CRM Solutions
Most CRMs are bloated and nobody uses them properly. We build lightweight, focused CRM systems that fit your sales process. Track every lead, automate follow-ups, and give your team the tools they need to close more deals without the clutter.
Pipelines de arrastrar y soltar
Creado para producción.
Sales teams abandon CRMs that fight their rhythm. We build pipelines that mirror how you qualify, negotiate, and hand off — with automations that nudge reps instead of burying them in required fields nobody reads.
Lightweight does not mean naive: email sync, activity timelines, forecasting, and client portals can coexist without Salesforce complexity. Integrations push won deals to billing and keep support in the loop.
Whether you are outgrowing spreadsheets or replacing a bloated tenant nobody logs into, we deliver something your reps open on Monday morning because it saves time.
Casos de uso, en producción.
Track leads, close deals, keep clients happy. We build CRMs that your team will actually use.
Sales Pipeline Management
Visual deal pipeline with drag-and-drop stages. Track every opportunity from first contact to closed-won with full history.
Automated Follow-up Sequences
Set up email and task sequences that trigger based on deal stage, last activity, or custom rules. Never let a lead go cold.
Client Portal & Communication
Give clients a portal to view project status, submit requests, and communicate with your team. Everything logged in one place.
Reporting & Forecasting
Sales dashboards with conversion rates, pipeline value, rep performance, and revenue forecasts based on real data.
Partner & channel pipelines
Separate pipelines for resellers with deal registration, margin rules, and shared visibility without exposing your entire book of business.
Customer success expansion
Track health scores, renewals, and upsell opportunities alongside sales — one account timeline from first touch to renewal.
Del descubrimiento a la entrega.
Un camino claro con hitos que puedes planificar: sin caja negra ni sorpresas de alcance al final.
Sales discovery
Stages, fields, and automations that match how your team sells today — not a generic B2B template.
Core CRM build
Contacts, deals, tasks, email — the daily path reps actually follow.
Automate & integrate
Sequences, calendars, billing hooks, and Slack/WhatsApp notifications where useful.
Adopt & refine
Dashboards for managers, coaching views, and tweaks after the first live month.
Lo que entregamos.
Lo que recibes.
Resultados tangibles al final de cada proyecto: código, documentación y sistemas que tu equipo puede operar.
- Custom pipeline stages & fields
- Email templates & tracking
- Task automation rules
- Manager dashboards & forecasts
- Optional client portal
- Import from legacy CRM/spreadsheets
Preguntas comunes.
Can we keep using Gmail/Outlook?
Yes. We integrate via OAuth and sync threads to the deal timeline without forcing a new inbox.
Is mobile supported?
Responsive web and PWA options for field reps — native apps only when the use case justifies the cost.
How long until reps are live?
A focused MVP is often 6–10 weeks depending on integrations and data migration scope.
Why build a custom CRM instead of using Salesforce or HubSpot?
Salesforce and HubSpot are strong when your process fits their model — and they come with recurring per-seat costs that scale with headcount. A custom CRM makes sense when your pipeline stages, approval flows, or client-facing portal do not fit a generic template, or when per-seat licensing is the wrong economics for your team size.
Explora el stack.
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