We design the CRM your business needs: it captures leads from every channel, qualifies them with AI, routes them by geography or specialty, and keeps the pipeline up to date without anyone touching a spreadsheet.
Most local businesses don't have a CRM. They have an overloaded WhatsApp, a notebook, an error-ridden spreadsheet, and the personal memory of whoever served the customer last time. When that person leaves, the pipeline disappears.
An automated CRM is not just software: it's a living system that captures the lead without anyone typing it in, tags it correctly, detects the funnel stage, assigns an owner, triggers follow-up, and keeps the history clean. Instead of fighting with the CRM, the team uses it as support.
We build on the tool that best fits your business (HubSpot, Pipedrive, Follow Up Boss, Chatwoot, Supabase, or custom), and automate the boring part: data extraction from WhatsApp and forms, automatic enrichment, AI scoring, rule-based assignment, and stage updates based on real events (appointment booked, quote sent, no-show).
WhatsApp, Instagram DM, web forms, calls with AI transcription, and inbound emails are automatically turned into contacts with already-structured fields (name, phone, service inquired about, urgency, source channel).
A model trained on your history classifies leads as hot / warm / cold with an interpretable explanation. The signals (budget, timeline, intent, fit with your vertical) come from the conversation — not from forms nobody fills out.
Weighted round robin, assignment by ZIP code, by lead's language, by service specialty, or hybrid. The wrong agent no longer sees a lead that isn't theirs — and the right owner gets it in seconds.
When an appointment is booked, the stage moves itself. When there's a no-show, it's logged. When a proposal is sent, it's marked. Without anyone dragging cards on a board.
A team of 12 agents was losing leads due to inconsistent follow-up. CRM integrated with WhatsApp + AI qualification + assignment by geography and specialty.
Migration from spreadsheets to Chatwoot + Supabase with automatic capture from the web form and WhatsApp. Pipeline synced in minutes.
Conversational triage that creates the patient record in the clinical CRM, assigns a specialist, and ranks consultations by urgency and profitability.
If your team is 1-3 people, we start with Supabase + Google Sheets + n8n: the power of a CRM without the complexity. As you grow, we migrate to HubSpot or Pipedrive without losing data. We don't force expensive tools at the start.
70% of resistance comes from CRMs that force you to type in every entry. Since we capture from the real channels (WhatsApp, form, call), your team types nothing — they just review. Adoption tends to be high because the CRM saves them work instead of adding it.
We comply with LFPDPPP (MX), LPD (ES), and CCPA/HIPAA-adjacent (US). Your database lives in Supabase or in your chosen CRM (not on our servers). You control access, exports, and backups. No data lock-in.
For a typical business with 1 main channel: 2-3 weeks. Migration of existing data + integrations + initial scoring. For operations with 3+ channels or enterprise CRMs: 4-6 weeks.
Yes. We clean, deduplicate, and enrich your current database. Spreadsheets, WhatsApp contacts, exports from old CRMs — everything ends up structured in the new tool with its history.
Yes. We integrate with Chatwoot, Respond.io, or the native WhatsApp Business API so multiple agents share an inbox and the CRM receives signals from all of them. Each conversation is attributed to the agent who handled it.
We train a model on your history (leads that closed vs those that didn't) and the available conversational signals: stated budget, timeline, specific buying questions, mentions of competitors, detected urgency. The score is interpretable — it always explains which signals made it hot or cold.
Yes. Many clients already have HubSpot or Pipedrive. In that case we don't migrate: we add the automatic capture, AI scoring, and routing layer on top of the existing CRM via API.
Free 30-minute audit. You leave with an actionable diagnosis and a plan. No commitment.
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