CRM & ERP
CRM and ERP, in one connected system.
Clients, pipeline, invoicing and inventory in one place — connected to what you already use, with role-based access for each team member. No more isolated spreadsheets.
Without this
What happens now, every day.
Scattered data
Leads in spreadsheets, on the phone, in email. Nobody knows the real status.
Zero visibility
You can't see how many leads come in, how many close and where they get stuck.
All-or-nothing access
Either everyone sees everything, or nobody has access. Neither is healthy.
The solution
What we build for you.
Visible pipeline
Lead → contacted → quote → client → won. See exactly where each one is.
Complete file
Messages, appointments, notes, documents and payments — a client's full history, one click away.
Roles & permissions
Owner, manager, employee — each sees and does only what you allow. Clear and safe.
Connected to ERP & invoicing
Invoicing, inventory and documents synced automatically — plus Google Calendar, WhatsApp, email and Facebook Leads.
How it works
Three steps to results.
We migrate your data
We bring your existing clients and leads into a clean structure, built for your niche.
We set up the team
Accounts and roles for each person, with the right access and no chaos.
You run it from a panel
See the pipeline, conversion and deal value — in real time, from anywhere.
Real result
The package includes
- A pipeline configured for your flow
- Client files with full history
- Role-based accounts for the whole team
- Integrations with the tools you already use
Frequently asked
Can I limit what each employee sees?
Do you migrate my current data?
Let's find where you're losing money.
A free 30-minute consultation. No obligations, no pressure.