gain operational control, faster response time, and clear client performance visibility.

Time to activate
1 day
WhatsApp API
Native
Team mode
Multi-agent

Features that improve close rates and retention

Product structure built for operators and agencies that must prove weekly outcomes.

Live chat integrated with CRM

Your team talks to leads and AI in the same view, without tool switching or context loss between handoffs.

Unified history per contact

Internal AI agents in real operations

Your agents execute real tasks: qualify, move funnel stages, recommend next actions, and assist human reps.

Real funnel actions, not only chat replies

Native multi-agent workspace

Distribute conversations by team, track ownership, and avoid collisions between operators.

Agent handoff with audit trail

Official WhatsApp API natively integrated

Official messaging inside your sales flow to reduce gaps between inbound, follow-up, and close.

Official channel for predictable scale

See TomikCRM across three critical fronts

We keep real product previews so you can evaluate UX, process depth, and operational readiness.

Chapter 1

Live chat + CRM context

Leads talk on WhatsApp while your team replies with funnel stage context, history, and official API window in real time.

  • side panel with contact data
  • single conversation stream for AI and human reps
  • foundation for multi-agent operations
RM

Rafael Melgaço

WhatsApp • +55 31 98966-3399

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Detalhes do Contato

RM

Rafael Melgaço

+55 (31) 98966-3399

WhatsApp Business API
Janela 24hAtiva • 23h 59m
ProviderMeta Cloud API
Última msg19/02 14:35
CRM LeadVinculado

Rafael Melgaço

Prioridade: Média

Criado em 09/01/2026

Contexto do Lead

Rafael — prospectando ativamente. IA enviou perguntas de qualificação (TomikOS/automação? Gargalo: converter prospecção em reuniões?). Agência em início, faturamento estimado R$5k–R$20k; dor: dificuldade em vender outbound.

Prévia • Conversa simulada IA ↔ lead

Chapter 2

MCP tools for real execution

Internal agents are not limited to chat. They read and write inside CRM with business-oriented tools.

  • create and update leads automatically
  • schedule meetings with availability checks
  • preserve operational memory per account
MCP Tomik

Conectores e tools desenhados para a operação comercial: leads, deals, follow-ups, agendas.

13

Total de Tools

7

Leitura

6

Ação

6

Categorias

13 capacidades • JSON-RPC 2.0 • Tomik CRM

Chapter 3

Internal agent builder

Set identity, triggers, response pipeline, and publishing flow to speed up onboarding for new clients.

  • operations team creates and adjusts with no rework
  • repeatable delivery standard by niche
  • faster value generation in early weeks
Agent Builder

Nome do pipeline

Prospecção Automatizada

Descrição

Agente que qualifica leads e agenda follow-ups via WhatsApp
Modo conversacional
1 de 4

CRM metrics preview

Strategic preview: CRM analytics for AI agents for WhatsApp

Executive view inspired by TomikCRM to monitor funnel, conversations, AI vs human activity, scheduling, and WhatsApp API automations.

Active conversations per day

342

+18% in 14 days

Meetings booked

56

+11 conversion points

Responses within 5 min

93%

Stable SLA at peak hours

WhatsApp API automations

128

Follow-up and reminders live

Activity by hour

Conversation and automation distribution to calibrate AI capacity and human reps during the day.

8 AM
48
10 AM
86
1 PM
112
4 PM
134
7 PM
79

AI vs human activity

Balanced execution to protect speed while preserving deal quality.

AI agents

71%

Qualification, follow-up, and automations

Human reps

29%

Negotiation, edge cases, and closing

Real-time conversion funnel

From first WhatsApp API contact to scheduled meeting.

  1. 1

    New contacts

    1,240

    100%

  2. 2

    Qualified leads

    612

    49%

  3. 3

    Opportunities

    241

    39%

  4. 4

    Meetings booked

    118

    49%

Weekly actionable insights

  • 4 PM to 7 PM peaks indicate higher need for human closing support.
  • Re-engagement automations increased cold-lead recovery by 22%.
  • AI agents for WhatsApp pushed average first response below 2 minutes.

How your operation starts with TomikCRM

A simple flow to move from isolated agents to a real operation.

  1. 1

    Connect channels and your commercial base

    Activate official WhatsApp, CRM, and the initial funnel structure for each incoming client.

  2. 2

    Publish agents and service rules

    Set triggers, ownership by agent, and handoff moments to the human team.

  3. 3

    Scale with performance visibility

    Use dashboard and history to optimize response time, meeting rate, and delivery quality.

SEO Multi-Locale

Content aligned with high-intent search

This page targets international demand around CRM, AI agents for WhatsApp, official WhatsApp API, and sales automation.

  • CRM for AI-powered commercial operations
  • AI agents for WhatsApp
  • Official WhatsApp API inside CRM
  • WhatsApp API automations

Choose how to start with TomikCRM

Pricing focused on faster decision-making: recommended plan, clear benefits, and simple entry via pre-checkout.

R$ 1497/year in up to 12 installments

Most selected

Plan

Pro

R$ 197.00/month

For operations that must prove ROI and scale retention.

  • Live chat with unified history
  • Internal agents for qualification and follow-up
  • Native official WhatsApp API
  • Ready CRM and follow-up flows
  • Multi-agent workspace with team routing
  • MCP tools for real CRM and scheduling actions
  • Performance dashboard for client meetings

Plan

Agencies

Custom

For teams managing multiple organizations and larger squads.

  • Everything in Pro
  • Custom limits for organizations and users
  • Dedicated support for critical operations
  • Priority access to TomikCRM roadmap features
Talk to Sales

Frequently asked questions

Main questions before starting your operation with TomikCRM.

Ready to run CRM + AI with professional team standards?

Move beyond disconnected tools and start with one commercial system for live chat, agents, and multi-agent service.

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