CRM Implementation for SMEs and Virtual Office (One-Time Payment)
Self-Hosted CRM for SMEs: Scale Your Sales Across Latin America
Boost your commercial management: centralize clients, projects, and billing without paying costly monthly subscriptions per user.
At Damos Soluciones, we implement self-hosted CRM platforms (Virtual Office) that bring together your entire client lifecycle in one place. From prospect acquisition (B2B or B2C), through proposal submission, to project delivery and post-sale support. An ecosystem designed to work in an organized manner, measure your team's performance, and scale your revenue.
Key Features That Transform Your Operation
Sales Funnel (Kanban)
Visually manage leads. Convert prospects into clients with a single click, automate email imports, and track commercial notes.
Proposals and Quotes
Generate visual quotes in minutes with multimedia elements. Your clients can comment and approve directly from the platform.
Project Management
Plan tasks, assign responsibilities, log execution times, and allow your clients to access their project progress.
Support and PQRS
Integrated ticketing system with predefined responses, priority assignment, and a knowledge base to quickly assist your buyers.
Contracts and Reminders
Create PDF contracts with digital signatures and send automatic expiration alerts. Set internal reminders so your team doesn't forget follow-ups.
Billing and Collections
Payment management and option to integrate with electronic invoicing platforms enabled in Colombia (Siigo, Alegra, ContaPyme).
Native Modules of Your Virtual Office
A complete ecosystem with customizable dashboards and revenue reports for data-driven decisions.
Client Directory
All your portfolio and database centralized. Link projects, invoices, support tickets, and commercial notes to each client profile.Commercial Contacts
Each client can have multiple contacts (accounting, management, purchasing) with independent notifications and access permissions.Project Management
Link different team members, define tasks, schedule reminders, and set verifiable delivery dates and milestones.Tasks and Reminders
Measure your team's operational effectiveness by tracking tasks. Configure automatic alerts for sales follow-ups or renewals.Support and PQRS
Receive requests directly from your website or email. Manage departments and assign responsibles to resolve cases frictionlessly.Quotes and Proposals
Keep a detailed record of potential deals, with traceable follow-up, to increase your sales team's closing rate.Profiles and Departments
Full control over security. Define unlimited roles indicating which modules and financial information each employee can view.Automated Notifications
Over 20 customizable email templates to alert clients or employees about invoices, tickets, and projects (SMS optional).Secure Client Area
A corporate portal where your buyer logs in with a password to check project status, download invoices, or open tickets.Our Implementation Offer: One-Time Payment License
Unlike commercial CRMs that charge per user month after month, our Virtual Office is a perpetual license installed on your own server, ensuring scalability without hidden costs.
- Installation and Hosting: Includes web hosting service configured for 1 year.
- 12 Months of Support: Technical support for issue resolution, minor updates, and functional advice.
- Executive Training: 3 knowledge transfer sessions (recorded) for your team to master the tool.
- Custom Development: Possibility to add custom fields or build additional modules according to your industry's requirements.
Guaranteed Return on Investment (ROI)
“Companies have only one source of revenue: customers. Only when the value of the customer is understood will the company's reality change.”
Frequently Asked Questions about CRM and Virtual Office
What does it mean to be a one-time payment or self-hosted platform?
It means that, unlike platforms like HubSpot or Salesforce that charge a monthly subscription for each employee using the system, our Virtual Office is installed on your own server (Hosting). You pay the implementation once to Damos Soluciones, and the system is yours, allowing you to create unlimited users without increasing your operational costs.
Does the tool integrate with electronic invoicing in Colombia?
Yes. Although the platform includes a native invoicing module for internal control, we offer API integrations with the main electronic invoicing providers enabled by the DIAN (such as Alegra, Siigo, or ContaPyme) to automate the issuance of fiscal invoices from the CRM. *These integrations have a technical scope that we evaluate in the initial consultation.
Can I hide financial information or projects from certain employees?
Absolutely. The Profiles and Roles module is highly granular. You can configure, for example, that salespeople only see the Kanban board of their prospects, while the accounting department only sees billing, ensuring that management is the only one with access to consolidated financial reports.
Organize your company, professionalize your sales, and eliminate recurring costs.
Implement your own commercial management ecosystem and give your B2B team the tools to close more deals.
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