Service companies
From first contact to the client who renews.
A custom CRM that follows each client from lead to post-sale onboarding, with installments, commissions and KPIs, connected to the tools your team already uses.
When the business grows faster than the system
- Each rep tracks clients their own way and the team lead can't see the full picture.
- After the sale, onboarding is coordinated over chat and some clients slip through the cracks.
- You don't know what it costs to land a client or which channel brings the best ones.
- The team works in Discord, Slack or WhatsApp and won't open yet another tool.
What we build
- CRM with pipeline, next steps and a daily report per person.
- Post-sale onboarding with tasks, owners and status for every client.
- Installment sales, cash collected and commissions on collection.
- KPIs like CAC, ROI and conversion by channel.
- Alerts and summaries in Discord, Slack or WhatsApp, where the team already works.
- Role-based permissions: each person sees only what's theirs.
Real case
High-ticket service company
CRM with post-sale onboarding, installments, cash collected, CAC and ROI, connected to Discord, where the team works.
Delivered in one week.
How we do it
- Discovery. We look at how your team works today, with which tools, and where time or money gets lost.
- Written scope. You get what we'll build, in which stages and what's left out.
- Short stages. We build with AI assistance and human review, and you sign off on every round.
- Audit before delivery. We test with real data loaded, flow by flow and role by role.
Frequently asked questions
Why not use an off-the-shelf CRM?
If your process looks like most, an off-the-shelf CRM may be enough. If you sell in installments, run onboarding after the sale or your team lives in Discord or WhatsApp, a custom system avoids the patches and side spreadsheets.
How long until it's up and running?
A focused CRM can be running in one or two weeks. We work in stages, so the team starts using it before the end.
Can we migrate what we have today?
Yes. We move data from spreadsheets or another CRM into the new system, cleaned up and without duplicates.
Contact
Tell us what you need to organize
We reply with specific questions and, if it makes sense, a proposal with a written scope.
We sign the non-disclosure agreement before we see a single piece of data.
Who’s on the other side? Meet the SAFIA team