CRM & Automation
We implement custom CRMs or integrate existing solutions with automated workflows. Visual sales pipelines, client tracking, and dashboards with real-time metrics. We specialize in CRM for B2B sales teams: automatic lead scoring, follow-up sequences, WhatsApp Business and calendar integration, and reports that show exactly where each opportunity stands.
El mercado global de CRM supera los USD 80.000 millones, liderado por Salesforce, HubSpot, Microsoft Dynamics y Pipedrive
El 60% de las pymes que adoptan CRM reportan mejora medible en cierre de ventas en los primeros 12 meses
El mercado CRM esta maduro a nivel global pero con baja penetracion en LATAM mid-market, donde las opciones a medida o verticalizadas tienen ventaja sobre los grandes SaaS genericos.
Deliverables
Process
Audit
We analyze your current sales process and identify bottlenecks.
Design
We define the pipeline, fields, automations, and integrations.
Implementation
We configure or develop the CRM with automated workflows.
Adoption
Team training, data migration, and transition support.
Projects using this service
Lyons CRM - Complete Management System
Complete enterprise CRM with client management, sales pipeline, process automation, advanced reports, and analytics. Interactive dashboard with real-time metrics using Chart.js, customizable modules, automatic report generation, and notification system.
CRMCarolinaOS - EventTech CRM
Commercial and operational OS for end-to-end management of clients, dates, and events. B2B SaaS platform that centralizes contact management, schedules, logistics, and complete client management workflows for event industry companies.
FAQ
Do you build custom CRMs or integrate existing solutions?
Both. If your operation needs a highly customized CRM, we build it from scratch. If an existing solution covers 80% of your needs, we integrate and extend it with custom automations.
Can you integrate WhatsApp Business with the CRM?
Yes. We integrate the WhatsApp Business API for automatic notifications, scheduled follow-ups, and tracking messages directly from the CRM pipeline.
What kind of automations do you implement?
We automate lead assignment, email sequences, follow-up reminders, pipeline status updates, report generation, and alerts when an opportunity has been stagnant for too long.
Can you migrate data from an existing CRM?
Yes. We migrate data from spreadsheets, HubSpot, Salesforce, Pipedrive, or any system that exports CSV/API. We include data cleaning and deduplication.
Have an idea? Let's make it real.
No strings attached. Just an honest conversation about your project.