CRM & Automation
CRM has the highest ROI in enterprise software: USD 8.71 for every dollar invested — a 771% return (Nucleus Research). Yet 43% of CRM implementations fail due to poor team adoption, and only 22% of a typical CRM's features get used (SchedulingKit 2026). Our edge: we build custom CRM designed around your process, not the other way around — so your team actually uses it. Results are measurable: companies that adopt CRM correctly see +29% in sales, +34% in sales productivity, and +27% in customer retention. We implement visual sales pipelines, 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 está maduro a nivel global pero con baja penetración en LATAM mid-market, donde las opciones a medida o verticalizadas tienen ventaja sobre los grandes SaaS genéricos.
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.
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CRM & Automation — by city
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.
What is the real ROI of implementing a CRM?
CRM has the highest ROI in enterprise software: USD 8.71 for every USD 1 invested, a 771% return (Nucleus Research). Companies report +29% in sales, +34% in sales productivity, +42% in forecast accuracy, and +27% in customer retention (SchedulingKit 2026). Most see positive ROI within 12 months; initial benefits appear within 90 days.
Why do so many CRM implementations fail?
43% of CRM implementations fail due to poor team adoption, and only 22% of a typical CRM's features get used (SchedulingKit 2026). The cause: excessive complexity and inadequate training. That's why we build custom CRM designed around the client's process — if the team sees exactly what they need (without superfluous features), they adopt it.
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