01· Pipeline · AIlive
Projected pipeline in real trend
Monthly pipeline curve in USD. Detect generation drops before they become a quarter-end problem.
Pipeline $ Q1 → Q2demo data
Payment companies that close deals — not ones chasing quotes on WhatsApp
Kanban pipeline with configurable stages, each opportunity with its 7 traced sub-processes (quote, PR, PPR, deliveries, payments, invoices, PO), public quote links, company scoring and integrated Goals+OKR+Forecast. All connected to Claude, Kommo and Make.
Anthropic deployment standardSystem in production in this industryAssessment on your operation
Pagos Hub · Opportunities
Sales pipeline
8 deals · $136K in pipeline · configurable stages
Claude: 2 deals sit in “No Stage” — assign a stage so they enter the forecast
No Stage
2 · $1,880
Comercios del Bajío
$1,240
Prospect28/03
Claude: assign stage
Abarrotes La Paz
$640
Prospect02/04
Prospect
1 · $8,900
Cadena Express Norte
$8,900
Open15/04
Connect
1 · $22,400
Grupo Retail Centro
$22,400
Open30/04
Collect
1 · $14,100
Distribuidora Pacífico
$14,100
Customer12/04
Propose
2 · $41,150
Franquicia Sabor MX
$31,700
Open20/04
Hoteles del Golfo
$9,450
Customer08/05
Negotiate
1 · $47,800
Cadena Farma Salud
$47,800
Won03/04
KPI 01
7
sub-processes
per deal
KPI 02
1
file per customer
KYC, contract and terminals
KPI 03
0
unvalidated onboardings
the document is cross-checked first
KPI 04
L1
onboarding
prepared; a person signs
LIVE DATA
Your pipeline, in metrics that decide
What your commercial management sees every morning: projected pipeline, closed deals, rep activity by stage and real conversion.
02 · Workflows · Claude24/7
Commercial cycle orchestrated by AI
Every lead enters a workflow that qualifies, proposes and closes without losing follow-up.
lead.captured
lead.captured (web/whatsapp)
→claude.score(company) → 81
→quote.send(public link)
→deal.close → forecast.update()
03 · Performance · reps12 weeks
Rep conversion × stage, not aggregate totals
Stage advancement rate by rep × week. Detect where deals get stuck before month-end.
No Stage
Prospect
Connect
Collect
Propose
Negotiate
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
04 · Closed · monthtoday
Closed deals per month
Monthly distribution of won deals. March leading with terminal renewal season.
18
24
31
27
38
42
35
Jan
Feb
Mar
Apr
May
Jun
Jul
215 deals closed in the semester
WHERE ORDER STARTS
Five points in payment-terminal sales that move into a single deal file
When selling POS, softPOS and gateways, the deal, the proposal, the documents, the priority and the forecast already live across chats, email and spreadsheets. The system brings them into one file per opportunity, with traceability for every step.
01
The pipeline in a CRM, with stages and close dates
Today the sales rep knows what stage each deal is at, but that knowledge lives in their WhatsApp. There is no recorded stage, projected value or close date. In the system, every deal has a stage, a value and a date, and the pipeline holds even when the team changes.
02
Proposals with a public link and a record of every open
Today the proposal goes out as a PDF by email, with no way to know whether it was opened or forwarded. Follow-up happens blind. In the system, the proposal is published with a link that records every open, and follow-up is scheduled with that data.
03
Quote, requisition, delivery, payment, invoice and PO on the same deal
Today a terminal deal generates a quote, a requisition, a pre-requisition, a delivery, a payment, an invoice and a purchase order, each in a different folder, email or spreadsheet. In the system, all of them hang from the same deal and the full status reads on one screen.
04
Priority by value, with a company score
Today the rep spends the same time on the merchant asking for one terminal as on the chain with hundreds in operation. In the system, each company has a score with its signals in view, and attention is ordered by value.
05
Forecast, goals and OKRs on the same data
Today at every month-end someone consolidates sales by rep in one spreadsheet, while goals sit in another and OKRs in a third. In the system, forecast, goals and OKRs read from the same deals, with the date of the data in view.
LIVE SYSTEM
Explore the modules before talking to us
A navigable version of the system, with fictional data: click, filter and open each record. These are the four modules your commercial team will operate every day.
01COMMERCIAL · PIPELINE
Kanban pipeline with your stages, not the CRM's
No Stage, Prospect, Connect, Collect, Propose, Negotiate, Closed. Every deal with company, value, badge and close date. Claude flags the pipeline stuck in 'No Stage' before you lose deals.
- Configurable stages per company
- Projected value and close date per deal
- Badges Open / Won / Prospect / Customer
- Claude suggests assigning a stage to blind pipeline
↓ Interactive · demo data
Pagos Hub · Opportunities
Sales pipeline
8 deals · $136K in pipeline · configurable stages
Claude: 2 deals sit in “No Stage” — assign a stage so they enter the forecast
No Stage
2 · $1,880
Comercios del Bajío
$1,240
Prospect28/03
Claude: assign stage
Abarrotes La Paz
$640
Prospect02/04
Prospect
1 · $8,900
Cadena Express Norte
$8,900
Open15/04
Connect
1 · $22,400
Grupo Retail Centro
$22,400
Open30/04
Collect
1 · $14,100
Distribuidora Pacífico
$14,100
Customer12/04
Propose
2 · $41,150
Franquicia Sabor MX
$31,700
Open20/04
Hoteles del Golfo
$9,450
Customer08/05
Negotiate
1 · $47,800
Cadena Farma Salud
$47,800
Won03/04
02OPERATIONS · DEAL 360
One deal, 7 sub-processes traced in one view
Quotes, PR, PPR, Deliveries, Payments, Invoices and PO. The full cycle of a terminal deal in sub-tabs inside the same opportunity. Folders and loose emails are gone.
- System quote with code and status
- Deliveries with tracking number and ETA
- CFDI invoices linked to the deal
- Sub-processes that activate as the deal advances
↓ Interactive · demo data
Pagos Hub · Opportunity
PO 49 · Qty 5 Terminal Pro X5
Value: $945Close: 31/03 Stage: Negotiate
COT-2026-0418
DispatchedComercios del Bajío · Issued 12/03 · Public link opened 3 times
5× Terminal Pro X5 (4G + WiFi)$845
Monthly processing plan$120
Volume discount-$20
Total$945
03INTELLIGENCE · SCORING
Company scoring to prioritize by real value
Each company with a Score, Customer/Player badges, active terminals and opportunities. The rep stops treating the $400 merchant the same as the player with 1,286 terminals.
- Score calculated and maintained by Claude
- Customer / Player badges and active terminals
- Tabs Summary, Opportunities, Account Plan, NDA
- Revenue, opportunities and contacts in one card
↓ Interactive · demo data
Grupo Retail Centro
CustomerPlayer+52 55 •••• 1133 Mexico City
81
Score
1,286 active terminals
$418K
Revenue 12m
10
Opportunities
7
Contacts
Why Score 81
- · Player with 1,286 active terminals (+34)
- · 10 opportunities, $94K open (+28)
- · Customer since 2023, payments on time (+19)
04DATA · BULK IMPORT
Upload your contact Excel, the system dedupes
Automatic column mapping, duplicate detection against the existing base and only the new ones get imported. Detected, duplicates and new contacts visible before confirming.
- Automatic mapping of inconsistent columns
- Dedupe against existing contacts
- Preview with per-row status
- Imports only the new contacts
↓ Interactive · demo data
Bulk contact import
Upload your Excel · automatic column mapping · dedupe against the database
contactos_q1_2026.xlsx
5 rows detected · 100% mapped
Automatic column mapping
Full name → nameEmail → emailCompany → companyJob title → role
5
Detected
2
Duplicates
3
New
Preview
| Name | Company | Role | Status |
|---|---|---|---|
Laura Méndez laura.mendez@retailcentro.mx | Grupo Retail Centro | Decision maker | New |
Carlos Ibáñez cibanez@retailcentro.mx | Grupo Retail Centro | Finance | New |
Ana Solís ana@expressnorte.mx | Cadena Express Norte | Technical | Already exists |
Diego Rangel drangel@pacifico.mx | Distribuidora Pacífico | Decision maker | New |
Marta Ovalle movalle@pacifico.mx | Distribuidora Pacífico | Finance | Already exists |
WHAT THE SYSTEM DOES
Operational capabilities built for payment companies
The critical modules for the sector are already solved and adapt to your process.
Kanban pipeline with configurable stages
No Stage, Prospect, Connect, Collect, Propose, Negotiate, Closed. Each company defines its stages. Drag by column with value and close date.
Opportunity with 7 sub-processes
Every deal comes with its sub-tabs: Quotes, PR, PPR, Deliveries, Payments, Invoices and PO. The full cycle of a terminal deal in a single view.
Public quote links
Generate the proposal and send it by link without login. The customer navigates it, you see when they opened it and when they accepted it.
Company scoring
Each company with a Score (e.g. 81), badges (Customer/Player), active terminals and open opportunities. Prioritize by real value.
Bulk contact import with dedupe
Upload an Excel of contacts, the system maps columns automatically, detects duplicates and only imports the new ones.
Goals + Forecast by rep
Sales projection by executive and period. The monthly goal is compared against the real pipeline, without building Excel.
Team OKR
Commercial team objectives and key results integrated in the same system where the pipeline lives. No parallel spreadsheets.
Bulk email to contacts
Campaigns segmented to contacts by company, role or stage. Decision makers, technicians and finance in separate lists.
Products with variants
Terminal catalog with variants (models, connectivity, plans) and prices. The quote pulls from the real catalog.
CONNECTED STACK
The integrations your payments company needs, already built
We connect the tools you already use and the ones worth adopting.
Claude · Anthropic
Claude PartnerCompany scoring, stage suggestions, proposal drafting and pipeline analysis
Kommo CRM
PartnerPipeline and contact sync with automatic cross-company scoring
Monday.com
PartnerProject board and terminal delivery tracking synced with the deal
WhatsApp Business
Notifications when a quote is opened, a deal advances a stage and closing reminders
Make / n8n
Webhooks to ERPs, billing systems and payment processors
Supabase
Database, Edge Functions for scoring and public links, quote storage
LIVE SYSTEM · Grupo Latitud
This is what it looks like inside an AI-operated system — and how it is governed.
A demo company’s system, with its modules, agents and rules at work. Follow the guide or browse freely.
Modules in this tour
- 01A lead comes in on WhatsApp
- 02The opportunity is born from the conversation
- 03What to do, with whom and why
- 04Whatever commits money waits for a person
- 05The rule that governs it all
Boosty Standard for Operating with AISimulated AI · demo data
FEATURED CASE
B2B payments fintech: seven sub-processes per deal in a single file
A payment terminal, POS and softPOS fintech ran its entire commercial cycle across WhatsApp, email and spreadsheets. We built a CRM with a configurable-stage Kanban pipeline where every opportunity carries its seven sub-processes: quote, PR, PPR, deliveries, payments, invoices and PO. Quotes go out as a public link with open tracking, and onboarding does not move forward until the document is cross-checked against the file. The day a sales rep leaves, the pipeline stays.
7
sub-processes per deal, previously scattered in folders
1
file per customer: KYC, contract and terminals
0
onboardings without a cross-checked document
B-O-O-S-T-Y METHODOLOGY
Four phases, one order, one owner per task
This is how an end-to-end implementation is chained: every bar is a concrete task, with the role that owns it, and the marker runs through the sequence. The calendar is set in the assessment, with your team and your timing.
← Swipe · the full sequence
Step: 1/104 phases · 11 tasks
Phase / Task
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 7
STEP 8
STEP 9
STEP 10
F1
Assessment
▸ Use-case inventory + systems map
Walk with reps and management
PR
AD
Terminal catalog and data
DA
F2
Architecture
▸ Architecture diagram + AI usage policy
Stages and sub-processes
PR
DA
Company scoring rules
GO
DA
F3
Build
▸ System in production + evaluation cases
Kanban and opportunities
EN
PR
Contact import with dedupe
EN
DA
Public quote and forecast
EN
Evaluation cases before release
GO
DA
F4
Adoption
▸ Adoption measured by role + rollback plan
Training for reps and management
AD
Adoption indicators
AD
DA
Rollback plan and support
GO
EN
Owners
Hover a task to highlight itPRProductDADataENEngineeringGOGovernanceADAdoption
Frequently asked questions about our CRM for fintech and payments
Yes. The stages (No Stage, Prospect, Connect, Collect, Propose, Negotiate, Closed or others) are configurable per company. You can rename them, reorder them, add or remove stages. The Kanban adapts to your commercial process, not the other way around.
Every payment terminal deal generates Quotes, PR (requisition), PPR (pre-requisition), Deliveries, Payments, Invoices and PO (purchase order). The system brings them as sub-tabs inside the same opportunity, so you see the full cycle without jumping between folders and emails.
You generate the quote from the product catalog and the system creates a public link. You send it by email or WhatsApp and the customer navigates it without login. You see when they opened it, how many times, and when they accepted it. Chasing blindly is over.
Both. You define the criteria (active terminals, revenue, open opportunities, tenure). Claude calculates and keeps the Score updated, and flags companies that should move up in priority. The score is a guide for the sales rep, not a blind automatism.
You upload an Excel. The system maps the columns automatically (name, email, company, role), detects duplicates against the existing base and only imports new contacts. It shows you detected, duplicates and new before you confirm.
Yes, they live in the same system as the pipeline. The forecast builds itself by crossing open deals, value and close date. Per-rep goals and team OKRs are compared against the real pipeline, without parallel spreadsheets or manual consolidation at month-end.
Yes, via Make/n8n. We connect the Invoices and Payments sub-process to your ERP, billing system or processor. When an invoice is issued or a payment is confirmed, the deal updates itself.
Scope and model are defined in the assessment. They depend on the number of reps, the integrations and the pipeline volume. Schedule a 30-minute assessment and we put it in writing.
Founder · Boosty Digital
A WORD FROM THE FOUNDER
“In B2B payments, the pipeline has to live in the system, with every deal, its stage and its history.”
A B2B pipeline works like a loan file: every step leaves its document and anyone can pick up the case where it stopped. In many payment-terminal companies that file lives in WhatsApp and in the sales rep’s memory: the quote went out by email three weeks ago and nobody knows if it was opened, the requisition sits in one folder and the delivery in another spreadsheet.
We build the CRM where that file lives: your stages, the seven sub-processes of every deal traced, scoring that ranks by size and intent, and a forecast built from pipeline data. A customer onboarding is prepared with the document cross-checked, and a person signs it.
For the company, that means a pipeline that stays when a sales rep leaves, with every deal and its history. Book 30 minutes with me: I’ll tell you what we would put in order first, what we would build and how we would measure it. Who can tell you today which stage each deal is in?
Gabriel Montiel
CEO · Boosty Digital
Applied AI Professor, UCAB·Industrial Engineer·MBA
GET STARTED
Ready for the pipeline to stop living in WhatsApp?
Schedule a 30-minute assessment. We tell you which part of the commercial process to order first, what we would build and how it would be measured. No corporate presentation.
✓
Assessment of your reconciliation and compliance stack✓
What we would build first: one file per client, with no loose copies✓
Integration plan with your current APIs