CASE · B2B PAYMENTS FINTECH — MEXICO
Terminal sales left the spreadsheet and entered a control room
A Mexican B2B payments fintech — terminals, POS, softPOS, and gateways — needed a CRM that understood their business: merchant scoring, quotes clients open without login, and a forecast that never goes stale. This is what we built.
The process, before
Selling terminals with loose sheets
- —Merchant prospects living in Excel sheets that each salesperson versioned in their own way.
- —Terminal quotes built by hand in Word, with discounts negotiated from memory.
- —Proposals sent as email attachments: impossible to know if the client ever opened them.
- —The forecast was a Friday meeting, not a data point. Targets were a promise without a dashboard.
How we understood it
A B2B cycle with NDAs and scoring
- →Selling terminals, POS, and softPOS follows a B2B cycle with NDAs, scoring, and volume.
- →The bottleneck was knowing where each deal stood and what was going to close.
- →Clients decide fast when the proposal is a link that opens on their phone, friction-free.
- →Leadership needed weighted forecast and live OKRs, not a report that ages within hours.
The optimized flow
Six stages, one single source of truth
Prospecting
Qualification
Presentation
Negotiation
Closing
Implementation
Sales pipeline · live
Opportunities advance on their own
Pharmacy chain
120 POS terminals
Parking operator
Multi-branch softPOS
Grocery distributor
Gateway + terminals
Restaurant franchise
40 terminals + tips
Gym network
Recurring payments
Car wash chain
softPOS on a tablet
Each card is a company with a score and an NDA. The team sees where every deal stands without asking — and the simulation shows how the pipeline breathes over a real working day.
Quote with a public link
A proposal the client opens without logging in
Product variant
Commercial proposal — Smart Android terminal
Sent by email through Resend. The client accepts from the browser; the deal moves to the next stage automatically.
Weighted forecast
How much will close, without guessing
Each opportunity is weighted by probability. Leadership sees the projected close for the quarter on a single screen.
Sales team OKRs
Targets that measure themselves
Activate new B2B merchants
Merchants in implementation
Shorten the sales cycle
Days from Prospecting → Close
Pipeline coverage
Pipeline vs. quarterly target
A KPI and target dashboard connected to the real pipeline, not to a spreadsheet someone updates on Friday.
What we built
A CRM built for B2B payments
Specialized CRM for terminal sales
Company Kanban pipeline with scoring and NDA management. Products with variants (terminal, softPOS, gateway) and opportunities with stage probability.
Public-link quotes
Volume variants and discounts, email delivery via Resend, and a /cotizacion/:id link the client opens without login. Also /propuesta/:id and /requerimiento/:id.
Weighted forecast and OKRs
KPI and targets dashboard connected to the live pipeline: projected quarterly close and team OKRs that measure themselves.
Bulk contacts and email
Contact import via Excel with deduplication, assigned tasks, and mass email campaigns — all inside the same system.
Development scope
The stack that holds it together
What changed
From Excel chaos to a control room
The team stopped asking "where does this client stand?" — the pipeline answers by itself.
Proposals are sent in minutes and traceable as a link, not a lost attachment.
Leadership opens a dashboard and sees real forecast and OKRs, without waiting for month-end.
A process that lived in Excel and scattered emails is now a commercial control room.
YOUR COMMERCIAL PROCESS IS NEXT
Does your sales force live in loose sheets?
We build the CRM that understands how you sell — scoring, public quotes, forecast — tailored to your operation. Schedule a 30-minute assessment.