Leads live in each salesperson’s WhatsApp and are lost when someone leaves.
Custom CRM
A CRM your sales team will actually use
Pipeline, opportunities, meetings and forecast in one place, built around the way you sell. With AI that tells you who to call today.
The problem
Does this happen in your company?
You don’t know how many opportunities are open or how much you will close this month.
Nobody follows up on time and proposals go cold.
You tried a generic CRM, but it was complicated and the team stopped using it.
The solution
Custom CRM: what’s included
Everything is defined in the assessment: we build what your operation needs, no more and no less.
Visual pipeline
Drag opportunities through stages designed for you and see where each deal gets stuck.
Forecast
Gross and probability-weighted close forecast, by salesperson and business unit.
Automatic follow-up
Tasks, reminders and alerts for stalled opportunities or deals with no next step.
WhatsApp and email
Conversations linked to each customer so the history doesn’t depend on one phone.
Lead capture
Web forms, campaigns and WhatsApp feed straight into the CRM with their source.
Sales reports
Conversion by stage, time to close, loss reasons and performance by salesperson.
With artificial intelligence
What AI does for you here
Not a marketing add-on: concrete features that save hours and prevent errors.
An AI inbox that summarizes conversations and suggests the next reply.
Lead scoring: AI ranks the opportunities most likely to close.
Meeting minutes and next steps generated automatically.
Real case
We’ve done it before
Sales network management · iOS / Android app · Consumer goods company · Ecuador
Sales network management with KPIs
A management program for the sales network of a consumer goods company in Ecuador: monthly KPI compliance per point of sale (ideal portfolio, visit frequency, visibility and focus products), product portfolio and reward coupons. Live since January 2024.
- Indicators and targets per customer
- Product portfolio and rewards
- iOS and Android apps
- Operation and maintenance
How we work
How we get your system up and running
- 01Week 0
Free assessment
A meeting to understand your process, your pain points and what the system should do. You leave with a clear recommendation.
- 021–2 weeks
Proposal and prototype
A fixed price per stage and a clickable prototype: you see the screens before a single line of code is written.
- 036–10 weeks
Iterative development
Every two weeks you get a working version to test with your team. We adjust as we go.
- 04Ongoing
Launch and support
We migrate your data, train your team and stay with you with support and improvements.
Frequently asked questions
Custom CRM: common questions
Why a custom CRM instead of a well-known one?
Well-known CRMs charge per user every month and come with dozens of features that confuse the team. A custom one has exactly your stages, fields and reports, which is why the team adopts it.
Does it integrate with WhatsApp?
Yes. We integrate WhatsApp Business (official API) to log conversations, send templates and automate follow-ups.
Can it connect with my ERP or invoicing?
Yes. When an opportunity is won, it can automatically create the order, the invoice or the customer in your ERP.
How long does it take to implement a custom CRM?
A CRM with pipeline, follow-up and reports is usually ready in 6 to 8 weeks. Then we add integrations (WhatsApp, ERP, invoicing) in stages.
Free assessment
Request your proposal: Custom CRM
Tell us how you work today. In a 30-minute call we tell you what to automate first, how long it would take and what investment you need.
- Fixed price per stage, no surprises
- You own the code and the data
- Reply within one business day