A CRM built around the way your company sells.
Everyone who writes to you on WhatsApp, Instagram or your website lands in a stage, with their history and a follow-up that goes out on its own. You know how many sales are on the way, where they stall and why they're lost.
Book an assessmentNew 3
In conversation 2
Proposal 1
Customer 1
- 48 hours without a reply → a follow-up message goes out
- Proposal accepted → the order and the invoice are created
What a CRM is and what it lets you see
CRM stands for customer relationship management. In practice it's three things together: a single record of every customer and lead, a pipeline that shows which stage each sale is in, and follow-up that doesn't depend on someone remembering.
The value is in what it lets you measure. The conversion rate of each stage, to see where sales drop. Time to first response, which weighs the most in not losing whoever wrote. Pipeline value, meaning how much money sits in open conversations. And the loss reason: price, delivery time, no reply. With those four numbers, selling stops being intuition.
A custom CRM uses your business's own stages and words, not a template's. If your sale goes through a visit, a sample or a credit approval, that stage exists.
What's included
How we set it up
- Map how you sell todayWhere customers come from, which steps they follow and where they're lost.
- Define stages and dataFew stages and only the data someone will use. An overloaded CRM doesn't get filled in.
- Connect the channelsWhatsApp, Instagram, the website and email arrive in the same place.
- Automate and measureFollow-ups that go out on their own and a dashboard with the pipeline numbers.
When it's worth it
When leads live in scattered chats and in someone's memory, and you don't know how many were lost this month or why.
When it isn't
If you serve a few customers and know them by name, a tidy spreadsheet is enough. And if you already have a CRM that works, we connect it and tune it instead of replacing it.
Frequently asked questions
What is a CRM and what is it for?
It's where every customer and lead lives with their history: who they are, what they asked for, which stage they're in and what comes next. It keeps any sale from depending on one person's memory and lets you measure where sales are lost.
Do you build custom CRMs?
Yes. The stages, fields and alerts are defined by how your company sells. Sometimes it's built from scratch and sometimes an existing tool is configured; we decide by cost and by what your team will actually use.
Does it connect to WhatsApp and Instagram?
Yes. Messages from WhatsApp, Instagram and your website reach the same pipeline, each with its conversation.
What's the difference between a CRM and an ERP?
The CRM handles the customer relationship: leads, sales and follow-up. The ERP handles operations: inventory, purchasing, accounting. They can be connected so an order moves from one to the other without retyping.
Are there free CRMs?
Yes, and they can be enough to start. The real cost isn't the license: it's setting it up well and getting the team to use it. In the assessment we'll tell you if a free one fits.
How much does it cost?
It's quoted after the free assessment, based on the channels and systems to connect. The price arrives next to what it should return.