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Software for commercial visits

From the sales visit to the next meeting, with the right context.

The NFC card captures the contact. Lumina organizes visits, meetings and follow-up with each client’s history — without becoming another CRM.

Full software and 1 NFC card included in the 6-month trial.

A line links the digital profile opened by the card to the client history.

The flow

From the first contact to the next meeting.

One continuous path: capture the contact, keep visit context, record the meeting and schedule follow-up.

Digital profile

The card opens the digital profile. No app on the other side.

They hold their phone close and see job title, company and ways to get in touch. They can save the contact, message on WhatsApp or leave their details, with consent recorded.

The visit

Presence is confirmed by the client and recorded in the visit.

Show the QR at reception or leave a permanent QR with the client. Whoever receives you confirms arrival on their phone, with no app to install.

  • Confirmed by whoever receives youThe record comes from the client, not from a button the salesperson taps alone.
  • Exact time in the historyThe arrival enters the visit and shows up as “Check-in confirmed” on the client record.
  • No app, no signupIt opens in the mobile browser of whoever is at the front desk.

Arrival QR

Atlas Systems · front desk

Demonstration. Each visit generates its own arrival link.

Atlas Systems

Confirm arrival

You are confirming today's visit.

Commercial visit · Atlas SystemsWith Caio Ligabo · today, 2:30 pmWho is confirmingFront desk

The room

Each participant records their own notes.

The meeting does not depend on minutes written afterwards. Host and guests record information at the same time, each in their own block.

Commercial visit · Atlas SystemsToday, 2:30 pmLive
CLCaio LigaboHost

Marina wants to start the pilot in two regions before opening it nationwide.

Saved automatically
MRMarina RochaGuest · no account

I need the detailed timeline to take to internal approval on Friday.

typing…
Opportunity from the visitPilot in two regions
  • Guests join by link, without an account
  • Notes are saved automatically, with no save button
  • The opportunity and the follow-up come from the room itself

Lumina AI

The assistant shows the source of each statement.

In the briefing, every statement is labelled: confirmed fact, inference, or an item still to confirm with the client.

When there is not enough information, Lumina says so — and does not invent it.

Briefing · Atlas SystemsBefore today's visit
  • The last visit defined a pilot in two regions.

    Confirmed fact
  • The decision seems to depend on Friday's internal approval.

    Inference
  • Budget expected for the pilot.

    Needs confirmation
When there is no basis

There isn't enough information to answer that.

For companies

Access defined by role, in a single workspace.

The company manages seats, members and cards in one place. Everyone works in the same visit and meeting flow, but each person only sees what their role allows.

  • Central administrationseats, invitations, roles and the status of every card.
  • Role-based accessmembers work on their own clients, visits and meetings.
  • Cards under control1 card per seat, from order to activation by the user.
Start with your company

Pricing

Six months to use the full flow.

Start the trial and choose a plan once the value is proven in day-to-day work.

6-month trial

Full software and 1 NFC card included, on both the individual and the company plan.

Individual

For professionals who want clients, visits and meetings organised day to day.

  • 6-month trial with everything included
  • 1 NFC card and digital profile
  • Clients, visits, meetings and follow-up
  • Lumina AI in the meeting flow

after the trial

US$15/month

or US$ 160 per year — you choose before paying.

Start trial
  • After the trial, billing starts automatically on the chosen plan.
  • Extra card: US$ 10 each.
  • The annual company plan is closed with the team, with no public price.

Prepare the next meeting with the context of the last visit.

Start the 6-month trial with the full software and an NFC card.

Start trial

Individual or company: you choose during signup.