Customers

Customer management

CRM or customer system in place: contacts, pipeline, follow-up, and commercial-team habits.

Category: Gestión de clientes
Price: Amount per the current Kit Digital segment and catalogue.
Coverage: Nationwide Spain · Any productive sector
Agent: Pedro Armando Manfredi · Kit Digital IA · Barcelona
URL: https://kit-digital-ia.com/kit-digital/gestion-clientes

What we can offer

Stop keeping clients in a notebook or WhatsApp: a list with stages (new, quote, closed) the team opens every day. Sized for an SME, not an enterprise pack.

Implementation (HubSpot, Pipedrive, or a light equivalent).
Pipeline, fields, permissions, and import from Excel / mail.
Follow-up rules that get used.
Meeting notes and follow-up drafts; a human files them.
Training and a stage playbook.

Who it is for

Sales teams living in Excel or WhatsApp and losing follow-up.

Category scope (Annex II)

CRM selection and implementation sized to the company.
Real fields, stages, and permissions — not the enterprise pack.
Initial import and training.
Follow-up rules the team actually uses.

Written scope before the Service Agreement. Team training included. Evidence and justification per the Kit Digital rules in force. Funded under the PRTR — Next Generation EU.