Solutions in detail — Choose by your segment, by your department or by solution.
Olie doesn't sell modules. Each solution below is a combination of the same funnels, forms, rules and AI agents. Click a segment, a department or a solution to see how it works in practice, with an example flow and what goes into it.
- All included in the same subscription
- Ready-made template on first access
- 30 days free, no card
Division 1 · By segment
How companies in your industry use Olie
Click the segment. You'll see where it hurts, what changes, an example flow and the solutions that usually come first.
Clinics and doctor's offices on Olie
Where it hurts today
Scheduling over the front desk's WhatsApp, manual confirmation, patients who disappear after the first appointment. Follow-ups depend on someone remembering.
What changes
- Every message becomes a project: scheduling, confirmation, follow-up
- Patients with no follow-up in 30 days get an automatic WhatsApp
- Pre-appointment form, no login
- Procedure quote with a weight per step
Example flow
- Contact
- Scheduled
- Confirmed
- Seen
- Follow-up
In practice
The patient messages the clinic's WhatsApp. The project starts in Contact. Two days before, the confirmation goes out by itself. Once seen, the project moves to Follow-up and, after 30 days with no answer, the cadence kicks in.
Solutions that come first
Features used
- Multi‑number WhatsApp
- Time-based automation
- Standalone form with link
- Weighted funnel
- Deadline that chases
Division 2 · By department
How your area works in Olie
Click the department. You'll see what it gains, an example flow and the features that go into it.
Sales on Olie
Where it hurts today
The salesperson keeps the pipeline in their head and on their personal WhatsApp. The revenue forecast adds everything up as if it were already closed. When they leave, the contacts go with them.
What the area gains
- Sales funnel with a forecast weighted by each step
- Leads from WhatsApp and the website dropping straight into the funnel, with the ad source
- A proposal only leaves the step with amount and deadline filled in
- Automatic salesperson round-robin for new leads
Example flow
- New lead
- Qualification
- Proposal
- Negotiation
- Contract
- Won / Lost
In practice
A lead comes in from Instagram, the AI agent qualifies it and records the score. High score, a salesperson is assigned. Proposal stalled for 3 days: the manager is alerted. Contract signed: the same project moves to finance.
What goes in
- Funnel with step weights
- WhatsApp with ad source
- Qualification agent
- Owner round-robin
- Deadline that chases
- Project in multiple funnels
Division 3 · By solution
Ready-made solutions to start today
Each one starts from a template on first access. Click to see what it is, how it works and what it replaces.
CRM
Sales funnel with a weighted forecast, built-in WhatsApp and salesperson round-robin.
The problem it solves
CRM separate from customer service and operations. Inflated forecast. Cold leads for the salesperson.
How it works
- Funnel with a weight per step: the forecast is worth what has really closed
- Leads from the website and WhatsApp come in on their own, with the ad source
- Qualification by an AI agent before reaching the salesperson
- A signed contract becomes the same project in finance
Template flow
- New lead
- Qualification
- Proposal
- Negotiation
- Contract
- Won
What it replaces
- Traditional CRM
- Pipeline spreadsheet
- WhatsApp on the salesperson's phone
Features used
- Weighted funnel
- AI agent
- Round-robin
- Project in multiple funnels
Who usually uses it
- Clinics and doctor's offices
- Distribution and wholesale
- Franchises and reseller networks
- Services and independent professionals
- Sales
Why it all fits together
Sales closes the order.
Finance collects.
Production delivers.
It's the same project moving from area to area.
Each department has its own funnel. The project goes through all of them without being duplicated, with the same code and the whole history. That's why the solutions on this page don't compete with each other: they add up in the same account.
- 1Pre‑sales
A lead from the ad lands in the funnel, the agent qualifies it.
- 2Sales
It becomes a deal, with a proposal and the step's weight.
- 3Legal
The contract goes through approval, in the right order.
- 4Finance
The same project becomes a receivable. Stalled 2 days, the deadline chases.
- 5Operations
Delivery with a checklist and a training video in the step.
- 6Executives
Sees the time of each step and the goal of each team.
Questions about the solutions
Can I use more than one solution in the same account?
Yes. They are combinations of the same features. CRM, service desk and internal requests live together in the same account, and the same project can go through all of them.
My department isn't on the list. Does it work?
If your area has a flow with steps, owners and deadlines, it works. The 10 segments and 12 departments are examples of the most common combinations.
Do I need to build it from scratch?
No. You choose the template on first access, with funnels, steps, forms and automations already configured, and adjust it your way.
Does the solution change the price?
No. The price comes from each person's role: Operational, Managerial or Partner. All solutions are included.
Start with the area that hurts the most today.
The others come in later, in the same account.
- 30 days free
- No card
- Ready-made template on first access
Updated on · Source: Olie Flow AI technical knowledge base