Conversation and sales

CRM and follow upEvery opportunity with its record, its stage and its next step; the system feeds it and moves it.

A CRM is only useful if it is current, and almost none are, because they depend on someone keying data in. We take that on: the system feeds every record, advances the opportunities and sustains the follow up. Your team comes in to decide and to close, not to key in data.

What you get

Results, not one more tool.

Every opportunity with its record

Source, conversations, emails, meetings, proposals and notes in one place, captured by the system.

Stages and next step

A board with the stages of your sales process, configured for your industry, and every opportunity with a clear pending action.

Follow up that does not fall through

Email and WhatsApp sequences, reminders and reactivation of cold opportunities, with your criteria and on the record.

Connected to your email and calendar

Connection with your email and calendar provider: what happens there also lands on the record.

How it runs

We take it on. Here is how.

123
01One session

Configuration

Stages, fields, catalogs and follow up rules are delivered configured for your industry.

02In days

Fed automatically

Website, campaigns, conversations and prospecting feed the CRM with no manual entry.

03Every week

Leadership informed

Funnel, conversion rates and opportunities by stage, with the analysis of what changed, every week.

For leadership

What changes, in three numbers.

0 data entry
the system feeds the records; your team decides.
One truth
the same funnel in the CRM and in your reports, never two versions.
Configured
stages and rules ready for your industry in days.
What it replaces
SoftwareVendors and positionsMarket cost USD
A per seat CRM plus custom integrationsImplementation consultant (20 to 60 thousand one time)$1,200 to $3,500 per month per seat

Public market references as of September 2026, approximate and in Mexican pesos; they are there to size the order of magnitude, not as a quote.

Questions from leadership

What usually comes up before deciding.

Can I migrate my current CRM?

Yes. We import contacts, companies and opportunities with their history, and we keep the source of each one.

How many users does it include?

It depends on the plan; seats are adjusted with a change of plan, with no implementation project.

Does it integrate with my email?

Yes, with your email and calendar provider. What happens there is reflected on the record, with your permissions.

Combinations that add up

With CRM and follow up, this goes further.

No piece works alone. Three combinations that add up with what you just read, and why.

Dozens of use cases, one single operation: hybrid when your team wants to decide, autonomous when it does not need to.

You choose how much the system runs and how much your people run, case by case. It all runs to the same standard and leaves the same record.

See all use cases →

Your business deserves to run
at peak performance.

Schedule a discovery session with your Account Director. Proposal in 24 hours.

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Companies running OMB Cloud AES globally

Setup in hours · Zero consultants · Operating from your first login