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Startups and SaaS companies scale their product but not their operations: manual onboarding, scattered support processes, inconsistent billing, customer data in multiple systems. We implement internal process automation, API integrations, customer success workflows and operational dashboards that grow with your company.
3 minutes · No commitment · Response within 24 hours
The problem
Each new customer requires manual steps: create account, send credentials, set permissions, import data. Takes hours. Frequent errors cause support tickets. Bad first experience.
Each integration manually coded. When customer asks to connect Salesforce or Jira, requires months of dev. No reusable pattern.
Invoices generated ad-hoc. Finance team manually follows up payments. Unpaid invoices, disputes over amounts, late collections.
Info in Salesforce, Intercom, Stripe, internal database. No sync. Support team sees old information. Churn metrics inaccurate.
What the data says
Mexico’s tech ecosystem grows on cloud, SaaS and international outsourcing. That is exactly what makes it a target: credentials, customer APIs and CI/CD pipelines are among the most exploited vectors of the past year per Microsoft DDR and CISA. What protects the product is the same infrastructure that sustains it.
Figures as published by the cited sources. Your product’s real surface is surveyed with a pointed diagnostic, not with an average.
How we see it
A software company rests on four layers: onboard the customer, move data between systems, bill without friction and defend access. When one fails, churn arrives quietly — from broken onboarding, half-built integration or a breach the customer discovers before the team does.
Does the customer reach first value in minutes — or on your CSM’s fifth email?
Orchestration with Power Automate: account creation, tenant setup, demo data import, credentials by email. Onboarding takes 15 minutes, not 15 days.
Do data move between CRM, billing, support and product — or does the customer retype them?
Declarative integrations with Salesforce, HubSpot, Jira, Slack, Stripe. Signed webhooks, exponential-backoff retries, public status page. Expansion stops depending on an engineering ticket.
Do invoicing and collection run on their own, or are they the monthly bottleneck?
Stripe handles checkout and subscription; Power Automate syncs plan, CFDI 4.0 and failed-payment retries. The DSO report assembles itself; Treasury stops reconciling by hand.
Do you know in real time who accessed which data, from where, and with what privilege?
Entra ID with enforced MFA, Conditional Access by risk, Microsoft Sentinel collecting product and CI/CD events, Microsoft Purview over regulated data. Incident response stops being "let’s go look at the logs".
The solution
Workflow that auto-executes: create user, configure workspace, import demo data, send welcome email with credentials. Customer ready to use product in 15 minutes.
Integrations platform allowing customers to connect their tools without code. Supports Salesforce, Jira, Slack, HubSpot, etc. No new dev features needed.
Auto-generate invoices by customer plan. Collect via Stripe, retry failed payments, auto-generate DSO reports.
Single source of truth for each customer. Data auto-flows between CRM, support, product analytics. Team always sees updated information.
Auto-alerts for at-risk churn customers based on usage. Auto-trigger customer success outreach or re-engagement emails.
Visibility of key metrics: MRR, churn, feature usage, NPS, pending support. All updated hourly without manual reports.
Free diagnostic · No commitment
Our tech diagnostic analyzes your current onboarding, integrations, billing and support processes. You'll get an automation roadmap that frees your team to innovate.
3 minutes · No commitment · Response within 24 hours
Looking for something else? · Operational Diagnostic
If you need a diagnostic that covers processes, data, integrations and operations — not just the tenant — the Operational Diagnostic is a tailored consulting service.
Learn about the Operational Diagnostic →