Floor 01
Digital presence
Your public site with base SEO, hosting and SSL. Forms that feed the CRM.
A visitor requests a quote or brief and lands as a contact in the panel — not in a lonely inbox.
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.
Straight talk
What we are — and what we are not
Before we talk technology, the rules of the game go on the table.
We are
- Website + CRM panel + intake + payments + email + automations, connected
- A platform the owner runs without calling a technician every hour
- Automation of real processes: leads, pipeline, quotes, payments and follow-up
- A long-term partner: support, evolution and custom layers when needed
We are not
- An agency that delivers a pretty website and disappears
- A generic WhatsApp bot disconnected from the CRM
- A replacement for your accountant or your lawyer
- Off-the-shelf POS you configure alone with no implementation
The system
Four floors on the same foundation
Each floor adds value. The real value is shared data: one contact, one history, zero retyping.
Floor 02
Intake channels
Contact and brief forms, campaign email (Brevo) and, when scoped, WhatsApp Business.
You see opens, clicks and bounces tied to the contact — without treating a phantom open as intent.
Floor 03
Operations panel
Daily CRM: contacts, pipeline, activities, quotes, payments, roles and reports.
Sales sees the deal, the quote and the payment on one record — no parallel spreadsheet.
Floor 04
Automations
“When X, do Y” rules: tasks, team alerts and (by scope) webhooks or email.
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.
Your prospect hits the site and submits contact or brief
Your clientThe system creates the CRM contact and notifies the team
The systemYou assign or qualify in the pipeline; you leave a note or activity
YouYou send a quote / package; payment can go through Stripe
You + the systemCheckout creates or updates the contact and opens follow-up
The systemBrevo campaigns report delivery, opens, clicks and bounces to the panel
The systemHard bounces or spam create an internal alert — they do not “win” the deal alone
The systemAutomation 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.
Law firm
Web lead › CRM by stage › activities and deadlines › quote / retainer › payment › history on the record. Client portal or WhatsApp: custom layer.
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.
“The lead hits the panel, not my lonely inbox.”
Operations panel
Contacts, pipeline, activities, quotes, payments, roles and business KPIs.
“All follow-up on a single screen.”
Email and messaging
Campaign engagement via Brevo in the CRM; transactional panel mail via Resend. WhatsApp Business: optional custom layer.
“I see email on the record — no fake deals from an open.”
Payments and invoicing
Stripe checkout and reconciliation, receipts and payment history. Full tax invoicing (CFDI): scoped when your accountant needs it.
“The payment is tied to the contact and the project.”
Automations
“When X, then Y” rules: tasks, team alerts and connectors (webhooks / Hub) by plan.
“The system warns me before the lead goes cold.”
Your industry module
The piece specific to your field: records, inventory, service orders… designed on top of the CRM.
“This system actually speaks my business’s language.”
Implementation and support
We migrate data, train your team and evolve with you. Included in the proposal.
“They didn’t leave me alone with the software.”
Without the panel there is no system — only loose pieces. M7 is included, and vertical layers (WhatsApp, calendar, tax invoicing) are quoted transparently when you need them.
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?”.
Starter
For the small business getting organized (SaaS Starter plan).
- Landing or base site connected to the CRM
- Panel: contacts, activities and pipeline
- Intake forms
- Internal alerts (no advanced workflow engine)
- Up to 3 panel users
- 1–2 week implementation
- Email support
Professional
For the typical established business (SaaS Professional plan).
- Full site + intake (contact / brief)
- CRM: pipeline, roles, quotes, KPIs
- Stripe (payment links / checkout) + history
- Email engagement (Brevo) in the panel
- Typed automation rules engine
- Up to 10 panel users
- 3–4 week implementation
- Priority support
Business / Enterprise
Multi-team ops, Integration Hub and custom layers.
- Everything in Professional + Integration Hub (Slack / HTTP webhooks)
- Up to 40 users (Business) or unlimited (Enterprise)
- Brevo engagement in the CRM + external connectors
- Custom layers: WhatsApp Business API, tax invoicing, vertical modules
- API / webhooks and bespoke development
- 4–12 week implementation by scope
- Dedicated executive + support agreement by contract (Enterprise)
Starter / Professional / Business / Enterprise match the SaaS panel plan (real seats and features). Implementation investment is quoted separately on your operation — size, locations and custom layers.
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.
What is one extra closed deal a year with orderly follow-up worth? That is the foundation — extra layers add on when you actually use them.
Commitment
What we will never promise you
Trust is built the same way software is: with clear limits.
- Unrealistic delivery times — every tier has its timeline, and it is honored
- Features sold as “already included” that do not ship yet — shipped is demoable; custom is labeled
- That an email open or click alone “qualifies” a deal — that is not real intent
- Regulatory compliance (health data, local standards) without validating it first with the technical team
- 100% WhatsApp message delivery — the channel depends on Meta
- That the system replaces your accountant or your lawyer
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?”
No. Every proposal fits the exact scope — size, locations, users and custom layers. Fifteen minutes first, then three clear 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.
“It is expensive.”
Add up what you lose on unfollowed leads and disconnected tools (website, CRM, email, payments). Compare that to one foundation sized to you.
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.
Zynora Tek