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CRM built around your sales process

A CRM that follows your sales process not the other way around

Off-the-shelf CRMs force your team into someone else’s workflow and charge per seat forever. We design and build a CRM around how you actually sell: your pipeline, your follow-ups, your WhatsApp conversations and your invoicing, in one place your team will use.

Is your CRM slowing your team down?

Nobody uses it

The CRM you pay for does not match how your salespeople work, so deals live in WhatsApp, spreadsheets and memory.

Per-seat pricing

Every new rep means another subscription. Growth gets taxed before it happens.

Disconnected

Quotes, invoices and customer chats are in different tools. Nobody has the full picture of an account.

No real forecast

Reports show what reps typed last week, not what is actually happening in the pipeline.

What we build into your CRM

From lead capture to collections, shaped to your team

01

Pipeline and follow-ups

Stages, tasks and reminders that mirror your real sales cycle, with automatic follow-up sequences so no lead goes cold.

02

WhatsApp and email inside

Every conversation with a customer is attached to the account: WhatsApp Business API, email and calls, with AI summaries.

03

Quotes and contracts

Generate quotes and contracts from the opportunity, send them for e-signature and track approvals.

04

Invoicing and collections

Payment formats, receipts and reminders; integrated with Mexican CFDI 4.0 e-invoicing when you sell in Mexico.

05

Dashboards that tell the truth

Conversion by stage, rep and source, pulled from real activity instead of manual updates.

06

Mobile and AI assistants

A mobile app for the field team and AI agents that answer leads, qualify them and book meetings 24/7.

Preguntas frecuentes

Frequently asked questions

How long does a custom CRM take?

A focused first version takes 6 to 10 weeks. We ship in iterations: your team starts using the core pipeline early and we add integrations and automation on top.

How much does it cost compared with Salesforce or HubSpot?

You pay for the build, not per user per month. For teams of 5 to 50 people the total cost of ownership over three years is usually far below a mid-tier subscription, and you own the system.

Can it connect to WhatsApp, email and my accounting software?

Yes. We integrate the WhatsApp Business API, Gmail or Microsoft 365, payment gateways and accounting or ERP systems through their APIs.

Do you work with companies outside Mexico?

Yes. We work remotely with clients in the United States, Canada and Latin America, in English and Spanish, on US-friendly schedules.

Who owns the code?

You do. The source code, the data and the infrastructure are yours. We can host and maintain it, or hand it over to your team.

Let’s design the CRM your team will actually use

Tell us how you sell today. We come back with a clear scope, timeline and fixed price, at no cost.

Request a free scope