Services
Custom software to organize your business.
A small team of partners who design and build the systems your sales, collections, operations and support teams run on. Pick where to start.
- Custom CRMLeads, pipeline, calls, sales and a daily report per rep.
- Collections and commissionsInstallments, due dates, reminders and commissions paid on collection.
- Dashboards and KPIsTargets with daily pace, month-end forecast, funnel, CAC and ROAS.
- Operations and document managementStaff, invoicing, payments, costs, payslips and contracts in order.
- AI agentsWhatsApp support, assistants that don't make things up, call summaries.
- IntegrationsCalendly, ManyChat, WhatsApp, Meta Ads, Fathom, Discord, payments and Zapier.
- Software auditWe review your own and third-party systems before they reach your team.
- Web development and brandingWebsites, landing pages and visual identity.
By industry
- Clinics and medical practicesAppointments, WhatsApp inquiries and after-hours patient support.
- Factories and manufacturersProduction orders, priorities, alerts and WhatsApp orders.
- Coaches and course creatorsInstallment sales, closer commissions and which content drives each sale.
- Service companiesCRM, post-sale onboarding, installments and dashboards for sales teams.
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