Sales systems
A CRM built around how your team actually sells.
Leads, pipeline, calls, sales, installment collections, commissions and a daily report per person, in one system. Each role sees only what's theirs.
If this sounds familiar, the spreadsheet is no longer enough
- Leads come in from Instagram, WhatsApp and ads, and each rep logs them wherever they can.
- You don't know what stage each deal is in or who owns the next step.
- The sales report is built by hand at month end, and it never matches what was collected.
- You tried an off-the-shelf CRM and the team went back to the spreadsheet because it didn't fit how they work.
What we build
- Lead capture and qualification, with the source: ad, Instagram, referral.
- Pipeline by stage with next steps and reminders.
- Call logs, summaries and post-sale follow-up.
- Sales with installments, cash collected and commissions per rep.
- Daily report per person and metrics like CAC and ROI.
- Role-based permissions: each rep sees their own, the lead sees everything.
- Integrations with Calendly, ManyChat, WhatsApp, Meta Ads, Discord and payment providers.
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 a custom CRM instead of HubSpot or Salesforce?
Off-the-shelf CRMs work when your process looks like everyone else's. If you sell in installments, pay commissions when cash comes in, or your team lives in WhatsApp and Discord, you end up bending the business to fit the tool. A custom CRM does exactly what your team needs, and nothing more.
Can I migrate data from my spreadsheet or another CRM?
Yes. During discovery we review the data you have and move it into the new system, cleaned up and without duplicates.
Does it connect to WhatsApp and Instagram?
Yes. We integrate WhatsApp, ManyChat, Meta Ads and Calendly, among other tools, so leads flow into the pipeline on their own.
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