🇲🇽 CDMX · GDL · MTY (CST) | 🇲🇽🇺🇸 TJ / Border Region (PST)
Idioma: Español
XIRIZ | DIGITAL WORKS

Custom CRM and Web Systems

CRM Architecture & Process Automation.

Centralize clients, follow-up and automation in a system built around your operation.

A custom CRM organizes the sales pipeline, automates tasks and concentrates critical information in one place. Use the buttons to jump straight to the block you want to review.

Technologies and capabilities

Choose an area to explore the stack, integrations and operational capabilities.

Core TechnologiesCustom CRM · SaaS platforms · Automation and webhooksExplore

Custom CRM

React / Next.js dashboards connected to PostgreSQL and other relational databases.

SaaS platforms

Integrations with HubSpot, Salesforce, Zoho CRM, and Zendesk via APIs.

Automation and webhooks

Zapier, Make, WhatsApp Business API, SendGrid, and Twilio.

Operational CapabilitiesLeads and sales funnels · Omnichannel automation · Metrics and dashboards · Two-way synchronizationExplore

Leads and sales funnels

Lead capture, qualification, assignment, and pipeline opportunity tracking.

Omnichannel automation

Confirmations, notifications, and reminders via email or WhatsApp.

Metrics and dashboards

Revenue, conversion, sales productivity, and customer lifetime value (LTV).

Two-way synchronization

Connections between CRM, mobile applications, websites, and accounting or POS systems.

Infrastructure, AI & DevOpsCloud and hosting · AI integrations · DevOps · Intelligent automation · …Explore

Core Technologies

Cloud and hosting

Vercel, AWS (S3, EC2, CloudFront), Google Cloud Platform, and DigitalOcean.

AI integrations

OpenAI API, Anthropic API, media generation (Kling, Midjourney through available integrations), and vector search with pgvector.

DevOps

CI/CD pipelines with GitHub Actions, Docker, monitoring, and staging / production environments.

Operational Capabilities

Intelligent automation

Support and sales agents, ticket classification, and interaction summaries.

Scalability and CI/CD

Automated deployments, safe test environments, and secure secret management.

Backup and continuity

Automated backups, disaster recovery, and full-system observability.

Process to build the CRM

The goal is to transform a scattered process into a clear, scalable operational tool.

01

Process audit

We map how your team currently works and how your commercial flows move.

02

System architecture

We define dashboards, data, roles, stages and integrations.

03

Development and implementation

We build the CRM and connect automations or external services.

04

Training and evolution

We deploy, train and leave a solid base for future improvements.

FAQs

Frequently asked questions about the service.

Yes. We can evaluate the current structure and organize a gradual migration to the new system.

Yes. A custom CRM is designed around your real stages, rules and owners.

Yes. Depending on scope, we can integrate email, APIs and external services.

Yes. The system can grow with new modules, reports or automations.

Ready to bring your next project to life?Let’s discuss what your business needs.
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