Intelligence that anticipates your salesComplete management for businesses that want to
sell more
The ideal solution for businesses that work with products or services. POS, scheduling, CRM, inventory, financials and sales intelligence — all integrated, in one place.
Who trusts Yoter
São Paulo chain with locations in Planalto Paulista, Vila Nova Conceição, Vila Olímpia and Iguatemi. Grooming, health, 24h pet hotel, training and SmartLab — their own diagnostics center. World's first KONG® Experience store.
“We had the history, we knew who visited us — but it was idle data. Sales intelligence put that base to work for us: the customer gets the right reminder at the right time, and repeat purchases happen naturally.”
Built to serve businesses across many segments
Yoter adapts to your business — from the counter to the service, from physical products to recurring plans.
See how Yoter simplifies your business's daily routine
Get to know some of Yoter's main screens. Everything is designed to make management simpler, faster and smarter, bringing sales, finance, inventory, customers and metrics together in one place.
Your business at a glance
Monthly revenue and sales, revenue by department, pending sales opportunities and best-selling products. Numbers update in real time and respect each branch's data.
- Sales, average ticket and revenue by branch
- Sales by department with configurable colors
- Sales opportunities highlighted
Dashboards your way — no IT required
Ready-made retail dashboards (Sales, Finance, Operations, Inventory) with metrics, charts and blocks you drag and arrange. Each branch can personalize its own.
- Ready templates by area (Sales, Finance, Operations, Inventory)
- Click any number and see exactly where it came from
- Dozens of ready metrics · charts you drag and rearrange
AI suggests the next sale — automatically
Every customer has their own buying and return rhythm. The intelligence cross-references history, calculates a priority and creates alerts — before the customer asks or forgets.
- Automatic priority (delay, first time, criticality)
- Opportunity types: repurchase, return, renewal, first service
- Learns the observed rhythm — customers with no history of their own use similar-profile customers
Organize your catalog the way it makes sense to you
Create as many departments as you want, set color and code, and link by branch. Dashboard, BI and reports start grouping everything automatically.
- Custom color and code per department
- Linked by branch — doesn't pollute the others
- Shows in Dashboard, BI, POS and reports
Multi-professional schedule with WhatsApp reminders
View the whole week by professional, drag to reschedule and trigger automatic reminders. Customers confirm without calling.
- Weekly and daily views
- Multiple professionals with their own colors
- Automatic WhatsApp confirmation
Fast counter POS with built-in sales suggestions
Quick search by name, code or barcode scanner. Accepts kits, prepaid packages and courtesy vouchers in the same cart, suggests the next sale based on the customer's history and closes with any payment method — Pix, card, cash or plan.
- Barcode search and keyboard shortcuts
- Kits, prepaid packages and courtesy vouchers in the same POS
- Multiple payment methods + cash drops
Build combos in one click — no inventory headaches
Create kits that bundle products and services with a discount. At the POS the kit expands into items with the discount allocated; in reports revenue isn't duplicated. Inventory is checked safely — if one item is missing, the whole kit won't close.
- Mixed components: products + services
- Percentage discount allocated line by line
- No duplicate revenue in reports
Sell prepaid packages without losing control
The customer pays for the package (e.g. 10 sessions) and each visit debits 1 automatically — with the balance visible on the profile and at the POS. You can also work with prepaid credit and open accounts.
- Consumption, prepaid and open account — you choose
- Session balance + value visible at POS and on the profile
- Parameterized recurring billing (in testing)
Complete customer record and history
Structured customer records with all history in one place. Rich profiles by segment (including pets, with species, breed and size for pet shops), links between people, and a history of services and purchases.
- Rich profiles by segment — including pets linked to their owner
- History of services, purchases and communications
- Unified history: sales, services, vouchers and opportunities
Inventory always accurate, NF-e entry in 1 click
Per-branch inventory control with minimum-stock alerts, auditable movements and an NF-e import wizard. Paste the 44-digit key or upload the XML — Yoter suggests the department and posts grouped entries.
- NF-e entry wizard (key or XML)
- Minimum-stock alerts per product
- Automatic department breakdown on entry
Configure how the intelligence thinks — no code
Create rules per product, profile or segment. Define frequency (fixed or learned from the history itself), tolerance, priority and the WhatsApp message. Each branch can have its own rules or inherit from the group.
- Fixed or history-learned frequency, per rule
- Filters by customer profile
- Types: return, repurchase, first service, package renewal
Every branch with its own data, its own rules, its own intelligence
Register as many branches as you want within the same group. Each one with its own segment, payment method, WhatsApp and sales rhythm. The intelligence automatically respects each one's scope.
- Each branch learns its own sales rhythm
- Card terminal, WhatsApp and segment independent per branch
- Each user sees only their authorized branches
Intelligence that spots opportunities before your team does
Automatically analyzes sales, service and customer-behavior history to identify business opportunities and generate smart recommendations.
“João usually buys every 30 days” or “Product X is about to run out of stock”.
You sell more without having to remember anything.
From signup to operating in just a few minutes
Yoter guides the entire initial setup so your business is ready to operate quickly and safely, with no hassle.
Company details
- Admin account (email + password + WhatsApp)in signup
- Group, company(ies) and main branchin signup
- Plan selection (14-day trial, no card)in signup
Products and services
- Departments with color and code (segment suggestions)
- Import products via CSV/XLSX (template) or first items
- Suppliers and price table per branch
Payment methods & fiscal
- Tax regime and fiscal issuance (when applicable)
- Pix, card terminal/TEF and cash
- Bank account for reconciliation
- Printer / receipt setup
Communication, AI & Branch
- Branch WhatsApp (official Meta Cloud API)
- Message templates (schedule, billing, birthday)
- Professionals and hours (if you offer services)
- Sales intelligence rules — ready kit by segment
- Branch address, hours, logo and primary color
Departments suggested by your segment
You pick the segment and Yoter opens your catalog with pre-configured departments — color, code, branch link. Edit, remove or add. In the end, the Dashboard, BI and sales intelligence group everything automatically.
Pick one so we open the catalog with suggested departments.
items
Start operating before you finish everything.
We'll remind you of the rest.
Set up just the essentials to start operating (company details + products + 1 payment method) and finish the rest at your own pace. The checklist tracks your progress inside the system, with smart reminders until everything is configured.
Each item is a direct link to the setup screen
D+1 email with the most important pending items
Support WhatsApp active throughout the trial
Customer/product imports done by our team
Everything connected. Everything in one place.
Complete system: from counter sales to strategic management, with built-in sales intelligence. No loose integrations — everything talks to each other.
Sales
Smart POS
Open and close the register in seconds. Multiple payment methods, discounts, cash drops and barcode reading.
NFC-e and SAT integrated
Fiscal issuance directly from the POS. Encrypted A1 certificate, configurable series, automatic contingency.
Integrated payments
Pix, card terminal/TEF (Stone, Cielo, Rede, Pagar.me, SiTef), boleto, in-house credit. Automatic reconciliation with the cash register.
Management
Departments
Organize the catalog by color, code and branch. Ready suggestions per segment, edit however you like.
NF-e Import
Wizard that reads the NF-e XML/key, suggests department and posts stock in 1 click.
Full financials
Cash register, accounts payable, cash flow, bank accounts and reconciliation. No need for another system.
Relationships
CRM (Customers)
Complete customer record with purchase and service history. Rich profiles by segment — including pets linked to their owner, in pet shops.
Native WhatsApp
Official integration via Meta Cloud API. Schedule confirmations, sales reminders and automated billing. Ready templates: schedule, billing, birthday, renewal.
Integrated Schedule
Services, appointments and consultations. Per-professional view, automatic WhatsApp confirmation.
Intelligence
Sales Intelligence · AI
AI that identifies the right time to sell. Priority per customer, rhythm learned from history, ready rules per segment and prioritized alerts.
My Dashboards · BI
Self-service dashboards with dozens of ready metrics and templates by area. Click a number and see where it came from. No IT required.
Platform
Multi-company, multi-branch
Group > Companies > Branches. Each user only sees their scope. Consolidated data for whoever needs it.
Mobile App (PWA)
Access from anywhere. Works even with an unstable internet connection, so the counter doesn't stop.
SaaS Security
Secure login, granular per-branch profiles, reversible deletion on every entity, automatic daily backup.
Simple, transparent plans
No surprises on the invoice. Cancel anytime.
Try every feature with no commitment.
Coming soon- All features
- Up to 1 branch
- Sales intelligence included
- WhatsApp included
- Chat support
- No credit card
For growing businesses that want to sell more.
Coming soon- Unlimited products and customers
- Predictive sales intelligence
- Integrated WhatsApp
- Full POS
- Service scheduling
- Priority support
For chains and groups with multiple units.
Coming soon- Unlimited branches
- Intelligence that learns each branch's rhythm
- Multi-number WhatsApp (Meta Cloud API)
- Webhooks and integrations (coming soon)
- Self-service BI + exports
- Dedicated 24/7 support
- Personalized onboarding
Yoter is written יותר in Hebrew and means "more" — and that's our mission. Much more than a management platform, we help you sell more.
No. Just create your account and start using it. No bureaucracy, no payment data. You only enter payment info at the end of the 14 days, if you want to continue.
Signup takes ~5 minutes (company details + plan). After that Yoter opens a guided onboarding in 4 chapters — Products and services, Payments & fiscal, Communication & AI, Branch details. You can skip any step and the checklist reminds you what's missing. You can start operating in ~15 minutes with the essentials.
Yes, when your business needs to issue them. You register your tax regime, upload the A1 digital certificate and configure series/numbering. Yoter issues NFC-e (valid in the states that accept it) and SAT-CF-e in SP — you can issue just one or both, per branch. Support for thermal, certified fiscal or Bluetooth printers.
Pix (single key or dynamic QR Code), card terminal/TEF (Stone, Cielo, Rede, Pagar.me, SiTef), card without TEF (manual entry), cash, boleto, in-house credit and courtesies. In onboarding you connect the ones you use today — the rest can be activated later.
Official connection via Meta Cloud API: you register the Phone Number ID + Access Token from the Meta Developer Console directly in the branch admin. Yoter comes with ready templates: schedule reminder, overdue billing, customer birthday, renewal. You edit the tone and you're ready to send.
Departments group products and services with color, code and linked branches. Works for any segment: pet shop, pharmacy, fashion, auto parts, clinics and more. In onboarding you pick your segment and the catalog opens with suggestions — you just edit.
You define recurrence rules per product or service (e.g. a return every 30, 60 or 90 days). The intelligence reads history, computes the priority (delay, first time, criticality) and generates alerts. Frequency can be fixed (configured days) or learned from the customer's own history. When a customer doesn't have enough history, it uses the rhythm of customers with a similar profile. Onboarding ships a ready-made rules kit for your segment.
Yoter serves businesses that work with products or services — from the counter to recurring plans. Today we have complete setup for pet shops and salons (entities, rules and reports ready), and the generic engine handles the other segments, with segment-specific packages arriving in upcoming stages. It's multi-company and multi-branch by default — each user only sees their branch scope, and management sees consolidated data in real time.
Yes. We import customers, products, suppliers and history via Excel/CSV spreadsheet (downloadable template in onboarding) — at no cost. For NF-e entries there's a wizard that reads the key/XML and posts inventory grouped by department. Our team helps you import, if you prefer.
Yes. Full WhatsApp and chat support during all 14 days, in business hours. Guided onboarding, assisted import, and when you need it we jump into the system with you.
Start selling more today
14 days free. No card. Cancel anytime.
Real cases in Brazilian retail