Services/Custom Software Development
Small and mid-sized businesses in Mexico often run on processes, teams, and integrations that off-the-shelf CRMs don't quite fit. At AISDC we build a custom CRM that matches your sales workflow, connects with your existing tools, and follows the rules of your industry. The result is a platform your team actually adopts — without per-user licensing costs that scale against you as you grow.
We map how you currently manage contacts, deals, and follow-ups — what works, what slips through the cracks, and where the bottlenecks are in your sales cycle.
We define the modules, workflows, and automations you need, prioritizing the features that deliver the most impact in your pipeline from the very first release.
We build the CRM and connect it to your existing systems: WhatsApp Business, email, CFDI invoicing, ERP, or whatever tools your team already relies on.
We onboard your team and the system grows with you — new modules, reports, or integrations added as your business needs change over time.
Centralize information about clients, prospects, and accounts in one place. Full interaction history, attached documents, and custom fields tailored to your industry.
Visualize every opportunity on a configurable Kanban board or list view, with stages defined by you. Move deals forward, log notes, and track each negotiation at a glance.
Schedule calls, meetings, and follow-up tasks linked to each client record. Receive automatic alerts so no opportunity goes unattended.
Send follow-up messages, confirmations, and reminders via WhatsApp Business or email automatically — triggered by pipeline stages, dates, or custom rules you define.
Track team performance, pipeline value, close rates, and activity by rep. Configurable dashboards that give you real-time visibility without manual exports.
Define what each team member can see and do: sales reps, managers, and executives get differentiated access to protect sensitive data and maintain operational order.
Consulting firms, logistics providers, or professional services businesses managing accounts with multiple contacts, proposals, and contracts. A custom CRM centralizes every client relationship and automates post-sale follow-up.
Distributors, wholesalers, or retailers with frequent customers who need to track order history, credit status, and communication. The CRM connects with your invoicing system to eliminate duplicate data entry.
Teams of 2 to 15 people managing many prospects who lose deals due to missed follow-ups. WhatsApp and email automations keep prospects engaged without adding extra workload to the sales rep.
A CRM (Customer Relationship Management) system centralizes your client and prospect data, organizes your sales process, and logs every interaction. For an SME, the goal is to stop losing opportunities, follow up on time, and have clear pipeline visibility — without relying on scattered spreadsheets or chat threads.
HubSpot, Zoho, and similar platforms are solid solutions that work well for many SMEs, especially when their processes are fairly standard. A custom CRM makes more sense when you have specific integrations with proprietary systems, highly industry-specific workflows, or when per-user licensing costs become significant as your team scales. One is not inherently better than the other — it depends on your context, and we'll tell you honestly which fits before proposing a project.
Yes. Through the WhatsApp Business API integration we can configure automatic messages triggered by pipeline stage changes, due dates, or prospect actions. We also automate follow-up emails and internal reminders for the sales team. The automation rules are defined together with you during the design phase.
In most cases, yes. During the diagnosis phase we assess which systems you have active — invoicing, ERP, e-commerce, spreadsheets — and design the necessary integrations. Some systems offer open APIs and integration is straightforward; others require middleware or custom connectors. We give you an honest feasibility and effort assessment before you commit to anything.
It depends on three factors: how specific your processes are, which integrations you need, and how large your team will grow. If your sales process is standard and you have no complex integrations, a tool like HubSpot CRM (which has a free tier) may be all you need. If you have proprietary workflows, need to connect internal systems, or per-seat licensing costs grow quickly, a custom build can be more cost-effective over the medium term. At AISDC we help you figure out which scenario fits before we propose any engagement.
Tell us how your real estate business operates and we will propose a system designed for your process.
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