Origen Agency CRM

Your sales campaign, live

Origen Agency CRM is the portal where you live your campaign with Origen Agency: cold calling, email and LinkedIn. Every contact, every reply and every meeting, visible the moment it happens.

Your experience

How you will live it

From the first email to your first report, without having to ask where anything stands.

  1. Day 1

    You get your access

    You receive an email with your user. You sign in, choose your password and your portal is ready.

  2. First weeks

    You see everything being set up

    Database, scripts, domains, mailboxes and LinkedIn: you know where each piece stands while your campaign is prepared.

  3. Every day

    You follow it live

    Calls, emails and LinkedIn messages show up as they happen, each contact with its full history.

  4. When someone says yes

    The meeting lands in your calendar

    It is created in your Google Calendar or Outlook with the decision maker details, and you get an email.

  5. Every month

    You get your report

    Clear and live: what was done, what came out of it and what comes next. Downloadable as PDF.

Your portal

Everything that is yours, in one place

The same view we have, arranged so you understand it at a glance.

Results by channel

Calls, email and LinkedIn, each with its real figures and its funnel up to the meeting.

Live reports

The monthly report is calculated when you open it, one per service. Closed months stay saved and as PDF.

Calls reportLive
Email reportPublished

Calls

Your pipeline: every lead, every call with its notes and where it stands.

Call answeredWith notes

Email

Your mailboxes, their warm-up and reputation, your domains and the replies.

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LinkedIn

Invitations, accepted contacts and LinkedIn replies, as soon as they arrive.

Invitation acceptedNew

Calendar

Your sales meetings, booked straight into your calendar.

Sales meetingBooked

Only your data

You sign in with your own user and only see your company data. From desktop, tablet or phone.

How it feels

Your campaign stops being a black box

Working like this changes the peace of mind with which you sell.

Clarity

No need to ask for updates

Everything that happens in your campaign is in your portal, without «how is it going?» emails.

Control

Everything measured

Every call, email and reply is recorded and visible.

Freedom

From anywhere

Sign in from your desktop, tablet or phone, whenever you want.

Your Google account

You connect Google only for your meetings

It is optional. Origen Agency CRM only requests what it needs to book your meetings in your calendar and to send from your Gmail the emails of those meetings that you set up.

Google Calendar

calendar.eventscalendar.events.freebusy

We check whether a time slot is free or busy and create, change or cancel the events of the booked meetings. We do not read the content of your other events.

Gmail

gmail.send

We only send the confirmation, reminder and follow-up emails of your meetings. We cannot read, list, modify or delete any email.

Basic profile

openidemailprofile

Your name, email and photo, to identify the connected account.

Limited Use

Origen Agency CRM’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not sell this data, we do not use it for advertising or to train artificial intelligence, and you can disconnect Google at any time: we revoke the access and delete the tokens.

Access

Your campaign is waiting for you

Sign in with the user and password Origen Agency sent you.

Sign in to Origen Agency CRM