The problem

Spreadsheets, scattered emails and phone notes are not a management system

Many businesses that bill well still manage clients with spreadsheets, send quotes by email without follow-up, and handle invoicing with software that no longer meets regulations.

From 2027, Verifactu will be mandatory for all businesses and freelancers in Spain. If your invoicing software isn't ready, you'll have a legal problem. But the real issue goes beyond that: it's the entire management behind it.

Automate processes

There are tasks your team repeats every day that can be automated: WhatsApp replies, quote generation, lead follow-up, task assignment...

Example: "Every morning I waste half an hour sending the same emails and manually assigning visits."

Centralise management

Clients in a spreadsheet, invoices in another programme, quotes by email, notes on your phone... With an ERP you have everything in one place, connected and under control.

Example: "I don't know the status of each client or how many pending quotes I have."

The service

Custom CRM, ERP and automation

I implement management systems tailored to your business. I don't sell you software, I set up a system that works for you.

What I implement

CRM Client management, leads, quotes and follow-up
ERP (Odoo, Holded, among others) Invoicing, inventory, HR, projects
Verifactu Invoicing ready for the 2027 regulation
Automation WhatsApp, email, AI, workflows

What's included

Analysis of your current processes
Selection of the right tool
Implementation and configuration
Migration of existing data
Automation of repetitive tasks
Integration with WhatsApp, email and AI
Training for your team

My approach

First I understand how you work. Then I improve it.

I don't install software and disappear. I get into your business, look at how things work, spot where you're losing time and money, and build a custom system. With 10 years in operations within a multinational, I understand how a business works from the inside.

How we do it

The process, step by step

Analysis

I analyse your current processes, detect inefficiencies and understand what your business needs.

Proposal

I recommend the tool and system that best fits: CRM, ERP or both, with the necessary automation.

Implementation

I configure the system, migrate the data, create the workflows and automate repetitive tasks.

Training

I train your team so they can work with the new system from day one.

Frequently asked questions

Common questions

What is Verifactu and why does it affect me?

Verifactu is the invoice verification system that will be mandatory in Spain from 2027. All freelancers and businesses will need to issue invoices with approved software that guarantees data traceability and integrity.

Do I need a CRM or an ERP?

It depends on your business. A CRM manages client relationships (leads, sales, follow-up). An ERP goes further: invoicing, inventory, HR, projects... I recommend what you actually need after analysing your processes.

What tools do you use?

I work with Odoo, Holded and other platforms depending on the case. I'm not tied to any provider: I recommend the tool that best fits your business and budget.

Can I migrate data from my current system?

Yes. Migrating existing data (clients, invoices, products, history) is part of the service. I make sure you don't lose information in the transition.

How long does implementation take?

It depends on the business complexity. A basic implementation can be ready in 2-4 weeks. Projects with complex migrations or multiple integrations may take 1-2 months.

Organise your business with a system that works for you