Professional Services Software Solutions

CRM, customer portals, proposal automation, invoicing and project management. Certior case: sales cycle from 15 to 5 days, 3x conversion.

Pipeline conversion

500+

Tickets/month managed

<4h

Response time

Real challenges in your industry

After 8+ years and 100+ projects, we know these problems first-hand.

Invisible sales pipeline

You do not know how many proposals are active, which ones will close this month or which ones need follow-up. Your sales team works in silos.

Certior increased their pipeline 3x after implementing CRM with follow-up automation

Proposals that take days to generate

Each proposal is a manual Word document. Data is copied and pasted, prices are recalculated and the director signs weeks later. Opportunities lost due to slowness.

Certior reduced their sales cycle from 15 to 5 days with automated proposal generation

Customer service without traceability

Support tickets arrive via email, WhatsApp, phone — without a central system. There are no SLAs, no metrics and customers feel abandoned.

CAINTRA manages 500+ tickets/month with <4h response after implementing Salesforce Service Cloud

How we solve it

Specialized services for your industry, backed by 100+ delivered projects.

Salesforce CRM

Sales pipeline, follow-up automation, lead scoring and real-time reports.

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Customer Portal

Self-service for clients: ticket tracking, invoice downloads, knowledge base and chat.

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Proposal Automation

Automatic quote generation from CRM with digital approvals and electronic signatures.

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Invoicing Automation

Automatic invoice generation, payment complements, credit notes and bank reconciliation.

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Integrated Project Management

Project boards, time tracking, resource allocation and project-based billing from CRM.

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Case study

CAINTRA — Salesforce for Business Services

CAINTRA

Salesforce Sales Cloud and Service Cloud implementation for the most important industrial chamber in northeastern México. Management of 20+ active clients with multichannel support and guaranteed SLAs.

20+

Active clients

500+

Tickets/month

<4h

Response time

12+

Industries served

View full case study→

Technology stack

Technologies we use in projects for this industry.

Salesforce Sales CloudSalesforce Service CloudSAP Business OneReactNext.jsNode.jsAzurePostgreSQLDocuSignTwilioPower Automate

Frequently asked questions

We already have a CRM. Can you integrate it or do we need to migrate?

Depending on your current CRM, we can integrate it with your other systems. If you use something obsolete or without APIs, we recommend migrating to Salesforce — we handle the complete data and historical migration.

How long does it take to implement Salesforce for services?

A base implementation (Sales + Service Cloud) takes 8-12 weeks. If we include customer portal and advanced automations, 12-16 weeks. We deliver in 2-week sprints.

Does the customer portal integrate with Salesforce?

Yes. We build portals with Salesforce Experience Cloud or custom Next.js portals connected to Salesforce via APIs. The client sees their tickets, invoices and projects in real time.

Transform your operations today

Free 30-minute technical assessment. Formal proposal with fixed budget in 48 hours.

✓ Guaranteed fixed budget✓ Deliverables every 2 weeks✓ 100% client-owned code

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