Sales and Customer Service CRM
Smart management of customer relationships
We implement and build CRM solutions that automate your sales and customer service processes. Lead and opportunity tracking, workflow automation and real-time analytics dashboards.
Key benefits
Sales pipeline
Visualize and manage opportunities at every stage of the funnel.
Automation
Automated workflows for follow-ups, tasks and notifications.
360° customer view
A unified view of every interaction and transaction.
Real-time reports
Dashboards with sales, conversion and productivity KPIs.
Omnichannel integration
Centralize email, phone, WhatsApp and social media.
Mobile CRM
Full access from mobile devices for field teams.
Use cases
B2B sales teams
Management of enterprise accounts and long sales cycles.
Call centers
Customer service with tickets, SLAs and metrics.
Retail
Loyalty programs and customer follow-up.
Professional services
Project management and client relationships.
Real estate
Tracking of properties, clients and transactions.
Education
Admissions, student tracking and alumni.
How it works
Assessment
We analyze your current sales and customer service processes.
Design
We configure the CRM to fit your workflow.
Migration
We import your data and set up integrations.
Training
We train your team and support adoption.
Frequently asked questions
Which CRM do you recommend?
It depends on your size and needs. For small and mid-size businesses we recommend HubSpot or Zoho. For large companies, Salesforce or Dynamics. We also build custom CRMs.
Can you migrate data from my current CRM?
Yes, we migrate data from any CRM or even from Excel spreadsheets. We clean and structure the information for an orderly migration.
Does the CRM integrate with WhatsApp?
Yes, we integrate with the official WhatsApp Business API to centralize conversations, send automated messages and log interactions in the CRM.
How long does implementation take?
A basic implementation takes 4-6 weeks. Projects with complex integrations can take 2-3 months.
Is training for my team included?
Yes, we include training sessions for users and administrators. We also provide manuals and reference videos.
Ready to get started?
Contact us today and get a free consultation on how we can help.