CRM | ERP Management Systems
From Operation to
Data -Driven Management
Common symptoms in companies we have served
Decentralized information, spread across spreadsheets, WhatsApp, and emails.
Delays and forgetfulness due to lack of automated tasks and follow-ups.
Lack of visibility on sales,
finances and team performance.
Teams don't communicate well,
each area works in isolation, without harmony.
Manual, slow and repetitive processes,
with rework
and frequent errors.
Lack of customer relationship history, reactive and confusing process.
Management based on guesswork and intuition,
without data to make strategic decisions.
Limited growth, as the business depends on spreadsheets and manual control.
We work with the main
business management systems
Start structuring your operation
Mapping of commercial, administrative and operational processes
Selecting the ideal system for your goals
and budgetImplementation and configuration focused on
your operationWorkflow automation for
optimize efficiencyCreating dashboards for decisions
data-basedIntegration with external systems,
social media and WhatsApp BusinessContinuous support to optimize your results
Turn your team into a sales machine
Navigation and essential features
Lead, contact and opportunity management in practice
Complete mastery of the sales funnel
and its stagesEfficient activity recording
(emails, calls, meetings)Using automation to streamline the sales and service process
Analysis and interpretation of performance reports and dashboards
Best practices for maintaining data quality and hygiene
Ensuring high adoption and strategic use of the tool
