JOTA HUB

Eight areas.
One operation.

Presentation · 9 chapters
  1. 01DashboardThe morning pulse
  2. 02VendasOrders, kits, prices
  3. 03ClientesRegistry and outreach
  4. 04EventosLeads at congresses
  5. 05Inteligência · SäntisEnter →
  6. 06LogísticaStock and purchasing
  7. 07MarketingCampaigns and design
  8. 08MonitoramentoSupervision
  9. 09RecursosCatalogues and support
Swiss Precision in Your Hands
JOTA HUB
Commercial OS · Brasil

The platform
JOTA do Brasil
runs on.

Orders, kits, customers and intelligence in one place — from any phone, wherever the customer is.

Säntis · 2.502 m · Appenzell Alps — where JOTA was born
What changed
Spreadsheets, chat threads and e-mails
One platform, one screen
Executive reports assembled by hand, days late
Reports that write and deliver themselves
“Ask whoever knows the catalogue”
An assistant that answers from the real catalogue
A congress ending with a pile of business cards
A lead list already in the CRM
Chapter 01

Dashboard

Executive PulseRep Pulse

The first screen of the day, and it already knows what matters.

Goal against actual, invoicing reconciled with the ERP, the orders that have not been billed yet, and the customers who need attention today. Leadership and each representative see the same platform through a different lens.

Executive Pulse
Leadership: the whole operation, reconciled against the ERP
Rep Pulse
Each representative: their own portfolio and their own goal
Universal search
One keystroke reaches any customer, kit or order
Executive Pulse — the first screen of the day
Executive Pulse — the first screen of the day
Chapter 02

Vendas

Missões do DiaNovo PedidoHistóricoMontagem de KitsLista de Preços

Where the day’s work happens — and it is typed once.

An order built on a phone in a waiting room reaches the ERP as a quotation, with the right price tier, the right tax and the right payment terms. No re-typing, no second system.

Custom kits for professors and universities travel through a seven-stage approval flow, each stage notifying the next person — and ending as a registered product.

Missões do Dia
The day’s targets, ranked: who is drifting away, who is due to reorder
Novo Pedido
Quotation or order, with the customer’s intelligence on screen
Montagem de Kits
Approval flow, numbering, folder, PDF and public page
Lista de Preços
The live catalogue, with images, as Excel or PDF
Novo Pedido — the launcher suggests who to call today
Novo Pedido — the launcher suggests who to call today
Chapter 03

Clientes

Cadastro Novos ClientesAtualização CadastralContatosInterações

The registry is the asset. So the customer keeps it current.

The representative shares a tokenised link; the customer confirms their own data without an account. What changed is highlighted, reviewed by a person, and the loop closes with the ERP as the source of truth.

Alongside it, a relationship CRM for the professors, dentists and coordinators the outreach team works with — how we met, what was discussed, what comes next.

Atualização Cadastral
The customer updates their own record; a human approves it
Cadastro Novos Clientes
Onboarding through to the ERP partner record
Contatos · Interações
Relationship history, not a sales funnel
Atualização Cadastral — the customer keeps their own record current
Atualização Cadastral — the customer keeps their own record current
Chapter 04

Eventos

Eventos & Sorteios

A congress should not end with a pile of business cards.

A printed QR code sends every visitor to a public form. They register themselves, receive a WhatsApp message with their lucky number, and the raffle is drawn live — with the pool and the draw recorded for audit.

One click promotes the participants into the CRM, de-duplicated. The event ends and the follow-up already exists.

Public form
No login, rate-limited, consent recorded
Live raffle
Auditable: pool, seed and timestamp stored
Into the CRM
Promoted as contacts, duplicates merged
Eventos & Sorteios — every congress with its own lead list
Eventos & Sorteios — every congress with its own lead list
Chapter 05

Inteligência

SäntisJota Analyst

Two kinds of intelligence: one answers the catalogue, one reads the operation.

Säntis is the product assistant. It answers from the real catalogue — indications, materials, kit composition, retail price — because the facts are assembled by the platform, not improvised by a model. It is named after the peak at whose foot JOTA was born.

Jota Analyst is the analytics assistant, reserved for the leadership team: it queries the operation, builds reports and never writes to the ERP without a human confirming.

Deterministic facts
Prices and compositions come from the database, server-side
Text and voice
The same knowledge base behind both
Analyst · leadership only
Read-only by default; every action logged
Human in the loop
Nothing is written to the ERP without approval
Chapter 05 · the door
Säntis
Named after the peak — 2.502 m, Appenzell Alps Its own page →
Säntis answering: real kits, real compositions, live prices
Säntis answering: real kits, real compositions, live prices
Chapter 06

Logística

Restock IntelligencePedidos à Suíça

What to buy, when — and what being out of stock costs.

Demand forecast per product, effective stock including what is already in transit, and a purchase proposal the buyer edits rather than writes. A dedicated assistant simulates scenarios before anything is ordered.

And the other side of the same coin: confirmed orders that were never invoiced because an item was missing — quantified, per representative, per customer.

Forecast
Per product, with seasonality, reviewed monthly
Stock-out report
Revenue not invoiced for lack of stock, item by item
Orders to Switzerland
Purchase cycle tracked to arrival
Restock Intelligence — what to buy, and what a stock-out costs
Restock Intelligence — what to buy, and what a stock-out costs
Chapter 07

Marketing

Marketing SuiteSwiss Studio

Design that does not wait for an agency.

One visual-identity engine produces every executive report, proposal and public page in the same locked JOTA identity, derived from the 2026 brand manual. Upload a slide deck or a spreadsheet and it comes back in corporate design — the data preserved, only the presentation changed.

The public kit pages replaced a paid third-party catalogue service: the QR code on the box opens the composition of that exact kit, kept in sync automatically.

Swiss Studio
Corporate design on demand, one locked identity
Kit pages
245 public pages, the QR destination on the box
Lead pipeline
Public form to CRM to partner record
Swiss Studio — a file in, corporate design out
Swiss Studio — a file in, corporate design out
Chapter 08

Monitoramento

Divulgação KPIsSolicitações Materiais

Supervision without asking for a report.

The outreach team’s activity, the kits they created, the raffles they ran and the week ahead in their calendar — visible to leadership as it happens, side by side, and scalable from one person to many without rebuilding anything.

Material requests arrive, get approved and get dispatched in the same place, so nothing lives in a private chat thread.

Comparative view
Auto-discovers whoever is doing outreach
Shared calendar
The week ahead, per person
Approvals
Requests with a trace, not a chat message
Divulgação — the outreach team, side by side
Divulgação — the outreach team, side by side
Chapter 09

Recursos

MateriaisAgendaSolicitar MateriaisSACConfigurações

Everything the team needs, where the team already works.

Catalogues that turn like a printed book, manuals, technical documents, the shared calendar, and customer service — inside the platform, so nobody has to remember which drive or which folder.

Materiais
Catalogues, manuals, videos, commercial policy
Agenda
One calendar for the whole team
SAC
Customer service through WhatsApp
Materiais — catalogues that turn like a printed book
Materiais — catalogues that turn like a printed book

Around the modules, it works while the team sleeps.

ScheduledReports that deliver themselves

Weekly, monthly and quarterly — written, designed and e-mailed without anyone opening a file.

Every 30 minutesInvoicing in sync

The ERP is the source of truth; the platform mirrors it and reconciles the difference.

On eventNotifications that reach a person

Each approval step reaches whoever has to act, by WhatsApp or e-mail.

PublicPages that stay current

The kit pages rebuild themselves from the live composition and repair their own mirror.

JOTA HUB

Swiss Precision in Your Hands
Built in Florianópolis by the JOTA Market Intelligence Team