From opportunity to contract, in the same place your report goes out
Your sales pipeline, your proposals, and your contracts talk directly to lab operations. You build the proposal, send the link, and find out the moment your client opens it. Accepted? The contract is created on its own.
Why sales and lab belong in one system
For most labs, the problem isn't a missing CRM. It's the CRM living apart from everything else. The proposal sits in a spreadsheet, the client in an email, the contract in a lost PDF, and sampling starts before anyone knows what was sold. In Gerencialab, the sale and the operation are the same line. What sales closes becomes a work order, a sampling run, and a report with no re-typing.
CRM and sales pipeline
Every opportunity is a card you drag from stage to stage, and the funnel shows on the spot how much is in play, what's hot and what stalled. No five open tabs, no tracking spreadsheet, no relying on a rep's memory.
Learn moreLead capture and automation
Every lab has lost a deal because the request landed in an email nobody saw in time. Here the lead from your site doesn't sit waiting for someone to notice it: it drops into the funnel and the rest of your system already moves, with an alert on the right channel and follow-up that runs on its own.
Learn moreProposals built fast, tracked closely
In a generic tool, building a lab proposal turns into a puzzle: service, parameter, matrix, price, all by hand and easy to get wrong. Here the proposal already speaks the lab's language, pulls from your catalog and prices itself. And once it goes out, you find out when the client opened it instead of calling to ask.
Learn moreFrom acceptance to contract, automatically
The proposal your client finally approved usually turns into one more night of re-typing: someone opens a blank contract and copies it service by service. Not here. The acceptance is recorded with who approved it and when, and the contract is born from the proposal itself, with services, equipment, and the sampling plan already wired in.
Learn moreThe report reaches whoever asked for it
In a lab, the client is almost never one person: there's the company that signs the contract, whoever requests the analysis, and whoever receives the report. Put all three in one record and the result lands in the wrong inbox, with the phone ringing to ask about progress. Gerencialab splits each role apart and opens a portal, on your lab's own domain, so the client follows along on their own, without going through you.
Learn moreFrequently asked questions
Is the CRM included in the system?
The opportunities CRM is optional and can be enabled per lab, depending on your plan. Talk to us and we'll show what makes sense for your case.
Can I tell when the client opened the proposal?
The proposal goes out by email with a portal link, and you follow what happens after it's sent. You stop guessing whether the proposal arrived.
Does an approved proposal turn into a contract on its own?
The contract is generated from the proposal, with services, equipment, and the sampling plan already linked. The approval flow records who approved it and when.
Does the client need a system login to view the proposal?
No. They access it through a secure link in the client portal, without entering the lab's internal system.
Does the CRM talk to sampling and reporting?
Yes. That's the whole point. The client, the proposal, and the contract are the same ones that become a work order, sampling, and report. Sales and lab in one system.
Can I integrate with the other systems I use?
Yes, with webhooks that fire on sales events (such as opportunities) and email and WhatsApp notifications.
Sales and lab in one system. Time to stop re-typing proposals.
Book a demo and watch your sales flow turn into sampling and a report with no rework, using your services and your prices.