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Customer management

CRM and automation that multiply your sales

Bring leads together, automate follow-ups and convert more customers. We implement the best CRM platforms on the market.

Implement a CRM See the benefits

CRM with artificial intelligence

From a message to a sale, in a single system.

The web, WhatsApp and voice agents write directly to the CRM, and AI works on that data so your team knows who to call first.

How the CRM works for your team.

Why implement a CRM with IstmoDigital?

We turn your sales management into an automated selling machine.

  1. 01

    Leads in one place

    Bring every prospect from the website, social media, WhatsApp and email into one place.

  2. 02

    Visual sales funnels

    Design custom pipelines and see what stage every deal is in.

  3. 03

    Task automation

    Schedule reminders, lead assignment and automatic follow-ups.

  4. 04

    Reports and KPIs

    Interactive dashboards with the metrics that matter: conversion, sales velocity, projected revenue.

  5. 05

    Mobile CRM

    Your sales team gets into the CRM from anywhere, from their phone.

  6. 06

    Unlimited integrations

    Connect your CRM to WhatsApp, email marketing, social media and accounting systems.

IstmoDigital CRM dashboard — pipeline, revenue and opportunities

Key features

Everything your sales team needs

  • Contact and company managementA single database with all your customer information.
  • Activity trackingA record of calls, meetings, emails and outstanding tasks.
  • Workflow automationCustom rules that assign tasks and send automatic notifications.
  • Email tracking and templatesKnow when your leads open your emails, and use ready-made templates.
  • Sales forecastingPredict future revenue based on the current pipeline.
  • Gamification and targetsMotivate your team with leaderboards and targets.

Our implementation process

A proven method so your team adopts the CRM quickly.

See the full method
  1. 01

    Analysis

    We assess processes and needs

  2. 02

    Setup

    CRM customisation

  3. 03

    Migration

    We import your existing data

  4. 04

    Training

    We train your team

The platforms we implement

We pick the right CRM for your business based on your needs and budget.

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Pipedrive
  • Monday CRM

Native integrations

Connect your CRM to the tools you already use.

  • WhatsApp
  • Gmail/Outlook
  • Slack
  • Google Workspace
  • Meta Ads
  • QuickBooks/Xero

Frequently asked questions

We answer your questions about CRM and sales automation.

Which CRM do you recommend to start with?
For small businesses we recommend HubSpot CRM (free) or Pipedrive. For larger companies, Salesforce or Zoho CRM. We look at your case to give you the best option.
How long does it take to implement a CRM?
A basic implementation takes one to three weeks. More complex projects with custom integrations can take four to six.
Can I migrate my data from Excel into the CRM?
Yes. We handle bulk migrations from Excel, Google Sheets or legacy systems with no data loss.
Do you offer training for my team?
Yes, we include training sessions for your whole sales team and ongoing support during the first month.
Does the CRM integrate with my website?
Absolutely. We capture leads automatically from your website forms, landing pages or chatbots.

Frequently asked questions

About CRM with artificial intelligence

What is a CRM with artificial intelligence?
It is a CRM that, on top of storing contacts and opportunities, uses artificial intelligence to work on that data: it scores how likely a lead is to buy, summarises each customer's history, suggests the next commercial step and drafts the follow-up message. The salesperson stops deciding blind who to call first.
What is the difference between a CRM and an ERP?
The CRM manages the customer relationship and the sales cycle: contacts, opportunities, quotes, activities and conversations. The ERP manages the business's internal operation: inventory, purchasing, suppliers, warehouses and operational reports. The CRM looks outward, at the customer; the ERP looks inward, at resources. IstmoDigital's system integrates both and presents them separately, because they are two distinct business functions.
Which CRM providers with artificial intelligence are there in Latin America?
In the global market there are Zoho, HubSpot and Salesforce. In Panama and Central America, IstmoDigital builds its own CRM with artificial intelligence integrated, designed for SMEs, with cognitive agents for web, WhatsApp and voice connected directly to the same system.
Does IstmoDigital's CRM include inventory?
Yes. It includes an ERP-style operations module with stock, movements, purchasing, suppliers and multiple warehouses or branches, switched on only if the company needs it. Inventory is deducted automatically when a quote is accepted.
Does the CRM integrate with the artificial intelligence agents?
Yes. The web, WhatsApp and voice agents write directly into the CRM: they create the lead, attach the conversation transcript and notify the salesperson. There is no copying data from one tool to another.
Is it suitable for an SME in Panama?
It's designed for exactly that. It's enabled by modules, so a small company starts with just contacts, pipeline and quotes, and turns on inventory, appointments, AI agents or the point of sale as it grows.

Ready to multiply your sales?

Implement a CRM today and transform how you sell.

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