Documentation

Viruta guide to get the most from your CRM

Visual product guide

Master Viruta in minutes

Everything you need to configure channels, organize leads, move opportunities, and collaborate with full context.

Product preview

See Viruta in action

Real product UI: inbox, quotes, Verifactu, pipeline, AI and integrations. This is how you'll work every day.

Unified Inbox

Reply from one place

Centralize WhatsApp, Instagram and Gmail. Filter by channel, use templates and let AI suggest your next move.

app.viruta.app/inbox

Inbox

Search conversations...

AllWhatsAppInstagramGmail

Maria Garcia

2 min

Great, I'm interested in the proposal

Creative Studio

15 min

What's the price for the Pro plan?

Legal Corp

1 h

Re: Legal services inquiry

Carlos Ruiz

3 h

Thanks for the information

Maria Garcia

Hi, I saw your services on Instagram. Do you have availability this week?

Hi Maria! Yes, we have a slot on Thursday. Does 10:00 AM work for you?

Perfect, I'm interested. Can you send me the proposal?

AI · Lead score 84 · Suggestion: send proposal before Friday

Type a message...

Quotes & invoices

Create quotes from the inbox, send to clients and convert to invoice without switching screens.

app.viruta.app/documents

Documents

New quote

PRE-2026-002

Quote

Sent

Manuel Izquierdo · Pool renovation

€3,180

Resend

PRE-2026-001

Quote

Accepted

Maria Garcia · Kitchen remodel

€16,960

Convert to invoice

FAC-2026-001

Invoice

Fiscally issued

Maria Garcia · Kitchen remodel

€16,960

From inbox

Manuel Izquierdo

Pool renovation

Quotes & invoices

PRE-2026-002

€3,180

Sent

WhatsAppGmail

Verifactu & tax compliance

Verifactu compliance

Issue fiscal invoices with chained hash, fiscal QR and AEAT submission or accountant export.

app.viruta.app/documents/fiscal

Fiscal invoice

FAC-2026-001

Maria Garcia · Kitchen remodel

Fiscally issued

Full kitchen remodel€14,017

VAT 21%€2,943

Total€16,960

AEAT fiscal QR

Scannable on the Spanish Tax Agency site to verify the invoice.

Tax compliance

Chained SHA-256 hash

Each record links to the previous one immutably.

Locked invoice

Amounts cannot be changed after issuance.

AEAT submission

SOAP signed with FNMT digital certificate.

Two modes

Verifactu: automatic AEAT submission.

Local records: export JSON for your accountant.

CertificateRetry AEAT

Lead pipeline

Organize leads and opportunities

See each client's status in kanban or table view. Lead score, estimated value and channel source on every card.

app.viruta.app/leads

Leads

KanbanTable

New Lead

(2)

Kitchen remodel

€12,400

84 pts

Corporate website

Instagram

€3,200

72 pts

Contacted

(1)

Tax consulting

Gmail

€2,400

91 pts

Proposal Sent

(2)

Pool renovation

Gmail

€3,180

88 pts

Annual maintenance

Form

€1,800

65 pts

Negotiation

(1)

Legal advisory

Gmail

€5,000

95 pts

Won

(1)

Full project

€18,500

98 pts

AI Assistant

Act with the AI assistant

Ask which leads to prioritize, generate conversation summaries and get reply suggestions in natural language.

app.viruta.app/ai

AI Assistant

Your sales copilot

Which leads should I prioritize today?

Here are your hottest leads based on recent activity and lead score:

Top leads today

Maria Garcia

WhatsApp · Proposal pending

Legal Corp

Gmail · Active negotiation

Creative Studio

Instagram · Asked about Pro plan

Maria hasn't replied in 2 days. Suggest sending the proposal today.

Legal Corp has an overdue task: follow-up call.

Summarize conversation with MariaLeads with no activity in 7 daysCreate follow-up tasks

Ask about your leads, conversations or tasks...

Integrations

Connect your channels

Link WhatsApp Business, Instagram, Gmail and more. Messages sync in real time to your inbox.

app.viruta.app/integrations

Integrations

Connect the channels where you sell

Connected

WhatsApp Business

Receive and send messages from Viruta. Real-time sync.

+34 612 345 678

Manage

Connected

Instagram DMs

Centralize Instagram direct messages in the inbox.

Manage

Connected

Gmail

Sync emails and auto-create leads.

Manage

Connected

Google Calendar

Sync appointments and bookings with your Google calendar.

Manage

Coming soon

Facebook Messenger

Unify Facebook messages with your other channels.

Connect

Coming soon

Web Forms

Capture leads from your website and send them to the pipeline.

Connect

What this guide helps you solve

Inbox

Reply from one place, filter by channel or assignee, use templates with variables, and let AI suggest replies. Assign conversations to team members.

Pipeline

Manage opportunities with one deal per lead. On Pro and Business plans you can customize stages (minimum 2), see weighted forecast, and drag deals.

Team

Invite members with admin, member, or viewer roles. Viewers have read-only access. You get notified when a lead or conversation is assigned to you.

AI Assistant

Lead scoring, summaries, task extraction, and reply suggestions. Usage limits depend on your plan.

Key workflows

Getting started

Create your account, complete onboarding, and connect at least one channel (WhatsApp, Instagram, or Gmail). All incoming conversations appear in the unified Inbox.

Integrations

Connect WhatsApp Business, Instagram, Gmail, and Facebook from Settings → Integrations. Messages sync in real time.

Leads

Each contact is a lead with status, estimated value, AI score, and activity. View in table or kanban, assign owners, and open detail with notes, tasks, and history.

Ready to unlock full potential?

Start with Integrations and then define your pipeline to get a complete sales process.

Open app View plans

Getting started

Create your account, complete onboarding, and connect at least one channel (WhatsApp, Instagram, or Gmail). All incoming conversations appear in the unified Inbox.

Leads

Each contact is a lead with status, estimated value, AI score, and activity. View in table or kanban, assign owners, and open detail with notes, tasks, and history.

Integrations

Connect WhatsApp Business, Instagram, Gmail, and Facebook from Settings → Integrations. Messages sync in real time.