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Success stories with TMV One

Six types of business, six ways to organize the operation. See the before, what they set up and how each customer moves through TMV One.

Illustrative stories: the businesses and people are examples to show how the platform is used.

Clínica Sonrisa NorteHealthcare Illustrative story

A clinic that stopped losing appointments to unanswered messages

The challengeAppointments were requested on the receptionist's personal WhatsApp. Night messages were answered the next day and many patients forgot their appointment.

What they set upIt connected its WhatsApp line to the TMV One inbox, turned on the assistant to answer and offer time slots, and scheduled reminders and review requests.

  • No message goes unanswered, not even at night
  • The team's schedule lives in a single calendar
  • Reviews are always requested, without depending on anyone
  • Calendars
  • AI assistant
  • Reminders
  • Reputation
1TMV OneCustomer journey
  1. 1 The patient writes on WhatsApp at any time
  2. 2 The assistant replies and offers the open time slots
  3. 3 The appointment goes on the calendar with reminders
  4. 4 After the visit, the review request arrives
Everything stays on the contact record
Academia Ruta CreativaEducation Illustrative story

An academy that collects payments and enrolls students without checking payment screenshots

The challengeEvery workshop enrollment went through bank transfers, screenshots and spreadsheets. Confirming a spot could take days.

What they set upIt sends the payment link inside the conversation and, when the payment gateway confirms the payment, TMV One records the enrollment and sends the access.

  • Every payment is linked to the student and the workshop
  • The team no longer matches screenshots against spreadsheets
  • Class reminders go out on their own
  • Payments
  • Automation
  • Email marketing
  • Conversations
1TMV OneCustomer journey
  1. 1 A prospect asks about the workshop
  2. 2 They get the information and the payment link
  3. 3 The gateway confirms the payment and the enrollment is recorded
  4. 4 The student gets the access and the reminders
Everything stays on the contact record
Habitar Sur InmobiliariaReal estate Illustrative story

A real estate agency where every prospect has an agent from the first message

The challengeContacts from ads and listing portals landed in a shared inbox and were handed out manually. Some prospects got two calls and others none.

What they set upContacts enter the pipeline with their source and a rotation rule assigns them to the next agent. Every viewing is scheduled on the opportunity.

  • Every contact has an owner from the moment it arrives
  • Management sees which stage each deal is in
  • Viewings and follow-ups stay in the history
  • CRM and pipelines
  • Assignment
  • Calendars
  • Unified inbox
1TMV OneCustomer journey
  1. 1 The contact arrives from an ad
  2. 2 The rotation rule assigns it to an agent
  3. 3 The agent schedules the viewing from the same record
  4. 4 The opportunity moves through stages until it closes
Everything stays on the contact record
Café de AlturaRetail and e-commerce Illustrative story

A store that sells through chat and brings its customers back

The challengeChat sales got lost among conversations, nobody knew which customer had bought, and there was no way to invite them to buy again.

What they set upIt handles customers in the unified inbox, collects payments with links inside the chat and sends repeat-purchase WhatsApp campaigns to customer segments.

  • Every purchase is recorded on the contact
  • Campaigns reach only the right people
  • The team knows which conversation ended in a sale
  • Payments
  • Bulk messaging
  • Segments
  • Reports
1TMV OneCustomer journey
  1. 1 The customer asks about a product
  2. 2 They get the catalog and the payment link
  3. 3 The payment is confirmed and the team gets notified
  4. 4 Weeks later, a repeat-purchase campaign arrives
Everything stays on the contact record
Conecta LogísticaB2B services Illustrative story

A services company that connects sales with after-sales

The challengeWhen a contract closed, the service team found out by email days later and the new customer was left waiting.

What they set upWhen the opportunity is marked as won, an automation moves it to the after-sales pipeline, assigns an owner from the service team and creates the welcome task.

  • The new customer has an owner the same day
  • Sales and service see the same customer history
  • No won contract goes without follow-up
  • Pipelines
  • Automation
  • Tasks
  • Documents
1TMV OneCustomer journey
  1. 1 A request comes in from the website
  2. 2 It is qualified, the meeting is scheduled and the proposal is sent
  3. 3 Once won, it moves to the after-sales pipeline on its own
  4. 4 The service owner gets the welcome task
Everything stays on the contact record
Distribuidora AndinaSales teams Illustrative story

A sales team that knows what to work on every day

The challengeEach salesperson kept their customers in their own file. Management asked for reports every week and nobody saw the full pipeline.

What they set upThe whole team works in a single pipeline with tasks and reminders, and management reviews each rep's activity in the reports.

  • One pipeline for the whole team
  • Reports come from the system, not from files
  • Each role sees what it needs to
  • CRM and pipelines
  • Tasks
  • Reports
  • Users and permissions
1TMV OneCustomer journey
  1. 1 Prospects from every source enter one pipeline
  2. 2 Each salesperson has their tasks for the day
  3. 3 Opportunities move forward with reminders
  4. 4 Management sees the activity in the reports
Everything stays on the contact record

The businesses on this page are examples. When we publish real stories, we will do so with each customer's permission.

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