Law firm
Web lead › CRM by stage › activities and deadlines › quote / retainer › payment › history on the record. Client portal or WhatsApp: custom layer.
Connected digital operations
Your website sells. Your panel operates.Follow-up does not slip away.
We connect website + CRM panel + intake forms + Stripe payments + email engagement (Brevo) + “when X, do Y” rules. One customer record — not five tools that never talk. Layers like WhatsApp Business or full tax invoicing are scoped to order when your operation needs them.
The system
Four floors on the same foundation
Each floor adds value. The real value is shared data: one contact, one history, zero retyping.
- 01
Digital presence
Your public site with base SEO, hosting and SSL. Forms that feed the CRM.
- 02
Intake channels
Contact and brief forms, campaign email (Brevo) and, when scoped, WhatsApp Business.
- 03
Operations panel
Daily CRM: contacts, pipeline, activities, quotes, payments, roles and reports.
- 04
Automations
“When X, do Y” rules: tasks, team alerts and (by scope) webhooks or email.
The golden rule: everything talks to the panel
A site lead enters the CRM. A quote and a Stripe payment land on the same record. Email engagement shows on the timeline. One record, one place.
- A visitor requests a quote or brief and lands as a contact in the panel — not in a lonely inbox.
- You see opens, clicks and bounces tied to the contact — without treating a phantom open as intent.
- Sales sees the deal, the quote and the payment on one record — no parallel spreadsheet.
- When a payment is marked or a status changes, the system opens follow-up and notifies owners.
In practice
Eight steps. You intervene where it matters.
The real product flow today — the same scheme adapts to your industry; vertical layers (calendar, WhatsApp, tax invoicing) are quoted separately when you need them.
- 01
Your prospect hits the site and submits contact or brief
Your client - 02
The system creates the CRM contact and notifies the team
The system - 03
You assign or qualify in the pipeline; you leave a note or activity
You - 04
You send a quote / package; payment can go through Stripe
You + the system - 05
Checkout creates or updates the contact and opens follow-up
The system - 06
Brevo campaigns report delivery, opens, clicks and bounces to the panel
The system - 07
Hard bounces or spam create an internal alert — they do not “win” the deal alone
The system - 08
Automation rules create tasks or alerts when status changes
The system
You are buying order and reliable follow-up — not channel magic. If you later need WhatsApp or custom tax invoicing, we design it on this same foundation.
Your industry
The same foundation, your industry’s language
Typical scope sketches. Vertical pieces (records, inventory, menus) are built to order on the CRM — not sold as a fake “already included” template.
Real estate
Site lead › CRM with budget and area › visit follow-up (activities) › quote / close › commissions in the panel. Inventory matching: custom.
Services and retail
Form or brief › CRM contact › pipeline › Stripe payment link › follow-up email / campaigns › win-back rules.
Shop / technical service
Client intake › project in the panel › status and notes › payment › reminders via automation / email. WhatsApp status updates: custom.
We also work with:
- Medical and dental practices
- Clinics
- Law firms and notaries
- Real estate agencies
- Restaurants and cafés
- Auto shops and technical service
- Schools and academies
- Beauty salons and spas
- Gyms and fitness studios
- Veterinary clinics
- Accounting firms
- Retail and boutiques
- Boutique hotels and rentals
- Pharmacies
- CCTV and IT integrators
- Events and ticketing
Industry not listed? Same scheme: we find where clients enter and where they slip away — and that is where we connect the panel.
The pieces
The seven modules of the system
Every proposal combines these pieces. The heart is the panel; the rest turns on based on your operation.
Connected website
Site with base SEO, hosting and SSL. Contact and brief forms that feed the CRM.
Operations panel
Contacts, pipeline, activities, quotes, payments, roles and business KPIs.
Email and messaging
Campaign engagement via Brevo in the CRM; transactional panel mail via Resend. WhatsApp Business: optional custom layer.
Payments and invoicing
Stripe checkout and reconciliation, receipts and payment history. Full tax invoicing (CFDI): scoped when your accountant needs it.
Automations
“When X, then Y” rules: tasks, team alerts and connectors (webhooks / Hub) by plan.
Your industry module
The piece specific to your field: records, inventory, service orders… designed on top of the CRM.
Implementation and support
We migrate data, train your team and evolve with you. Included in the proposal.
How to start
Three ways to begin
We always show you all three. The conversation is not “do I buy it?” — it is “which one fits me?”.
Start
For the small business getting organized.
- Base website connected to the panel
- Panel: clients, activities and sales stages
- Contact and brief forms
- Basic internal alerts
- Up to 3 users
- Ready in 3–4 weeks
- Email support
Grow
For the established business. The most common choice.
- Everything in Start
- Quotes and KPIs in the panel
- Online payments with payment history
- Email campaigns tied to each client
- Automatic reminders and tasks
- Up to 10 users
- Ready in 5–6 weeks
- Priority support
Custom
Several teams, integrations and pieces specific to your industry.
- Everything in Grow
- Connections with other tools (Slack, external systems)
- Unlimited users
- WhatsApp Business, tax invoicing and industry modules
- 8–12+ weeks, in phases
- Dedicated executive and support agreement
Projects from $6,800 USD · $1,700 USD System diagnostic, credited to the project if you hire us. The monthly fee depends on users and the pieces you activate.
The math
The system pays for itself with money you are already losing
We are not asking for a new budget. We are proposing you redirect money that slips away today without you seeing it.
Leads going cold
A lead with no owner or activity buys elsewhere tomorrow. CRM + follow-up rules rebuild that habit.
Quotes that never close
Without payment history and follow-up, the deal dies in chat. Stripe + one record close the loop.
Blind campaigns
Sending email without bounces or engagement in the CRM burns your list. Brevo + panel give you the signal (without treating an open as intent).
Hours of retyping
Copying from form to spreadsheet to chat costs a salary. One record frees those hours.
Honest objections
What we get asked before the yes
“I already have WhatsApp.”
And you will keep using it. Today the product connects website, CRM, Stripe and email. WhatsApp Business tied to the panel is a layer we quote when your operation needs it — we do not sell it as if it were already on in every plan.
“My nephew builds my website.”
It will probably look nice. A website without a panel is a brochure: it does not capture leads, charge or follow up. What we propose is the connected operation — the website is just the first floor.
“I run everything on Excel and it works.”
Excel works until two people use it. The panel is the same order — with a lead owner, payment history and alerts that do not depend on someone opening the file.
“Are prices fixed?”
There is a clear floor: systems start at $6,800 USD. The exact figure comes from a $1,700 USD System diagnostic, credited to the project if you hire us, and always with three options.
“What if it does not work, or we do not use it?”
Implementation includes training, and we start with intake + pipeline + payments — what organizes money fastest. In the first month you already see owned leads and follow-up.
“I do not have time to implement this.”
We do most of it: data, configuration and go-live. From you, a few short sessions.
Today, you are the bridge between your website, your leads and your payments
You bridge them by hand every day. What we propose is a panel where the lead, the quote, the payment and the email live together. Tell us your industry — we will prepare three clear options this week.