INTEQIA / 04 / OPERATIONS

CRM & business operating system

Customers, pipeline, tasks and operations in your own system, adapted to your sector and connected to the tools you use.

BEST FORSMEs losing time across spreadsheets, chats and disconnected apps.

Spain · EURCustom quote

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Starting price for the defined baseline scope. No automatic checkout: deliverables, third-party costs, taxes, subscription term and schedule are confirmed in a written proposal before payment.

Visual concept of CRM & business operating system

04 / OPERATIONS

THE BASELINE PACKAGE

What we deliver.

A concrete starting scope. We adjust its details to your actual process during the free diagnostic.

Process mapping and design of the first operational release.

CRM for contacts, companies, opportunities and sales follow-up.

Roles, permissions, tasks, documents and management dashboard.

Up to three business modules prioritised after discovery.

Up to two standard integrations with existing tools.

Initial structured data import, training and production launch.

Monthly corrective maintenance, monitoring and scoped support.

ADAPTED TO YOUR INDUSTRY

Your operations define the modules.

Examples of capabilities we can scope after discovery. They are not all included in the baseline price.

Hospitality

Reservations, station-based orders, QR menus, inventory, purchasing and shifts.

Real estate

Lead capture, listings, viewings, owners, contracts and follow-up.

Construction

Projects, site reports, suppliers, purchasing, teams and documentation.

Telecom

Onboarding, tickets, contracts, support and connected billing.

Professional services

Appointments, projects, proposals, documents and payments.

NO SURPRISES

What we scope separately.

ERP, regulated tax accounting, POS, hardware and complex sector modules are scoped separately.

User, data, integration and SLA limits are documented in the final proposal.

Third-party licences, messaging and usage are charged separately.

HOW IT STARTS

Free diagnostic

We understand your business, existing tools and priorities.

Written scope

You see the exact deliverables, timetable, setup and monthly fee.

Build & evolve

We launch the first version and improve it with your team.

LET’S DESIGN YOUR VERSION

A complete solution starts by understanding the business.

Tell us how you work. We will map the right combination of brand, web, CRM and automation before asking you to commit.

Start the free diagnostic