A platform to capture leads, move opportunities through the pipeline, quote with PDF, follow up via WhatsApp, and measure sales performance.
Commercial CRM designed for sales teams that need order: capture prospects, prioritize opportunities, quote with professional backing, and follow through to close, with real visibility into the funnel and collections.
From first contact to close, in one place
Many companies lose sales not from lack of interest, but from lack of follow-up: leads in spreadsheets, loose PDF quotes, and messages scattered across WhatsApp and email. This CRM centralizes commercial operations so every salesperson knows what to touch today and which opportunity is ready to move forward.
Without CRM
- Prospects in lists with no priority or history
- Invisible funnel: unclear what stage each opportunity is in
- Quotes made by hand, with no payment control
- Follow-ups that depend on the salesperson’s memory
- Little clarity on which campaign or channel brings better leads
With the CRM
- Prospect base with score, industry, zone, and actionable contact
- Visual pipeline with clear stages and drag between columns
- PDF quotes, installments, and currency (Q, US$, €)
- Sales calendar and follow-up reminders
- Reports on closes, quoted, collected, and performance by industry
Así se ve en pantalla
Una vista compacta del sistema: navega entre módulos sin salir de la página.
How it supports the sales team
The system guides the opportunity from entry until it is closed or archived, connecting capture, qualification, proposal, and collection in a single timeline.
Everything the solution can include
Capture and pipeline
Organized prospects ready to act on.
Prospect base
Filters by industry, status, zone, municipality, and custom segments.
Opportunity score
Prioritize who to contact first based on digital profile and potential.
Kanban pipeline
Stages from New to Won or Lost, with visual drag-and-drop.
Import and export
Bulk lead upload and CSV export for backups or analysis.
Communication and campaigns
Less time writing, more time closing.
Integrated WhatsApp
Direct contact, quote sending, and bulk actions from the list.
Meet and email
Quick links to schedule meetings or write to the prospect.
Parameterized templates
Messages with variables for company, contact, offer, zone, and industry.
Social campaigns
Channel landings with captures, clicks, and suggested publish text.
Quotes and collections
Serious proposals, with payment control.
PDF quote
Ready-to-send documents with numbering, totals, and terms.
Installments and currencies
Payment plans in quetzales, dollars, or euros with status per installment.
Overdue payments
Board alerts and reports when an installment is due unpaid.
Control and decisions
Visibility for management and daily operations.
Sales calendar
Follow-up and activity calendar by day and by salesperson.
Automatic reminders
Follow-ups and pending collections without relying on loose notes.
Business reports
Close rate, funnel, quoted, collected, and breakdown by industry.
Solution catalog
Offers by industry (web, CRM, ERP, apps) to recommend and quote faster.
Built for teams that sell B2B services
The solution adapts to your business industry —retail, health, services, industry, and more— with user access, roles, and an experience designed for salespeople in the field and in the office.