01
Your CRM is installed but not implemented
Salespeople use it as a calendar. No stages reflect the real cycle. Reports nobody reads.
Sales Automation · Monterrey
CRM with real stages, integrated WhatsApp Business API, automated nurturing and dashboards sales uses on Monday. Zero lock-in.
The problem
Repeated patterns in B2B Monterrey sales teams with CRM already installed but suboptimal.
Salespeople use it as a calendar. No stages reflect the real cycle. Reports nobody reads.
Messages to personal phones. Zero CRM record. Lead lost after business hours.
Each salesperson writes the same follow-up email. No sequences by stage, no scoring, no re-engagement.
Forecast that doesn't match closes. Without clear advancement rules between stages, everything is "warm lead".
How we solve it
Discovery + sprints + handoff. No "express implementation" that's just renaming fields.
Discovery with your sales team to map real stages (not template ones). Custom fields by industry.
Every conversation logged in the deal. Approved templates, load assignment, automatic escalation.
Industry- and funnel-stage-specific sequences. Cold lead re-engagement. Connected lead scoring.
Executive dashboard (forecast, conversion, cycle), and seller dashboard (my tasks today, my at-risk deals).
Frequently asked questions
Default: HubSpot (best feature/price balance for mid-market B2B). Pipedrive if the team prefers simplicity. Salesforce only if integrated already. Zoho for low pricing. Zero lock-in: licenses stay in your name.
Initial implementation: $120,000 - $250,000 MXN depending on scope. Monthly operating retainer: $30,000+ MXN. Plus CRM licenses (you pay direct).
No. The API is enterprise (multi-agent, CRM integration, Meta-approved templates). Regular Business app is for 1 person. We implement the API with BSP providers (360dialog, Twilio, MessageBird).
Yes, at first. That's why sprint 1 is co-design with them: we map their real flow, we don't impose a template. Adoption measured in sprint 2-3.
No. Zero lock-in. Accounts, data, integrations and configuration stay in your name. If you ever change agencies, everything migrates with you.
Related services
30-min free diagnostic with a senior strategist. Written plan in 48 hours. No commitment.
Book diagnostic