CRM & business tools
Connect your customer information to your operation
We connect sales and customer service tools to your business processes. Working remotely from Reynosa, we help teams access consistent information and follow up with customers.
Discuss my CRMWhat we can help with
We connect your business with platforms like HubSpot, Zoho and Salesforce to improve customer management.
HubSpotZohoSalesforce
Custom features that extend what your existing business tools can do.
CustomExtensions
Smart automation of sales and marketing processes to increase efficiency and cut manual work.
AutomationWorkflowsAI
Who it's for
For teams duplicating records, losing track of customers between tools or needing to extend their CRM.
What it includes
- 01CRM connectionsWe assess integration options in HubSpot, Zoho, Salesforce or the platforms you already use.
- 02Custom extensionsWe develop additional features when the platform supports extending its capabilities.
- 03Sales follow-upWe define workflows for assigning tasks, updating status and sharing data between sales and operations.
- 04Access and adoptionWe agree on permissions, validation and training so changes fit everyday work.
How we work together
- 01Review the customer journey and current tools.
- 02Confirm licenses, APIs, permissions and available fields.
- 03Configure or develop the agreed integrations and extensions.
- 04Test team workflows and document use and maintenance.
A proposal based on your scope
Scope depends on platforms, licenses, migration needs and additional features. CRM subscriptions and external charges are identified separately.
Frequently asked questions
Do we need to switch CRMs?
Not necessarily. We first assess what your existing platform can achieve through configuration, integrations or extensions.
Can you migrate our existing information?
We assess exports, record quality and the destination structure. Backup, validation and duplicate handling are agreed before migration.
Let's talk about your project.
Tell us what you need and we'll send you a proposal.
