0 m · ocean scale system

Your customers are on your salesperson's WhatsApp. What if they leave?

With the Ocean Scale system, every WhatsApp conversation stays with your company, not on someone's phone. The AI answers each customer within seconds, at any hour, and you see where every deal stands and which ad brought each sale. We set it up, bring in your current contacts and train your team.

I want to see the system in action

At a hotel, the AI handled 2,176 people in 2 months. Almost a third reached out between 7 pm and 8 am, outside business hours.

updated October 2026

100 m · where the sale gets lost after the customer reaches out

Which of these problems happens in your sales team?

The ad worked and the customer reached out. From here on, this is where sales usually slip away.

team

Customers stay on the salesperson's phone

When they leave the company, they take the conversations, contacts and open deals with them.

how we solve it

Official WhatsApp on the company number chat saved on every deal history that stays with you

customer service

Customers reach out and no one answers in time

At night, on the weekend or in the middle of another call, the message sits there and the customer contacts your competitor.

how we solve it

AI answers within seconds 24 hours a day summary ready for the salesperson

follow-up

No one remembers to contact the customer again

The quote was sent, the customer went quiet and the sale died without anyone noticing.

how we solve it

follow-up tasks reminder for the salesperson automatic email at every stage

results

You don't know which ad brought the sale

When it's time to cut the budget, you decide based on what looked expensive, not on what sold.

how we solve it

source ad on every sale sale reported to Google and Meta dashboard by campaign

Recognize any of these? The first conversation is about finding where your company is losing money.

200 m · how it all connects

In your company, each part of the sale lives on its own. Here, each one feeds the next.

The ad sits with the agency, the chat on the salesperson's phone and the sale in a spreadsheet. In the Ocean Scale system, everything happens in one place, and no customer gets lost along the way.

00:00The customer clicks the ad
00:08The AI answers on WhatsApp
02:30It figures out whether the customer is a good fit
04:00The chat enters the system with its source ad
04:05The salesperson is notified, with the summary ready
00:00The customer clicks the ad
00:08The AI answers on WhatsApp
02:30It figures out whether the customer is a good fit
04:00The chat enters the system with its source ad
04:05The salesperson is notified, with the summary ready

Example of a conversation, minute by minute.

500 m · inside the system

How the system solves each of these problems

Three screens, one for each part of the sale.

customer service

All conversations in one place, on the company number

The AI answers each customer within seconds and only passes interested people to your salesperson, with a summary of the chat. Everything is saved on the deal, even if the salesperson leaves.

  • AI answering 24 hours a day, including nights and weekends
  • Official Meta WhatsApp, on the number your company already uses
  • Every customer's history stays with you

At a pool company, the AI handled 1,719 conversations and passed 246 with real interest to the sales team.

Meta Tech Provider We are a Meta Tech Provider: WhatsApp runs on the official API, within Meta's rules.
Ocean Scale system conversations screen, with the AI answering a customer on WhatsApp

See conversations in the system ↓

follow-up

Every deal with a stage, an owner and a next step

You see where every sale stands. When a customer goes quiet after a quote, the system reminds the salesperson to reach out again.

  • Follow-up tasks and reminders for each salesperson
  • Automatic email at every stage of the sale
  • Proposals created and sent from the system

See the sales funnel in the system ↓

results

Every sale linked to the ad that brought it

The dashboard shows how much you spent, how much you sold and what each new customer cost, campaign by campaign. And the sale goes back to Google and Meta, so the ads learn from people who actually buy.

  • Dashboard by campaign and by ad
  • Connection to the system you already use, if you have one
Ocean Scale system sales dashboard for a steel distributor

Real dashboard from a steel distributor: BRL 20,000 in ads turned into BRL 310,000 in sales, 27 sales at BRL 747 per new customer.

See ad returns in the system ↓

Explore the system from the inside

Click the menu and see the same screens your team uses every day. The system is in Portuguese; names and numbers are illustrative.

Conversations 23

AllWAIGFB
ML
Marcos Lima 09:42
(11) 9••••-••47
Meta AdsQualified
Perfect. I'll pass your chat on...6
JP
Juliana Prado 09:31
(11) 9••••-••83
Meta Ads
Do you serve Taubaté?2
CM
Carlos Mendes 08:57
(11) 9••••-••12
Google AdsQualified
Got the proposal, thanks.
PA
Patrícia Alves 02:14
(11) 9••••-••65
ExpiredNot a fit
Just wanted to know the price.
RC
Rafael Costa yesterday
(11) 9••••-••29
WhatsApp Business
Can you call me early tomorrow?1
ML
Marcos Lima
AI on
Meta Ads
(11) 9••••-••47 · WhatsApp
AssignTransferCloseInternal note
Hi, I saw your ad. I'd like a quote.09:38
Hi, Marcos. Sure. So I can pass you to the right specialist: what are you looking for and in which city?09:38
A fiberglass pool, in São José dos Campos.09:39
Great. Do you have an idea of the timeline and how much you plan to invest?09:39
About 60 days. Up to around 90,000.09:41
Perfect. I'll pass your chat to Ana, who covers your area. She'll reach out shortly.09:42
AI handed the chat to Ana Souza, with the summary
INTERNAL NOTE · NOT SENT TO WHATSAPPGood fit. Prefers to be contacted in the morning.

Contacts

Your contact book. CRM, forms and WhatsApp Business. Open a chat or send a template.

ImportDuplicates+ New contact
CONTACTCONTACT / COMPANYOPPORTUNITIESOWNERSOURCEUPDATED
Marcos Lima(11) 9••••-••47Alfa Company1 cardBRL 82,000Ana SouzaMeta Adstoday
Juliana Prado(11) 9••••-••83No cardAI handlingMeta Adstoday
Carlos Mendes(11) 9••••-••12Gama Company1 cardBRL 32,000Bruno LopesGoogle Adstoday
Patrícia Alves(11) 9••••-••65No cardno ownerMeta Adstoday
Rafael Costa(11) 9••••-••29Omega Company1 cardBRL 124,500Carla DiasWhatsApp Businessyesterday
Fernanda Rocha(11) 9••••-••08Kappa Company1 cardBRL 36,000Ana SouzaFormyesterday
Bruno Teixeira(11) 9••••-••54Sigma Company1 cardBRL 21,300Bruno LopesMeta Ads2 days
Aline Duarte(11) 9••••-••36Theta Company1 cardBRL 41,000Carla DiasGoogle Ads3 days
1,312 contacts · page 1 of 27Previous · Next

Campaigns

One place for your Meta and Google Ads campaigns. Performance and returns in real time.

Sync MetaExport report
PLATFORMMeta · Google
AD ACCOUNTCA · Your Company
PERIODThis month

Meta Ads metrics

Spend BRL 12,400
Impressions 684,200
Clicks 13,680
Reach 452,300
Frequency 1.51
Conversations started 860
CTR 2.00%
CPC BRL 0.91
CPM BRL 18.12
Cost per result BRL 14.42

Daily trend

Conversations started per day

Qualification Dashboard

Everything the AI handled this month

All sourcesThis month
1,312People handled
341Qualified and sent to sales
26.0%Qualification rate
9,874Total messages
96Unfinished conversations
31.2%Not interested
214Follow-ups by the AI
16.3%Average follow-ups

Peak hours (messages)

7 pm to 11 pm: the peak, after the team has gone home

Funnel

People handled1,312100%
Qualified34126%
Not interested40931%
Follow-ups21416%
MONTHLY GOAL (OCTOBER)
BRL 212,600 / BRL 250,000
85%

BRL 37,400 to go

ANNUAL GOAL (2026)
BRL 1,860,000 / BRL 2,400,000
78%

BRL 540,000 to go

Dashboard

Welcome back, Ana.

OWNERAll
FUNNELAll
SOURCEAll
PERIODThis month
56CREATED
23IN PROGRESS
22WON
11LOST
39.3%Conversion rate
BRL 212,600Total sales value
BRL 9,664Average order
19 daysSales cycle

ADS Campaigns

Total: BRL 1,152,100

ExportImport+ New
Opportunity 14
BRL 486,000
Marcos LimaAlfa Company · (11) 9••••-••47
META ADSPOOLS
BRL 82,000★★★★★
Lucas MartinsZeta Company · (11) 9••••-••91
GOOGLE ADS
BRL 45,500★★★★☆
Negotiation 9
BRL 312,500
Carlos MendesGama Company · (11) 9••••-••12
GOOGLE ADSPROPOSAL
BRL 32,000★★★★★
Rafael CostaOmega Company · (11) 9••••-••29
WHATSAPP
BRL 124,500★★★★☆
Deal Closed 22
BRL 212,600
SOLD
Fernanda RochaKappa Company
FORM
BRL 36,000
SOLD
Bruno TeixeiraSigma Company
META ADS
BRL 21,300
Lost 11
BRL 141,000
LOST
Aline DuarteTheta Company
PRICE
BRL 41,000
LOST
Thiago RamosLambda Company
NO REPLY
BRL 27,500

Proposals

Created and sent from the system itself

+ New proposal
38Sent this month
15Accepted
39%Acceptance rate
BRL 156,500In open proposals
No.CUSTOMERAMOUNTSTATUSSENT
1024Gama CompanyBRL 32,000Senttoday
1023Omega CompanyBRL 124,500Senttoday
1022Kappa CompanyBRL 36,000Acceptedyesterday
1021Sigma CompanyBRL 21,300Accepted2 days
1020Theta CompanyBRL 41,000Declined3 days

Automations

When something happens in the CRM, act automatically: trigger, conditions and actions.

New automation
My automationsTemplatesHistory
5Automations
5Active
1,611Runs this month
New contact alert Active
New lead created→Notify users on the dashboard

1,312 runs · last today, 09:42

Customer stuck in negotiation Active
Lead idle for 2 days→Create a task on the lead

97 runs · last today, 08:00

Closed sale moves to after-sales Active
Lead marked as won→Complete the lead's open tasks→Move to another board

22 runs · last yesterday, 17:20

New opportunity email Active
Lead changed stage→Send an internal email to the team

169 runs · last today, 09:31

Proposal sent Active
Lead changed stage→Create a task on the lead

11 runs · last 3 days ago

Return on Ad Spend

Detailed performance and return analysis

OWNERAll
FUNNELADS Campaigns
TAGNo tags
PERIODThis month
BRL 18,400Actual spend
BRL 212,600Direct revenue
11.55xDirect ROAS
BRL 836CAC · 22 sales
BRL 9,664Average order

Conversion values

Contacts from marketing1,312
Cost per contactBRL 14.02
Qualified by AI (sent to CRM)341
Cost per qualified leadBRL 53.96
Customer acquisition cost (sales)BRL 836.36

Lead sources

1,312TOTAL
Meta Ads80161%
Google Ads35427%
Form1058%
WhatsApp Business524%

Real screens from the Ocean Scale system, shown in Portuguese. Names, phone numbers and figures are illustrative.

1,000 m · how it starts

You don't have to learn it alone

We set it up, bring in what you already have and stay with you until your team uses it every day.

I want to see the system in action
01

We set it up your way

Sales stages match the ones your team already uses, with the alerts and automatic emails you need.

02

We bring in your contacts

Your customer list and open deals come into the system organized, without losing their history.

03

We train the team

Your team learns to use it day to day: conversations, deals, tasks and the dashboard.

04

We adjust it with you

The agency and the system belong to the same company. When your sales team needs a change in the system, we make it.

1,500 m · what you get

What's included

See the full case studies →

FAQ

What does the AI customer service do?

It answers each person on WhatsApp within seconds, 24 hours a day, asks the questions your salesperson would ask and only passes on people who are interested, with a summary of the chat. It doesn't sell and doesn't give prices: the screening is hers, the closing is your salesperson's.

What if the AI tells my customer something wrong?

It follows the questions and limits we set with you, doesn't give prices and doesn't close sales. When the chat goes off script, it hands the customer to your salesperson.

Does the AI use my company's WhatsApp?

You choose. Because we are a Meta Tech Provider, the AI runs on the official WhatsApp API: it can answer on the number your company already uses, without your team losing the app, or on a separate number.

Do I need to replace the CRM I already use?

Not necessarily. Our system connects to other CRMs and systems through an API. If you don't have one yet, we set up ours and train your team.

If I leave, do I keep the accounts and data?

Yes. The ad accounts are in your company's name from day one, and the customer and sales history recorded in the system is exported to you.

See all questions →